Innovator U.S. Equity PowerPMARETF
13F holders, Q1 2025 (March 31)189holders +1
20new positions
18sold out
2famous investors
$39.93avg. 13F price*
At the end of Q1 2025, 189 institutions reported holding Innovator U.S. Equity Power (PMAR) in their 13F filings, up 1 from Q4 2024. 20 opened new positions and 18 sold out. The largest holders were Alliancebernstein L.P. ($68.5M), Penserra Capital Management LLC ($48.5M) and Southland Equity Partners LLC ($29.4M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $10.5M |
| Exits | 18 | $3.4M |
All 13F filers, Q4 2024 → Q1 2025: 1,826,551 shares bought and 665,005 shares sold, net +1,161,546 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 189 holders
| Alliancebernstein L.P. | 0.02% | Add +14.6% | 1,715,451 | $68.5M |
| Penserra Capital Management LLC | 0.87% | Add +3.6% | 1,215,102 | $48.5M |
| Southland Equity Partners LLC | 6.84% | Reduce -2.5% | 735,726 | $29.4M |
| Osaic Holdings, Inc. | 0.06% | Add +13.0% | 656,244 | $26.2M |
| Commonwealth Equity Services, LLC | 0.02% | Add +33.8% | 369,942 | $14.8M |
| Focus Partners Wealth | 0.03% | Add +168.2% | 306,127 | $12.2M |
| NorthCoast Asset Management LLC | 0.06% | Add +36.6% | 288,172 | $11.5M |
| Raymond James Financial Inc. | 0.00% | Add +21.8% | 282,510 | $11.3M |
| Cetera Investment Advisers | 0.02% | Add +0.9% | 246,508 | $9.8M |
| Kestra Advisory Services, LLC | 0.04% | Reduce -16.3% | 186,350 | $7.4M |
| Brookstone Capital Management | 0.11% | Add +32.4% | 183,924 | $7.3M |
| LPL Financial LLC | 0.00% | Add +255.9% | 159,870 | $6.4M |
| HighTower Advisors, LLC | 0.01% | Add +25.8% | 157,230 | $6.3M |
| KFG Wealth Management, LLC | 0.95% | Add +35.0% | 131,493 | $5.3M |
| Truist Financial Corp. | 0.01% | Add +18.1% | 130,697 | $5.2M |
| CoreCap Advisors, LLC | 0.22% | Add +22.1% | 125,004 | $5.0M |
| Beacon Pointe Advisors, LLC | 0.05% | Add +44.0% | 107,944 | $4.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +28.1% | 107,713 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +1.3% | 107,181 | $4.3M |
| Bellwether Advisors, LLC | 0.87% | Add +21.1% | 104,429 | $4.2M |
| Diversify Advisory Services, LLC | 0.22% | Reduce -9.2% | 90,581 | $3.6M |
| Diligent Investors, LLC | 0.87% | Add +14.3% | 89,038 | $3.6M |
| Townsquare Capital LLC | 0.04% | Reduce -3.7% | 88,174 | $3.5M |
| MAI Capital Management | 0.03% | Add +1.4% | 87,739 | $3.5M |
| WPWealth LLP | 0.67% | Add +474.6% | 84,989 | $3.4M |
| Wealth Alliance, LLC | 0.41% | Add +1.6% | 83,894 | $3.4M |
| Cresset Asset Management, LLC | 0.02% | Add +10.5% | 82,011 | $3.3M |
| MTM Financial Group, LLC | 1.88% | Add +5.7% | 80,609 | $3.2M |
| Blair William & Co. | 0.01% | Add +8.3% | 77,257 | $3.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.07% | Reduce -20.3% | 75,296 | $3.0M |
| Yarger Wealth Strategies, LLC | 1.57% | Add +4.2% | 67,588 | $2.7M |
| MBL Wealth, LLC | 0.27% | Reduce -16.2% | 66,595 | $2.7M |
| Atticus Wealth Management, LLC | 0.86% | Reduce -2.4% | 65,615 | $2.6M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +62.8% | 64,950 | $2.6M |
| City Holding Co. | 0.34% | Add +0.6% | 59,697 | $2.4M |
| BCS Wealth Management | 0.61% | Reduce -16.4% | 59,117 | $2.4M |
| CRA Financial Services, LLC | 0.39% | Add +118.5% | 56,407 | $2.3M |
| Gill Capital Partners, LLC | 0.78% | Add +4.4% | 56,157 | $2.2M |
| NewEdge Advisors, LLC | 0.01% | Add +34.2% | 55,273 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | No change | 54,498 | $2.2M |
