Innovator U.S. Equity PowerPMARETF
13F holders, Q2 2024 (June 30)183holders +10
23new positions
15sold out
1famous investor
$37.86avg. 13F price*
At the end of Q2 2024, 183 institutions reported holding Innovator U.S. Equity Power (PMAR) in their 13F filings, up 10 from Q1 2024. 23 opened new positions and 15 sold out. The largest holders were Alliancebernstein L.P. ($68.7M), Penserra Capital Management LLC ($36.7M) 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 23 | $31.8M |
| Exits | 15 | $41.6M |
All 13F filers, Q1 2024 → Q2 2024: 1,305,588 shares bought and 3,116,014 shares sold, net −1,810,426 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 183 holders
| Alliancebernstein L.P. | 0.02% | Reduce -10.9% | 1,812,490 | $68.7M |
| Penserra Capital Management LLC | 0.46% | Add +5.9% | 967,020 | $36.7M |
| Brookstone Capital Management | 0.58% | Reduce -4.1% | 906,253 | $34.8M |
| Southland Equity Partners LLC | 8.42% | Add +0.1% | 777,262 | $29.5M |
| Osaic Holdings, Inc. | 0.06% | Reduce -12.1% | 721,119 | $27.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +0.0% | 603,227 | $22.9M |
| Cetera Investment Advisers | 0.02% | Reduce -5.2% | 275,825 | $10.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +6.2% | 230,895 | $8.8M |
| NorthCoast Asset Management LLC | 0.07% | New | 229,465 | $8.7M |
| HFG Wealth Management, LLC | 5.36% | New | 221,900 | $8.4M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.9% | 191,034 | $7.2M |
| OneDigital Investment Advisors LLC | 0.08% | Add +385.3% | 171,566 | $6.5M |
| Townsquare Capital LLC | 0.08% | Reduce -1.2% | 155,886 | $5.9M |
| MAI Capital Management | 0.06% | Reduce -41.7% | 147,777 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.3% | 140,083 | $5.3M |
| Diversify Advisory Services, LLC | 0.28% | New | 135,349 | $5.2M |
| Focus Partners Wealth | 0.02% | New | 125,607 | $4.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -6.5% | 122,822 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +0.7% | 116,275 | $4.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.11% | Reduce -4.7% | 113,874 | $4.3M |
| KFG Wealth Management, LLC | 1.70% | Add +5.1% | 113,367 | $4.3M |
| CoreCap Advisors, LLC | 0.44% | Reduce -7.0% | 111,777 | $4.2M |
| Truist Financial Corp. | 0.01% | Reduce -8.7% | 110,397 | $4.2M |
| Comprehensive Financial Consultants Institutional, Inc. | 1.42% | Reduce -2.1% | 95,342 | $3.6M |
| Belpointe Asset Management LLC | 0.24% | Add +1.0% | 90,962 | $3.4M |
| Wealth Alliance, LLC | 0.44% | No change | 89,860 | $3.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -6.7% | 89,253 | $3.4M |
| Brown Wealth Management, LLC | 1.36% | Reduce -2.8% | 88,901 | $3.4M |
| Bellwether Advisors, LLC | 0.70% | Reduce -1.1% | 87,457 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.04% | Reduce -24.2% | 84,452 | $3.2M |
| Advisory Alpha, LLC | 0.13% | Reduce -0.5% | 84,180 | $3.2M |
| MBL Wealth, LLC | 0.36% | Add +327.2% | 83,716 | $3.2M |
| Diligent Investors, LLC | 0.77% | No change | 81,827 | $3.1M |
| BCS Wealth Management | 1.50% | Reduce -0.1% | 81,137 | $3.1M |
| Catalina Capital Group, LLC | 1.15% | Add +39.3% | 79,842 | $3.0M |
| MTM Financial Group, LLC | 1.85% | Add +0.8% | 76,412 | $2.9M |
| Cresset Asset Management, LLC | 0.01% | No change | 73,577 | $2.8M |
