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Innovator U.S. Equity Power (PMAR)

CUSIP: 45782C383 | NYSE | 386 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Southland Equity Partners LLC665,263
5.6% of portfolio›$32.6M
Kestra Advisory Services, LLC192,931
0.0% of portfolio›$9.4M
Commonwealth Equity Services, LLC187,352
0.0% of portfolio›$9.2M
CoreCap Advisors, LLC148,604
0.2% of portfolio›$7.3M
Brookstone Capital Management135,888
0.1% of portfolio›$6.7M
Cambridge Investment Research Advisors, Inc.95,476
0.0% of portfolio›$4.7M
Cornerstone Wealth, LLC92,444
2.2% of portfolio›$4.5M
Diligent Investors, LLC89,690
1.0% of portfolio›$4.4M
KFG Wealth Management, LLC88,467
0.5% of portfolio›$4.3M
Hardworking Capital Advisors, LLC80,158
3.2% of portfolio›$3.9M
Wealth Enhancement Advisory Services, LLC70,973
0.0% of portfolio›$3.5M
Truist Financial Corp69,785
0.0% of portfolio›$3.4M
Diversify Wealth Management, LLC68,051
0.1% of portfolio›$3.3M
Diversify Advisory Services, LLC68,051
0.1% of portfolio›$3.3M
Concurrent Investment Advisors, LLC65,506
0.0% of portfolio›$3.2M
BFI Wealth Solutions, LLC64,995
2.2% of portfolio›$3.2M
CRA Financial Services, LLC59,682
0.3% of portfolio›$2.9M
Atticus Wealth Management, LLC59,433
0.6% of portfolio›$2.9M
Gill Capital Partners, LLC57,743
0.8% of portfolio›$2.8M
BCS Wealth Management55,979
0.5% of portfolio›$2.7M
Global Assets Advisory, LLC55,420
0.6% of portfolio›$2.7M
Forvis Mazars Wealth Advisors, LLC54,417
0.0% of portfolio›$2.7M
Spire Wealth Management47,598
0.1% of portfolio›$2.3M
Corrado Advisors, LLC42,907
1.0% of portfolio›$2.1M
Blue Bell Private Wealth Management, LLC36,996
0.2% of portfolio›$1.8M
Blue Water Asset Management35,319
0.6% of portfolio›$1.7M
Weaver Capital Management LLC35,090
0.3% of portfolio›$1.7M
Keystone Wealth Services, LLC33,442
0.3% of portfolio›$1.6M
Bright Futures Wealth Management, Llc.33,037
1.1% of portfolio›$1.6M
Patriot Financial Group Insurance Agency, LLC32,796
0.2% of portfolio›$1.6M
Chris Bulman Inc31,102
0.5% of portfolio›$1.5M
Macroview Investment Management LLC30,285
0.9% of portfolio›$1.5M
Castle Rock Wealth Management, LLC29,497
0.3% of portfolio›$1.5M
Trek Financial, LLC29,079
0.1% of portfolio›$1.4M
IFP Advisors, Inc28,680
0.0% of portfolio›$1.4M
Farther Finance Advisors, LLC27,848
0.0% of portfolio›$1.4M
Americana Partners, LLC27,707
0.0% of portfolio›$1.4M
Ballast Rock Private Wealth LLC26,496
0.6% of portfolio›$1.3M
City Holding Co25,860
0.1% of portfolio›$1.3M
Ascent Wealth Partners, LLC25,793
0.1% of portfolio›$1.3M
LifeWealth Investments, LLC25,205
0.3% of portfolio›$1.2M
Canandaigua National Bank & Trust Co23,825
0.1% of portfolio›$1.2M
