Innovator U.S. Equity PowerPMARETF
13F holders, Q4 2024 (December 31)188holders +14
5new positions
7sold out
2famous investors
$40.16avg. 13F price*
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 |
| Wood Tarver Financial Group, LLC | 0.16% | — | 12,244 | $492K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -41.8% | 12,205 | $491K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 12,132 | $488K |
| Silver Oak Securities, Incorporated | 0.05% | Reduce -9.1% | 12,098 | $487K |
| Smith Anglin Financial, LLC | 0.05% | No change | 12,048 | $484K |
| Quest 10 Wealth Builders, Inc. | 0.46% | — | 11,476 | $461K |
| B. Riley Wealth Advisors, Inc. | 0.01% | No change | 11,421 | $459K |
| Jane Street Group, LLC | 0.00% | Reduce -80.0% | 11,062 | $445K |
| Jacobi Capital Management LLC | 0.03% | No change | 10,745 | $432K |
| Harbour Investments, Inc. | 0.01% | No change | 10,737 | $432K |
| Sugarloaf Wealth Management, LLC | 0.08% | Reduce -1.3% | 10,138 | $407K |
| AdvisorNet Financial, Inc | 0.03% | Reduce -5.2% | 10,130 | $407K |
| DHJJ Financial Advisors, Ltd. | 0.16% | Reduce -1.7% | 10,043 | $404K |
| Buska Wealth Management, LLC | 0.13% | Reduce -12.9% | 10,019 | $403K |
| Riggs Capital Management LLC | 0.37% | — | 9,384 | $377K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 9,074 | $370K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.8% | 9,047 | $364K |
| Focus Financial Network, Inc. | 0.01% | Reduce -8.7% | 8,955 | $360K |
| Frisch Financial Group, Inc. | 0.11% | No change | 8,891 | $357K |
| JT Stratford LLC | 0.06% | No change | 8,835 | $355K |
| Schnieders Capital Management LLC | 0.07% | No change | 8,700 | $350K |
| Mariner, LLC | 0.00% | Reduce -47.0% | 8,607 | $346K |
| Smith Shellnut Wilson LLC | 0.15% | No change | 8,500 | $342K |
| HRT Financial LP | 0.00% | Reduce -71.7% | 8,491 | $341K |
| Captrust Financial Advisors | 0.00% | No change | 8,312 | $334K |
| Arkadios Wealth Advisors | 0.02% | Reduce -22.4% | 8,311 | $334K |
| Firestone Capital Management | 0.08% | No change | 8,287 | $333K |
| Sagespring Wealth Partners, LLC | 0.01% | — | 8,052 | $324K |
| Blue Sky Capital Consultants Group, Inc. | 0.19% | — | 8,014 | $322K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 7,923 | $318K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -1.3% | 7,900 | $318K |
| Independent Financial Group, LLC | 0.01% | Reduce -21.4% | 7,358 | $296K |
| Sigma Planning Corp | 0.01% | Reduce -0.7% | 7,319 | $294K |
| JPMorgan Chase & Co. | 0.00% | Add +71.6% | 7,159 | $288K |
| Global Strategic Investment Solutions, LLC | 0.03% | Reduce -17.3% | 7,137 | $287K |
| AssuredPartners Investment Advisors, LLC | 0.06% | — | 7,128 | $286K |
| Weaver Consulting Group | 0.09% | Reduce -17.4% | 7,103 | $285K |
| Morgan Stanley | 0.00% | No change | 7,061 | $284K |
| Leigh Baldwin & Co., LLC | 0.23% | — | 6,900 | $277K |
| Vantage Point Financial LLC | 0.15% | — | 6,769 | $272K |
| First City Capital Management, Inc. | 0.14% | No change | 6,750 | $271K |
| Ausdal Financial Partners, Inc. | 0.02% | No change | 6,703 | $269K |
| Fiduciary Alliance LLC | 0.03% | Reduce -29.9% | 6,594 | $265K |
| Atria Wealth Solutions, Inc. | 0.00% | Reduce -0.5% | 6,493 | $261K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | — | 6,443 | $259K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | No change | 6,365 | $256K |
| Nikulski Financial, Inc. | 0.07% | No change | 6,350 | $255K |
| Cypress Financial Planning LLC | 0.09% | Reduce -4.5% | 6,293 | $253K |
| Straight Path Wealth Management | 0.10% | No change | 6,260 | $252K |
| Cwm, LLC | 0.00% | No change | 6,223 | $250K |
| Clay Northam Wealth Management, LLC | 0.16% | No change | 6,170 | $248K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -62.7% | 6,139 | $247K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -62.7% | 6,139 | $247K |
| Koshinski Asset Management, Inc. | 0.02% | No change | 5,975 | $240K |
| Crown Wealth Group, LLC | 0.10% | No change | 5,945 | $239K |
| Farther Finance Advisors, LLC | 0.01% | New | 5,917 | $238K |
| Capital Analysts, LLC | 0.01% | Reduce -46.9% | 5,788 | $233K |
| Riverchase Wealth Management, LLC | 0.16% | — | 5,486 | $220K |
| Impact Partnership Wealth, LLC | 0.04% | New | 5,474 | $220K |
| World Investment Advisors | 0.01% | New | 5,200 | $209K |
| Vestment Financial LLC | 0.15% | — | 4,979 | $200K |
| Millstone Evans Group, LLC | 0.12% | — | 4,230 | $170K |
| Financial Network Wealth Advisors LLC | 0.28% | Reduce -86.0% | 3,756 | $151K |
| Parallel Advisors, LLC | 0.00% | No change | 3,142 | $126K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,850 | $115K |
| Creative Financial Designs Inc. | 0.01% | No change | 2,800 | $113K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $80K |
| Castleview Partners, LLC | 0.04% | No change | 1,878 | $75K |
| Stonebridge Financial Group, LLC | 0.01% | — | 1,652 | $66K |
| Integrity Financial Corp | 0.04% | No change | 1,572 | $63K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 1,555 | $62K |
| Global Trust Asset Management, LLC | 0.02% | Reduce -14.0% | 1,230 | $49K |
| UBS Group AG | 0.00% | Reduce -95.3% | 864 | $35K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 800 | $32K |
| Principal Securities, Inc. | 0.00% | No change | 734 | $29K |
| Wells Fargo & Company | 0.00% | New | 516 | $21K |
| PFS Partners, LLC | 0.01% | No change | 428 | $17K |
| Bernard Wealth Management Corp. | 0.01% | — | 319 | $13K |
| Anfield Capital Management, LLC | 0.00% | No change | 313 | $13K |
| Sunbelt Securities, Inc. | 0.00% | No change | 300 | $12K |
| Coppell Advisory Solutions LLC | 0.00% | No change | 233 | $9K |
| Capital Investment Advisory Services, LLC | 0.00% | No change | 100 | $4K |
| Barclays PLC | 0.00% | Reduce -97.5% | 100 | $4K |
| Assetmark, Inc. | 0.00% | New | 71 | $3K |
| Runnymede Capital Advisors, Inc. | 0.00% | — | 68 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 51 | $2K |
| Winnacle Wealth LLC | 0.00% | — | 49 | $2K |
| Oliver Lagore Vanvalin Investment Group | 0.00% | No change | 12 | $482 |
"% 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.