| Blair William & Co. | 0.01% | No change | 71,340 | $2.7M |
| AE Wealth Management LLC | 0.03% | Reduce -94.7% | 68,521 | $2.6M |
| Atticus Wealth Management, LLC | 0.83% | No change | 67,205 | $2.5M |
| Yarger Wealth Strategies, LLC | 1.51% | Add +17.3% | 66,137 | $2.5M |
| City Holding Co. | 0.37% | Reduce -4.4% | 65,297 | $2.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -13.3% | 63,116 | $2.4M |
| Raymond James & Associates | 0.00% | Add +0.9% | 56,981 | $2.2M |
| Gill Capital Partners, LLC | 0.83% | Reduce -0.2% | 56,654 | $2.1M |
| Valmark Advisers, Inc. | 0.04% | Reduce -0.1% | 54,692 | $2.1M |
| Cypress Wealth Services, LLC | 0.45% | No change | 53,598 | $2.0M |
| MML Investors Services, LLC | 0.01% | Add +13.2% | 53,597 | $2.0M |
| Keystone Wealth Services, LLC | 0.59% | Reduce -19.7% | 49,777 | $1.9M |
| RFG Advisory, LLC | 0.06% | Add +3.0% | 48,612 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Add +1.5% | 48,432 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -6.4% | 48,148 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +81.2% | 48,009 | $1.8M |
| Corrado Advisors, LLC | 1.13% | Reduce -3.0% | 46,048 | $1.7M |
| Frisch Financial Group, Inc. | 0.51% | Reduce -3.1% | 44,329 | $1.7M |
| LPL Financial LLC | 0.00% | Add +41.0% | 43,489 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.34% | Reduce -2.3% | 43,162 | $1.6M |
| Main Street Financial Solutions, LLC | 0.15% | No change | 42,555 | $1.6M |
| Stratos Wealth Advisors, LLC | 0.08% | Add +16.0% | 41,147 | $1.6M |
| Certified Advisory Corp | 0.19% | No change | 40,843 | $1.5M |
| Weaver Capital Management LLC | 0.50% | Reduce -6.3% | 40,705 | $1.5M |
| Cornerstone Wealth Group, LLC | 0.13% | No change | 39,125 | $1.5M |
| Pinnacle Wealth Management Group, Inc. | 0.99% | Add +8.1% | 38,610 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.35% | Reduce -3.3% | 36,592 | $1.4M |
| Lakeridge Wealth Management LLC | 0.81% | Add +22.3% | 35,334 | $1.3M |
| Stuart Chaussee & Associates, Inc. | 0.36% | No change | 34,172 | $1.3M |
| Old Mission Capital LLC | 0.03% | New | 34,080 | $1.3M |
| RPS Advisory Solutions LLC | 1.18% | — | 33,643 | $1.3M |
| Trek Financial, LLC | 0.10% | Add +3.5% | 32,836 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Add +0.4% | 32,367 | $1.2M |
| Patriot Financial Group Insurance Agency, LLC | 0.18% | Add +2.4% | 32,017 | $1.2M |
| WorthPointe, LLC | 0.55% | Reduce -0.4% | 31,907 | $1.2M |
| Atria Wealth Solutions, Inc. | 0.01% | Add +0.2% | 31,225 | $1.2M |
| Bullseye Investment Management, LLC | 0.81% | Reduce -16.6% | 30,871 | $1.2M |
| Chris Bulman Inc | 0.76% | — | 29,268 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -13.8% | 28,794 | $1.1M |
| First Commonwealth Financial Corp | 0.28% | Add +36.0% | 28,767 | $1.1M |
| CRA Financial Services, LLC | 0.21% | Add +22.0% | 27,172 | $1.0M |
| Financial Network Wealth Advisors LLC | 0.76% | No change | 26,892 | $1.0M |
| Spire Wealth Management | 0.04% | No change | 26,621 | $1.0M |
| ARS Wealth Advisors Group, LLC | 0.13% | No change | 25,842 | $980K |
| Foundations Investment Advisors, LLC | 0.02% | Add +42.8% | 23,975 | $909K |
| FSA Advisors, Inc. | 0.92% | Reduce -0.4% | 23,464 | $883K |
| Lineweaver Wealth Advisors, LLC | 0.18% | No change | 22,711 | $861K |