Lineweaver Wealth Advisors, LLC23,768
0.1% of portfolio›$1.2M
TrustBank23,730
0.4% of portfolio›$1.2M
James T. Borello RIA22,135
0.2% of portfolio›$1.1M
Cornerstone Wealth Group, LLC20,189
0.1% of portfolio›$988.4K
Hidden Cove Wealth Management, LLC20,083
0.5% of portfolio›$983.2K
Jessup Wealth Management, Inc19,801
0.2% of portfolio›$969.4K
Sagespring Wealth Partners, LLC18,636
0.0% of portfolio›$912.4K
Pacific Park Financial, Inc.17,545
0.5% of portfolio›$859.0K
Signaturefd, LLC17,277
0.0% of portfolio›$845.9K
RFG Advisory, LLC16,574
0.0% of portfolio›$811.4K
Straight Path Wealth Management16,350
0.2% of portfolio›$800.5K
Retirement Planning Group, LLC15,031
0.0% of portfolio›$735.9K
Capital Square, LLC14,997
0.3% of portfolio›$734.2K
Cyndeo Wealth Partners, LLC14,873
0.0% of portfolio›$728.2K
Blue Sky Capital Consultants Group, Inc.14,867
0.3% of portfolio›$727.9K
Dynamic Advisor Solutions LLC12,727
0.0% of portfolio›$623.1K
Cypress Wealth Services, LLC12,005
0.1% of portfolio›$591.3K
Quest 10 Wealth Builders, Inc.11,816
0.4% of portfolio›$569.5K
Weaver Consulting Group11,460
0.1% of portfolio›$561.0K
Dhjj Financial Advisors, Ltd.10,994
0.2% of portfolio›$538.3K
Pinnacle Wealth Management Group, Inc.10,440
0.2% of portfolio›$511.1K
Integrity Advisory Solutions, LLC10,072
0.1% of portfolio›$493.1K
Chicago Partners Investment Group LLC9,279
0.0% of portfolio›$454.0K
Strategic Blueprint, LLC9,256
0.0% of portfolio›$453.2K
Ascent Group, LLC9,187
0.0% of portfolio›$449.8K
Visionary Wealth Advisors9,182
0.0% of portfolio›$449.5K
Focus Financial Network, Inc.8,952
0.0% of portfolio›$438.3K
Firestone Capital Management8,287
0.1% of portfolio›$405.7K
Sigma Planning Corp8,202
0.0% of portfolio›$401.6K
AdvisorNet Financial, Inc7,966
0.0% of portfolio›$391.4K
Cape Investment Advisory, Inc.7,460
0.1% of portfolio›$365.2K
Fiduciary Alliance LLC7,434
0.0% of portfolio›$364.0K
Seven Hills Financial, LLC7,275
0.2% of portfolio›$356.2K
Clay Northam Wealth Management, LLC7,165
0.2% of portfolio›$350.8K
Independent Financial Group, LLC6,996
0.0% of portfolio›$342.5K
Global Strategic Investment Solutions, LLC6,960
0.0% of portfolio›$340.8K
Lotus Asset Management LLC6,877
0.3% of portfolio›$336.7K
Galvin, Gaustad & Stein, LLC6,838
0.0% of portfolio›$334.8K
First City Capital Management, Inc.6,750
0.2% of portfolio›$330.5K
First Heartland Consultants, Inc.6,670
0.0% of portfolio›$326.6K
ARS Wealth Advisors Group, LLC6,333
0.0% of portfolio›$310.1K
MGO One Seven LLC6,252
0.0% of portfolio›$306.1K
Fragasso Financial Advisors Inc6,193
0.0% of portfolio›$305.5K
HFG Wealth Management, LLC6,105
0.3% of portfolio›$291.6K
Axxcess Wealth Management, LLC5,961
0.0% of portfolio›$291.8K
