PMAR Institutional Ownership
Innovator U.S. Equity Power Buffer ETF - March
1W: +0.1%
1M: +0.7%
3M: +2.3%
YTD: +9.1%
1Y: +11.6%
3Y: +46.9%
5Y: +58.4%
$49.05
+0.14 (+0.28%)
Weekly Expected Move ±0.5%
$49
$49
$49
$49
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Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PMAR
224
Institutional Holders
-6 vs prior quarter
0.0%
Ownership
+0.00pp
596M
Total Invested
18
New Positions
33
Increased
88
Reduced
8
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (245 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 1,732,025 | $85M | -9,833 | -0.6% | 22Q | SEC ↗ |
| 2 | Penserra Capital Management LLC | 1,535,368 | $75M | +64,178 | +4.4% | 24Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 751,815 | $37M | +70,439 | +10.3% | 26Q | SEC ↗ |
| 4 | Brookstone Capital Management | 706,660 | $35M | +563,109 | +392.3% | 15Q | SEC ↗ |
| 5 | Southland Equity Partners LLC | 673,835 | $33M | -7,955 | -1.2% | 18Q | SEC ↗ |
| 6 | Focus Partners Wealth | 579,545 | $28M | -68,663 | -10.6% | 9Q | SEC ↗ |
| 7 | Cetera Investment Advisers | 310,087 | $15M | +50,416 | +19.4% | 22Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 301,246 | $15M | -64,265 | -17.6% | 26Q | SEC ↗ |
| 9 | LPL Financial LLC | 263,206 | $13M | +3,728 | +1.4% | 12Q | SEC ↗ |
| 10 | RAYMOND JAMES FINANCIAL INC | 215,899 | $11M | -7,709 | -3.4% | 7Q | SEC ↗ |
| 11 | Kestra Advisory Services, LLC | 193,629 | $9M | -61,870 | -24.2% | 23Q | SEC ↗ |
| 12 | HighTower Advisors, LLC | 174,811 | $9M | +4,909 | +2.9% | 23Q | SEC ↗ |
| 13 | CoreCap Advisors, LLC | 149,462 | $7M | +7,975 | +5.6% | 13Q | SEC ↗ |
| 14 | Bellwether Advisors, LLC | 129,657 | $6M | -171 | -0.1% | 23Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 126,283 | $6M | -1,371 | -1.1% | 22Q | SEC ↗ |
| 16 | Beacon Pointe Advisors, LLC | 126,190 | $6M | -1,015 | -0.8% | 22Q | SEC ↗ |
| 17 | Cassady Wealth & Retirement Planning, | 122,750 | $6M | -57 | -0.0% | 3Q | SEC ↗ |
| 18 | ENVESTNET ASSET MANAGEMENT INC | 113,908 | $6M | -3,947 | -3.3% | 24Q | SEC ↗ |
| 19 | BLAIR WILLIAM & CO/IL | 107,812 | $5M | +28,379 | +35.7% | 15Q | SEC ↗ |
| 20 | Cambridge Investment Research Advisors | 98,753 | $5M | -24,193 | -19.7% | 22Q | SEC ↗ |
| 21 | Cornerstone Wealth, LLC/TN | 92,963 | $5M | -275 | -0.3% | 2Q | SEC ↗ |
| 22 | Diligent Investors, LLC | 91,646 | $4M | +870 | +1.0% | 14Q | SEC ↗ |
| 23 | KFG WEALTH MANAGEMENT, LLC | 91,510 | $4M | +408 | +0.4% | 15Q | SEC ↗ |
| 24 | Cresset Asset Management, LLC | 87,341 | $4M | -7,896 | -8.3% | 10Q | SEC ↗ |
| 25 | WEALTH ALLIANCE, LLC | 87,119 | $4M | -122 | -0.1% | 18Q | SEC ↗ |
| 26 | Advisory Alpha, LLC | 86,672 | $4M | +26,104 | +43.1% | 14Q | SEC ↗ |
| 27 | Hardworking Capital Advisors, LLC | 82,385 | $4M | -4,335 | -5.0% | 3Q | SEC ↗ |
| 28 | Keating Financial Advisory Services, I | 79,385 | $4M | -1,203 | -1.5% | 3Q | SEC ↗ |
| 29 | Cerity Partners LLC | 78,325 | $4M | -1,099 | -1.4% | 6Q | SEC ↗ |
| 30 | MTM FINANCIAL GROUP, LLC | 77,628 | $4M | -250 | -0.3% | 18Q | SEC ↗ |
| 31 | Diversify Advisory Services, LLC NEW | 70,159 | $3M | — | +0.0% | 1Q | SEC ↗ |
| 32 | DIVERSIFY WEALTH MANAGEMENT, LLC | 70,159 | $3M | -968 | -1.4% | 2Q | SEC ↗ |
| 33 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 69,142 | $3M | +40,572 | +142.0% | 8Q | SEC ↗ |
