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Innovator U.S. Equity Power Buffer ETF - March (PMAR) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - March logo
$47.83 +0.03 (+0.06%)
As of 07/27/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - March (BATS:PMAR)

Number of
Institutional Buyers
(last 12 months)
96
Total
Institutional Inflows
(last 12 months)
$108.60M
Number of
Institutional Sellers
(last 12 months)
102
Total
Institutional Outflows
(last 12 months)
$78.25M
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PMAR Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - March Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
7/10/2026 City Holding Co.26,860$1.28M0.1%-1.1%0.170%
7/9/2026 Focus Financial Network Inc.8,952$428K0.0%-15.0%0.057%
7/8/2026 Castle Rock Wealth Management LLC29,857$1.43M0.3%-9.7%0.189%
7/7/2026 Canandaigua National Bank & Trust Co.23,825$1.14M0.1%N/A0.151%
7/7/2026 CoreCap Advisors LLC149,462$7.14M0.2%+5.6%0.944%
6/23/2026MTM Financial Group LLC77,878$3.48M1.6%-3.4%0.492%
6/3/2026NewEdge Advisors LLC50,507$2.25M0.0%-5.3%0.319%
5/21/2026JDM Financial Group LLC2,339$104K0.0%N/A0.015%
5/19/2026Cornerstone Wealth LLC TN93,238$4.35M2.5%N/A0.589%
5/19/2026NewEdge Advisors LLC50,507$2.25M0.0%-5.3%0.319%
5/19/2026Cassady Wealth & Retirement Planning LLC122,807$5.75M2.8%+36.2%0.776%
5/19/2026Arkadios Wealth Advisors10,355$462K0.0%+26.7%0.065%
5/18/2026Sunbelt Securities Inc.3,676$164K0.0%N/A0.023%
5/16/2026Jessup Wealth Management Inc22,248$993K0.4%+20.4%0.141%
5/15/2026Wealth Alliance LLC87,241$3.89M0.4%+4.3%0.551%
5/13/2026Cetera Investment Advisers259,671$11.59M0.0%+1.4%1.640%
5/12/2026Bellwether Advisors LLC129,828$5.79M1.0%+24.7%0.820%
5/7/2026Florida Financial Advisors LLC6,766$302K0.1%N/A0.043%
5/7/2026Ascent Wealth Partners LLC35,852$1.60M0.2%+27.8%0.226%
5/6/2026Annis Gardner Whiting Capital Advisors LLC783$35K0.0%+56.6%0.005%
5/6/2026FSA Advisors Inc.22,408$1M0.7%+2.3%0.142%
5/6/2026Forty three Eighteen Advisors LLC6,657$297K0.2%N/A0.042%
5/6/2026 Independent Financial Group LLC6,996$312K0.0%N/A0.044%
5/5/2026Sigma Planning Corp8,202$366K0.0%-12.9%0.052%
5/4/2026Bedel Financial Consulting Inc.7,361$328K0.0%-13.5%0.047%
5/4/2026Chicago Partners Investment Group LLC9,279$433K0.0%-23.5%0.059%
5/4/2026Vantage Point Financial LLC28,625$1.28M0.4%N/A0.181%
5/2/2026Global Assets Advisory LLC55,936$2.50M0.6%+13.7%0.353%
5/2/2026Diversify Wealth Management LLC71,127$3.32M0.1%N/A0.449%
5/2/2026Valmark Advisers Inc.64,525$2.88M0.0%+15.4%0.408%
5/2/2026 Vestment Financial LLC5,460$254K0.1%+9.7%0.034%
5/1/2026Corrado Advisors LLC43,907$1.96M1.0%+79.6%0.277%
4/30/2026Millstone Evans Group LLC3,404$152K0.1%-19.5%0.022%
4/30/2026Kestra Advisory Services LLC255,499$11.40M0.0%+40.5%1.614%
4/29/2026Clay Northam Wealth Management LLC8,165$364K0.2%+33.0%0.052%
4/27/2026BIP Wealth LLC4,622$206K0.0%N/A0.029%
4/27/2026World Investment Advisors12,282$548K0.0%+81.9%0.078%
4/23/2026 Apollon Wealth Management LLC5,809$259K0.0%N/A0.037%
4/22/2026 Patriot Financial Group Insurance Agency LLC62,566$2.79M0.2%+109.2%0.395%
4/22/2026Janney Montgomery Scott LLC49,419$2.21M0.0%+1.1%0.312%
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4/22/2026Cornerstone Wealth Group LLC25,583$1.19M0.1%-11.2%0.162%
4/21/2026 KFG Wealth Management LLC91,102$4.07M0.5%+13.8%0.576%
4/21/2026Silver Oak Securities Incorporated16,717$746K0.1%+3.1%0.106%
4/20/2026Ritholtz Wealth Management13,997$625K0.0%-2.7%0.088%