| Sigma Planning Corp | 0.03% | Reduce -34.5% | 22,704 | $861K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Reduce -2.8% | 22,242 | $843K |
| ORBA Wealth Advisors, L.L.C. | 0.42% | Add +126.8% | 21,573 | $818K |
| Sequoia Financial Advisors, LLC | 0.01% | Add +1.2% | 20,965 | $795K |
| Strategic Blueprint, LLC | 0.05% | Add +13.1% | 20,795 | $789K |
| Retirement Planning Group, LLC | 0.05% | Add +0.8% | 19,925 | $756K |
| Advisory Services Network, LLC | 0.01% | Add +3.0% | 19,044 | $722K |
| Vishria Bird Financial Group, LLC | 0.28% | No change | 17,501 | $664K |
| Signaturefd, LLC | 0.01% | No change | 17,277 | $655K |
| Kingsview Wealth Management, LLC | 0.02% | Reduce -1.8% | 17,167 | $651K |
| Mariner, LLC | 0.00% | Reduce -21.2% | 16,796 | $637K |
| Orion Porfolio Solutions, LLC | 0.01% | Add +52.0% | 16,785 | $636K |
| Orion Portfolio Solutions, LLC | 0.01% | Add +52.0% | 16,785 | $636K |
| Ascent Wealth Partners, LLC | 0.09% | No change | 16,683 | $633K |
| Orion Capital Management LLC | 0.32% | Reduce -2.0% | 16,165 | $613K |
| Citadel Advisors | 0.00% | Add +66.5% | 16,064 | $609K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -30.4% | 16,022 | $608K |
| Alera Investment Advisors, LLC | 0.07% | Reduce -23.7% | 15,951 | $605K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | No change | 15,411 | $584K |
| Arax Advisory Partners | 0.05% | Reduce -0.0% | 14,626 | $555K |
| Buska Wealth Management, LLC | 0.22% | Reduce -29.2% | 14,622 | $554K |
| Bank of Montreal | 0.00% | New | 14,503 | $553K |
| Consolidated Portfolio Review Corp | 0.13% | Add +1.4% | 14,527 | $551K |
| Sugar Maple Asset Management, LLC | 0.51% | No change | 14,019 | $532K |
| Global Strategic Investment Solutions, LLC | 0.06% | Reduce -64.5% | 13,812 | $524K |
| Fiduciary Financial Group, LLC | 0.12% | — | 13,380 | $516K |
| Continuum Advisory, LLC | 0.07% | Reduce -1.2% | 13,569 | $515K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 12,132 | $460K |
| Smith Anglin Financial, LLC | 0.05% | Add +3.5% | 12,048 | $457K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Add +28.7% | 11,439 | $434K |
| Capital Analysts, LLC | 0.02% | No change | 10,898 | $413K |
| Focus Financial Network, Inc. | 0.02% | No change | 10,750 | $412K |
| Harbour Investments, Inc. | 0.01% | No change | 10,737 | $407K |
| Summit Wealth Partners, LLC | 0.08% | Reduce -15.6% | 10,709 | $406K |
| Sugarloaf Wealth Management, LLC | 0.07% | No change | 10,688 | $405K |
| AdvisorNet Financial, Inc | 0.04% | No change | 10,682 | $405K |
| Arkadios Wealth Advisors | 0.03% | Add +27.3% | 10,572 | $401K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Add +4.1% | 10,218 | $387K |
| Weaver Consulting Group | 0.13% | Reduce -1.1% | 9,979 | $378K |
| Relative Value Partners Group, LLC | 0.05% | New | 9,941 | $377K |
| Lake Street Private Wealth, LLC | 0.05% | Reduce -16.2% | 9,941 | $377K |
| First City Capital Management, Inc. | 0.20% | No change | 9,495 | $360K |
| Fiduciary Alliance LLC | 0.06% | Add +6.2% | 9,394 | $358K |
| Independent Financial Group, LLC | 0.01% | Add +19.1% | 9,358 | $355K |
| Visionary Wealth Advisors | 0.02% | No change | 9,117 | $346K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 9,074 | $344K |
| JT Stratford LLC | 0.06% | New | 8,835 | $335K |
| Schnieders Capital Management LLC | 0.07% | No change | 8,700 | $330K |
