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Disclosery

PMAR INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

189 managers (189 13F filers) reported a position in PMAR shares at 2024-12-31, 9,976,357 shares in all. 5 filers opened a position and 7 filers sold out during the quarter.

Managers
189
13F filers
189
New
5
Added
15
Reduced
92
Sold out
7
Shares held by filers
9,976,357

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.1,496,555$60.1M0.02%-302,89613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,173,045$47.1M0.86%+149,14513F-HRTimelineGroup
Southland Equity Partners LLC754,463$30.3M7.06%-6,86613F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.580,861$23.3M0.05%-172,59613F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC276,543$11.1M0.02%-30,64813F-HRTimeline
HFG Wealth Management, LLC255,829$10M6.51%+33,92913F-HRTimeline
Cetera Investment Advisers244,292$9.82M0.02%-16,23713F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC231,949$9.32M<0.01%13F-HR/ATimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC222,527$8.94M0.05%+20,84413F-HRTimelineGroup
NorthCoast Asset Management LLC210,939$8.48M0.04%-1,84613F-HR/ATimeline
Brookstone Capital Managementin group Brookstone Capital Management138,955$5.58M0.08%-51,72113F-HRTimelineGroup
HighTower Advisors, LLC124,999$5.02M0.01%-8,64713F-HRTimeline
Focus Partners Wealthin group Focus Partners Wealth114,130$4.59M0.01%-11,47713F-HR/ATimelineGroup
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP110,711$4.45M0.01%-36913F-HRTimelineGroup
Cambridge Investment Research Advisors,…105,803$4.25M0.01%-11,49913F-HRTimeline
CoreCap Advisors, LLC102,378$4.11M0.19%-8,15413F-HRTimeline
Diversify Advisory Services, LLCin group Diversify Advisory Services, …99,703$3.99M0.22%-21,94013F-HRTimelineGroup
KFG WEALTH MANAGEMENT, LLC97,434$3.92M0.73%-14,03113F-HRTimeline
Forvis Mazars Wealth Advisors, LLC94,493$3.8M0.09%-10,42813F-HRTimeline
TOWNSQUARE CAPITAL LLC91,585$3.68M0.04%-3,97913F-HRTimeline
MAI Capital Management86,565$3.48M0.03%-18,81013F-HRTimeline
Bellwether Advisors, LLC86,269$3.47M0.62%-51413F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC84,108$3.38M<0.01%-29,81013F-HRTimelineGroup
WEALTH ALLIANCE, LLC82,609$3.32M0.4%-38113F-HRTimeline
MBL Wealth, LLC79,466$3.19M0.32%-5,43513F-HRTimeline
Diligent Investors, LLC77,903$3.13M0.72%-83113F-HRTimeline
MTM FINANCIAL GROUP, LLC76,257$3.06M1.83%-15513F-HRTimeline
Beacon Pointe Advisors, LLC74,952$3.01M0.03%-4,66713F-HRTimeline
Cresset Asset Management, LLC74,213$2.98M0.01%+63613F-HRTimeline
BLAIR WILLIAM & CO/IL71,340$2.87M0.01%013F-HRTimeline
BCS Wealth Management70,691$2.84M0.71%-5,13013F-HRTimeline
Advisory Alpha, LLC69,740$2.8M0.1%-25013F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC67,205$2.7M0.84%013F-HRTimeline
YARGER WEALTH STRATEGIES, LLC64,859$2.61M1.5%-1,27813F-HRTimeline
CITY HOLDING CO59,347$2.38M0.34%-3,00013F-HRTimeline
Valmark Advisers, Inc.54,498$2.19M0.03%-15913F-HRTimeline
GILL CAPITAL PARTNERS, LLC53,777$2.16M0.77%-1,99713F-HRTimeline
Janney Montgomery Scott LLC53,673$2.16M0.01%-1,74113F-HRTimeline
AE Wealth Management LLC50,317$2.02M0.02%-15,39713F-HRTimeline
Steward Partners Investment Advisory, L…47,542$1.91M0.02%-90113F-HRTimeline
