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Innovator U.S. Equity Power Buffer ETF - May (PMAY) Institutional Ownership

Innovator U.S. Equity Power Buffer ETF - May logo
$42.02 -0.13 (-0.31%)
As of 04:10 PM Eastern
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Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY)

Number of
Institutional Buyers
(last 12 months)
84
Total
Institutional Inflows
(last 12 months)
$141.62M
Number of
Institutional Sellers
(last 12 months)
76
Total
Institutional Outflows
(last 12 months)
$55.09M
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PMAY Institutional Buying and Selling by Quarter

Innovator U.S. Equity Power Buffer ETF - May Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/10/2026Frisch Financial Group Inc.6,757$286K0.0%N/A0.036%
11/10/2026HighTower Advisors LLC196,187$8.29M0.0%N/A1.059%
11/9/2026 Harbour Investments Inc.4,312$182K0.0%N/A0.023%
11/9/2026 Phoenix Financial Ltd.28,280$1.19M0.0%-24.9%0.153%
11/6/2026 Valmark Advisers Inc.21,299$900K0.0%N/A0.115%
11/6/2026 Allworth Financial LP2,765$114K0.0%+53.6%0.015%
11/5/2026 Lido Advisors LLC26,672$1.13M0.0%N/A0.158%
11/5/2026 Lynx Capital Group Ltd. ADV162,403$6.86M2.7%N/A0.965%
11/2/2026 Kestra Advisory Services LLC198,115$8.37M0.0%+43.9%1.177%
11/2/2026 Commonwealth Equity Services LLC230,953$9.76M0.0%N/A1.372%
10/31/2026 Clear Point Advisors Inc.29,126$1.23M0.8%N/A0.173%
10/31/2026 Chicago Partners Investment Group LLC18,655$787K0.0%N/A0.111%
10/30/2026 Integrity Alliance LLC.12,773$540K0.0%N/A0.076%
10/30/2026 Blue Bell Private Wealth Management LLC11,670$493K0.1%N/A0.069%
10/29/2026 Trek Financial LLC19,765$835K0.0%-1.7%0.117%
10/29/2026 Vise Technologies Inc.6,503$275K0.0%N/A0.039%
10/27/2026 Corrado Advisors LLC99,963$4.22M2.1%N/A0.594%
10/27/2026 Victory Financial Group LLC5,017$212K0.0%-28.8%0.030%
10/26/2026 Ballast Rock Private Wealth LLC11,311$478K0.2%-9.6%0.067%
10/24/2026 Sigma Planning Corp4,940$209K0.0%N/A0.029%
10/23/2026 Signaturefd LLC18,274$772K0.0%N/A0.109%
10/23/2026 Simplicity Wealth LLC6,846$289K0.0%N/A0.041%
10/22/2026 NovaPoint Capital LLC13,587$574K0.1%+3.0%0.081%
10/22/2026 Brookstone Capital Management773,986$32.71M0.3%N/A4.599%
10/22/2026 Cypress Wealth Services LLC4,903$209K0.0%N/A0.029%
10/22/2026 Diligent Investors LLC27,198$1.15M0.2%N/A0.162%
10/21/2026 Atticus Wealth Management LLC81,546$3.45M0.8%-3.5%0.485%
10/20/2026 Retirement Planning Group LLC10,211$431K0.0%N/A0.061%
10/17/2026 BFI Wealth Solutions LLC33,205$1.40M1.0%-0.9%0.197%
10/17/2026 IFP Advisors Inc68,192$2.88M0.0%-1.0%0.405%
10/16/2026 Hengehold Capital Management LLC8,700$368K0.0%N/A0.052%
10/16/2026 KFG Wealth Management LLC70,523$2.98M0.3%-16.4%0.419%
10/16/2026 Goldstein Advisors LLC7,817$330K0.0%+61.4%0.046%
10/15/2026 AdvisorNet Financial Inc9,021$383K0.0%N/A0.054%
10/15/2026 Weaver Capital Management LLC38,865$1.64M0.3%N/A0.231%
10/15/2026 WealthPlan Investment Management LLC6,691$283K0.0%-12.6%0.040%
10/14/2026 Liberty Atlantic Advisors LLC9,129$386K0.2%-4.1%0.054%
10/13/2026 Forvis Mazars Wealth Advisors LLC28,444$1.20M0.0%N/A0.169%
10/13/2026 Fragasso Financial Advisors Inc15,389$656K0.0%N/A0.091%
10/9/2026 Castle Rock Wealth Management LLC83,850$3.57M0.7%-0.8%0.498%
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10/8/2026 CoreCap Advisors LLC88,604$3.74M0.1%-0.6%0.526%
9/23/2026Envestnet Portfolio Solutions Inc.6,689$276K0.0%+6.6%0.040%
9/23/2026Envestnet Asset Management Inc.161,643$6.68M0.0%+55.3%0.960%