| Smith Shellnut Wilson LLC | 0.16% | No change | 8,500 | $322K |
| IFP Advisors, Inc | 0.01% | Add +2.8% | 8,488 | $322K |
| Captrust Financial Advisors | 0.00% | Reduce -4.0% | 8,400 | $319K |
| Firestone Capital Management | 0.09% | New | 8,287 | $314K |
| Cape Investment Advisory, Inc. | 0.14% | No change | 8,000 | $303K |
| Fragasso Financial Advisors Inc | 0.02% | Reduce -26.9% | 7,923 | $300K |
| Clay Northam Wealth Management, LLC | 0.22% | No change | 7,770 | $295K |
| Jacobi Capital Management LLC | 0.02% | New | 7,291 | $276K |
| Dana Investment Advisors, Inc. | 0.01% | New | 7,262 | $275K |
| M Holdings Securities, Inc. | 0.03% | New | 7,107 | $269K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -1.4% | 7,081 | $269K |
| Ausdal Financial Partners, Inc. | 0.03% | No change | 6,703 | $254K |
| Signature Estate & Investment Advisors LLC | 0.01% | New | 6,583 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -12.1% | 6,365 | $241K |
| Epic Trust Investment Advisors, LLC | 0.27% | No change | 6,352 | $241K |
| Nikulski Financial, Inc. | 0.08% | No change | 6,350 | $241K |
| WPWealth LLP | 0.06% | Reduce -93.2% | 6,297 | $239K |
| Cypress Financial Planning LLC | 0.10% | Reduce -1.9% | 6,287 | $238K |
| Straight Path Wealth Management | 0.12% | New | 6,260 | $237K |
| Cwm, LLC | 0.00% | Reduce -8.9% | 6,253 | $237K |
| Koshinski Asset Management, Inc. | 0.02% | Add +6.2% | 5,975 | $229K |
| Crown Wealth Group, LLC | 0.11% | Reduce -5.5% | 5,945 | $225K |
| Mitchell Capital Management Co. | 0.04% | New | 5,900 | $224K |
| HRT Financial LP | 0.00% | New | 5,657 | $214K |
| Clear Point Advisors Inc. | 0.11% | No change | 3,575 | $136K |
| Royal Bank of Canada | 0.00% | Reduce -68.8% | 3,565 | $135K |
| Hazlett, Burt & Watson, Inc. | 0.07% | Add +67.1% | 3,425 | $129K |
| Creative Financial Designs Inc. | 0.01% | No change | 3,300 | $125K |
| Parallel Advisors, LLC | 0.00% | No change | 3,142 | $119K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,850 | $108K |
| Castleview Partners, LLC | 0.06% | No change | 2,721 | $103K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $75K |
| Integrity Financial Corp | 0.04% | No change | 1,572 | $60K |
| Global Trust Asset Management, LLC | 0.02% | No change | 1,430 | $54K |
| Ashton Thomas Private Wealth, LLC | 0.00% | New | 1,118 | $42K |
| Triad Wealth Partners, LLC | 0.02% | New | 943 | $36K |
| Liberty Wealth Management LLC | 0.01% | New | 33,521 | $34K |
| Principal Securities, Inc. | 0.00% | Add +25.7% | 734 | $28K |
| UBS Group AG | 0.00% | New | 529 | $20K |
| CNB Bank | 0.01% | No change | 473 | $18K |
| PFS Partners, LLC | 0.01% | No change | 444 | $17K |
| Anfield Capital Management, LLC | 0.01% | No change | 313 | $12K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $11K |
| JPMorgan Chase & Co. | 0.00% | New | 282 | $11K |
| Coppell Advisory Solutions LLC | 0.00% | — | 233 | $9K |
| EverSource Wealth Advisors, LLC | 0.00% | No change | 150 | $6K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $4K |
| Wells Fargo & Company | 0.00% | New | 60 | $2K |
| Wolff Wiese Magana LLC | 0.00% | No change | 51 | $2K |
| Great Lakes Retirement, Inc. | 0.00% | New | 24 | $905 |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 12 | $455 |
"% 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.