Innovator U.S. Equity PowerPMARETF
13F holders, Q1 2024 (March 31)173holders
1famous investor
$36.80avg. 13F price*
At the end of Q1 2024, 173 institutions reported holding Innovator U.S. Equity Power (PMAR) in their 13F filings. The largest holders were Alliancebernstein L.P. ($74.9M), AE Wealth Management LLC ($47.3M) and Brookstone Capital Management ($34.8M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 50 | $71.2M |
| Exits | 7 | $16.8M |
Ownership 173 holders
| Alliancebernstein L.P. | 0.03% | Add +20.1% | 2,034,787 | $74.9M |
| AE Wealth Management LLC | 0.53% | Add +1902.8% | 1,284,652 | $47.3M |
| Brookstone Capital Management | 0.62% | Add +2001.3% | 945,269 | $34.8M |
| Penserra Capital Management LLC | 0.42% | Add +8.3% | 912,888 | $33.6M |
| Osaic Holdings, Inc. | 0.07% | Add +225.7% | 819,899 | $30.2M |
| Southland Equity Partners LLC | 8.03% | Add +2.1% | 776,869 | $28.6M |
| Commonwealth Equity Services, LLC | 0.04% | Add +146.1% | 603,097 | $22.2M |
| Personal Cfo Solutions, LLC | 2.97% | New | 516,789 | $19.0M |
| Cetera Investment Advisers | 0.03% | Add +2610.3% | 291,055 | $10.7M |
| MAI Capital Management | 0.10% | Add +188.6% | 253,289 | $9.3M |
| Strategic Wealth Partners Group, LLC | 0.94% | Add +272.7% | 232,111 | $8.5M |
| West Michigan Advisors, LLC | 2.64% | New | 220,417 | $8.1M |
| Kestra Advisory Services, LLC | 0.05% | Add +71.0% | 217,411 | $8.0M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +38.3% | 187,486 | $6.9M |
| Lincoln National Corp. | 0.10% | Add +39.5% | 168,630 | $6.2M |
| Townsquare Capital LLC | 0.09% | Add +91.5% | 157,773 | $5.8M |
| HighTower Advisors, LLC | 0.01% | Add +71.4% | 143,423 | $5.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +124.1% | 131,426 | $4.8M |
| InterOcean Capital Group, LLC | 0.11% | Add +27.3% | 129,592 | $4.8M |
| Truist Financial Corp. | 0.01% | Add +138.2% | 120,967 | $4.5M |
| CoreCap Advisors, LLC | 0.23% | Add +33.4% | 120,198 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Add +4.8% | 119,426 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +75.9% | 115,455 | $4.3M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +48.0% | 111,388 | $4.1M |
| KFG Wealth Management, LLC | 1.63% | Add +89.1% | 107,887 | $4.0M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.49% | New | 97,374 | $3.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +133.7% | 95,653 | $3.5M |
| WPWealth LLP | 0.88% | Add +14.8% | 92,090 | $3.4M |
| Brown Wealth Management, LLC | 1.39% | Add +306.8% | 91,441 | $3.4M |
| Outlook Wealth Advisors, LLC | 1.03% | New | 90,543 | $3.3M |
| Belpointe Asset Management LLC | 0.25% | New | 90,091 | $3.3M |
| Wealth Alliance, LLC | 0.43% | Add +4.8% | 89,860 | $3.3M |
| Bellwether Advisors, LLC | 0.72% | Add +129.8% | 88,476 | $3.3M |
| Advisory Alpha, LLC | 0.13% | Add +334.6% | 84,590 | $3.1M |
| Diligent Investors, LLC | 0.76% | Add +709.0% | 81,827 | $3.0M |
| BCS Wealth Management | 0.96% | Add +17.0% | 81,254 | $3.0M |
| MTM Financial Group, LLC | 1.85% | Add +2.9% | 75,837 | $2.8M |
