PMAY Institutional Ownership
Innovator U.S. Equity Power Buffer ETF - May
1W: -0.0%
1M: +0.6%
3M: +2.1%
YTD: +6.9%
1Y: +8.9%
3Y: +44.0%
5Y: +42.0%
$42.37
+0.14 (+0.33%)
Weekly Expected Move ±0.6%
$42
$42
$42
$43
$43
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — PMAY
222
Institutional Holders
+24 vs prior quarter
0.0%
Ownership
+0.00pp
654M
Total Invested
45
New Positions
83
Increased
53
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (236 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | ALLIANCEBERNSTEIN L.P. | 3,390,275 | 144M | +109,908 | +3.4% | 21Q | SEC ↗ |
| 2 | Penserra Capital Management LLC | 1,740,086 | 74M | +78,412 | +4.7% | 24Q | SEC ↗ |
| 3 | OSAIC HOLDINGS, INC. | 897,402 | 38M | +392,350 | +77.7% | 25Q | SEC ↗ |
| 4 | Brookstone Capital Management | 832,368 | 35M | +680,734 | +448.9% | 17Q | SEC ↗ |
| 5 | RAYMOND JAMES FINANCIAL INC | 524,966 | 22M | +243,618 | +86.6% | 7Q | SEC ↗ |
| 6 | Focus Partners Wealth | 450,873 | 19M | +102,302 | +29.3% | 9Q | SEC ↗ |
| 7 | WEALTH ENHANCEMENT ADVISORY SERVICES, NEW | 445,280 | 19M | — | +0.0% | 1Q | SEC ↗ |
| 8 | COMMONWEALTH EQUITY SERVICES, LLC | 349,970 | 15M | +50,409 | +16.8% | 25Q | SEC ↗ |
| 9 | LPL Financial LLC | 317,011 | 13M | +38,780 | +13.9% | 12Q | SEC ↗ |
| 10 | Cetera Investment Advisers | 290,038 | 12M | +57,423 | +24.7% | 22Q | SEC ↗ |
| 11 | Beacon Pointe Advisors, LLC | 239,097 | 10M | +74,713 | +45.5% | 21Q | SEC ↗ |
| 12 | Southland Equity Partners LLC | 228,425 | 10M | -1,406 | -0.6% | 21Q | SEC ↗ |
| 13 | HighTower Advisors, LLC | 203,128 | 9M | +99,493 | +96.0% | 25Q | SEC ↗ |
| 14 | Heck Capital Advisors, LLC | 178,110 | 8M | -2,901 | -1.6% | 13Q | SEC ↗ |
| 15 | TRUIST FINANCIAL CORP | 171,121 | 7M | +32,101 | +23.1% | 21Q | SEC ↗ |
| 16 | LYNX CAPITAL GROUP LTD /ADV | 162,261 | 7M | +19,765 | +13.9% | 11Q | SEC ↗ |
| 17 | ENVESTNET ASSET MANAGEMENT INC | 161,643 | 7M | +57,537 | +55.3% | 17Q | SEC ↗ |
| 18 | Kestra Advisory Services, LLC | 137,675 | 6M | -64,785 | -32.0% | 24Q | SEC ↗ |
| 19 | Advisory Alpha, LLC | 137,093 | 6M | +100,161 | +271.2% | 17Q | SEC ↗ |
| 20 | McAlister, Sweet & Associates, Inc. | 128,672 | 5M | +4,284 | +3.4% | 5Q | SEC ↗ |
| 21 | Cassady Wealth & Retirement Planning, | 128,436 | 5M | +45,242 | +54.4% | 3Q | SEC ↗ |
| 22 | Steward Partners Investment Advisory, | 113,069 | 5M | +94,866 | +521.2% | 17Q | SEC ↗ |
| 23 | MAI Capital Management | 103,035 | 4M | +48,364 | +88.5% | 7Q | SEC ↗ |
| 24 | CORRADO ADVISORS, LLC | 100,865 | 4M | +35,498 | +54.3% | 9Q | SEC ↗ |
