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 |
|---|---|---|---|---|---|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
6,193
shares
|
$233,661
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
6,148
shares
|
$231,964
0.0% of portfolio
|
Q1 2025
Reduced 34.91%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
6,122
shares
|
$230,983
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
6,109
shares
|
$230,492
0.02% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
5,989
shares
|
$225,964
0.0% of portfolio
|
Q1 2025
Reduced 3.11%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Apr 30, 2025 Q1 2025 |
5,941
shares
|
$224,153
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cra Financial Services, LLC
|
Jul 14, 2025 Q2 2025 |
5,825
shares
|
$219,777
0.04% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
May 08, 2025 Q1 2025 |
5,600
shares
|
$211,287
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5,271
shares
|
$198,874
0.02% of portfolio
|
Q1 2025
Reduced 47.81%
|
|
|
Keystone Global Partners, LLC
Denver, CO |
Jul 16, 2025 Q2 2025 |
4,697
shares
|
$177,217
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
4,672
shares
|
$176,274
0.0% of portfolio
|
Q1 2025
Reduced 36.16%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
4,548
shares
|
$171,596
0.01% of portfolio
|
Q2 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
3,900
shares
|
$147,147
0.0% of portfolio
|
Q2 2021
Reduced 12.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
3,765
shares
|
$142,053
0.0% of portfolio
|
Q2 2024
Reduced 24.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
3,438
shares
|
$129,715
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
2,822
shares
|
$106,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
2,789
shares
|
$105,228
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Sugarloaf Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
2,700
shares
|
$101,870
0.02% of portfolio
|
Q2 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
May 12, 2025 Q1 2025 |
2,371
shares
|
$89,457
0.11% of portfolio
|
Q4 2024
Reduced 72.37%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$75,460
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Wagner Wealth Management, LLC
Greenville, SC |
Jul 17, 2025 Q2 2025 |
1,800
shares
|
$67,914
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
1,742
shares
|
$65,725
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
1,700
shares
|
$64,140
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
City Holding CO
|
Jul 17, 2025 Q2 2025 |
1,507
shares
|
$56,859
0.01% of portfolio
|
Q1 2025
Reduced 4.44%
|
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 15, 2025 Q2 2025 |
1,500
shares
|
$56,594
0.01% of portfolio
|
Q2 2024
New holding
|