Keystone Wealth Services, LLC47,067$1.89M0.5%-21513F-HRTimeline
LPL Financial LLC44,921$1.81M<0.01%+59213F-HRTimeline
NewEdge Advisors, LLC41,195$1.66M0.01%-6,78613F-HRTimeline
Cypress Wealth Services, LLC41,011$1.65M0.33%-1,15913F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC40,899$1.64M0.31%-1,66613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…39,893$1.6M<0.01%+27113F-HR/ATimeline
Weaver Capital Management LLC39,210$1.58M0.44%-10613F-HRTimeline
Pinnacle Wealth Management Group, Inc.38,610$1.55M0.97%013F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…38,054$1.53M<0.01%+2,95613F-HRTimelineGroup
RFG Advisory, LLC37,879$1.52M0.04%-10,73313F-HRTimeline
Castle Rock Wealth Management, LLC36,518$1.49M0.36%-7413F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.36,549$1.47M0.07%-26413F-HRTimelineGroup
Main Street Financial Solutions, LLC36,402$1.46M0.14%-65313F-HRTimeline
Lakeridge Wealth Management LLC34,951$1.4M0.73%013F-HRTimeline
BROWN WEALTH MANAGEMENT, LLC34,432$1.38M0.49%+5,22213F-HRTimeline
Stuart Chaussee & Associates, Inc.34,172$1.37M0.34%013F-HRTimeline
RPS ADVISORY SOLUTIONS LLC33,327$1.34M0.83%013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC32,922$1.32M0.04%+72213F-HRTimelineGroup
Cornerstone Wealth Group, LLC32,715$1.31M0.11%-3,53513F-HRTimeline
Foundations Investment Advisors, LLC32,234$1.3M0.03%-61513F-HRTimeline
WorthPointe, LLC31,306$1.26M0.52%-12713F-HRTimeline
Patriot Financial Group Insurance Agenc…31,291$1.26M0.17%-1,29713F-HRTimeline
MML INVESTORS SERVICES, LLC30,307$1.22M<0.01%-23,71113F-HRTimeline
Trek Financial, LLC28,815$1.16M0.09%-4,00813F-HRTimeline
OneDigital Investment Advisors LLC27,317$1.1M0.01%-135,34913F-HRTimeline
MERCER GLOBAL ADVISORS INC /ADV26,658$1.07M<0.01%-84313F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …26,158$1.05M0.25%013F-HRTimelineGroup
CRA Financial Services, LLC25,822$1.04M0.18%013F-HRTimeline
LifeWealth Investments, LLC25,205$1.01M0.67%13F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC24,209$973K<0.01%+15,27313F-HRTimelineGroup
ARS Wealth Advisors Group, LLC23,690$952K0.13%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management23,561$947K0.03%-2,16313F-HRTimelineGroup
NATIONS FINANCIAL GROUP INC, /IA/ /ADV23,229$934K0.07%+64713F-HRTimeline
Chris Bulman Inc21,814$877K0.56%+1113F-HRTimeline
Lineweaver Wealth Advisors, LLC21,131$849K0.16%-1,58013F-HRTimeline
ORBA Wealth Advisors, L.L.C.20,543$826K0.43%013F-HRTimeline
Retirement Planning Group, LLC20,326$817K0.04%-7613F-HRTimeline
Bullseye Investment Management, LLC20,329$816K0.54%-8,51513F-HRTimeline
Keystone Financial Group, Inc.17,539$705K0.57%13F-HRTimeline
Vishria Bird Financial Group, LLC17,501$703K0.25%013F-HRTimeline
Advisory Services Network, LLC17,364$698K0.01%-1,68013F-HRTimeline
SIGNATUREFD, LLC17,277$694K0.01%013F-HRTimeline
Kingsview Wealth Management, LLC17,034$685K0.01%013F-HRTimeline
Strategic Blueprint, LLC16,424$660K0.04%-66113F-HRTimeline
FSA Advisors, Inc.16,468$646K0.79%-1,19413F-HRTimeline
Belpointe Asset Management LLC16,514$642K0.04%+5,79413F-HRTimeline
Orion Capital Management LLC15,665$630K0.28%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.15,622$628K<0.01%-40013F-HRTimeline
WPWealth LLP14,790$594K0.12%+8,49313F-HRTimeline