9/11/2026 Bullseye Investment Management LLC83,058$3.43M1.7%N/A0.494%
9/11/2026Talon Private Wealth LLC6,668$275K0.0%N/A0.040%
9/9/2026Sequoia Financial Advisors LLC12,743$526K0.0%+4.0%0.076%
9/9/2026Capital Analysts LLC4,750$196K0.0%-24.4%0.028%
9/9/2026Integrated Wealth Concepts LLC6,515$269K0.0%+8.3%0.039%
9/9/2026NewEdge Advisors LLC10,624$439K0.0%+28.3%0.063%
9/9/2026 IFP Advisors Inc68,892$2.85M0.1%+3.7%0.409%
9/8/2026 Allworth Financial LP1,800$74K0.0%-80.0%0.011%
9/2/2026Citadel Advisors LLC19,346$799K0.0%N/A0.115%
8/26/2026 Schulz Wealth LTD.24,634$1.02M0.5%N/A0.146%
8/23/2026 Atlantic Private Wealth LLC47,411$1.96M1.2%N/A0.282%
8/23/2026Yarger Wealth Strategies LLC63,165$2.63M0.9%+2.8%0.375%
8/23/2026 HB Wealth Management LLC36,980$1.53M0.0%N/A0.220%
8/22/2026 NWF Advisory Services Inc.6,100$252K0.0%-9.0%0.036%
8/22/2026 Concurrent Investment Advisors LLC25,467$1.05M0.0%+92.6%0.151%
8/21/2026 KFG Wealth Management LLC84,313$3.48M0.4%+35.0%0.501%
8/21/2026WorthPointe LLC9,970$412K0.1%-7.0%0.059%
8/21/2026Continuum Advisory LLC1,574$65K0.0%N/A0.009%
8/21/2026 Atticus Wealth Management LLC84,473$3.49M0.8%-7.0%0.502%
8/20/2026 Gill Capital Partners LLC33,599$1.39M0.4%+12.9%0.200%
7/10/2026 Heck Capital Advisors LLC178,110$7.36M0.4%-1.6%1.058%
7/10/2026 City Holding Co.1,215$50K0.0%-25.8%0.007%
7/9/2026 Focus Financial Network Inc.32,611$1.35M0.0%+73.0%0.194%
7/8/2026 Castle Rock Wealth Management LLC84,527$3.49M0.7%+2.5%0.502%
7/7/2026 Dynamic Advisor Solutions LLC8,433$348K0.0%+60.2%0.050%
7/7/2026 CoreCap Advisors LLC89,165$3.68M0.1%+19.0%0.530%
6/23/2026MTM Financial Group LLC86,274$3.45M1.6%-2.4%0.513%
6/3/2026NewEdge Advisors LLC8,279$331K0.0%-17.8%0.049%
5/19/2026NewEdge Advisors LLC8,279$331K0.0%-17.8%0.049%
5/15/2026Wealth Alliance LLC61,991$2.48M0.2%-3.9%0.368%
5/13/2026Cetera Investment Advisers232,615$9.29M0.0%-2.9%1.382%
5/6/2026FSA Advisors Inc.11,010$440K0.3%-3.7%0.065%
5/6/2026 Independent Financial Group LLC84,785$3.39M0.1%N/A0.504%
5/2/2026 Valmark Advisers Inc.25,069$1.00M0.0%-27.7%0.149%
5/1/2026 Fifth Third Bancorp2,000$80K0.0%N/A0.012%
5/1/2026 Corrado Advisors LLC65,367$2.61M1.4%-2.0%0.388%
4/30/2026 Kestra Advisory Services LLC202,460$8.09M0.0%+56.6%1.203%
4/22/2026 Patriot Financial Group Insurance Agency LLC65,462$2.62M0.1%+97.0%0.389%
4/22/2026Janney Montgomery Scott LLC66,983$2.68M0.0%-14.0%0.398%
4/21/2026 KFG Wealth Management LLC62,457$2.50M0.3%-8.2%0.371%
4/18/2026 Weaver Capital Management LLC37,997$1.52M0.3%-1.7%0.226%
4/18/2026 BCS Wealth Management16,296$651K0.1%-50.2%0.097%
4/17/2026 Outlook Wealth Advisors LLC11,903$475K0.1%-6.5%0.071%
4/17/2026 Brookstone Capital Management151,634$6.06M0.1%-3.2%0.901%
4/16/2026 Ballast Rock Private Wealth LLC9,813$392K0.2%-12.6%0.058%
3/13/2026World Investment Advisors6,568$260K0.0%N/A0.039%
3/3/2026 WMS Group LLC6,000$238K0.3%N/A0.036%
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2/19/2026 BFI Wealth Solutions LLC28,260$1.12M1.1%N/A0.168%
2/18/2026Mercer Global Advisors Inc. ADV63,609$2.52M0.0%N/A0.378%
2/18/2026Beacon Pointe Advisors LLC128,639$5.09M0.0%-5.7%0.764%
2/18/2026EP Wealth Advisors LLC50,637$2.01M0.0%N/A0.301%
2/18/2026NewEdge Advisors LLC10,071$399K0.0%-9.2%0.060%
2/18/2026OLD Mission Capital LLC30,276$1.20M0.0%+421.9%0.180%
2/18/2026Main Street Financial Solutions LLC16,108$638K0.0%-1.7%0.096%
2/17/2026Cetera Investment Advisers239,592$9.49M0.0%-1.5%1.424%
2/17/2026Osaic Holdings Inc.611,128$24.20M0.0%-6.1%3.631%
2/17/2026Rothschild Wealth LLC16,677$660K0.1%N/A0.099%


PMAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 201 institutional investors and hedge funds held shares of Innovator U.S. Equity Power Buffer ETF - May. The most heavily invested institutionals were Alliancebernstein L.P. ($136.25M), Penserra Capital Management LLC ($61.13M), Brookstone Capital Management ($32.71M), Osaic Holdings Inc. ($24.20M), Focus Partners Wealth ($14.46M), Raymond James Financial Inc. ($13.10M), and LPL Financial LLC ($11.44M).Learn more on Innovator U.S. Equity Power Buffer ETF - May's institutional investors.

Of the 157 institutional investors that purchased Innovator U.S. Equity Power Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Raymond James Financial Inc. ($924.67K), Alliancebernstein L.P. ($779.45K), Brookstone Capital Management ($773.99K), Heck Capital Advisors LLC ($408.39K), Penserra Capital Management LLC ($326.53K), Focus Partners Wealth ($287.20K), and Keystone Wealth Services LLC ($237.15K).

Institutional investors have bought a total of 3,436,483 shares in the last 24 months. This purchase volume represents approximately $141.62M in transactions.

Of the 74 institutional investors that sold Innovator U.S. Equity Power Buffer ETF - May's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Arax Advisory Partners ($455.27K), Raymond James Financial Inc. ($170.63K), Wealth Enhancement Advisory Services LLC ($125.27K), KFG Wealth Management LLC ($94.38K), Pinnacle Wealth Management Group Inc. ($69.68K), Commonwealth Equity Services LLC ($50.80K), and Alliancebernstein L.P. ($42.90K).

Institutional investors have sold a total of 1,393,146 shares in the last 24 months. This volume of shares sold represents approximately $55.09M in transactions.


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Institutional ownership data for BATS:PMAY is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 11/10/2026. New 13F filings are added each quarter as they're published.
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