| Cresset Asset Management, LLC | 0.01% | New | 73,577 | $2.7M |
| Janney Montgomery Scott LLC | 0.01% | Add +26.2% | 72,757 | $2.7M |
| Blair William & Co. | 0.01% | Add +275.9% | 71,340 | $2.6M |
| City Holding Co. | 0.38% | Reduce -0.9% | 68,303 | $2.5M |
| Atticus Wealth Management, LLC | 0.81% | Add +3.5% | 67,205 | $2.5M |
| Keystone Wealth Services, LLC | 0.74% | Reduce -1.7% | 61,957 | $2.3M |
| Catalina Capital Group, LLC | 0.90% | New | 57,325 | $2.1M |
| Raymond James & Associates | 0.00% | Add +114.7% | 56,497 | $2.1M |
| Yarger Wealth Strategies, LLC | 1.41% | New | 56,407 | $2.1M |
| Gill Capital Partners, LLC | 0.83% | Reduce -28.7% | 56,786 | $2.1M |
| Valmark Advisers, Inc. | 0.04% | No change | 54,759 | $2.0M |
| Cypress Wealth Services, LLC | 0.46% | Add +228.6% | 53,598 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +1375.4% | 51,461 | $1.9M |
| NewEdge Advisors, LLC | 0.02% | Add +6.2% | 47,729 | $1.8M |
| Corrado Advisors, LLC | 1.15% | New | 47,448 | $1.7M |
| MML Investors Services, LLC | 0.01% | Add +181.2% | 47,332 | $1.7M |
| RFG Advisory, LLC | 0.06% | Add +306.0% | 47,200 | $1.7M |
| Frisch Financial Group, Inc. | 0.56% | New | 45,744 | $1.7M |
| Blue Bell Private Wealth Management, LLC | 0.35% | Reduce -1.1% | 44,160 | $1.6M |
| Weaver Capital Management LLC | 0.46% | Add +15.6% | 43,432 | $1.6M |
| Main Street Financial Solutions, LLC | 0.17% | Reduce -1.7% | 42,555 | $1.6M |
| Certified Advisory Corp | 0.21% | New | 40,843 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.13% | New | 39,125 | $1.4M |
| Global Strategic Investment Solutions, LLC | 0.17% | New | 38,919 | $1.4M |
| Castle Rock Wealth Management, LLC | 0.37% | New | 37,857 | $1.4M |
| Bullseye Investment Management, LLC | 0.83% | New | 37,039 | $1.4M |
| Pinnacle Wealth Management Group, Inc. | 0.98% | Add +272.0% | 35,710 | $1.3M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +70.7% | 35,476 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | New | 35,353 | $1.3M |
| Sigma Planning Corp | 0.04% | Add +235.4% | 34,673 | $1.3M |
| Stuart Chaussee & Associates, Inc. | 0.36% | No change | 34,172 | $1.3M |
| Mercer Global Advisors Inc. | 0.00% | Add +408.0% | 33,405 | $1.2M |
| CreativeOne Wealth, LLC | 0.05% | New | 32,227 | $1.2M |
| WorthPointe, LLC | 0.59% | Reduce -1.2% | 32,049 | $1.2M |
| Trek Financial, LLC | 0.09% | Add +132.9% | 31,736 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +12.6% | 31,267 | $1.2M |
| Susquehanna International Group, LLP | 0.00% | Add +115.6% | 31,181 | $1.1M |
| Atria Wealth Solutions, Inc. | 0.01% | New | 31,175 | $1.1M |
| LPL Financial LLC | 0.00% | Add +76.4% | 30,837 | $1.1M |
| Lakeridge Wealth Management LLC | 0.69% | Add +102.0% | 28,884 | $1.1M |
| Financial Network Wealth Advisors LLC | 0.99% | Add +168.3% | 26,892 | $990K |
| Spire Wealth Management | 0.02% | Add +30.8% | 26,621 | $980K |
| Jane Street Group, LLC | 0.00% | Add +104.1% | 26,503 | $976K |
| ARS Wealth Advisors Group, LLC | 0.13% | New | 25,842 | $951K |
| FSA Advisors, Inc. | 0.93% | Add +97.1% | 23,565 | $867K |
