Institutional Ownership Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information about the institutional ownership of Innovator Etfs Tr S&P 500 Pwr (PMAY). We have compiled data on the 186 institutions that hold shares in the stock, with a total of 11.4 Million shares, which have been reported (via 13F filing form) to have a value of $423 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,444
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
36,945
shares
|
$1.37 Million
0.05% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
36,587
shares
|
$1.36 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
36,210
shares
|
$1.34 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
34,774
shares
|
$1.29 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
33,931
shares
|
$1.26 Million
1.09% of portfolio
|
Q1 2025
Reduced 2.93%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
33,886
shares
|
$1.26 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
33,413
shares
|
$1.24 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Apr 29, 2025 Q1 2025 |
31,260
shares
|
$1.16 Million
0.85% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,214
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.84%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
30,964
shares
|
$1.15 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Apr 28, 2025 Q1 2025 |
30,411
shares
|
$1.13 Million
0.41% of portfolio
|
Q1 2023
Reduced 5.51%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,943
shares
|
$1.11 Million
0.05% of portfolio
|
Q1 2025
Reduced 72.16%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
29,723
shares
|
$1.1 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
28,408
shares
|
$1.05 Million
0.03% of portfolio
|
Q1 2025
Reduced 32.32%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
27,494
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2022
Added 6.07%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
27,076
shares
|
$1 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
27,000
shares
|
$1 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,807
shares
|
$994,271
0.0% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,807
shares
|
$994,271
0.02% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
26,681
shares
|
$989,598
0.29% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
25,190
shares
|
$934,297
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
24,494
shares
|
$908,482
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
24,073
shares
|
$892,867
0.11% of portfolio
|
Q3 2024
Reduced 10.27%
|
|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
24,004
shares
|
$890,308
0.29% of portfolio
|
Q1 2025
Reduced 2.26%
|