| Spire Wealth Management | 0.07% | Add +131.2% | 54,475 | $2.2M |
| MML Investors Services, LLC | 0.01% | Add +78.3% | 54,036 | $2.2M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -3.3% | 51,892 | $2.1M |
| Corrado Advisors, LLC | 1.36% | New | 50,904 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Add +0.3% | 47,685 | $1.9M |
| Cypress Wealth Services, LLC | 0.38% | Add +13.2% | 46,429 | $1.9M |
| Keystone Wealth Services, LLC | 0.50% | Reduce -2.3% | 46,000 | $1.8M |
| First Commonwealth Financial Corp | 0.43% | Add +72.8% | 45,203 | $1.8M |
| Trek Financial, LLC | 0.13% | Add +54.5% | 44,533 | $1.8M |
| Blue Bell Private Wealth Management, LLC | 0.31% | Add +0.7% | 41,192 | $1.6M |
| Pinnacle Wealth Management Group, Inc. | 1.06% | Reduce -1.0% | 38,210 | $1.5M |
| Main Street Financial Solutions, LLC | 0.13% | Add +3.5% | 37,681 | $1.5M |
| Castle Rock Wealth Management, LLC | 0.39% | No change | 36,518 | $1.5M |
| Brown Wealth Management, LLC | 0.50% | Add +4.9% | 36,125 | $1.4M |
| Foundations Investment Advisors, LLC | 0.03% | Add +11.0% | 35,786 | $1.4M |
| Farther Finance Advisors, LLC | 0.04% | Add +499.1% | 35,451 | $1.4M |
| Weaver Capital Management LLC | 0.37% | Reduce -10.5% | 35,080 | $1.4M |
| Stuart Chaussee & Associates, Inc. | 0.34% | No change | 34,172 | $1.4M |
| Lakeridge Wealth Management LLC | 0.67% | Reduce -4.3% | 33,451 | $1.3M |
| AE Wealth Management LLC | 0.01% | Reduce -34.0% | 33,192 | $1.3M |
| CreativeOne Wealth, LLC | 0.04% | Add +0.4% | 33,040 | $1.3M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +401.8% | 32,583 | $1.3M |
| WorthPointe, LLC | 0.57% | Add +0.1% | 31,338 | $1.3M |
| Patriot Financial Group Insurance Agency, LLC | 0.17% | Reduce -0.6% | 31,101 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +179.3% | 30,899 | $1.2M |
| Cerity Partners LLC | 0.00% | New | 30,833 | $1.2M |
| Macroview Investment Management LLC | 1.14% | New | 30,285 | $1.2M |
| Chris Bulman Inc | 0.76% | Add +38.1% | 30,121 | $1.2M |
| Cornerstone Wealth Group, LLC | 0.10% | Reduce -8.1% | 30,056 | $1.2M |
| RFG Advisory, LLC | 0.03% | Reduce -21.9% | 29,567 | $1.2M |
| OneDigital Investment Advisors LLC | 0.01% | Add +7.0% | 29,222 | $1.2M |
| HFG Wealth Management, LLC | 0.70% | Reduce -88.8% | 28,679 | $1.2M |
| Mercer Global Advisors Inc. | 0.00% | No change | 26,658 | $1.1M |
| Ascent Wealth Partners, LLC | 0.14% | Add +87.9% | 26,178 | $1.0M |
| LifeWealth Investments, LLC | 0.48% | No change | 25,205 | $1.0M |
| SageView Advisory Group, LLC | 0.04% | New | 24,201 | $966K |
| Bullseye Investment Management, LLC | 0.60% | Add +16.1% | 23,600 | $942K |
| IFP Advisors, Inc | 0.03% | Add +58.7% | 23,438 | $936K |
| FSA Advisors, Inc. | 0.71% | Add +35.3% | 22,275 | $890K |
| Lineweaver Wealth Advisors, LLC | 0.14% | No change | 21,131 | $844K |
| Jessup Wealth Management, Inc | 0.35% | New | 20,627 | $824K |
| ORBA Wealth Advisors, L.L.C. | 0.41% | No change | 20,543 | $820K |
| Retirement Planning Group, LLC | 0.04% | Reduce -2.1% | 19,905 | $795K |
| RPS Advisory Solutions LLC | 0.53% | Reduce -44.1% | 18,614 | $743K |
| Continuum Advisory, LLC | 0.09% | Add +37.0% | 18,396 | $735K |
| Susquehanna International Group, LLP | 0.00% | Reduce -52.9% | 17,907 | $715K |
| Advisory Services Network, LLC | 0.01% | Add +2.6% | 17,813 | $711K |
| Advisory Alpha, LLC | 0.02% | Reduce -74.5% | 17,782 | $710K |
