INNOVATOR U.S. EQUITY POWER (PMAR) Institutional Shareholders

INNOVATOR U.S. EQUITY POWER (PMAR) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $487.37M in PMAR holdings during the latest filing period.

Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PMAR tracked by InsiderSet, reporting ownership valued at approximately $78.28M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $84.11M, representing an estimated gain of +7.45% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 53% of the total disclosed PMAR value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Brookstone Capital Management, Southland Equity Partners Llc, and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PMAR).

This page ranks the largest institutional PMAR shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.

Institutional Holders

203

Total Reported Value

$487.37M

Largest Holder

Alliancebernstein L.P.

Largest Position

$78.28M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

114

Funds Exiting Positions

0

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NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.03%1,741,858$78,282,234$84,114,845+$5,832,611+7.45%
Brookstone Capital Management0.34%706,660$33,757,007$34,124,823+$367,816+1.09%
Southland Equity Partners Llc5.64%673,835$32,188,963$32,539,694+$350,731+1.09%
Osaic Holdings, Inc.0.04%681,376$30,402,839$32,903,851+$2,501,012+8.23%
Focus Partners Wealth0.03%648,208$28,923,041$31,302,159+$2,379,118+8.23%
Commonwealth Equity Services, Llc0.02%301,246$14,390,466$14,547,260+$156,794+1.09%
Cetera Investment Advisers0.01%259,671$11,586,520$12,539,590+$953,070+8.23%
Lpl Financial Llc0.00%259,478$11,577,908$12,530,270+$952,362+8.23%
Raymond James Financial Inc0.00%223,608$9,977,389$10,798,097+$820,708+8.23%
Kestra Advisory Services, Llc0.03%193,629$9,249,619$9,350,402+$100,783+1.09%
Hightower Advisors, Llc0.01%169,902$7,581,056$8,204,619+$623,563+8.23%
Corecap Advisors, Llc0.21%149,462$7,139,770$7,217,565+$77,795+1.09%
Truist Financial Corp0.01%126,283$6,032,498$6,098,244+$65,746+1.09%
Cassady Wealth & Retirement Planning, Llc2.73%122,750$5,863,743$5,927,634+$63,891+1.09%
Bellwether Advisors, Llc0.98%129,828$5,792,925$6,269,433+$476,508+8.23%
Beacon Pointe Advisors, Llc0.03%127,205$5,675,876$6,142,768+$466,892+8.23%
Envestnet Asset Management Inc0.00%113,908$5,441,362$5,500,651+$59,289+1.09%
Cornerstone Wealth, Llc/Tn2.26%92,963$4,472,906$4,489,211+$16,305+0.36%
Diligent Investors, Llc0.97%91,646$4,377,911$4,425,613+$47,702+1.09%
Kfg Wealth Management, Llc0.49%91,510$4,371,418$4,419,045+$47,627+1.09%
Cresset Asset Management, Llc0.02%95,237$4,249,477$4,599,023+$349,546+8.23%
Hardworking Capital Advisors, Llc3.22%82,385$3,935,500$3,978,396+$42,896+1.09%
Wealth Alliance, Llc0.38%87,241$3,892,695$4,212,894+$320,199+8.23%
Steward Partners Investment Advisory, Llc0.02%85,791$3,827,995$4,142,873+$314,878+8.23%
Keating Financial Advisory Services, Inc.0.58%80,588$3,595,837$3,891,619+$295,782+8.23%
Blair William & Co/Il0.01%79,433$3,544,300$3,835,843+$291,543+8.23%
Cerity Partners Llc0.01%79,424$3,543,899$3,835,409+$291,510+8.23%
Diversify Wealth Management, Llc0.06%70,159$3,355,705$3,387,999+$32,294+0.96%
Onedigital Investment Advisors Llc0.03%73,086$3,261,092$3,529,345+$268,253+8.23%
Bfi Wealth Solutions, Llc2.83%65,711$2,947,797$3,173,204+$225,407+7.65%
Mai Capital Management0.02%65,640$2,928,857$3,169,775+$240,918+8.23%
Valmark Advisers, Inc.0.03%64,525$2,879,106$3,115,932+$236,826+8.23%
Cra Financial Services, Llc0.33%60,222$2,876,793$2,908,138+$31,345+1.09%
Atticus Wealth Management, Llc0.68%59,533$2,843,880$2,874,866+$30,986+1.09%
Yarger Wealth Strategies, Llc1.00%57,688$2,773,069$2,785,771+$12,702+0.46%
Forvis Mazars Wealth Advisors, Llc0.05%61,162$2,729,049$2,953,531+$224,482+8.23%
Advisory Alpha, Llc0.07%60,568$2,702,544$2,924,847+$222,303+8.23%
Bcs Wealth Management0.49%56,372$2,692,875$2,722,221+$29,346+1.09%
Global Assets Advisory, Llc0.58%55,931$2,672,379$2,700,925+$28,546+1.07%
Wpwealth Llp0.40%59,279$2,645,029$2,862,601+$217,572+8.23%
Gill Capital Partners, Llc0.75%58,103$2,592,556$2,805,811+$213,255+8.23%
First Commonwealth Financial Corp0.41%57,163$2,550,613$2,760,418+$209,805+8.23%
Spire Wealth Management0.07%49,024$2,341,883$2,367,384+$25,501+1.09%
Mml Investors Services, Llc0.01%49,705$2,217,837$2,400,269+$182,432+8.23%
Corrado Advisors, Llc0.95%43,200$2,063,656$2,086,141+$22,485+1.09%
Chris Bulman Inc0.63%36,275$1,732,848$1,751,731+$18,883+1.09%
Blue Bell Private Wealth Management, Llc0.25%38,444$1,715,371$1,856,472+$141,101+8.23%
Bright Futures Wealth Management, Llc.1.10%35,729$1,706,767$1,725,364+$18,597+1.09%
Blue Water Asset Management0.54%35,319$1,687,182$1,705,565+$18,383+1.09%
Foundations Investment Advisors, Llc0.02%36,971$1,649,646$1,785,341+$135,695+8.23%

Frequently asked questions about PMAR

  • Who owns the most PMAR stock?

    The largest holders of PMAR are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PMAR).

  • Is PMAR widely held by superinvestors?

    Many widely followed stocks like PMAR appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PMAR is represented among the institutional managers we track.

  • What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?

    Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.