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

Innovator U.S. Equity Power Buffer ETF - May logo
$42.20 0.00 (0.00%)
As of 08/14/2026 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)
51
Total
Institutional Inflows
(last 12 months)
$57.80M
Number of
Institutional Sellers
(last 12 months)
85
Total
Institutional Outflows
(last 12 months)
$62.46M
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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
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%
6/23/2026 MTM Financial Group LLC86,274$3.45M1.6%-2.4%0.513%
6/3/2026 NewEdge Advisors LLC8,279$331K0.0%-17.8%0.049%
5/19/2026 NewEdge Advisors LLC8,279$331K0.0%-17.8%0.049%
5/15/2026 Wealth Alliance LLC61,991$2.48M0.2%-3.9%0.368%
5/13/2026 Cetera Investment Advisers232,615$9.29M0.0%-2.9%1.382%
5/6/2026 FSA 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%
4/22/2026 Janney 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%
2/19/2026 BFI Wealth Solutions LLC28,260$1.12M1.1%N/A0.168%
2/18/2026 Mercer 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%
2/18/2026 EP Wealth Advisors LLC50,637$2.01M0.0%N/A0.301%
2/18/2026 NewEdge Advisors LLC10,071$399K0.0%-9.2%0.060%
2/18/2026OLD Mission Capital LLC30,276$1.20M0.0%+421.9%0.180%
2/18/2026 Main Street Financial Solutions LLC16,108$638K0.0%-1.7%0.096%
2/17/2026 Cetera Investment Advisers239,592$9.49M0.0%-1.5%1.424%
2/17/2026Osaic Holdings Inc.611,128$24.20M0.0%-6.1%3.631%
2/17/2026 Rothschild Wealth LLC16,677$660K0.1%N/A0.099%
2/16/2026 MML Investors Services LLC39,467$1.56M0.0%+4.5%0.235%
2/16/2026 Mariner LLC12,673$502K0.0%-49.2%0.075%
2/16/2026 Focus Partners Wealth365,330$14.46M0.0%+367.6%2.171%
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2/16/2026 Arax Advisory Partners7,500$297K0.0%-98.4%0.045%
2/16/2026Barclays PLC2,004$79K0.0%-47.3%0.012%
2/13/2026 CreativeOne Wealth LLC42,184$1.67M0.0%-6.1%0.251%
2/13/2026 Kestra Advisory Services LLC129,278$5.12M0.0%+7.5%0.768%
2/13/2026 Visionary Wealth Advisors40,348$1.60M0.1%-1.8%0.240%
2/13/2026 WPWealth LLP99,092$3.92M0.6%-20.4%0.589%
2/13/2026Beck Capital Management LLC22,488$890K0.2%-4.4%0.134%
2/12/2026HRT Financial LP7,031$278K0.0%-55.8%0.042%
2/12/2026 TopTier Wealth Management LLC12,065$478K0.3%N/A0.072%
2/12/2026 Commonwealth Equity Services LLC315,870$12.51M0.0%-13.9%1.877%
2/12/2026 Wood Tarver Financial Group LLC62,193$2.46M0.7%-1.0%0.370%
2/11/2026 Jessup Wealth Management Inc1,414$56K0.0%N/A0.008%
2/11/2026 Janney Montgomery Scott LLC77,914$3.09M0.0%-7.0%0.463%
2/11/2026 Fortune Financial Group Inc.11,081$473K0.5%N/A0.066%
2/11/2026 Outlook Wealth Advisors LLC12,731$504K0.1%-14.5%0.076%
2/11/2026 LPL Financial LLC288,850$11.44M0.0%+12.1%1.716%
2/10/2026 Lido Advisors LLC21,480$850K0.0%N/A0.128%
2/10/2026COFG Advisors LLC35,262$1.40M0.3%N/A0.210%
2/10/2026Gill Capital Partners LLC29,756$1.18M0.4%-8.6%0.177%
2/10/2026 Rothschild Wealth LLC16,677$660K0.1%N/A0.099%
2/10/2026 Clear Point Advisors Inc.31,063$1.23M1.0%-7.9%0.185%
2/10/2026 Weaver Consulting Group31,173$1.23M0.3%-1.0%0.185%
2/10/2026 Corrado Advisors LLC66,681$2.64M1.3%-0.9%0.396%
2/9/2026 Harbour Investments Inc.8,647$342K0.0%-82.6%0.051%
2/9/2026 Global Assets Advisory LLC30,014$1.19M0.3%-1.7%0.178%
2/9/2026 Atticus Wealth Management LLC107,937$4.27M1.1%-0.6%0.641%
2/6/2026 Signature Estate & Investment Advisors LLC7,754$307K0.0%-3.4%0.046%
