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 197 institutions that hold shares in the stock, with a total of 13.5 Million shares, which have been reported (via 13F filing form) to have a value of $517 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
Jul 23, 2025 Q2 2025 |
26,681
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,190
shares
|
$964,273
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
25,105
shares
|
$961,019
0.04% of portfolio
|
Q2 2025
Added 124.85%
|
|
|
Lakeridge Wealth Management LLC
Mentor, OH |
Aug 07, 2025 Q2 2025 |
23,992
shares
|
$918,413
0.42% of portfolio
|
Q2 2025
Added 12.63%
|
|
|
Beck Capital Management, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
23,846
shares
|
$912,824
0.26% of portfolio
|
Q2 2025
Reduced 0.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
23,699
shares
|
$907,197
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Aug 01, 2025 Q2 2025 |
22,000
shares
|
$842,160
0.28% of portfolio
|
Q2 2025
Reduced 74.6%
|
|
|
Chicago Partners Investment Group LLC
|
Jul 29, 2025 Q2 2025 |
21,260
shares
|
$813,832
0.03% of portfolio
|
Q4 2023
Reduced 5.14%
|
|
|
Diligent Investors, LLC
|
Jul 21, 2025 Q2 2025 |
21,008
shares
|
$804,186
0.21% of portfolio
|
Q2 2025
Added 61.5%
|
|
|
Bellwether Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
19,217
shares
|
$735,626
0.13% of portfolio
|
Q1 2025
Reduced 2.62%
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 09, 2025 Q2 2025 |
18,978
shares
|
$726,477
0.03% of portfolio
|
Q2 2025
Reduced 11.53%
|
|
|
Cerity Partners LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
18,500
shares
|
$708,180
0.0% of portfolio
|
Q2 2025
Added 20.92%
|
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
18,388
shares
|
$703,892
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Jul 15, 2025 Q2 2025 |
18,354
shares
|
$702,591
0.23% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
18,203
shares
|
$696,810
0.01% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
18,039
shares
|
$690,532
0.26% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Jul 29, 2025 Q2 2025 |
18,009
shares
|
$689,384
0.17% of portfolio
|
Q2 2025
Reduced 70.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
17,996
shares
|
$688,886
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
17,001
shares
|
$650,798
0.14% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Jul 22, 2025 Q2 2025 |
16,677
shares
|
$638,395
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Main Street Financial Solutions, LLC
|
Aug 14, 2025 Q2 2025 |
16,596
shares
|
$635,294
0.05% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
16,590
shares
|
$635,065
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Round Table Services, LLC
|
Oct 25, 2022 Q3 2022 |
16,461
shares
|
$630,127
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Aug 08, 2025 Q2 2025 |
16,417
shares
|
$628,442
0.01% of portfolio
|
Q2 2025
Reduced 3.72%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
15,722
shares
|
$601,838
0.01% of portfolio
|
Q2 2025
New holding
|