| Vishria Bird Financial Group, LLC | 0.24% | No change | 17,501 | $699K |
| Signaturefd, LLC | 0.01% | No change | 17,277 | $690K |
| Straight Path Wealth Management | 0.28% | Add +174.4% | 17,175 | $686K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -53.5% | 16,995 | $679K |
| Kingsview Wealth Management, LLC | 0.01% | Reduce -1.6% | 16,757 | $669K |
| Avantax Advisory Services, Inc. | 0.00% | Add +6.5% | 16,632 | $664K |
| Orion Capital Management LLC | 0.26% | No change | 15,665 | $626K |
| Mariner, LLC | 0.00% | Add +80.7% | 15,556 | $621K |
| Fiduciary Financial Group, LLC | 0.13% | Add +17.8% | 15,661 | $600K |
| Consolidated Portfolio Review Corp | 0.10% | Add +2.6% | 14,902 | $595K |
| Belpointe Asset Management LLC | 0.03% | Reduce -15.4% | 13,977 | $558K |
| Vestment Financial LLC | 0.40% | Add +179.0% | 13,893 | $556K |
| AQR Capital Management | 0.00% | No change | 13,808 | $551K |
| Clearstead Advisors, LLC | 0.01% | New | 13,800 | $551K |
| Phoenix Financial Ltd. | 0.01% | New | 13,755 | $549K |
| Quest 10 Wealth Builders, Inc. | 0.56% | Add +12.7% | 12,928 | $524K |
| Frisch Financial Group, Inc. | 0.14% | Add +42.4% | 12,657 | $505K |
| Sigma Planning Corp | 0.02% | Add +69.6% | 12,412 | $496K |
| Wood Tarver Financial Group, LLC | 0.16% | Add +0.3% | 12,281 | $490K |
| Chicago Partners Investment Group LLC | 0.02% | No change | 12,132 | $485K |
| Fidelis Capital Partners, LLC | 0.05% | New | 12,200 | $483K |
| Smith Anglin Financial, LLC | 0.05% | No change | 12,048 | $481K |
| Harbour Investments, Inc. | 0.01% | Add +11.4% | 11,959 | $478K |
| Schnieders Capital Management LLC | 0.10% | Add +33.3% | 11,600 | $463K |
| Sugar Maple Asset Management, LLC | 0.36% | Reduce -8.3% | 11,374 | $454K |
| ARS Wealth Advisors Group, LLC | 0.06% | Reduce -52.2% | 11,334 | $453K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Add +73.8% | 11,065 | $442K |
| JPMorgan Chase & Co. | 0.00% | Add +52.7% | 10,931 | $437K |
| DHJJ Financial Advisors, Ltd. | 0.17% | Add +7.4% | 10,783 | $431K |
| Jacobi Capital Management LLC | 0.03% | No change | 10,745 | $429K |
| Citadel Advisors | 0.00% | Reduce -57.9% | 10,183 | $407K |
| AdvisorNet Financial, Inc | 0.03% | Add +0.2% | 10,150 | $405K |
| Smith Shellnut Wilson LLC | 0.18% | Add +17.6% | 10,000 | $399K |
| Benjamin Edwards Inc. | 0.01% | Reduce -24.9% | 9,904 | $396K |
| Weaver Consulting Group | 0.12% | Add +35.7% | 9,639 | $385K |
| Buska Wealth Management, LLC | 0.12% | Reduce -4.2% | 9,603 | $383K |
| Ausdal Financial Partners, Inc. | 0.03% | Add +43.3% | 9,603 | $383K |
| Strategic Blueprint, LLC | 0.02% | Reduce -41.6% | 9,592 | $383K |
| Virtue Capital Management, LLC | 0.04% | New | 9,571 | $382K |
| Silver Oak Securities, Incorporated | 0.04% | Reduce -21.6% | 9,491 | $378K |
| Sagespring Wealth Partners, LLC | 0.01% | Add +17.3% | 9,442 | $377K |
| PTM Wealth Management, LLC | 0.39% | — | 10,067 | $374K |
| Sequoia Financial Advisors, LLC | 0.00% | Reduce -23.6% | 9,320 | $372K |
| Ascent Group, LLC | 0.02% | New | 9,187 | $367K |
| Arkadios Wealth Advisors | 0.01% | Add +9.7% | 9,116 | $364K |
| Bedel Financial Consulting, Inc. | 0.05% | No change | 9,074 | $362K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.3% | 9,022 | $360K |
| Focus Financial Network, Inc. | 0.01% | Reduce -0.8% | 8,885 | $355K |
| Independent Financial Group, LLC | 0.01% | Add +15.1% | 8,469 | $338K |
| Firestone Capital Management | 0.09% | No change | 8,287 | $331K |
