Institutional Ownership Innovator U.S. Equity Power Bu (PMAR)
This table provides information about the institutional ownership of Innovator U.S. Equity Power Bu (PMAR). We have compiled data on the 185 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
14,527
shares
|
$591,975
0.09% of portfolio
|
Q2 2024
Added 1.37%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
14,520
shares
|
$591,690
0.04% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
14,503
shares
|
$590,997
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Feb 04, 2025 Q4 2024 |
13,930
shares
|
$567,647
0.08% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
13,808
shares
|
$562,676
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Certified Advisory Corp
Altamonte Springs, FL |
Jan 14, 2025 Q4 2024 |
13,587
shares
|
$553,670
0.06% of portfolio
|
Q4 2024
Reduced 66.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
13,569
shares
|
$552,936
0.07% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jan 13, 2025 Q4 2024 |
13,290
shares
|
$541,567
0.12% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Jan 16, 2025 Q4 2024 |
12,407
shares
|
$505,585
0.4% of portfolio
|
Q4 2024
Reduced 8.23%
|
|
|
Sequoia Financial Advisors, LLC
|
Feb 07, 2025 Q4 2024 |
12,205
shares
|
$497,353
0.0% of portfolio
|
Q4 2024
Reduced 41.75%
|
|
|
Chicago Partners Investment Group LLC
|
Jan 23, 2025 Q4 2024 |
12,132
shares
|
$494,379
0.02% of portfolio
|
Q1 2024
Added 26.35%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
12,098
shares
|
$492,993
0.05% of portfolio
|
Q4 2024
Reduced 9.11%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
12,048
shares
|
$490,956
0.05% of portfolio
|
Q2 2024
Added 3.5%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
11,421
shares
|
$465,405
0.01% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
11,128
shares
|
$453,466
0.06% of portfolio
|
Q1 2023
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
10,898
shares
|
$444,093
0.02% of portfolio
|
Q1 2024
Reduced 3.03%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
10,745
shares
|
$437,858
0.03% of portfolio
|
Q3 2024
Added 47.37%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
10,737
shares
|
$437,532
0.01% of portfolio
|
Q1 2024
Reduced 0.26%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
10,720
shares
|
$436,840
0.03% of portfolio
|
Q3 2024
Reduced 88.21%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
10,403
shares
|
$423,922
0.11% of portfolio
|
Q2 2023
Reduced 13.16%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
10,386
shares
|
$423,229
0.05% of portfolio
|
Q3 2024
Reduced 34.89%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
10,138
shares
|
$413,123
0.08% of portfolio
|
Q4 2024
Reduced 1.31%
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
10,130
shares
|
$412,797
0.04% of portfolio
|
Q4 2024
Reduced 5.17%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Jan 29, 2025 Q4 2024 |
10,043
shares
|
$409,252
0.18% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Buska Wealth Management, LLC
Wausau, WI |
Jan 08, 2025 Q3 2024 |
9,973
shares
|
$406,399
0.13% of portfolio
|
Q1 2024
Added 79.7%
|