Innovator U.S. Equity PowerPMARETF
13F holders, Q4 2024 (December 31)At the end of Q4 2024, 188 institutions reported holding Innovator U.S. Equity Power (PMAR) in their 13F filings, up 14 from Q3 2024. 5 opened new positions and 7 sold out. The largest holders were Alliancebernstein L.P. ($60.1M), Penserra Capital Management LLC ($47.1M) and Southland Equity Partners LLC ($30.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- Innovator U.S. Equity Power
- CUSIP
- 45782C383
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $690K |
| Exits | 7 | $8.8M |
All 13F filers, Q3 2024 → Q4 2024: 264,699 shares bought and 1,412,226 shares sold, net −1,147,527 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 188 holders
| Alliancebernstein L.P. | 0.02% | Reduce -16.8% | 1,496,555 | $60.1M |
| Penserra Capital Management LLC | 0.86% | Add +14.6% | 1,173,045 | $47.1M |
| Southland Equity Partners LLC | 7.06% | Reduce -0.9% | 754,463 | $30.3M |
| Osaic Holdings, Inc. | 0.05% | Reduce -22.9% | 580,861 | $23.3M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -10.0% | 276,543 | $11.1M |
| HFG Wealth Management, LLC | 6.51% | Add +15.3% | 255,829 | $10.0M |
| Cetera Investment Advisers | 0.02% | Reduce -6.2% | 244,292 | $9.8M |
| Raymond James Financial Inc. | 0.00% | — | 231,949 | $9.3M |
| Kestra Advisory Services, LLC | 0.05% | Add +10.3% | 222,527 | $8.9M |
| NorthCoast Asset Management LLC | 0.04% | Reduce -0.9% | 210,939 | $8.5M |
| Brookstone Capital Management | 0.08% | Reduce -27.1% | 138,955 | $5.6M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.5% | 124,999 | $5.0M |
| Focus Partners Wealth | 0.01% | Reduce -9.1% | 114,130 | $4.6M |
| Truist Financial Corp. | 0.01% | Reduce -0.3% | 110,711 | $4.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -9.8% | 105,803 | $4.3M |
| CoreCap Advisors, LLC | 0.19% | Reduce -7.4% | 102,378 | $4.1M |
| Diversify Advisory Services, LLC | 0.22% | Reduce -18.0% | 99,703 | $4.0M |
| KFG Wealth Management, LLC | 0.73% | Reduce -12.6% | 97,434 | $3.9M |
| Forvis Mazars Wealth Advisors, LLC | 0.09% | Reduce -9.9% | 94,493 | $3.8M |
| Townsquare Capital LLC | 0.04% | Reduce -4.2% | 91,585 | $3.7M |
| MAI Capital Management | 0.03% | Reduce -17.9% | 86,565 | $3.5M |
| Bellwether Advisors, LLC | 0.62% | Reduce -0.6% | 86,269 | $3.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -26.2% | 84,108 | $3.4M |
| Wealth Alliance, LLC | 0.40% | Reduce -0.5% | 82,609 | $3.3M |
| MBL Wealth, LLC | 0.32% | Reduce -6.4% | 79,466 | $3.2M |
| Diligent Investors, LLC | 0.72% | Reduce -1.1% | 77,903 | $3.1M |
| MTM Financial Group, LLC | 1.83% | Reduce -0.2% | 76,257 | $3.1M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -5.9% | 74,952 | $3.0M |
| Cresset Asset Management, LLC | 0.01% | Add +0.9% | 74,213 | $3.0M |
| Blair William & Co. | 0.01% | No change | 71,340 | $2.9M |
| BCS Wealth Management | 0.71% | Reduce -6.8% | 70,691 | $2.8M |
| Advisory Alpha, LLC | 0.10% | Reduce -0.4% | 69,740 | $2.8M |
| Atticus Wealth Management, LLC | 0.84% | No change | 67,205 | $2.7M |
| Yarger Wealth Strategies, LLC | 1.50% | Reduce -1.9% | 64,859 | $2.6M |
| City Holding Co. | 0.34% | Reduce -4.8% | 59,347 | $2.4M |
| Valmark Advisers, Inc. | 0.03% | Reduce -0.3% | 54,498 | $2.2M |
| Gill Capital Partners, LLC | 0.77% | Reduce -3.6% | 53,777 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.1% | 53,673 | $2.2M |
| AE Wealth Management LLC | 0.02% | Reduce -23.4% | 50,317 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -1.9% | 47,542 | $1.9M |
| Keystone Wealth Services, LLC | 0.50% | Reduce -0.5% | 47,067 | $1.9M |
| LPL Financial LLC | 0.00% | Add +1.3% | 44,921 | $1.8M |
| NewEdge Advisors, LLC | 0.01% | Reduce -14.1% | 41,195 | $1.7M |
| Cypress Wealth Services, LLC | 0.33% | Reduce -2.8% | 41,011 | $1.6M |
| Blue Bell Private Wealth Management, LLC | 0.31% | Reduce -3.9% | 40,899 | $1.6M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Add +0.7% | 39,893 | $1.6M |
