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 11.3 Million shares, which have been reported (via 13F filing form) to have a value of $459 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
9,117
shares
|
$371,426
0.02% of portfolio
|
Q1 2024
Reduced 36.15%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
9,074
shares
|
$369,674
0.05% of portfolio
|
Q1 2024
Reduced 5.34%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jan 29, 2025 Q4 2024 |
8,955
shares
|
$364,826
0.01% of portfolio
|
Q4 2024
Reduced 8.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
8,936
shares
|
$364,052
0.0% of portfolio
|
Q3 2024
Reduced 44.37%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
8,891
shares
|
$362,219
0.1% of portfolio
|
Q3 2024
Reduced 79.94%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
8,835
shares
|
$359,937
0.06% of portfolio
|
Q2 2024
New holding
|
|
|
Schnieders Capital Management LLC
|
Nov 08, 2024 Q3 2024 |
8,700
shares
|
$354,438
0.07% of portfolio
|
Q1 2024
Added 2.35%
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
8,628
shares
|
$351,504
0.04% of portfolio
|
Q3 2024
Reduced 37.53%
|
|
|
Smith Shellnut Wilson LLC
|
Oct 31, 2024 Q3 2024 |
8,500
shares
|
$346,290
0.15% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,488
shares
|
$345,801
0.01% of portfolio
|
Q2 2024
Added 2.79%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
8,312
shares
|
$338,630
0.0% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
8,311
shares
|
$338,590
0.02% of portfolio
|
Q4 2024
Reduced 22.42%
|
|
|
Firestone Capital Management
|
Nov 14, 2024 Q3 2024 |
8,287
shares
|
$337,612
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Nov 14, 2024 Q3 2024 |
8,000
shares
|
$325,920
0.13% of portfolio
|
Q1 2024
Added 12.68%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jan 13, 2025 Q4 2024 |
7,923
shares
|
$322,783
0.03% of portfolio
|
Q2 2024
Reduced 26.93%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
7,319
shares
|
$298,176
0.01% of portfolio
|
Q4 2024
Reduced 0.68%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
7,262
shares
|
$295,853
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Weaver Consulting Group
|
Jan 07, 2025 Q4 2024 |
7,103
shares
|
$289,376
0.1% of portfolio
|
Q4 2024
Reduced 17.38%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
7,061
shares
|
$287,665
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
6,769
shares
|
$275,769
0.15% of portfolio
|
Q4 2024
New holding
|
|
|
First City Capital Management, Inc.
|
Jan 03, 2025 Q4 2024 |
6,750
shares
|
$274,995
0.15% of portfolio
|
Q3 2024
Reduced 28.91%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
6,703
shares
|
$273,080
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jan 13, 2025 Q4 2024 |
6,594
shares
|
$268,639
0.03% of portfolio
|
Q4 2024
Reduced 29.9%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
6,493
shares
|
$264,524
0.0% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
6,365
shares
|
$259,310
0.02% of portfolio
|
Q4 2024
New holding
|