Fortune Financial Group, Inc.5,924
0.3% of portfolio›$290.0K
Apollon Wealth Management, LLC5,809
0.0% of portfolio›$284.4K
Vestment Financial LLC5,460
0.1% of portfolio›$266.6K
Sugar Maple Asset Management, LLC5,444
0.2% of portfolio›$266.5K
Integral Investment Advisors, Inc.5,325
0.1% of portfolio›$260.7K
PTM Wealth Management, LLC5,274
0.1% of portfolio›$259.8K
Perigon Wealth Management, LLC5,199
0.0% of portfolio›$254.5K
VestGen Advisors, LLC5,044
0.0% of portfolio›$246.9K
Blue Trust, Inc.4,996
0.0% of portfolio›$244.6K
Liberty Atlantic Advisors LLC4,981
0.2% of portfolio›$243.9K
Grantvest Financial Group LLC4,947
0.1% of portfolio›$242.2K
Financial Network Wealth Advisors LLC4,946
0.2% of portfolio›$242.2K
FC Advisory LLC4,887
0.1% of portfolio›$239.3K
IFS Advisors, LLC4,675
0.1% of portfolio›$228.9K
BIP Wealth, LLC4,622
0.0% of portfolio›$226.3K
Smith Shellnut Wilson LLC4,500
0.1% of portfolio›$220.3K
Creative Financial Designs Inc2,950
0.0% of portfolio›$144.4K
Elyxium Wealth, LLC2,402
0.0% of portfolio›$117.6K
Phillips Financial Management, LLC1,825
0.0% of portfolio›$89.4K
Ashton Thomas Private Wealth, LLC1,508
0.0% of portfolio›$73.8K
PFS Partners, LLC1,329
0.0% of portfolio›$65.1K
Bullock Wealth Management Group1,096
0.0% of portfolio›$53.6K
Capital Investment Advisory Services, LLC1,094
0.0% of portfolio›$53.6K
Noble Wealth Management PBC950
0.0% of portfolio›$46.5K
GGM Financial LLC385
0.0% of portfolio›$18.8K
Assetmark, Inc76
0.0% of portfolio›$3.7K
Wolff Wiese Magana LLC51
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Southland Equity Partners LLC
665,263$32.6M5.6%ETFLowWildwood, MO2026-10-14
Kestra Advisory Services, LLC
192,931$9.4M0.0%CoreLowAustin, TX2026-11-02
Commonwealth Equity Services, LLC
187,352$9.2M0.0%ETFLowWaltham, MA2026-11-02
CoreCap Advisors, LLC
148,604$7.3M0.2%ETFMediumSouthfield, MI2026-10-08
Brookstone Capital Management
135,888$6.7M0.1%ETFMediumWheaton, IL2026-10-22
Cambridge Investment Research Advisors, Inc.
95,476$4.7M0.0%ETFLowFairfield, IA2026-11-02
Cornerstone Wealth, LLC
92,444$4.5M2.2%ETFMediumGreeneville, TN2026-10-28
Diligent Investors, LLC
89,690$4.4M1.0%CoreLowRedlands, CA2026-10-21
KFG Wealth Management, LLC
88,467$4.3M0.5%ETFMediumGranger, IN2026-10-16
Hardworking Capital Advisors, LLC
80,158$3.9M3.2%GrowthMediumPalm Desert, CA2026-10-20
Wealth Enhancement Advisory Services, LLC
70,973$3.5M0.0%CoreLowPlymouth, MN2026-10-13
Truist Financial Corp
69,785$3.4M0.0%CoreLowCharlotte, NC2026-10-30
Diversify Wealth Management, LLC
68,051$3.3M0.1%GrowthMediumSandy, UT2026-10-20
Diversify Advisory Services, LLC
68,051$3.3M0.1%GrowthLowSandy, UT2026-10-20
Concurrent Investment Advisors, LLC