4/20/2026 RFG Advisory LLC16,615$741K0.0%-2.2%0.105%
4/20/2026 Riverchase Wealth Management LLC11,813$527K0.3%N/A0.075%
4/18/2026Weaver Capital Management LLC35,643$1.59M0.3%+4.3%0.225%
4/18/2026 BCS Wealth Management56,777$2.53M0.5%-50.6%0.359%
4/17/2026 AdvisorNet Financial Inc7,994$357K0.0%+19.6%0.050%
4/17/2026 Brookstone Capital Management143,551$6.41M0.1%+3.5%0.907%
4/16/2026Ballast Rock Private Wealth LLC26,937$1.20M0.7%+22.2%0.170%
4/15/2026 Nations Financial Group Inc. IA ADV16,370$730K0.0%+197.9%0.103%
3/13/2026World Investment Advisors6,752$303K0.0%+14.4%0.043%
2/19/2026BFI Wealth Solutions LLC41,836$1.88M1.8%N/A0.264%
2/18/2026Ameriflex Group Inc.2,770$124K0.1%-50.0%0.017%
2/18/2026Mercer Global Advisors Inc. ADV60,553$2.72M0.0%+129.5%0.383%
2/18/2026Beacon Pointe Advisors LLC67,502$3.03M0.0%-4.5%0.426%
2/18/2026NewEdge Advisors LLC53,355$2.40M0.0%-3.6%0.337%
2/18/2026Garton & Associates Financial Advisors LLC1,250$56K0.0%N/A0.008%
2/18/2026OLD Mission Capital LLC10,184$458K0.0%-58.0%0.064%
2/17/2026Cetera Investment Advisers256,136$11.51M0.0%-5.3%1.618%
2/17/2026Osaic Holdings Inc.712,819$32.03M0.0%-10.7%4.503%
2/17/2026Rothschild Wealth LLC6,360$286K0.0%N/A0.040%
2/16/2026MML Investors Services LLC52,821$2.37M0.0%-4.0%0.334%
2/16/2026Mariner LLC15,051$676K0.0%-3.2%0.095%
2/16/2026Focus Partners Wealth575,120$25.85M0.0%+90.5%3.633%
2/16/2026Arax Advisory Partners7,502$337K0.0%N/A0.047%
2/16/2026Barclays PLC1,542$69K0.0%-20.6%0.010%
2/13/2026Kestra Advisory Services LLC181,872$8.17M0.0%+3.2%1.149%
2/13/2026WPWealth LLP46,719$2.10M0.3%-6.4%0.295%
2/13/2026Arkadios Wealth Advisors8,172$367K0.0%-13.2%0.052%
2/12/2026Orion Porfolio Solutions LLC16,351$735K0.0%-20.4%0.103%
2/12/2026Commonwealth Equity Services LLC305,570$13.73M0.0%-5.8%1.930%
2/12/2026Hardworking Capital Advisors LLC87,730$3.94M3.6%N/A0.554%
2/12/2026Steward Partners Investment Advisory LLC4,288$193K0.0%-15.9%0.027%
2/11/2026Janney Montgomery Scott LLC48,872$2.20M0.0%+8.1%0.309%
2/11/2026Fortune Financial Group Inc.5,563$277K0.3%N/A0.035%
2/11/2026LPL Financial LLC209,851$9.43M0.0%+6.8%1.326%
2/11/2026Continuum Advisory LLC10,919$491K0.0%-4.9%0.069%
2/10/2026Lido Advisors LLC34,968$1.57M0.0%N/A0.221%
2/10/2026COFG Advisors LLC22,239$999K0.2%N/A0.140%
2/10/2026Gill Capital Partners LLC57,618$2.59M0.8%-7.3%0.364%
2/10/2026Rothschild Wealth LLC6,360$286K0.0%N/A0.040%
2/10/2026Corrado Advisors LLC24,445$1.10M0.6%-51.6%0.154%
2/10/2026Foundations Investment Advisors LLC33,235$1.49M0.0%-3.3%0.210%
2/9/2026 TrustBank24,475$1.10M0.5%N/A0.155%
2/9/2026Bellwether Advisors LLC104,093$4.68M0.7%-0.3%0.658%
2/9/2026Blue Bell Private Wealth Management LLC36,822$1.66M0.2%-6.7%0.233%
2/9/2026Harbour Investments Inc.5,546$249K0.0%-56.5%0.035%
2/9/2026 Atticus Wealth Management LLC65,268$2.93M0.7%-0.5%0.412%
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2/6/2026 IFP Advisors Inc42,674$1.92M0.0%-2.0%0.270%
2/6/2026 Integral Investment Advisors Inc.5,325$239K0.1%N/A0.034%
2/6/2026HighTower Advisors LLC139,156$6.25M0.0%-0.6%0.879%
2/5/2026Elyxium Wealth LLC2,402$108K0.0%N/A0.015%
2/5/2026Blue Water Asset Management10,970$493K0.2%N/A0.069%
2/5/2026Phoenix Financial Ltd.10,935$491K0.0%-15.3%0.069%
2/4/2026World Investment Advisors6,752$303K0.0%+14.4%0.043%
2/4/2026Trek Financial LLC33,025$1.48M0.1%-25.7%0.209%
2/4/2026Ballast Rock Private Wealth LLC22,036$990K0.6%N/A0.139%
2/3/2026 Sequoia Financial Advisors LLC6,460$290K0.0%-30.7%0.041%


