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 $465 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Weaver Capital Management LLC
Suwanee, GA |
Jan 27, 2025 Q4 2024 |
89,413
shares
|
$3.22 Million
0.9% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Castle Rock Wealth Management, LLC
|
Mar 05, 2025 Q4 2024 |
88,275
shares
|
$3.18 Million
0.84% of portfolio
|
Q4 2024
Reduced 4.8%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
87,684
shares
|
$3.15 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.27%
|
|
|
Stuart Chaussee & Associates, Inc.
|
Feb 13, 2025 Q4 2024 |
86,630
shares
|
$3.12 Million
2.0% of portfolio
|
Q2 2024
Reduced 5.66%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
86,235
shares
|
$3.1 Million
0.07% of portfolio
|
Q1 2024
Reduced 4.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
86,037
shares
|
$3.09 Million
0.15% of portfolio
|
Q4 2024
Reduced 1.63%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
82,768
shares
|
$2.98 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.44%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
78,165
shares
|
$2.81 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.8%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
68,714
shares
|
$2.47 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.05%
|
|
|
Mc Alister, Sweet & Associates, Inc.
|
Jan 07, 2025 Q4 2024 |
66,059
shares
|
$2.38 Million
3.55% of portfolio
|
Q3 2024
Added 9.58%
|
|
|
Wood Tarver Financial Group, LLC
Boise, ID |
Mar 06, 2025 Q4 2024 |
64,571
shares
|
$2.32 Million
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
62,855
shares
|
$2.26 Million
0.44% of portfolio
|
Q4 2024
New holding
|
|
|
Yarger Wealth Strategies, LLC
Westerville, OH |
Jan 15, 2025 Q4 2024 |
62,214
shares
|
$2.24 Million
1.46% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
57,622
shares
|
$2.07 Million
0.02% of portfolio
|
Q4 2024
Reduced 11.45%
|
|
|
Wealth Alliance
Mellville, NY |
Feb 03, 2025 Q4 2024 |
57,017
shares
|
$2.05 Million
0.25% of portfolio
|
Q2 2024
Added 7.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
55,176
shares
|
$1.98 Million
0.0% of portfolio
|
Q4 2024
Reduced 33.23%
|
|
|
Corrado Advisors, LLC
Ramsey, NJ |
Feb 04, 2025 Q4 2024 |
54,851
shares
|
$1.97 Million
1.66% of portfolio
|
Q4 2024
Reduced 5.54%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
54,330
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Chris Bulman Inc
Roseville, CA |
Feb 10, 2025 Q4 2024 |
53,955
shares
|
$1.94 Million
1.24% of portfolio
|
Q4 2024
Added 1.41%
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Jan 15, 2025 Q4 2024 |
53,192
shares
|
$1.91 Million
0.74% of portfolio
|
Q4 2024
Reduced 3.07%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
49,638
shares
|
$1.79 Million
0.01% of portfolio
|
Q2 2024
Added 568.53%
|
|
|
Lineweaver Wealth Advisors, LLC
|
Feb 04, 2025 Q4 2024 |
49,255
shares
|
$1.77 Million
0.35% of portfolio
|
Q4 2024
Reduced 5.27%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
48,631
shares
|
$1.75 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.23%
|
|
|
Forvis Wealth Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
46,286
shares
|
$1.66 Million
0.04% of portfolio
|
Q4 2024
Reduced 10.88%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Feb 13, 2025 Q4 2024 |
44,384
shares
|
$1.6 Million
0.1% of portfolio
|
Q4 2024
Reduced 6.98%
|