65,506$3.2M0.0%GrowthMediumTampa, FL2026-10-16
BFI Wealth Solutions, LLC
64,995$3.2M2.2%ETFLowDallas, TX2026-10-16
CRA Financial Services, LLC
59,682$2.9M0.3%ETFVery LowNorthfield, NJ2026-10-16
Atticus Wealth Management, LLC
59,433$2.9M0.6%ETFLowPalm Beach Gardens, FL2026-10-20
Gill Capital Partners, LLC
57,743$2.8M0.8%ETFLowDenver, CO2026-10-13
BCS Wealth Management
55,979$2.7M0.5%ETFVery LowJohnson City, TN2026-11-03
Global Assets Advisory, LLC
55,420$2.7M0.6%GrowthHighOrlando, FL2026-10-28
Forvis Mazars Wealth Advisors, LLC
54,417$2.7M0.0%ETFVery LowSpringfield, MO2026-10-13
Spire Wealth Management
47,598$2.3M0.1%GrowthMediumMclean, VA2026-10-30
Corrado Advisors, LLC
42,907$2.1M1.0%CoreMediumRamsey, NJ2026-10-27
Blue Bell Private Wealth Management, LLC
36,996$1.8M0.2%YieldVery LowBlue Bell, PA2026-10-29
Blue Water Asset Management
35,319$1.7M0.6%ETFLowGrand Rapids, MI2026-11-04
Weaver Capital Management LLC
35,090$1.7M0.3%GrowthMediumSuwanee, GA2026-10-15
Keystone Wealth Services, LLC
33,442$1.6M0.3%ETFHighPalm Desert, CA2026-11-03
Bright Futures Wealth Management, Llc.
33,037$1.6M1.1%CoreHighWebster, Ny 14580, NY2026-10-23
Patriot Financial Group Insurance Agency, LLC
32,796$1.6M0.2%GrowthLowWalpole, MA2026-10-14
Chris Bulman Inc
31,102$1.5M0.5%ETFLowRoseville, CA2026-10-20
Macroview Investment Management LLC
30,285$1.5M0.9%ETFLowBethesda, MD2026-10-26
Castle Rock Wealth Management, LLC
29,497$1.5M0.3%GrowthMediumWalnut Creek, CA2026-10-09
Trek Financial, LLC
29,079$1.4M0.1%ETFHighScottsdale, AZ2026-10-29
IFP Advisors, Inc
28,680$1.4M0.0%GrowthLowTampa, FL2026-10-16
Farther Finance Advisors, LLC
27,848$1.4M0.0%IndexLowSan Francisco, CA2026-10-08
Americana Partners, LLC
27,707$1.4M0.0%CoreMediumHouston, TX2026-10-28
Ballast Rock Private Wealth LLC
26,496$1.3M0.6%ETFMediumCharleston, SC2026-10-26
City Holding Co
25,860$1.3M0.1%CoreLowCharleston, WV2026-10-19
Ascent Wealth Partners, LLC
25,793$1.3M0.1%GrowthLowNew Hartford, NY2026-10-23
LifeWealth Investments, LLC
25,205$1.2M0.3%ETFMediumWinter Garden, FL2026-10-21
Canandaigua National Bank & Trust Co
23,825$1.2M0.1%CoreVery LowCanandaigua, NY2026-10-07
Lineweaver Wealth Advisors, LLC
23,768$1.2M0.1%ETFLowValley View, OH2026-10-13
TrustBank
23,730$1.2M0.4%ETFVery LowOlney, IL2026-10-20
James T. Borello RIA
22,135$1.1M0.2%ETFVery LowEast Dundee, IL2026-10-16
Cornerstone Wealth Group, LLC
20,189$988.4K0.1%CoreMediumHuntersville, NC2026-11-02
Hidden Cove Wealth Management, LLC
20,083$983.2K0.5%GrowthHighBainbridge Island, WA2026-10-19
Jessup Wealth Management, Inc
19,801$969.4K0.2%GrowthMediumDayton, OH2026-10-20
Sagespring Wealth Partners, LLC
18,636$912.4K0.0%ETFLowFranklin, TN2026-10-22
Pacific Park Financial, Inc.