2/6/2026 IFP Advisors Inc78,675$3.12M0.1%+11.1%0.467%
2/6/2026 HighTower Advisors LLC113,512$4.49M0.0%-1.3%0.674%
2/6/2026 Envestnet Portfolio Solutions Inc.6,274$248K0.0%+19.6%0.037%
2/5/2026Schulz Wealth LTD.25,889$1.03M0.7%-7.3%0.154%
2/5/2026 Phoenix Financial Ltd.54,095$2.14M0.0%-1.0%0.321%
2/5/2026 Castle Rock Wealth Management LLC82,427$3.28M0.7%-3.8%0.490%
2/4/2026 Foundry Financial Group Inc.5,125$203K0.1%N/A0.030%
2/4/2026 Trek Financial LLC13,618$539K0.0%-6.3%0.081%
2/4/2026 Ballast Rock Private Wealth LLC11,233$445K0.3%N/A0.067%
2/3/2026 Liberty Atlantic Advisors LLC9,313$369K0.4%N/A0.055%
2/2/2026JDM Financial Group LLC1,500$59K0.0%-78.5%0.009%
2/2/2026 Truist Financial Corp140,810$5.58M0.0%+2.3%0.837%
2/2/2026 Benjamin Edwards Inc.22,370$886K0.0%-5.5%0.133%
2/2/2026 GenTrust LLC27,762$1.10M0.0%N/A0.165%
1/30/2026 Pacific Park Financial Inc.8,826$349K0.2%N/A0.052%
1/26/2026 Keystone Wealth Services LLC243,492$10.60M2.2%+3,126.8%1.447%
1/26/2026 Patriot Financial Group Insurance Agency LLC33,231$1.32M0.2%-8.0%0.197%
1/26/2026 Merit Financial Group LLC55,939$2.22M0.0%+267.2%0.332%
1/26/2026 AE Wealth Management LLC74,326$2.94M0.0%-5.0%0.442%
1/26/2026 Nations Financial Group Inc. IA ADV10,168$403K0.0%-3.5%0.060%
1/26/2026 Valmark Advisers Inc.34,667$1.37M0.0%-9.3%0.206%
1/26/2026 BCS Wealth Management32,708$1.30M0.1%+93.7%0.194%
1/23/2026 Optima Capital LLC2,701$107K0.0%N/A0.016%
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1/23/2026 Galvin Gaustad & Stein LLC7,035$279K0.0%N/A0.042%
1/23/2026 Pinnacle Wealth Management Group Inc.32,185$1.27M0.6%-68.4%0.191%
1/23/2026U.S. Capital Wealth Advisors LLC9,902$392K0.0%-27.8%0.059%
1/23/2026 DHJJ Financial Advisors Ltd.37,501$1.49M0.5%-1.9%0.223%
1/22/2026 Weaver Capital Management LLC38,635$1.53M0.3%-1.7%0.230%
1/21/2026 Palumbo Wealth Management LLC18,354$727K0.2%N/A0.109%
1/21/2026 KFG Wealth Management LLC68,035$2.69M0.4%-52.4%0.404%
1/20/2026 Stratos Wealth Advisors LLC32,812$1.30M0.1%-6.4%0.195%
1/20/2026 Element Squared LLC45,945$1.82M1.0%-1.9%0.273%
1/16/2026 Heck Capital Advisors LLC184,096$7.29M0.5%-1.7%1.094%


PMAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 186 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), Osaic Holdings Inc. ($24.20M), Focus Partners Wealth ($14.46M), Raymond James Financial Inc. ($13.10M), Commonwealth Equity Services LLC ($12.51M), and LPL Financial LLC ($11.44M).Learn more on Innovator U.S. Equity Power Buffer ETF - May's institutional investors.

Of the 127 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), Heck Capital Advisors LLC ($408.39K), Allworth Financial LP ($362.12K), 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 1,463,482 shares in the last 24 months. This purchase volume represents approximately $57.80M in transactions.

Of the 85 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 ($131.01K), Commonwealth Equity Services LLC ($95.55K), KFG Wealth Management LLC ($81.08K), Pinnacle Wealth Management Group Inc. ($70.53K), and Yarger Wealth Strategies LLC ($52.06K).

Institutional investors have sold a total of 1,586,645 shares in the last 24 months. This volume of shares sold represents approximately $62.46M 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 7/10/2026. New 13F filings are added each quarter as they're published.
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