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

Innovator U.S. Equity Power Buffer ETF - May logo
$41.31 0.00 (0.00%)
As of 07/2/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Innovator U.S. Equity Power Buffer ETF - May (BATS:PMAY)

Number of
Institutional Buyers
(last 12 months)
100
Total
Institutional Inflows
(last 12 months)
$134.93M
Number of
Institutional Sellers
(last 12 months)
92
Total
Institutional Outflows
(last 12 months)
$71.00M
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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
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%
5/6/2026Independent Financial Group LLC84,785$3.39M0.1%N/A0.504%
5/2/2026Valmark Advisers Inc.25,069$1.00M0.0%-27.7%0.149%
5/1/2026Fifth Third Bancorp2,000$80K0.0%N/A0.012%
5/1/2026Corrado Advisors LLC65,367$2.61M1.4%-2.0%0.388%
4/30/2026Kestra Advisory Services LLC202,460$8.09M0.0%+56.6%1.203%
4/22/2026Patriot 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%
4/21/2026KFG Wealth Management LLC62,457$2.50M0.3%-8.2%0.371%
4/18/2026Weaver Capital Management LLC37,997$1.52M0.3%-1.7%0.226%
4/18/2026BCS Wealth Management16,296$651K0.1%-50.2%0.097%
4/17/2026Outlook Wealth Advisors LLC11,903$475K0.1%-6.5%0.071%
4/17/2026Brookstone Capital Management151,634$6.06M0.1%-3.2%0.901%
4/16/2026Ballast Rock Private Wealth LLC9,813$392K0.2%-12.6%0.058%
3/13/2026World Investment Advisors6,568$260K0.0%N/A0.039%
3/3/2026WMS Group LLC6,000$238K0.3%N/A0.036%
2/19/2026BFI 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%
2/16/2026MML Investors Services LLC39,467$1.56M0.0%+4.5%0.235%
2/16/2026Mariner LLC12,673$502K0.0%-49.2%0.075%
2/16/2026Focus Partners Wealth365,330$14.46M0.0%+367.6%2.171%
2/16/2026Arax Advisory Partners7,500$297K0.0%-98.4%0.045%
2/16/2026Barclays PLC2,004$79K0.0%-47.3%0.012%
2/13/2026CreativeOne Wealth LLC42,184$1.67M0.0%-6.1%0.251%
2/13/2026Kestra Advisory Services LLC129,278$5.12M0.0%+7.5%0.768%
2/13/2026Visionary Wealth Advisors40,348$1.60M0.1%-1.8%0.240%
2/13/2026WPWealth LLP99,092$3.92M0.6%-20.4%0.589%
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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%
2/12/2026TopTier Wealth Management LLC12,065$478K0.3%N/A0.072%
2/12/2026Commonwealth Equity Services LLC315,870$12.51M0.0%-13.9%1.877%
2/12/2026Wood Tarver Financial Group LLC62,193$2.46M0.7%-1.0%0.370%
2/11/2026Jessup Wealth Management Inc1,414$56K0.0%N/A0.008%
2/11/2026Janney Montgomery Scott LLC77,914$3.09M0.0%-7.0%0.463%
2/11/2026Fortune Financial Group Inc.11,081$473K0.5%N/A0.066%
2/11/2026Outlook Wealth Advisors LLC12,731$504K0.1%-14.5%0.076%
2/11/2026LPL Financial LLC288,850$11.44M0.0%+12.1%1.716%
2/10/2026Lido 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%
2/10/2026Rothschild Wealth LLC16,677$660K0.1%N/A0.099%
2/10/2026Clear Point Advisors Inc.31,063$1.23M1.0%-7.9%0.185%
2/10/2026Weaver Consulting Group31,173$1.23M0.3%-1.0%0.185%
2/10/2026Corrado Advisors LLC66,681$2.64M1.3%-0.9%0.396%
2/9/2026Harbour Investments Inc.8,647$342K0.0%-82.6%0.051%
2/9/2026Global Assets Advisory LLC30,014$1.19M0.3%-1.7%0.178%
2/9/2026Atticus Wealth Management LLC107,937$4.27M1.1%-0.6%0.641%
2/6/2026Signature Estate & Investment Advisors LLC7,754$307K0.0%-3.4%0.046%
2/6/2026IFP Advisors Inc78,675$3.12M0.1%+11.1%0.467%
2/6/2026HighTower Advisors LLC113,512$4.49M0.0%-1.3%0.674%
