INNOVATOR ETFS TRUST (PMAR)
Institutional ownership reported to the SEC as of Q2 2026, across 26 quarters.
206
Reporting holders
$518.5M
Reported value
0.0%
Held as options
+6
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | $77.3M | 1,732,025 | 0.03% | 22q | -0.6%-$438.7K |
| OSAIC HOLDINGS, INC. | $35.9M | 751,815 | 0.04% | 26q | +10.3%+$3.4M |
| Brookstone Capital Management | $33.8M | 706,660 | 0.34% | 15q | +392.3%+$26.9M |
| Southland Equity Partners LLC | $32.2M | 673,835 | 5.64% | 18q | -1.2%-$380.0K |
| Focus Partners Wealth | $27.7M | 579,545 | 0.03% | 9q | -10.6%-$3.3M |
| Cetera Investment Advisers | $14.8M | 310,087 | 0.01% | 22q | +19.4%+$2.4M |
| COMMONWEALTH EQUITY SERVICES, LLC | $14.4M | 301,246 | 0.02% | 26q | -17.6%-$3.1M |
| LPL Financial LLC | $12.6M | 263,206 | 0.00% | 12q | +1.4%+$178.1K |
| RAYMOND JAMES FINANCIAL INC | $10.3M | 215,899 | 0.00% | 7q | -3.4%-$368.3K |
| Kestra Advisory Services, LLC | $9.2M | 193,629 | 0.03% | 23q | -24.2%-$3.0M |
| HighTower Advisors, LLC | $8.4M | 174,811 | 0.01% | 23q | +2.9%+$234.5K |
| CoreCap Advisors, LLC | $7.1M | 149,462 | 0.21% | 18q | +5.6%+$381.0K |
| Bellwether Advisors, LLC | $6.2M | 129,657 | 0.92% | 23q | HELD |
| TRUIST FINANCIAL CORP | $6.0M | 126,283 | 0.01% | 22q | -1.1%-$65.5K |
| Beacon Pointe Advisors, LLC | $6.0M | 126,190 | 0.03% | 22q | -0.8%-$48.5K |
| Cassady Wealth & Retirement Planning, LLC | $5.9M | 122,750 | 2.73% | 3q | HELD |
| ENVESTNET ASSET MANAGEMENT INC | $5.4M | 113,908 | 0.00% | 24q | -3.3%-$188.5K |
| BLAIR WILLIAM & CO/IL | $5.2M | 107,812 | 0.01% | 15q | +35.7%+$1.4M |
| Cornerstone Wealth, LLC/TN | $4.5M | 92,963 | 2.26% | 2q | HELD |
| Diligent Investors, LLC | $4.4M | 91,646 | 0.97% | 14q | +1.0%+$41.6K |
| KFG WEALTH MANAGEMENT, LLC | $4.4M | 91,510 | 0.49% | 15q | HELD |
| Cresset Asset Management, LLC | $4.2M | 87,341 | 0.02% | 10q | -8.3%-$377.2K |
| WEALTH ALLIANCE, LLC | $4.2M | 87,119 | 0.35% | 18q | HELD |
| Advisory Alpha, LLC | $4.1M | 86,672 | 0.10% | 14q | +43.1%+$1.2M |
| Hardworking Capital Advisors, LLC | $3.9M | 82,385 | 3.22% | 3q | -5.0%-$207.1K |
| Keating Financial Advisory Services, Inc. | $3.8M | 79,385 | 0.50% | 3q | -1.5%-$57.5K |
| Cerity Partners LLC | $3.7M | 78,325 | 0.00% | 6q | -1.4%-$52.5K |
| MTM FINANCIAL GROUP, LLC | $3.7M | 77,628 | 1.59% | new | FIRST |
| Diversify Advisory Services, LLC | $3.4M | 70,159 | 0.06% | new | NEW |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $3.4M | 70,159 | 0.06% | 2q | -1.4%-$46.3K |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3.3M | 69,142 | 0.00% | 8q | +142.0%+$1.9M |
| OneDigital Investment Advisors LLC | $3.3M | 69,129 | 0.03% | 10q | -5.4%-$189.0K |
| BFI Wealth Solutions, LLC | $3.1M | 64,995 | 2.30% | 3q | -1.1%-$34.2K |
| MAI Capital Management | $3.1M | 64,991 | 0.01% | 18q | -1.0%-$31.0K |
| Valmark Advisers, Inc. | $3.1M | 64,559 | 0.03% | 22q | HELD |
| First Commonwealth Financial Corp /PA/ | $3.0M | 62,544 | 0.42% | 18q | +9.4%+$257.0K |
| CRA Financial Services, LLC | $2.9M | 60,222 | 0.33% | 10q | HELD |
| MML INVESTORS SERVICES, LLC | $2.9M | 59,764 | 0.01% | 14q | +20.2%+$480.5K |