IFP Advisors, Inc14,767$593K0.02%-17,75113F-HRTimeline
Consolidated Portfolio Review Corp14,527$584K0.09%013F-HRTimeline
Arax Advisory Partners14,520$584K0.04%-5013F-HRTimeline
BANK OF MONTREAL /CAN/in group BANK OF MONTREAL /CAN/14,503$583K<0.01%013F-HRTimelineGroup
Ascent Wealth Partners, LLC13,930$560K0.08%013F-HRTimeline
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC13,808$555K<0.01%013F-HRTimelineGroup
Certified Advisory Corp13,587$546K0.06%-27,25613F-HRTimeline
Continuum Advisory, LLC13,423$539K0.07%-14613F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC13,290$532K0.12%-9013F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC13,186$530K0.01%-2,22513F-HRTimelineGroup
Sugar Maple Asset Management, LLC12,407$499K0.38%-1,11213F-HRTimeline
Wood Tarver Financial Group, LLC12,244$492K0.16%13F-HRTimeline
Sequoia Financial Advisors, LLC12,205$491K<0.01%-8,74913F-HR/ATimeline
Chicago Partners Investment Group LLC12,132$488K0.02%013F-HRTimeline
SILVER OAK SECURITIES, INCORPORATED12,098$487K0.05%-1,21313F-HRTimeline
Smith Anglin Financial, LLC12,048$484K0.05%013F-HRTimeline
Quest 10 Wealth Builders, Inc.11,476$461K0.46%13F-HRTimeline
B. Riley Wealth Advisors, Inc.11,421$459K0.02%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC11,062$445K<0.01%-44,29913F-HRTimelineGroup
Jacobi Capital Management LLC10,745$432K0.03%013F-HRTimeline
HARBOUR INVESTMENTS, INC.10,737$432K0.01%013F-HRTimeline
Sugarloaf Wealth Management, LLC10,138$407K0.08%-13513F-HRTimeline
AdvisorNet Financial, Inc10,130$407K0.03%-55213F-HRTimeline
DHJJ Financial Advisors, Ltd.10,043$404K0.16%-17513F-HRTimeline
Buska Wealth Management, LLC10,019$403K0.13%-1,47913F-HRTimeline
Riggs Capital Management LLC9,384$377K0.37%13F-HRTimeline
Bedel Financial Consulting, Inc.9,074$370K0.05%013F-HRTimeline
Visionary Wealth Advisors9,047$364K0.02%-7013F-HRTimeline
Focus Financial Network, Inc.8,955$360K0.01%-85013F-HRTimeline
Frisch Financial Group, Inc.8,891$357K0.11%013F-HRTimeline
JT Stratford LLC8,835$355K0.06%013F-HRTimeline
SCHNIEDERS CAPITAL MANAGEMENT LLC8,700$350K0.07%013F-HRTimeline
Mariner, LLCin group Mariner, LLC8,607$346K<0.01%-7,63913F-HRTimelineGroup
SMITH SHELLNUT WILSON LLC /ADV8,500$342K0.15%013F-HRTimeline
HRT FINANCIAL LP8,491$341K<0.01%-21,48613F-HRTimeline
CAPTRUST FINANCIAL ADVISORS8,312$334K<0.01%013F-HRTimeline
Arkadios Wealth Advisors8,311$334K0.02%-2,40213F-HRTimeline
Firestone Capital Management8,287$333K0.08%013F-HRTimeline
SAGESPRING WEALTH PARTNERS, LLC8,052$324K0.01%13F-HRTimeline
Blue Sky Capital Consultants Group, Inc.8,014$322K0.19%13F-HRTimeline
Fragasso Financial Advisors Inc7,923$318K0.02%013F-HRTimeline
Cape Investment Advisory, Inc.7,900$318K0.12%-10013F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,358$296K0.01%-2,00013F-HRTimeline
Sigma Planning Corp7,319$294K0.01%-5013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO7,159$288K<0.01%+2,98613F-HRTimelineGroup
Global Strategic Investment Solutions, …7,137$287K0.03%-1,49113F-HRTimeline
AssuredPartners Investment Advisors, LLC7,128$286K0.06%13F-HRTimeline
Weaver Consulting Group7,103$285K0.09%-1,49413F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY7,061$284K<0.01%013F-HR/ATimelineGroup
LEIGH BALDWIN & CO., LLC6,900$277K0.23%13F-HR/ATimeline
