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 |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
14,917
shares
|
$553,271
0.0% of portfolio
|
Q1 2025
Added 1273.57%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
14,508
shares
|
$538,101
0.07% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Apr 22, 2025 Q1 2025 |
14,180
shares
|
$525,936
0.26% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,844
shares
|
$513,473
0.13% of portfolio
|
Q3 2023
Reduced 22.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
13,606
shares
|
$504,646
0.02% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Diligent Investors, LLC
|
Apr 10, 2025 Q1 2025 |
13,008
shares
|
$482,466
0.13% of portfolio
|
Q2 2024
Added 10.63%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Apr 09, 2025 Q1 2025 |
12,858
shares
|
$476,903
0.1% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
12,461
shares
|
$462,178
0.01% of portfolio
|
Q2 2022
Reduced 40.95%
|
|
|
Cornerstone Wealth Group, LLC
|
Apr 23, 2025 Q1 2025 |
12,432
shares
|
$461,102
0.04% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,298
shares
|
$456,132
0.18% of portfolio
|
Q2 2023
Added 1.37%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
12,250
shares
|
$454,352
0.0% of portfolio
|
Q1 2025
Reduced 46.15%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
12,200
shares
|
$452,498
0.19% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Apr 30, 2025 Q1 2025 |
12,197
shares
|
$452,386
0.03% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
11,521
shares
|
$427,313
0.33% of portfolio
|
Q1 2025
Added 1.44%
|
|
|
Retirement Planning Group
|
Apr 10, 2025 Q1 2025 |
11,267
shares
|
$417,893
0.03% of portfolio
|
Q4 2024
Reduced 31.47%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
11,165
shares
|
$414,109
0.01% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
10,726
shares
|
$397,827
0.18% of portfolio
|
Q1 2025
Reduced 24.21%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
May 09, 2025 Q1 2025 |
10,296
shares
|
$381,878
0.04% of portfolio
|
Q1 2025
Reduced 0.53%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Apr 14, 2025 Q1 2025 |
10,262
shares
|
$380,617
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
10,172
shares
|
$377,279
0.0% of portfolio
|
Q1 2025
Added 4284.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
9,935
shares
|
$368,489
0.0% of portfolio
|
Q3 2024
Reduced 23.93%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Feb 25, 2025 Q4 2024 |
9,878
shares
|
$366,375
0.01% of portfolio
|
Q2 2024
Added 5.3%
|
|
|
Tfo Tdc, LLC
|
May 08, 2025 Q1 2025 |
9,873
shares
|
$366,189
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Bell Private Wealth Management, LLC
|
May 05, 2025 Q1 2025 |
9,688
shares
|
$359,327
0.07% of portfolio
|
Q1 2025
Reduced 3.01%
|
|
|
Red Crane Wealth Management, LLC
San Francisco, CA |
May 09, 2025 Q1 2025 |
9,687
shares
|
$359,290
0.33% of portfolio
|
Q4 2024
New holding
|