17,545$859.0K0.5%ETFMediumLagina Hills, CA2026-10-13
Signaturefd, LLC
17,277$845.9K0.0%IndexLowAtlanta, GA2026-10-23
RFG Advisory, LLC
16,574$811.4K0.0%ETFMediumBirmingham, AL2026-11-03
Straight Path Wealth Management
16,350$800.5K0.2%ETFLowJenison, MI2026-10-23
Retirement Planning Group, LLC
15,031$735.9K0.0%ETFVery LowLeawood, KS2026-10-19
Capital Square, LLC
14,997$734.2K0.3%YieldMediumAthens, TN2026-10-19
Cyndeo Wealth Partners, LLC
14,873$728.2K0.0%CoreMediumSt. Petersburg, FL2026-10-16
Blue Sky Capital Consultants Group, Inc.
14,867$727.9K0.3%GrowthMediumPoway, CA2026-10-13
Dynamic Advisor Solutions LLC
12,727$623.1K0.0%ETFLowPhoenix, AZ2026-10-13
Cypress Wealth Services, LLC
12,005$591.3K0.1%ETFLowPalm Desert, CA2026-10-21
Quest 10 Wealth Builders, Inc.
11,816$569.5K0.4%ETFLowFuquay-Varina, VA2026-11-02
Weaver Consulting Group
11,460$561.0K0.1%ETFLowHuntington Beach, CA2026-10-07
Dhjj Financial Advisors, Ltd.
10,994$538.3K0.2%ETFVery LowNaperville, IL2026-10-23
Pinnacle Wealth Management Group, Inc.
10,440$511.1K0.2%ETFMediumPlymouth, MI2026-10-15
Integrity Advisory Solutions, LLC
10,072$493.1K0.1%ETFMediumDallas, TX2026-10-29
Chicago Partners Investment Group LLC
9,279$454.0K0.0%GARPLowChicago, IL2026-10-27
Strategic Blueprint, LLC
9,256$453.2K0.0%ETFLowAtlanta, GA2026-10-22
Ascent Group, LLC
9,187$449.8K0.0%CoreLowVirginia Beach, VA2026-10-30
Visionary Wealth Advisors
9,182$449.5K0.0%ETFLowO'Fallon, IL2026-11-04
Focus Financial Network, Inc.
8,952$438.3K0.0%ETFLowMinneapolis, MN2026-10-14
Firestone Capital Management
8,287$405.7K0.1%ETFVery LowSouth Miami, FL2026-11-03
Sigma Planning Corp
8,202$401.6K0.0%GrowthMediumAnn Arbor, MI2026-10-23
AdvisorNet Financial, Inc
7,966$391.4K0.0%ETFLowMinnetonka, MN2026-10-15
Cape Investment Advisory, Inc.
7,460$365.2K0.1%ETFLowMcdonough, GA2026-10-13
Fiduciary Alliance LLC
7,434$364.0K0.0%CoreMediumGreenville, SC2026-10-13
Seven Hills Financial, LLC
7,275$356.2K0.2%ETFN/ATallahassee, FL2026-10-13
Clay Northam Wealth Management, LLC
7,165$350.8K0.2%GrowthVery LowHuntington Beach, CA2026-10-13
Independent Financial Group, LLC
6,996$342.5K0.0%GrowthLowSan Diego, CA2026-10-13
Global Strategic Investment Solutions, LLC
6,960$340.8K0.0%ETFLowScottsdale, AZ2026-10-16
Lotus Asset Management LLC
6,877$336.7K0.3%ETFN/ANashville, TN2026-10-14
Galvin, Gaustad & Stein, LLC
6,838$334.8K0.0%CoreMediumScottsdale, AZ2026-10-08
First City Capital Management, Inc.
6,750$330.5K0.2%CoreLowSavannah, GA2026-10-27
First Heartland Consultants, Inc.