| 25 | Caprock Group, LLC NEW | 95,612 | 4M | — | +0.0% | 1Q | SEC ↗ |
| 26 | Keating Financial Advisory Services, I | 92,385 | 4M | +3,641 | +4.1% | 3Q | SEC ↗ |
| 27 | Cambridge Investment Research Advisors | 90,733 | 4M | +14,716 | +19.4% | 21Q | SEC ↗ |
| 28 | INDEPENDENT FINANCIAL GROUP, LLC | 89,387 | 4M | +3,116 | +3.6% | 8Q | SEC ↗ |
| 29 | CoreCap Advisors, LLC | 89,165 | 4M | +14,206 | +19.0% | 13Q | SEC ↗ |
| 30 | MTM FINANCIAL GROUP, LLC | 87,287 | 4M | +1,013 | +1.2% | 17Q | SEC ↗ |
| 31 | ARS Wealth Advisors Group, LLC | 86,122 | 4M | -3,205 | -3.6% | 13Q | SEC ↗ |
| 32 | Castle Rock Wealth Management, LLC | 84,527 | 4M | +2,100 | +2.5% | 23Q | SEC ↗ |
| 33 | ATTICUS WEALTH MANAGEMENT, LLC | 84,473 | 4M | -6,388 | -7.0% | 13Q | SEC ↗ |
| 34 | KFG WEALTH MANAGEMENT, LLC | 84,313 | 4M | +21,856 | +35.0% | 15Q | SEC ↗ |
| 35 | Bullseye Investment Management, LLC | 83,058 | 4M | +8,031 | +10.7% | 1Q | SEC ↗ |
| 36 | Chris Bulman Inc | 78,200 | 3M | +7,606 | +10.8% | 9Q | SEC ↗ |
| 37 | Janney Montgomery Scott LLC | 77,134 | 3M | +10,151 | +15.2% | 21Q | SEC ↗ |
| 38 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 76,724 | 3M | +23,730 | +44.8% | 12Q | SEC ↗ |
| 39 | Wood Tarver Financial Group, LLC | 76,541 | 3M | +15,622 | +25.6% | 7Q | SEC ↗ |
| 40 | IFP Advisors, Inc | 68,892 | 3M | +2,458 | +3.7% | 25Q | SEC ↗ |
| 41 | Cresset Asset Management, LLC | 68,589 | 3M | +60,904 | +792.5% | 5Q | SEC ↗ |
| 42 | OneDigital Investment Advisors LLC | 66,857 | 3M | -432 | -0.6% | 17Q | SEC ↗ |
| 43 | WPWealth LLP | 64,404 | 3M | -27,972 | -30.3% | 5Q | SEC ↗ |
| 44 | WEALTH ALLIANCE, LLC | 63,706 | 3M | +1,715 | +2.8% | 21Q | SEC ↗ |
| 45 | Merit Financial Group, LLC | 63,552 | 3M | +1,019 | +1.6% | 5Q | SEC ↗ |
| 46 | YARGER WEALTH STRATEGIES, LLC | 63,165 | 3M | +1,697 | +2.8% | 9Q | SEC ↗ |
| 47 | BLAIR WILLIAM & CO/IL | 63,147 | 3M | +22,820 | +56.6% | 6Q | SEC ↗ |
| 48 | JANE STREET GROUP, LLC | 61,312 | 3M | +47,656 | +349.0% | 2Q | SEC ↗ |
| 49 | Bellwether Advisors, LLC | 60,745 | 3M | +41,683 | +218.7% | 23Q | SEC ↗ |
| 50 | CreativeOne Wealth, LLC | 60,251 | 3M | +18,838 | +45.5% | 11Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICE | 445,280 | 19M |
| Caprock Group, LLC | 95,612 | 4M |
| Cerity Partners LLC | 50,777 | 2M |
| Atlantic Private Wealth, LLC | 47,411 | 2M |
| HB Wealth Management, LLC | 36,980 | 2M |
| HRT FINANCIAL LP | 36,706 | 2M |
| Arkadios Wealth Advisors | 31,377 | 1M |
| Ponta Wealth Partners, LLC | 30,280 | 1M |
| Integrity Advisory Solutions, LLC | 28,082 | 1M |