Vantage Point Financial LLC6,769$272K0.15%13F-HRTimeline
First City Capital Management, Inc.6,750$271K0.14%013F-HRTimeline
Ausdal Financial Partners, Inc.6,703$269K0.02%013F-HRTimeline
Fiduciary Alliance LLC6,594$265K0.03%-2,81213F-HRTimeline
Atria Wealth Solutions, Inc.6,493$261K<0.01%-3213F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…6,443$259K0.11%13F-HRTimeline
C2P Capital Advisory Group, LLC d.b.a. …6,365$256K0.02%013F-HR/ATimeline
Nikulski Financial, Inc.6,350$255K0.08%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC6,293$253K0.09%-29413F-HRTimeline
Straight Path Wealth Management6,260$252K0.1%013F-HRTimeline
CWM, LLCin group CWM, LLC6,223$250K<0.01%013F-HRTimelineGroup
Clay Northam Wealth Management, LLC6,170$248K0.16%013F-HRTimeline
Orion Porfolio Solutions, LLC6,139$247K<0.01%-10,32413F-HRTimeline
Orion Portfolio Solutions, LLC6,139$247K<0.01%-10,32413F-HRTimeline
Koshinski Asset Management, Inc.5,975$240K0.02%013F-HRTimeline
Crown Wealth Group, LLC5,945$239K0.1%013F-HRTimeline
Farther Finance Advisors, LLC5,917$238K0.01%new13F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC5,788$233K0.01%-5,11013F-HRTimelineGroup
RIVERCHASE WEALTH MANAGEMENT, LLC5,486$220K0.16%13F-HRTimeline
Impact Partnership Wealth, LLC5,474$220K0.04%new13F-HRTimeline
World Investment Advisors5,200$209K0.01%new13F-HRTimeline
Vestment Financial LLC4,979$200K0.15%13F-HRTimeline
Millstone Evans Group, LLC4,230$170K0.12%13F-HRTimeline
Financial Network Wealth Advisors LLC3,756$151K0.28%-23,13613F-HRTimeline
Parallel Advisors, LLC3,142$126K<0.01%013F-HRTimeline
Geneos Wealth Management Inc.2,850$115K<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV2,800$113K0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,990$80K0.02%013F-HRTimeline
Castleview Partners, LLC1,878$75.3K0.04%013F-HR/ATimeline
Stonebridge Financial Group, LLC1,652$66.4K0.01%13F-HRTimeline
Integrity Financial Corp /WA1,572$63.2K0.04%013F-HRTimeline
PNC Financial Services Group, Inc.in group PNC Financial Services Group,…1,555$62.5K<0.01%013F-HRTimelineGroup
Global Trust Asset Management, LLC1,230$49.4K0.02%-20013F-HRTimeline
UBS Group AGin group UBS Group AG864$34.7K<0.01%-17,57513F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.800$32K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC734$29.5K<0.01%013F-HRTimelineGroup
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN516$20.7K<0.01%new13F-HRTimelineGroup
PFS Partners, LLC428$17.2K0.01%013F-HRTimeline
Bernard Wealth Management Corp.319$12.8K0.01%13F-HR/ATimeline
Anfield Capital Management, LLCin group Anfield Capital Management, L…313$12.6K<0.01%013F-HRTimelineGroup
Sunbelt Securities, Inc.300$12.1K<0.01%013F-HRTimeline
Coppell Advisory Solutions LLC233$9.37K<0.01%013F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC100$4.02K<0.01%-3,96613F-HR/ATimelineGroup
Capital Investment Advisory Services, L…100$4.02K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC71$2.85K<0.01%new13F-HRTimelineGroup
Runnymede Capital Advisors, Inc.68$2.73K<0.01%13F-HRTimeline
WOLFF WIESE MAGANA LLC51$2.05K<0.01%013F-HRTimeline
WINNACLE WEALTH LLC49$1.97K<0.01%13F-HRTimeline
OLIVER LAGORE VANVALIN INVESTMENT GROUP12$482<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.