| Weaver Capital Management LLC | 0.44% | Reduce -0.3% | 39,210 | $1.6M |
| Pinnacle Wealth Management Group, Inc. | 0.97% | No change | 38,610 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +8.4% | 38,054 | $1.5M |
| RFG Advisory, LLC | 0.04% | Reduce -22.1% | 37,879 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.36% | Reduce -0.2% | 36,518 | $1.5M |
| Stratos Wealth Advisors, LLC | 0.07% | Reduce -0.7% | 36,549 | $1.5M |
| Main Street Financial Solutions, LLC | 0.14% | Reduce -1.8% | 36,402 | $1.5M |
| Lakeridge Wealth Management LLC | 0.73% | No change | 34,951 | $1.4M |
| Brown Wealth Management, LLC | 0.49% | Add +17.9% | 34,432 | $1.4M |
| Stuart Chaussee & Associates, Inc. | 0.34% | No change | 34,172 | $1.4M |
| RPS Advisory Solutions LLC | 0.83% | No change | 33,327 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +2.2% | 32,922 | $1.3M |
| Cornerstone Wealth Group, LLC | 0.11% | Reduce -9.8% | 32,715 | $1.3M |
| Foundations Investment Advisors, LLC | 0.03% | Reduce -1.9% | 32,234 | $1.3M |
| WorthPointe, LLC | 0.52% | Reduce -0.4% | 31,306 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -4.0% | 31,291 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -43.9% | 30,307 | $1.2M |
| Trek Financial, LLC | 0.09% | Reduce -12.2% | 28,815 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -83.2% | 27,317 | $1.1M |
| Mercer Global Advisors Inc. | 0.00% | Reduce -3.1% | 26,658 | $1.1M |
| First Commonwealth Financial Corp | 0.25% | No change | 26,158 | $1.1M |
| CRA Financial Services, LLC | 0.18% | No change | 25,822 | $1.0M |
| LifeWealth Investments, LLC | 0.67% | — | 25,205 | $1.0M |
| Citadel Advisors | 0.00% | Add +170.9% | 24,209 | $973K |
| ARS Wealth Advisors Group, LLC | 0.13% | No change | 23,690 | $952K |
| Spire Wealth Management | 0.03% | Reduce -8.4% | 23,561 | $947K |
| Nations Financial Group Inc, /Ia/ | 0.07% | Add +2.9% | 23,229 | $934K |
| Chris Bulman Inc | 0.56% | Add +0.1% | 21,814 | $877K |
| Lineweaver Wealth Advisors, LLC | 0.16% | Reduce -7.0% | 21,131 | $849K |
| ORBA Wealth Advisors, L.L.C. | 0.43% | No change | 20,543 | $826K |
| Retirement Planning Group, LLC | 0.04% | Reduce -0.4% | 20,326 | $817K |
| Bullseye Investment Management, LLC | 0.57% | Reduce -29.5% | 20,329 | $816K |
| Keystone Financial Group, Inc. | 0.57% | — | 17,539 | $705K |
| Vishria Bird Financial Group, LLC | 0.25% | No change | 17,501 | $703K |
| Advisory Services Network, LLC | 0.01% | Reduce -8.8% | 17,364 | $698K |
| Signaturefd, LLC | 0.01% | No change | 17,277 | $694K |
| Kingsview Wealth Management, LLC | 0.01% | No change | 17,034 | $685K |
| Strategic Blueprint, LLC | 0.04% | Reduce -3.9% | 16,424 | $660K |
| FSA Advisors, Inc. | 0.79% | Reduce -6.8% | 16,468 | $646K |
| Belpointe Asset Management LLC | 0.04% | Add +54.0% | 16,514 | $642K |
| Orion Capital Management LLC | 0.28% | No change | 15,665 | $630K |
| Avantax Advisory Services, Inc. | 0.00% | Reduce -2.5% | 15,622 | $628K |
| WPWealth LLP | 0.12% | Add +134.9% | 14,790 | $594K |
| IFP Advisors, Inc | 0.02% | Reduce -54.6% | 14,767 | $593K |
| Consolidated Portfolio Review Corp | 0.09% | No change | 14,527 | $584K |
| Arax Advisory Partners | 0.04% | Reduce -0.3% | 14,520 | $584K |
| Bank of Montreal | 0.00% | No change | 14,503 | $583K |
| Ascent Wealth Partners, LLC | 0.08% | No change | 13,930 | $560K |
| AQR Capital Management | 0.00% | No change | 13,808 | $555K |
| Certified Advisory Corp | 0.06% | Reduce -66.7% | 13,587 | $546K |
| Continuum Advisory, LLC | 0.07% | Reduce -1.1% | 13,423 | $539K |
| Fiduciary Financial Group, LLC | 0.12% | Reduce -0.7% | 13,290 | $532K |
| Benjamin Edwards Inc. | 0.01% | Reduce -14.4% | 13,186 | $530K |
| Sugar Maple Asset Management, LLC | 0.38% | Reduce -8.2% | 12,407 | $499K |
"% 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.