| Avantax Advisory Services, Inc. | 0.01% | Add +34.1% | 23,034 | $848K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +69.6% | 22,893 | $843K |
| Lineweaver Wealth Advisors, LLC | 0.20% | Reduce -12.2% | 22,711 | $836K |
| CRA Financial Services, LLC | 0.18% | New | 22,267 | $820K |
| Mariner, LLC | 0.00% | New | 21,326 | $785K |
| First Commonwealth Financial Corp | 0.21% | Add +31.4% | 21,160 | $779K |
| Alera Investment Advisors, LLC | 0.10% | No change | 20,910 | $770K |
| Sequoia Financial Advisors, LLC | 0.01% | Reduce -9.0% | 20,724 | $763K |
| Buska Wealth Management, LLC | 0.33% | — | 20,662 | $761K |
| FWG Investments, LLC. | 0.82% | New | 20,571 | $757K |
| Retirement Planning Group, LLC | 0.06% | New | 19,774 | $728K |
| MBL Wealth, LLC | 0.08% | New | 19,596 | $721K |
| Advisory Services Network, LLC | 0.02% | Add +134.4% | 18,493 | $681K |
| Strategic Blueprint, LLC | 0.05% | Reduce -4.4% | 18,380 | $677K |
| Vishria Bird Financial Group, LLC | 0.28% | Add +8.6% | 17,501 | $644K |
| Kingsview Wealth Management, LLC | 0.02% | Add +91.4% | 17,472 | $643K |
| Signaturefd, LLC | 0.01% | No change | 17,277 | $636K |
| Foundations Investment Advisors, LLC | 0.02% | New | 16,793 | $618K |
| Ascent Wealth Partners, LLC | 0.09% | New | 16,683 | $614K |
| Orion Capital Management LLC | 0.32% | Add +12.2% | 16,504 | $608K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -42.1% | 15,411 | $567K |
| Maltin Wealth Management, Inc. | 0.30% | New | 14,659 | $540K |
| Arax Advisory Partners | 0.06% | Add +11.9% | 14,630 | $539K |
| Consolidated Portfolio Review Corp | 0.14% | New | 14,331 | $528K |
| PFG Investments, LLC | 0.03% | New | 14,331 | $528K |
| Sugar Maple Asset Management, LLC | 0.50% | — | 14,019 | $516K |
| Continuum Advisory, LLC | 0.08% | Add +38.3% | 13,729 | $506K |
| Summit Wealth Partners, LLC | 0.10% | Add +6.2% | 12,683 | $467K |
| Chicago Partners Investment Group LLC | 0.02% | Add +26.4% | 12,132 | $440K |
| Lake Street Private Wealth, LLC | 0.06% | Reduce -19.8% | 11,860 | $437K |
| Smith Anglin Financial, LLC | 0.04% | Add +7.8% | 11,641 | $428K |
| Royal Bank of Canada | 0.00% | Add +617.5% | 11,429 | $421K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,041 | $406K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 11,041 | $406K |
| Capital Analysts, LLC | 0.02% | Reduce -3.0% | 10,898 | $401K |
| Fragasso Financial Advisors Inc | 0.03% | No change | 10,843 | $399K |
| Pillar Wealth Advisors, LLC | 0.30% | No change | 10,745 | $396K |
| Harbour Investments, Inc. | 0.01% | Reduce -0.3% | 10,737 | $395K |
| Sugarloaf Wealth Management, LLC | 0.08% | Add +69.8% | 10,688 | $393K |
| AdvisorNet Financial, Inc | 0.04% | Add +63.3% | 10,682 | $393K |
| Focus Financial Network, Inc. | 0.02% | — | 10,750 | $387K |
| Weaver Consulting Group | 0.14% | Add +74.4% | 10,086 | $371K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Reduce -50.0% | 9,818 | $361K |
| Citadel Advisors | 0.00% | New | 9,651 | $355K |
| ORBA Wealth Advisors, L.L.C. | 0.19% | New | 9,513 | $350K |
| First City Capital Management, Inc. | 0.19% | New | 9,495 | $350K |