| Schulz Wealth, LTD. | 24,634 | 1M |
| CITADEL ADVISORS LLC | 19,346 | 820K |
| Cornerstone Wealth, LLC/TN | 19,007 | 805K |
| Dakota Wealth Management | 18,717 | 793K |
| CENTAURUS FINANCIAL, INC. | 18,203 | 771K |
| Americana Partners, LLC | 15,122 | 641K |
| Blue Sky Capital Consultants Group, | 14,048 | 595K |
| OLD MISSION CAPITAL LLC | 13,205 | 559K |
| NovaPoint Capital, LLC | 13,196 | 559K |
| Ashton Thomas Private Wealth, LLC | 13,179 | 558K |
| REICON WEALTH ADVISORS, LLC | 13,088 | 555K |
Sold Out (17)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Clear Point Advisors Inc. | 31,063 | 1M |
| Secure Asset Management, LLC | 15,180 | 643K |
| Mariner, LLC | 11,508 | 488K |
| CYPRESS FINANCIAL PLANNING LLC | 7,216 | 306K |
| Arete Wealth Advisors, LLC | 6,734 | 285K |
| KMG FIDUCIARY PARTNERS, LLC | 6,109 | 259K |
| Triton Financial Group Inc | 6,004 | 254K |
| Grant Street Asset Management, Inc. | 5,600 | 237K |
| GTS SECURITIES LLC | 5,088 | 216K |
| Wagner Wealth Management, LLC | 1,800 | 76K |
| BigSur Wealth Management LLC | 1,500 | 64K |
| JDM Financial Group LLC | 1,500 | 64K |
| Jessup Wealth Management, Inc | 1,414 | 60K |
| SageView Advisory Group, LLC | 1,000 | 42K |
| Pinnacle Wealth Planning Services, | 427 | 18K |
| Noble Wealth Management PBC | 400 | 17K |
| UBS Group AG | 212 | 9K |
Biggest Increases (20)
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Kestra Advisory Services, LLC | -64,785 | -32.0% | 137,675 |
| Patriot Financial Group Insurance A | -30,233 | -46.2% | 35,229 |
| WPWealth LLP | -27,972 | -30.3% | 64,404 |
| Pathstone Holdings, LLC | -20,910 | -100.0% | 0 |
| MERCER GLOBAL ADVISORS INC /ADV | -10,384 | -32.0% | 22,084 |
| Phoenix Financial Ltd. | -10,095 | -21.1% | 37,680 |
| Allworth Financial LP | -7,209 | -80.0% | 1,800 |
| Jacobi Capital Management LLC | -6,549 | -41.8% | 9,122 |
| Visionary Wealth Advisors | -6,422 | -23.3% | 21,166 |
| ATTICUS WEALTH MANAGEMENT, LLC | -6,388 | -7.0% | 84,473 |
| COFG Advisors, LLC | -6,285 | -17.8% | 28,977 |
| EP Wealth Advisors, LLC | -5,317 | -11.3% | 41,675 |
| Palumbo Wealth Management LLC | -4,526 | -19.8% | 18,354 |
| Valmark Advisers, Inc. | -3,770 | -15.0% | 21,299 |
| Seros Financial, LLC | -3,500 | -38.5% | 5,582 |
| ARS Wealth Advisors Group, LLC | -3,205 | -3.6% | 86,122 |
| Heck Capital Advisors, LLC | -2,901 | -1.6% | 178,110 |
| Chicago Partners Investment Group L | -2,605 | -12.3% | 18,655 |
| DHJJ Financial Advisors, Ltd. | -2,363 | -6.3% | 35,138 |
| WealthPlan Investment Management, L | -1,800 | -19.0% | 7,658 |