INNOVATOR U.S. EQUITY POWER PMAY
$41.31
+0.0% 52w: $38.71 – $41.46
Latest 13F among current holders filed 16 days ago (Oct 16, 2026)
Price — last 12 months
research preview data38.7140.0841.46
Oct 17, 2025 Jul 2, 2026
Institutional holders
181
-7 QoQ
13F value
$490.8M
-4.0% QoQ
Smart-money holders
0
signal tier ≥ 2
New smart buyers
0
Q1 2026
Institutional value by quarter
Number of holders
Who owns PMAY?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| ALLIANCEBERNSTEIN L.P. | Long only active | 3.3M | $129.9M | 0.0% | -5.0% |
| Penserra Capital Management LLC | Diversified mechanical | 1.7M | $66.4M | — | +6.0% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 505.1K | $20.2M | 0.0% | -17.4% |
| Focus Partners Wealth | Wealth advisor | 348.6K | $13.9M | 0.0% | -4.6% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 299.6K | $12.0M | 0.0% | -5.2% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 281.3K | $11.2M | 0.0% | -10.5% |
| LPL Financial LLC | Bank broker | 278.2K | $11.1M | 0.0% | -3.7% |
| Cetera Investment Advisers | Wealth advisor | 232.6K | $9.3M | 0.0% | -2.9% |
| Southland Equity Partners LLC | Wealth advisor | 229.8K | $9.2M | 1.8% | -0.8% |
| Kestra Advisory Services, LLC | Wealth advisor | 202.5K | $8.1M | 0.0% | +56.6% |
| Heck Capital Advisors, LLC | Wealth advisor | 181.0K | $7.2M | 0.5% | -1.7% |
| Beacon Pointe Advisors, LLC | Wealth advisor | 164.4K | $6.6M | 0.0% | +27.8% |
| Brookstone Capital Management | Wealth advisor | 151.6K | $6.1M | 0.1% | -3.2% |
| LYNX CAPITAL GROUP LTD /ADV | — | 142.5K | $5.7M | 2.6% | -1.6% |
| TRUIST FINANCIAL CORP | Diversified mechanical | 139.0K | $5.6M | 0.0% | -1.3% |
| McAlister, Sweet & Associates, Inc. | Wealth advisor | 124.4K | $5.0M | 3.1% | -0.1% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 104.1K | $4.2M | 0.0% | +20.4% |
| HighTower Advisors, LLC | Diversified mechanical | 103.6K | $4.1M | 0.0% | -8.7% |
| WPWealth LLP | Wealth advisor | 92.4K | $3.7M | 0.6% | -6.8% |
| ATTICUS WEALTH MANAGEMENT, LLC | Wealth advisor | 90.9K | $3.6M | 1.0% | -15.8% |
| ARS Wealth Advisors Group, LLC | Other | 89.3K | $3.6M | 0.3% | -2.1% |
| Keating Financial Advisory Services, Inc. | Wealth advisor | 88.7K | $3.5M | 0.6% | -9.1% |
| MTM FINANCIAL GROUP, LLC | Wealth advisor | 86.3K | $3.4M | 1.6% | -2.4% |
| INDEPENDENT FINANCIAL GROUP, LLC | Wealth advisor | 86.3K | $3.4M | 0.1% | -1.8% |
| Cassady Wealth & Retirement Planning, LLC | Wealth advisor | 83.2K | $3.4M | 1.7% | Held |
| Castle Rock Wealth Management, LLC | Other | 82.4K | $3.3M | 0.7% | Held |
| Cambridge Investment Research Advisors, Inc. | Wealth advisor | 76.0K | $3.0M | 0.0% | -3.3% |
| Bullseye Investment Management, LLC | Wealth advisor | 75.0K | $3.0M | 1.6% | New |
| CoreCap Advisors, LLC | Wealth advisor | 75.0K | $3.0M | 0.1% | -4.1% |
| Wealthquest Corp | Wealth advisor | 71.3K | $2.8M | 0.1% | +100.0% |
| Chris Bulman Inc | Wealth advisor | 70.6K | $2.8M | 1.2% | +0.9% |
| OneDigital Investment Advisors LLC | Wealth advisor | 67.3K | $2.7M | 0.0% | -1.1% |
| Janney Montgomery Scott LLC | Diversified mechanical | 67.0K | $2.7M | — | -14.0% |
| IFP Advisors, Inc | Wealth advisor | 66.4K | $2.7M | 0.1% | -15.6% |
| Patriot Financial Group Insurance Agency, LLC | Wealth advisor | 65.5K | $2.6M | 0.1% | +97.0% |
| CORRADO ADVISORS, LLC | Wealth advisor | 65.4K | $2.6M | — | -2.0% |
| Merit Financial Group, LLC | Wealth advisor | 62.5K | $2.5M | 0.0% | +11.8% |
| KFG WEALTH MANAGEMENT, LLC | Wealth advisor | 62.5K | $2.5M | 0.3% | -8.2% |
| WEALTH ALLIANCE, LLC | Wealth advisor | 62.0K | $2.5M | 0.2% | -3.9% |
| YARGER WEALTH STRATEGIES, LLC | Wealth advisor | 61.5K | $2.5M | 1.0% | -3.0% |
| Wood Tarver Financial Group, LLC | Wealth advisor | 60.9K | $2.4M | 0.7% | -2.0% |
| AE Wealth Management LLC | Wealth advisor | 56.6K | $2.3M | 0.0% | -23.9% |
| CAPTRUST FINANCIAL ADVISORS | Wealth advisor | 55.0K | $2.2M | 0.0% | Held |
| MAI Capital Management | Wealth advisor | 54.7K | $2.2M | 0.0% | -4.5% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Market maker | 53.0K | $2.1M | 0.0% | +168.5% |
| Lineweaver Wealth Advisors, LLC | Wealth advisor | 48.1K | $1.9M | 0.3% | Held |
| Phoenix Financial Ltd. | Other | 47.8K | $1.9M | 0.0% | -11.7% |
| EP Wealth Advisors, LLC | Wealth advisor | 47.0K | $1.9M | 0.0% | -7.2% |
| Element Squared LLC | Wealth advisor | 45.9K | $1.8M | 1.0% | Held |
| CreativeOne Wealth, LLC | Wealth advisor | 41.4K | $1.7M | 0.0% | -1.8% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.