| ATTICUS WEALTH MANAGEMENT, LLC | $2.8M | 59,533 | 0.68% | 14q | -4.9%-$148.1K |
| WPWealth LLP | $2.8M | 59,279 | 0.42% | 14q | HELD |
| GILL CAPITAL PARTNERS, LLC | $2.8M | 58,218 | 0.74% | 23q | HELD |
| YARGER WEALTH STRATEGIES, LLC | $2.8M | 57,688 | 1.00% | 10q | HELD |
| Forvis Mazars Wealth Advisors, LLC | $2.7M | 56,772 | 0.05% | 17q | -7.2%-$209.7K |
| BCS Wealth Management | $2.7M | 56,372 | 0.49% | 22q | -0.7%-$19.3K |
| Global Assets Advisory, LLC | $2.7M | 55,931 | 0.58% | 4q | HELD |
| NewEdge Advisors, LLC | $2.4M | 50,449 | 0.01% | 14q | HELD |
| Spire Wealth Management | $2.3M | 49,024 | 0.07% | 14q | -3.0%-$72.2K |
| FSA Advisors, Inc. | $2.1M | 43,418 | 0.48% | 11q | +93.8%+$1.0M |
| CORRADO ADVISORS, LLC | $2.1M | 43,200 | 0.95% | 6q | -1.6%-$33.8K |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $1.8M | 38,068 | 0.23% | 14q | -1.0%-$18.0K |
| Foundations Investment Advisors, LLC | $1.8M | 37,976 | 0.02% | 10q | +2.7%+$48.0K |
| Chris Bulman Inc | $1.7M | 36,275 | 0.63% | 9q | +15.8%+$237.0K |
| AE Wealth Management LLC | $1.7M | 36,134 | 0.01% | 23q | -16.1%-$331.6K |
| GenTrust, LLC | $1.7M | 35,815 | 0.07% | 3q | HELD |
| Bright Futures Wealth Management, LLC. | $1.7M | 35,729 | 1.10% | 2q | -60.1%-$2.6M |
| Blue Water Asset Management | $1.7M | 35,319 | 0.54% | 3q | +0.8%+$12.8K |
| Lido Advisors, LLC | $1.7M | 34,968 | 0.00% | 3q | HELD |
| Main Street Financial Solutions, LLC | $1.7M | 34,630 | 0.11% | 22q | -7.4%-$132.1K |
| Keystone Wealth Services, LLC | $1.6M | 34,187 | 0.30% | 2q | HELD |
| Arkadios Wealth Advisors | $1.6M | 33,883 | 0.02% | 10q | +227.2%+$1.1M |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $1.6M | 33,467 | 0.00% | 12q | +6.5%+$97.7K |
| Weaver Capital Management LLC | $1.6M | 35,643 | 0.35% | 11q | HELD |
| Merit Financial Group, LLC | $1.6M | 32,982 | 0.00% | 5q | +88.1%+$737.9K |
| Patriot Financial Group Insurance Agency, LLC | $1.6M | 32,746 | 0.16% | 22q | -47.7%-$1.4M |
| Lakeridge Wealth Management LLC | $1.5M | 32,186 | 0.56% | 11q | HELD |
| CreativeOne Wealth, LLC | $1.5M | 31,972 | 0.03% | 10q | -0.7%-$10.3K |
| MERCER GLOBAL ADVISORS INC /ADV | $1.5M | 31,524 | 0.00% | 11q | +90.9%+$717.0K |
| MACROVIEW INVESTMENT MANAGEMENT LLC | $1.4M | 30,285 | 0.89% | 6q | HELD |
| Belpointe Asset Management LLC | $1.4M | 30,131 | 0.05% | 10q | +22.0%+$259.9K |
| Castle Rock Wealth Management, LLC | $1.4M | 29,857 | 0.28% | 10q | -9.7%-$152.9K |
| AQR CAPITAL MANAGEMENT LLC | $1.4M | 29,611 | 0.00% | 8q | -3.2%-$47.3K |
| Trek Financial, LLC | $1.4M | 29,079 | 0.07% | 14q | -2.3%-$32.1K |
| IFP Advisors, Inc | $1.4M | 29,013 | 0.03% | 26q | -3.6%-$51.4K |
| Vantage Point Financial LLC | $1.4M | 28,625 | 0.42% | 2q | HELD |
| Farther Finance Advisors, LLC | $1.4M | 28,581 | 0.01% | 7q | -0.6%-$7.9K |
| COFG Advisors, LLC | $1.4M | 28,561 | 0.24% | 3q | HELD |
| Americana Partners, LLC | $1.3M | 27,829 | 0.03% | 2q | HELD |
| Ballast Rock Private Wealth LLC | $1.3M | 26,937 | 0.59% | 3q | HELD |
| CITY HOLDING CO | $1.3M | 26,860 | 0.15% | 18q | -1.1%-$14.3K |
| RITHOLTZ WEALTH MANAGEMENT | $1.3M | 26,760 | 0.01% | 3q | +91.2%+$609.7K |