| Visionary Wealth Advisors | 0.02% | Reduce -36.1% | 9,117 | $336K |
| Bedel Financial Consulting, Inc. | 0.05% | Reduce -5.3% | 9,074 | $334K |
| Fiduciary Alliance LLC | 0.06% | New | 8,844 | $326K |
| Captrust Financial Advisors | 0.00% | Add +10.8% | 8,748 | $322K |
| Schnieders Capital Management LLC | 0.07% | Add +2.4% | 8,700 | $320K |
| Smith Shellnut Wilson LLC | 0.17% | New | 8,500 | $313K |
| Arkadios Wealth Advisors | 0.02% | New | 8,307 | $306K |
| IFP Advisors, Inc | 0.01% | Add +28.1% | 8,258 | $304K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +28.0% | 8,887 | $298K |
| SageView Advisory Group, LLC | 0.01% | New | 8,086 | $295K |
| Cape Investment Advisory, Inc. | 0.14% | Add +12.7% | 8,000 | $294K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.10% | New | 7,949 | $293K |
| Independent Financial Group, LLC | 0.01% | New | 7,858 | $289K |
| Clay Northam Wealth Management, LLC | 0.23% | No change | 7,770 | $286K |
| Cedar Brook Financial Partners, LLC | 0.06% | New | 7,623 | $281K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +13.8% | 7,243 | $267K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -5.7% | 7,185 | $264K |
| Csenge Advisory Group | 0.01% | New | 7,165 | $264K |
| Cwm, LLC | 0.00% | Add +10.6% | 6,867 | $253K |
| Ausdal Financial Partners, Inc. | 0.03% | New | 6,703 | $247K |
| Cypress Financial Planning LLC | 0.11% | New | 6,411 | $236K |
| Epic Trust Investment Advisors, LLC | 0.29% | Reduce -30.1% | 6,352 | $234K |
| Nikulski Financial, Inc. | 0.08% | No change | 6,350 | $234K |
| Crown Wealth Group, LLC | 0.12% | Reduce -17.2% | 6,292 | $232K |
| Mutual Advisors, LLC | 0.01% | No change | 5,788 | $213K |
| Koshinski Asset Management, Inc. | 0.02% | New | 5,625 | $207K |
| Beck Capital Management, LLC | 0.06% | Reduce -9.8% | 5,509 | $203K |
| Clear Point Advisors Inc. | 0.11% | Reduce -10.1% | 3,575 | $132K |
| Creative Financial Designs Inc. | 0.01% | New | 3,300 | $121K |
| Parallel Advisors, LLC | 0.00% | No change | 3,142 | $116K |
| Geneos Wealth Management Inc. | 0.00% | New | 2,850 | $105K |
| Castleview Partners, LLC | 0.06% | No change | 2,721 | $100K |
| Hazlett, Burt & Watson, Inc. | 0.04% | Add +156.3% | 2,050 | $75K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $73K |
| Integrity Financial Corp | 0.04% | No change | 1,572 | $58K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,430 | $53K |
| Principal Securities, Inc. | 0.00% | Reduce -72.4% | 584 | $21K |
| CNB Bank | 0.01% | New | 473 | $17K |
| PFS Partners, LLC | 0.01% | Reduce -21.4% | 444 | $16K |
| Anfield Capital Management, LLC | 0.01% | New | 313 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $11K |
| EverSource Wealth Advisors, LLC | 0.00% | New | 150 | $5K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $4K |
| Wolff Wiese Magana LLC | 0.00% | No change | 51 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 12 | $442 |
"% of holder's portfolio" is PMAR's weight in each manager's 13F, not the share of Innovator U.S. Equity Power the manager owns.