6,670$326.6K0.0%ETFMediumLake St. Louis, MO2026-10-08
ARS Wealth Advisors Group, LLC
6,333$310.1K0.0%CoreLowSt. Petersburg, FL2026-10-16
MGO One Seven LLC
6,252$306.1K0.0%GrowthLowBeachwood, OH2026-10-28
Fragasso Financial Advisors Inc
6,193$305.5K0.0%ETFLowSewickley, PA2026-10-13
HFG Wealth Management, LLC
6,105$291.6K0.3%ETFLowThe Woodlands, TX2026-10-16
Axxcess Wealth Management, LLC
5,961$291.8K0.0%CoreLowCarlsbad, CA2026-10-21
Fortune Financial Group, Inc.
5,924$290.0K0.3%ETFHighNaples, FL2026-10-22
Apollon Wealth Management, LLC
5,809$284.4K0.0%GrowthLowMount Pleasant, SC2026-10-23
Vestment Financial LLC
5,460$266.6K0.1%ETFVery LowChanhassen, MN2026-10-13
Sugar Maple Asset Management, LLC
5,444$266.5K0.2%ETFMediumSister Bay, WI2026-10-13
Integral Investment Advisors, Inc.
5,325$260.7K0.1%ETFVery LowTurlock, CA2026-11-03
PTM Wealth Management, LLC
5,274$259.8K0.1%ETFLowNorth Wales, PA2026-10-23
Perigon Wealth Management, LLC
5,199$254.5K0.0%GrowthLowSan Francisco, CA2026-10-22
VestGen Advisors, LLC
5,044$246.9K0.0%GrowthMediumChicago, IL2026-10-27
Blue Trust, Inc.
4,996$244.6K0.0%ETFLowBrentwood, TN2026-10-15
Liberty Atlantic Advisors LLC
4,981$243.9K0.2%ETFLowOlympia, WA2026-10-14
Grantvest Financial Group LLC
4,947$242.2K0.1%ETFLowMatawan, NJ2026-10-21
Financial Network Wealth Advisors LLC
4,946$242.2K0.2%ETFLowMurray, UT2026-10-28
FC Advisory LLC
4,887$239.3K0.1%ETFVery LowWest Chester, PA2026-10-05
IFS Advisors, LLC
4,675$228.9K0.1%ETFLowOverland Park, KS2026-10-14
BIP Wealth, LLC
4,622$226.3K0.0%ETFMediumAtlanta, GA2026-10-22
Smith Shellnut Wilson LLC
4,500$220.3K0.1%CoreVery LowRidgeland, MS2026-10-21
Creative Financial Designs Inc
2,950$144.4K0.0%ETFMediumKokomo, IN2026-11-04
Elyxium Wealth, LLC
2,402$117.6K0.0%GrowthVery LowBeverly Hills, CA2026-10-27
Phillips Financial Management, LLC
1,825$89.4K0.0%ETFVery LowFort Wayne, IN2026-10-19
Ashton Thomas Private Wealth, LLC
1,508$73.8K0.0%CoreMediumScottsdale, AZ2026-11-03
PFS Partners, LLC
1,329$65.1K0.0%ETFVery LowMine Hill, NJ2026-10-21
Bullock Wealth Management Group
1,096$53.6K0.0%GrowthLowBloomington, IN2026-10-09
Capital Investment Advisory Services, LLC
1,094$53.6K0.0%CoreMediumRaleigh, NC2026-10-30
Noble Wealth Management PBC
950$46.5K0.0%YieldMediumGreenwood Village, CO2026-10-01
GGM Financial LLC
385$18.8K0.0%ETFMediumColumbus, OH2026-11-05
Assetmark, Inc
76$3.7K0.0%ETFLowConcord, CA2026-10-21
Wolff Wiese Magana LLC
51$2.5K0.0%GrowthLowCarslbad, CA2026-10-15