| Ascent Wealth Partners, LLC | $1.2M | 25,793 | 0.12% | 10q | -28.1%-$480.5K |
| LifeWealth Investments, LLC | $1.2M | 25,205 | 0.32% | 7q | HELD |
| TrustBank | $1.2M | 24,150 | 0.39% | 3q | -1.3%-$15.5K |
| CANANDAIGUA NATIONAL BANK & TRUST CO | $1.1M | 23,825 | 0.10% | new | NEW |
| Lineweaver Wealth Advisors, LLC | $1.1M | 23,768 | 0.13% | 18q | HELD |
| CITADEL ADVISORS LLC | $1.1M | 23,703 | 0.00% | new | NEW |
| Advisory Services Network, LLC | $1.1M | 22,528 | 0.01% | 23q | HELD |
| Cornerstone Wealth Group, LLC | $964.4K | 20,189 | 0.06% | 10q | -21.1%-$257.7K |
| Jessup Wealth Management, Inc | $964.3K | 20,187 | 0.29% | 6q | -9.3%-$98.5K |
| Hidden Cove Wealth Management, LLC | $959.4K | 20,083 | 0.53% | 2q | HELD |
| Pacific Park Financial, Inc. | $916.5K | 19,185 | 0.53% | 3q | -5.8%-$56.8K |
| Retirement Planning Group, LLC | $901.8K | 18,877 | 0.02% | 10q | HELD |
| SAGESPRING WEALTH PARTNERS, LLC | $890.2K | 18,636 | 0.01% | 7q | +97.4%+$439.2K |
| Cyndeo Wealth Partners, LLC | $837.1K | 17,523 | 0.04% | 2q | HELD |
| SIGNATUREFD, LLC | $825.3K | 17,277 | 0.01% | 22q | HELD |
| RFG Advisory, LLC | $793.7K | 16,615 | 0.01% | 14q | HELD |
| Concurrent Investment Advisors, LLC | $783.9K | 16,409 | 0.01% | 4q | HELD |
| Straight Path Wealth Management | $782.2K | 16,374 | 0.18% | 9q | HELD |
| Orion Capital Management LLC | $776.8K | 16,261 | 0.24% | 22q | HELD |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | $776.4K | 16,253 | 0.04% | 22q | -0.7%-$5.6K |
Showing the largest 100 of 213 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 206 | $518.5M | 10,970,081 | 15 | 32 | 61 | 0.0% |
| Q1 2026 | 200 | $465.2M | 10,395,425 | 31 | 82 | 38 | 0.0% |
| Q4 2025 | 187 | $404.4M | 8,996,528 | 14 | 11 | 72 | 0.0% |
| Q3 2025 | 176 | $387.3M | 8,826,503 | 12 | 16 | 75 | 0.0% |
| Q2 2025 | 176 | $420.6M | 9,956,299 | 13 | 45 | 49 | 0.0% |
| Q1 2025 | 177 | $367.4M | 9,200,801 | 20 | 72 | 46 | 0.0% |
| Q4 2024 | 173 | $330.8M | 8,236,919 | 5 | 13 | 72 | 0.0% |
| Q3 2024 | 159 | $353.1M | 9,003,525 | 6 | 18 | 73 | 0.0% |
| Q2 2024 | 164 | $390.8M | 10,292,444 | 20 | 38 | 47 | 0.0% |
| Q1 2024 | 157 | $462.9M | 12,579,404 | 48 | 68 | 20 | 0.0% |
| Q4 2023 | 116 | $242.3M | 6,808,972 | 7 | 9 | 52 | 0.0% |
| Q3 2023 | 113 | $252.6M | 7,542,037 | 6 | 9 | 51 | 0.0% |
| Q2 2023 | 115 | $286.1M | 8,474,476 | 9 | 21 | 43 | 0.0% |
| Q1 2023 | 118 | $297.7M | 9,258,110 | 48 | 40 | 13 | 0.0% |
| Q4 2022 | 78 | $122.1M | 3,975,181 | 8 | 6 | 30 | 0.0% |
| Q3 2022 | 90 | $151.6M | 5,208,134 | 11 | 15 | 24 | 0.0% |
| Q2 2022 | 84 | $161.8M | 5,459,614 | 9 | 24 | 16 | 0.0% |
| Q1 2022 | 83 | $158.8M | 5,090,582 | 30 | 30 | 7 | 0.0% |
| Q4 2021 | 58 | $71.5M | 2,268,250 | 3 | 6 | 22 | 0.0% |
| Q3 2021 | 59 | $73.8M | 2,404,246 | 4 | 11 | 12 | 0.0% |
| Q2 2021 | 63 | $82.3M | 2,692,389 | 10 | 10 | 12 | 0.0% |
| Q1 2021 | 65 | $78.6M | 2,662,458 | 37 | 15 | 6 | 0.0% |
| Q4 2020 | 34 | $36.4M | 1,279,867 | 10 | 3 | 6 | 0.0% |
| Q3 2020 | 23 | $39.9M | 1,443,873 | 5 | 4 | 5 | 0.0% |
| Q2 2020 | 20 | $40.0M | 1,496,085 | 6 | 8 | 5 | 0.0% |
| Q1 2020 | 21 | $18.0M | 749,359 | 20 | 0 | 0 | 0.0% |