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 189 institutions that hold shares in the stock, with a total of 11.9 Million shares, which have been reported (via 13F filing form) to have a value of $447 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
37,853
shares
|
$1.43 Million
0.08% of portfolio
|
Q1 2025
Reduced 56.0%
|
|
|
Forvis Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
37,444
shares
|
$1.41 Million
0.03% of portfolio
|
Q1 2025
Reduced 19.1%
|
|
|
Advisory Alpha, LLC
|
May 19, 2025 Q1 2025 |
36,945
shares
|
$1.39 Million
0.05% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Wealthquest Corp
Cincinnati, OH |
May 08, 2025 Q1 2025 |
36,587
shares
|
$1.38 Million
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
36,210
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
Bcgm Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
34,774
shares
|
$1.31 Million
0.42% of portfolio
|
Q4 2024
Reduced 3.14%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
33,886
shares
|
$1.28 Million
0.55% of portfolio
|
Q1 2025
Reduced 10.53%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Jul 16, 2025 Q2 2025 |
33,740
shares
|
$1.27 Million
1.07% of portfolio
|
Q2 2025
Reduced 0.56%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Apr 14, 2025 Q1 2025 |
33,413
shares
|
$1.26 Million
0.17% of portfolio
|
Q1 2025
Reduced 1.91%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
31,214
shares
|
$1.18 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
|
$1.17 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
30,411
shares
|
$1.15 Million
0.43% of portfolio
|
Q1 2023
Reduced 5.51%
|
|
|
Schulz Wealth, Ltd.
Mansfield, TX |
Jul 07, 2025 Q2 2025 |
30,010
shares
|
$1.13 Million
0.85% of portfolio
|
Q2 2025
Reduced 4.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
29,943
shares
|
$1.13 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
|
$1.12 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
|
$1.07 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
|
$1.04 Million
0.03% of portfolio
|
Q2 2022
Added 6.07%
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
27,076
shares
|
$1.02 Million
0.33% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
May 13, 2025 Q1 2025 |
27,000
shares
|
$1.02 Million
0.78% of portfolio
|
Q1 2025
Reduced 2.53%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
26,807
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Added 1.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
26,807
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2024
Added 7.07%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
26,681
shares
|
$1.01 Million
0.29% of portfolio
|
Q3 2024
Reduced 20.57%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
25,190
shares
|
$950,418
0.08% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
24,494
shares
|
$924,158
0.01% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
May 07, 2025 Q1 2025 |
24,073
shares
|
$908,274
0.11% of portfolio
|
Q3 2024
Reduced 10.27%
|