2/6/2026Envestnet 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%
2/5/2026Phoenix Financial Ltd.54,095$2.14M0.0%-1.0%0.321%
2/5/2026Castle Rock Wealth Management LLC82,427$3.28M0.7%-3.8%0.490%
2/4/2026Foundry Financial Group Inc.5,125$203K0.1%N/A0.030%
2/4/2026Trek Financial LLC13,618$539K0.0%-6.3%0.081%
2/4/2026Ballast Rock Private Wealth LLC11,233$445K0.3%N/A0.067%
2/3/2026Liberty Atlantic Advisors LLC9,313$369K0.4%N/A0.055%
2/2/2026JDM Financial Group LLC1,500$59K0.0%-78.5%0.009%
2/2/2026Truist Financial Corp140,810$5.58M0.0%+2.3%0.837%
2/2/2026Benjamin Edwards Inc.22,370$886K0.0%-5.5%0.133%
2/2/2026GenTrust LLC27,762$1.10M0.0%N/A0.165%
1/30/2026Pacific Park Financial Inc.8,826$349K0.2%N/A0.052%
1/26/2026Keystone Wealth Services LLC243,492$10.60M2.2%+3,126.8%1.447%
1/26/2026Patriot Financial Group Insurance Agency LLC33,231$1.32M0.2%-8.0%0.197%
1/26/2026Merit Financial Group LLC55,939$2.22M0.0%+267.2%0.332%
1/26/2026AE Wealth Management LLC74,326$2.94M0.0%-5.0%0.442%
1/26/2026Nations Financial Group Inc. IA ADV10,168$403K0.0%-3.5%0.060%
1/26/2026Valmark Advisers Inc.34,667$1.37M0.0%-9.3%0.206%
1/26/2026BCS Wealth Management32,708$1.30M0.1%+93.7%0.194%
1/23/2026Optima Capital LLC2,701$107K0.0%N/A0.016%
1/23/2026Galvin Gaustad & Stein LLC7,035$279K0.0%N/A0.042%
1/23/2026Pinnacle 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%
1/23/2026DHJJ Financial Advisors Ltd.37,501$1.49M0.5%-1.9%0.223%
1/22/2026Weaver Capital Management LLC38,635$1.53M0.3%-1.7%0.230%
1/21/2026Palumbo Wealth Management LLC18,354$727K0.2%N/A0.109%
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1/21/2026KFG Wealth Management LLC68,035$2.69M0.4%-52.4%0.404%
1/20/2026Stratos Wealth Advisors LLC32,812$1.30M0.1%-6.4%0.195%
1/20/2026Element Squared LLC45,945$1.82M1.0%-1.9%0.273%
1/16/2026Heck Capital Advisors LLC184,096$7.29M0.5%-1.7%1.094%
1/15/2026Brookstone Capital Management156,663$6.20M0.1%-1.6%0.931%
1/14/2026Spire Wealth Management24,440$968K0.0%-1.6%0.145%
1/14/2026Chris Bulman Inc69,957$2.77M1.2%+2.4%0.416%
1/13/2026CoreCap Advisors LLC78,201$3.10M0.1%+0.5%0.465%
1/12/2026ARS Wealth Advisors Group LLC91,276$3.61M0.3%-1.8%0.542%
1/8/2026Wealth Enhancement Advisory Services LLC39,569$1.57M0.0%-76.0%0.235%


PMAY Institutional Ownership - Frequently Asked Questions

During the previous two years, 195 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 150 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), Brookstone Capital Management ($784.87K), Alliancebernstein L.P. ($779.45K), Heck Capital Advisors LLC ($408.39K), Allworth Financial LP ($362.12K), Penserra Capital Management LLC ($326.53K), and Wealth Enhancement Advisory Services LLC ($322.38K).

Institutional investors have bought a total of 3,510,623 shares in the last 24 months. This purchase volume represents approximately $134.93M in transactions.

Of the 92 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), AE Wealth Management LLC ($83.07K), KFG Wealth Management LLC ($81.08K), and Pinnacle Wealth Management Group Inc. ($70.53K).

Institutional investors have sold a total of 1,813,204 shares in the last 24 months. This volume of shares sold represents approximately $71.00M in transactions.


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This page (BATS:PMAY) was last updated on 7/5/2026 by MarketBeat.com Staff.
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