PMAR Institutional Ownership - Frequently Asked Questions

During the previous two years, 221 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - March. The most heavily invested institutionals were Alliancebernstein L.P. ($71.80M), Penserra Capital Management LLC ($61.85M), Southland Equity Partners LLC ($32.25M), Osaic Holdings Inc. ($32.03M), Focus Partners Wealth ($25.85M), Commonwealth Equity Services LLC ($13.73M), and Cetera Investment Advisers ($11.59M).Learn more on Innovator U.S. Equity Power Buffer ETF - March's institutional investors.

Of the 176 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Brookstone Capital Management ($712.05K), Focus Partners Wealth ($465.24K), Penserra Capital Management LLC ($292.42K), Raymond James Financial Inc. ($288.18K), HFG Wealth Management LLC ($255.83K), Alliancebernstein L.P. ($218.90K), and LPL Financial LLC ($128.85K).

Institutional investors have bought a total of 2,484,992 shares in the last 24 months. This purchase volume represents approximately $108.60M in transactions.

Of the 102 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - March's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Brookstone Capital Management ($707.45K), Raymond James Financial Inc. ($88.88K), Osaic Holdings Inc. ($85.52K), Alliancebernstein L.P. ($80.36K), Commonwealth Equity Services LLC ($75.26K), KFG Wealth Management LLC ($62.44K), and BCS Wealth Management ($60.61K).

Institutional investors have sold a total of 1,776,260 shares in the last 24 months. This volume of shares sold represents approximately $78.25M in transactions.


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This page (BATS:PMAR) was last updated on 7/28/2026 by MarketBeat.com Staff.
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