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 194 institutions that hold shares in the stock, with a total of 12.9 Million shares, which have been reported (via 13F filing form) to have a value of $461 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
River Tree Advisors, LLC
Winter Park, FL |
Jan 16, 2025 Q4 2024 |
15,545
shares
|
$554,334
0.39% of portfolio
|
Q2 2024
New holding
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Feb 14, 2025 Q4 2024 |
15,498
shares
|
$552,658
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Keystone Financial Group, Inc.
Atlanta, GA |
Jan 28, 2025 Q4 2024 |
15,446
shares
|
$550,804
0.45% of portfolio
|
Q4 2024
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
15,299
shares
|
$545,562
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Secure Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
15,180
shares
|
$541,318
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
15,121
shares
|
$539,214
0.04% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Smith Anglin Financial, LLC
|
Jan 14, 2025 Q4 2024 |
15,066
shares
|
$537,253
0.05% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
14,508
shares
|
$517,355
0.08% of portfolio
|
Q2 2022
Added 0.48%
|
|
|
Vantage Point Financial LLC
Lisle, IL |
Jan 24, 2025 Q4 2024 |
14,347
shares
|
$511,614
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
Feb 11, 2025 Q4 2024 |
14,152
shares
|
$504,660
0.21% of portfolio
|
Q4 2024
Reduced 0.1%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
13,844
shares
|
$493,677
0.13% of portfolio
|
Q3 2023
Reduced 22.41%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
13,493
shares
|
$481,160
0.02% of portfolio
|
Q4 2024
Reduced 36.84%
|
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jan 23, 2025 Q4 2024 |
13,131
shares
|
$468,251
0.1% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
|
Diligent Investors, LLC
|
Feb 14, 2025 Q4 2024 |
13,008
shares
|
$463,865
0.12% of portfolio
|
Q2 2024
Added 10.63%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
12,479
shares
|
$445,001
0.02% of portfolio
|
Q4 2024
Reduced 90.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
12,461
shares
|
$444,359
0.01% of portfolio
|
Q2 2022
Reduced 40.95%
|
|
|
Cornerstone Wealth Group, LLC
|
Jan 22, 2025 Q4 2024 |
12,432
shares
|
$443,325
0.03% of portfolio
|
Q2 2024
Added 1.88%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
12,298
shares
|
$438,546
0.18% of portfolio
|
Q2 2023
Added 1.37%
|
|
|
Orion Capital Management LLC
|
Feb 14, 2025 Q4 2024 |
12,200
shares
|
$435,051
0.2% of portfolio
|
Q4 2024
Reduced 21.77%
|
|
|
Trek Financial, LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
12,197
shares
|
$434,945
0.04% of portfolio
|
Q4 2024
Reduced 1.45%
|
|
|
Crown Wealth Group, LLC
|
Feb 05, 2025 Q4 2024 |
11,679
shares
|
$416,473
0.19% of portfolio
|
Q3 2024
Reduced 21.69%
|
|
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
Jan 13, 2025 Q4 2024 |
11,539
shares
|
$411,480
0.2% of portfolio
|
Q2 2024
Added 78.15%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
11,357
shares
|
$404,990
0.49% of portfolio
|
Q4 2024
Reduced 5.52%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
11,314
shares
|
$403,457
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Retirement Planning Group
|
Feb 18, 2025 Q4 2024 |
11,267
shares
|
$401,781
0.02% of portfolio
|
Q4 2024
Reduced 31.47%
|