| 34 | OneDigital Investment Advisors LLC | 69,129 | $3M | -3,957 | -5.4% | 10Q | SEC ↗ |
| 35 | BFI Wealth Solutions, LLC | 64,995 | $3M | -716 | -1.1% | 3Q | SEC ↗ |
| 36 | MAI Capital Management | 64,991 | $3M | -649 | -1.0% | 7Q | SEC ↗ |
| 37 | Valmark Advisers, Inc. | 64,559 | $3M | +34 | +0.1% | 22Q | SEC ↗ |
| 38 | First Commonwealth Financial Corp /PA | 62,544 | $3M | +5,381 | +9.4% | 18Q | SEC ↗ |
| 39 | CRA Financial Services, LLC | 60,222 | $3M | -230 | -0.4% | 10Q | SEC ↗ |
| 40 | MML INVESTORS SERVICES, LLC | 59,764 | $3M | +10,059 | +20.2% | 14Q | SEC ↗ |
| 41 | ATTICUS WEALTH MANAGEMENT, LLC | 59,533 | $3M | -3,100 | -4.9% | 14Q | SEC ↗ |
| 42 | WPWealth LLP | 59,279 | $3M | — | +0.0% | 14Q | SEC ↗ |
| 43 | GILL CAPITAL PARTNERS, LLC | 58,218 | $3M | +115 | +0.2% | 23Q | SEC ↗ |
| 44 | YARGER WEALTH STRATEGIES, LLC | 57,688 | $3M | — | +0.0% | 10Q | SEC ↗ |
| 45 | Forvis Mazars Wealth Advisors, LLC | 56,772 | $3M | -4,390 | -7.2% | 17Q | SEC ↗ |
| 46 | BCS Wealth Management | 56,372 | $3M | -405 | -0.7% | 22Q | SEC ↗ |
| 47 | Global Assets Advisory, LLC | 55,931 | $3M | -5 | -0.0% | 4Q | SEC ↗ |
| 48 | Janney Montgomery Scott LLC | 51,076 | $3M | +1,657 | +3.4% | 22Q | SEC ↗ |
| 49 | NewEdge Advisors, LLC | 50,449 | $2M | -58 | -0.1% | 14Q | SEC ↗ |
| 50 | Spire Wealth Management | 49,024 | $2M | -1,511 | -3.0% | 14Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| Diversify Advisory Services, LLC | 70,159 | $3M |
| CANANDAIGUA NATIONAL CORP | 23,825 | $1M |
| CANANDAIGUA NATIONAL BANK & TRUST C | 23,825 | $1M |
| CITADEL ADVISORS LLC | 23,703 | $1M |
| HRT FINANCIAL LP | 20,161 | $989K |
| Integrity Advisory Solutions, LLC | 10,072 | $494K |
| Lotus Asset Management LLC | 6,877 | $337K |
| J.W. COLE ADVISORS, INC. | 6,120 | $300K |
| AXXCESS WEALTH MANAGEMENT, LLC | 5,961 | $292K |
| Talon Private Wealth, LLC | 5,770 | $283K |
| Grantvest Financial Group LLC | 4,947 | $243K |
| Faithward Advisors, LLC | 4,883 | $240K |
| Compass Advisory Group LLC | 4,354 | $214K |
| KINTRA WEALTH, LLC | 4,298 | $211K |
| Garden State Investment Advisory Se | 4,285 | $210K |
| Sunbelt Securities, Inc. | 3,676 | $180K |
| BARCLAYS PLC | 593 | $29K |
| FIDUCIARY FINANCIAL ADVISORS | 401 | $20K |
| Oakmont Advisory Group, LLC | 192 | $9K |
| NORTHWESTERN MUTUAL WEALTH MANAGEME | 182 | $9K |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| LeClair Wealth Partners LLC | 35,052 | $2M |
| MBL Wealth, LLC | 30,835 | $2M |
| WorthPointe, LLC | 30,564 | $1M |
| Mariner, LLC | 27,115 | $1M |
| OLD MISSION CAPITAL LLC | 23,707 | $1M |
| JANE STREET GROUP, LLC | 18,470 | $906K |
| Orion Porfolio Solutions, LLC | 16,351 | $802K |
| FIDUCIARY FINANCIAL GROUP, LLC | 15,225 | $747K |
| Providence First Trust Co | 9,330 | $458K |
| FLORIDA FINANCIAL ADVISORS, LLC | 6,766 | $332K |
| JT Stratford LLC | 6,690 | $328K |
| Buska Wealth Management, LLC | 6,102 | $299K |
| RPS ADVISORY SOLUTIONS LLC | 5,819 | $285K |
| CYPRESS FINANCIAL PLANNING LLC | 4,665 | $229K |
| McAdam, LLC | 4,461 | $219K |
| C2P Capital Advisory Group, LLC d.b | 4,453 | $218K |
| Elyxium Wealth, LLC | 2,402 | $118K |
| Wagner Wealth Management, LLC | 1,990 | $98K |
| OPTIMA CAPITAL LLC | 1,608 | $79K |
| Garton & Associates Financial Advis | 1,250 | $61K |