INNOVATOR U.S. EQUITY POWER (PMAY) Institutional Ownership Changes & 13F Activity

INNOVATOR U.S. EQUITY POWER (PMAY). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q2 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Osaic Holdings, Inc., Raymond James Financial Inc, Alliancebernstein L.P., Steward Partners Investment Advisory, Llc, and Beacon Pointe Advisors, Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Talon Private Wealth, LlcBuy+6,6686,668$275.39KQ2 2026Sep 11, 2026
Integrated Wealth Concepts LlcBuy+500+8.3%6,515$269.07KQ2 2026Sep 09, 2026
Citadel Advisors LlcBuy+19,34619,346$798.99KQ2 2026Sep 02, 2026
Bernard Wealth Management Corp.Sell-125-3.8%3,189$131.71KQ2 2026Aug 21, 2026
Gill Capital Partners, LlcBuy+3,843+12.9%33,599$1.39MQ2 2026Aug 20, 2026
Mercer Global Advisors IncSell-10,384-32.0%22,084$912.07KQ2 2026Aug 19, 2026
Beacon Pointe Advisors, LlcBuy+74,713+45.5%239,097$9.87MQ2 2026Aug 18, 2026
Centaurus Financial, Inc.Buy+18,20318,203$752.00KQ2 2026Aug 17, 2026
Fsa Advisors, Inc.Sell-574-5.2%10,436$431.01KQ2 2026Aug 17, 2026
Osaic Holdings, Inc.Buy+392,350+77.7%897,402$37.06MQ2 2026Aug 14, 2026
Raymond James Financial IncBuy+243,618+86.6%524,966$21.68MQ2 2026Aug 14, 2026
Alliancebernstein L.P.Buy+109,908+3.4%3,390,275$135.41MQ2 2026Aug 14, 2026
Cresset Asset Management, LlcBuy+60,904+792.5%68,589$2.83MQ2 2026Aug 14, 2026
Cerity Partners LlcBuy+50,77750,777$2.10MQ2 2026Aug 14, 2026
Mai Capital ManagementBuy+48,364+88.5%103,035$4.26MQ2 2026Aug 14, 2026
Jane Street Group, LlcBuy+47,656+349.0%61,312$2.53MQ2 2026Aug 14, 2026
Bellwether Advisors, LlcBuy+41,683+218.7%60,745$2.51MQ2 2026Aug 14, 2026
Hrt Financial LpBuy+36,70636,706$1.51MQ2 2026Aug 14, 2026
Susquehanna International Group, LlpBuy+23,730+44.8%76,724$3.17MQ2 2026Aug 14, 2026
Old Mission Capital LlcBuy+13,20513,205$545.37KQ2 2026Aug 14, 2026
Action Point Financial Planning, LlcBuy+9,8129,812$405.24KQ2 2026Aug 14, 2026
Foundations Investment Advisors, LlcBuy+7,1517,151$295.34KQ2 2026Aug 14, 2026
Cofg Advisors, LlcSell-6,285-17.8%28,977$1.20MQ2 2026Aug 14, 2026
Vantage Point Financial LlcBuy+5,7645,764$238.05KQ2 2026Aug 14, 2026
Two Sigma Securities, LlcBuy+5,4235,423$223.97KQ2 2026Aug 14, 2026
World Investment AdvisorsSell-1,500-22.8%5,068$206.97KQ2 2026Aug 14, 2026
Aqr Capital Management LlcSell-734-5.8%11,814$487.92KQ2 2026Aug 14, 2026
Barclays PlcBuy+612+3060.0%632$26.10KQ2 2026Aug 14, 2026
Beck Capital Management, LlcSell-138-0.6%21,747$898.15KQ2 2026Aug 14, 2026
Steward Partners Investment Advisory, LlcBuy+94,866+521.2%113,069$4.67MQ2 2026Aug 13, 2026
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Frequently asked questions about PMAY activity

  • Which institutional owners are buying PMAY?

    Institutional owners buying PMAY include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in PMAY activity?

    "Buy" means an investor increased their reported position in PMAY compared to the prior reporting period. This reflects growing exposure to INNOVATOR U.S. EQUITY POWER (PMAY) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in PMAY increasing?

    Institutional interest in PMAY can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.