| Summit Wealth Partners, LLC | 0.06% | New | 7,962 | $318K |
| Fragasso Financial Advisors Inc | 0.02% | No change | 7,923 | $316K |
| Arax Advisory Partners | 0.02% | Reduce -47.2% | 7,669 | $306K |
| Cape Investment Advisory, Inc. | 0.12% | Reduce -3.0% | 7,660 | $306K |
| JT Stratford LLC | 0.05% | Reduce -14.9% | 7,520 | $300K |
| Fiduciary Alliance LLC | 0.03% | Add +13.7% | 7,494 | $299K |
| Cypress Financial Planning LLC | 0.10% | Add +15.1% | 7,246 | $289K |
| AssuredPartners Investment Advisors, LLC | 0.05% | No change | 7,128 | $285K |
| Morgan Stanley | 0.00% | No change | 7,061 | $282K |
| Heritage Wealth Partners, LLC | 0.43% | New | 7,055 | $282K |
| Global Strategic Investment Solutions, LLC | 0.03% | Reduce -2.4% | 6,967 | $278K |
| Nikulski Financial, Inc. | 0.08% | Add +8.1% | 6,865 | $274K |
| First City Capital Management, Inc. | 0.16% | No change | 6,750 | $270K |
| B. Riley Wealth Advisors, Inc. | 0.01% | Reduce -42.9% | 6,524 | $261K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.11% | No change | 6,443 | $257K |
| Leigh Baldwin & Co., LLC | 0.20% | Reduce -8.7% | 6,300 | $252K |
| Cwm, LLC | 0.00% | No change | 6,223 | $249K |
| Clay Northam Wealth Management, LLC | 0.17% | No change | 6,170 | $246K |
| GTS Securities LLC | 0.01% | New | 6,133 | $245K |
| Axxcess Wealth Management, LLC | 0.01% | New | 6,108 | $244K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -5.0% | 5,675 | $227K |
| Orion Porfolio Solutions, LLC | 0.00% | Reduce -8.7% | 5,605 | $224K |
| Orion Portfolio Solutions, LLC | 0.00% | Reduce -8.7% | 5,605 | $224K |
| Marshall Financial Group, LLC | 0.05% | New | 5,367 | $214K |
| Perigon Wealth Management, LLC | 0.01% | New | 5,204 | $208K |
| Impact Partnership Wealth, LLC | 0.04% | Reduce -5.3% | 5,184 | $207K |
| VestGen Advisors, LLC | 0.01% | — | 5,132 | $205K |
| World Investment Advisors | 0.01% | Reduce -1.9% | 5,100 | $204K |
| Nations Financial Group Inc, /Ia/ | 0.02% | Reduce -78.1% | 5,095 | $203K |
| Blue Trust, Inc. | 0.00% | New | 4,996 | $200K |
| Financial Network Wealth Advisors LLC | 0.24% | Add +20.3% | 4,518 | $180K |
| Millstone Evans Group, LLC | 0.11% | No change | 4,230 | $169K |
| Capital Analysts, LLC | 0.00% | Reduce -50.3% | 2,878 | $115K |
| Geneos Wealth Management Inc. | 0.00% | No change | 2,850 | $114K |
| Creative Financial Designs Inc. | 0.01% | Reduce -6.5% | 2,619 | $105K |
| Noble Wealth Management PBC | 0.05% | New | 2,000 | $80K |
| Wagner Wealth Management, LLC | 0.02% | No change | 1,990 | $79K |
| Stonebridge Financial Group, LLC | 0.01% | No change | 1,652 | $66K |
| Integrity Financial Corp | 0.04% | No change | 1,572 | $63K |
| Hollencrest Capital Management | 0.00% | New | 1,507 | $60K |
| Hazlett, Burt & Watson, Inc. | 0.01% | No change | 800 | $32K |
| Wells Fargo & Company | 0.00% | Add +48.5% | 766 | $31K |
| Principal Securities, Inc. | 0.00% | No change | 734 | $29K |
| Bank of Montreal | 0.00% | Reduce -96.3% | 543 | $22K |
| PFS Partners, LLC | 0.01% | No change | 428 | $17K |
| Bernard Wealth Management Corp. | 0.01% | No change | 319 | $13K |
| Royal Bank of Canada | 0.00% | New | 236 | $9K |
| Assetmark, Inc. | 0.00% | No change | 71 | $3K |
| Runnymede Capital Advisors, Inc. | 0.00% | No change | 68 | $3K |
| Wolff Wiese Magana LLC | 0.00% | No change | 51 | $2K |
| Capital Investment Advisory Services, LLC | 0.00% | Reduce -50.0% | 50 | $2K |
"% 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.