INNOVATOR U.S. EQUITY POWER PMAR
$47.74
-0.1% 52w: $41.37 – $47.83
Latest 13F among current holders filed 12 days ago (Jun 23, 2026)
Price — last 12 months
research preview data41.3744.6047.83
Jun 20, 2025 Jul 2, 2026
Institutional holders
206
+11 QoQ
13F value
$543.0M
+13.5% QoQ
Smart-money holders
1
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PMAR?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 1.7M | $78.3M | 0.0% | +11.3% |
| Penserra Capital Management LLC | Diversified mechanical | 1.5M | $65.6M | 0.8% | +6.0% |
| Southland Equity Partners LLC | Wealth advisor | 681.8K | $30.4M | 5.9% | -5.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 681.4K | $30.4M | 0.0% | -4.4% |
| Focus Partners Wealth | Wealth advisor | 648.2K | $28.9M | 0.0% | +12.7% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 365.5K | $16.3M | 0.0% | +19.6% |
| Cetera Investment Advisers | Wealth advisor | 259.7K | $11.6M | 0.0% | +1.4% |
| LPL Financial LLC | Bank broker | 259.5K | $11.6M | 0.0% | +23.6% |
| Kestra Advisory Services, LLC | Wealth advisor | 255.5K | $11.4M | 0.0% | +40.5% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 223.6K | $10.0M | 0.0% | +10.0% |
| HighTower Advisors, LLC | Diversified mechanical | 169.9K | $7.6M | 0.0% | +22.1% |
| Brookstone Capital Management | Wealth advisor | 143.6K | $6.4M | 0.1% | +3.5% |
| CoreCap Advisors, LLC | Wealth advisor | 141.5K | $6.3M | 0.2% | +12.3% |
| Bellwether Advisors, LLC | Wealth advisor | 129.8K | $5.8M | 1.0% | +24.7% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 122.8K | $5.8M | 3.0% | +36.2% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 127.7K | $5.7M | 0.0% | +9.8% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 127.2K | $5.7M | 0.0% | +88.4% |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 122.9K | $5.5M | 0.0% | +17.2% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 117.9K | $5.3M | 0.0% | +52.9% |
| Cornerstone Wealth, LLC/TN | Wealth advisor | 93.2K | $4.3M | 2.4% | — |
| Cresset Asset Management, LLC | Wealth advisor | 95.2K | $4.2M | 0.0% | +16.1% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 91.1K | $4.1M | 0.5% | +13.8% |
| Diligent Investors, LLC | Other | 90.8K | $4.1M | 1.0% | +1.5% |
| Bright Futures Wealth Management, LLC. | Wealth advisor | 89.6K | $4.0M | 2.7% | New |
| WEALTH ALLIANCE, LLC | Wealth advisor | 87.2K | $3.9M | 0.4% | +4.3% |
| Hardworking Capital Advisors, LLC | Wealth advisor | 86.7K | $3.9M | 3.6% | -1.2% |
| Steward Partners Investment Advisory, LLC | Diversified mechanical | 85.8K | $3.8M | 0.0% | +1900.7% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 80.6K | $3.6M | 0.6% | -9.4% |
| BLAIR WILLIAM & CO/IL | Diversified mechanical | 79.4K | $3.5M | 0.0% | +121.3% |
| Cerity Partners LLC | Diversified mechanical | 79.4K | $3.5M | 0.0% | +183.3% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 77.9K | $3.5M | 1.6% | -3.4% |
| DIVERSIFY WEALTH MANAGEMENT, LLC | Wealth advisor | 71.1K | $3.3M | 0.1% | New |
| OneDigital Investment Advisors LLC | Wealth advisor | 73.1K | $3.3M | 0.0% | +13.5% |
| BFI Wealth Solutions, LLC | Wealth advisor | 65.7K | $2.9M | 2.8% | +57.1% |
| MAI Capital Management | Wealth advisor | 65.6K | $2.9M | 0.0% | -3.8% |
| Valmark Advisers, Inc. | Wealth advisor | 64.5K | $2.9M | 0.0% | +15.4% |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 62.6K | $2.8M | 0.8% | -4.0% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 62.6K | $2.8M | 0.2% | +109.2% |
| Forvis Mazars Wealth Advisors, LLC | Wealth advisor | 61.2K | $2.7M | 0.1% | -1.1% |
| Advisory Alpha, LLC | Wealth advisor | 60.6K | $2.7M | 0.1% | +240.6% |
| CRA Financial Services, LLC | Wealth advisor | 60.5K | $2.7M | 0.4% | +15.4% |
| WPWealth LLP | Wealth advisor | 59.3K | $2.6M | 0.4% | +26.9% |
| GILL CAPITAL PARTNERS, LLC | Wealth advisor | 58.1K | $2.6M | 0.7% | +0.8% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 57.7K | $2.6M | 1.0% | 0.0% |
| First Commonwealth Financial Corp /PA/ | Wealth advisor | 57.2K | $2.6M | 0.4% | +27.0% |
| BCS Wealth Management | Wealth advisor | 56.8K | $2.5M | 0.5% | -50.6% |
| Global Assets Advisory, LLC | Other | 55.9K | $2.5M | 0.7% | +13.7% |
| Spire Wealth Management | Wealth advisor | 50.5K | $2.3M | 0.1% | +0.3% |
| NewEdge Advisors, LLC | Diversified mechanical | 50.5K | $2.3M | 0.0% | -5.3% |
| MML INVESTORS SERVICES, LLC | Wealth advisor | 49.7K | $2.2M | 0.0% | -5.9% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.