INNOVATOR U.S. EQUITY POWER (PMAY) Institutional Shareholders
INNOVATOR U.S. EQUITY POWER (PMAY) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026. The institutional investors covered on this page collectively reported approximately $470.38M in PMAY holdings during the latest filing period.
Alliancebernstein L.P. is currently the largest disclosed institutional shareholder of PMAY tracked by InsiderSet, reporting ownership valued at approximately $129.87M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $136.17M, representing an estimated gain of +4.85% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 58% of the total disclosed PMAY value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Brookstone Capital Management, Osaic Holdings, Inc., and several other long-term asset managers with concentrated positions in INNOVATOR U.S. EQUITY POWER (PMAY).
This page ranks the largest institutional PMAY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
185
Total Reported Value
$470.38M
Largest Holder
Alliancebernstein L.P.
Largest Position
$129.87M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
141
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Alliancebernstein L.P. | 0.04% | 3,280,367 | $129,869,730 | $136,168,034 | +$6,298,304 | +4.85% | |
| Brookstone Capital Management | 0.35% | 832,368 | $34,376,798 | $34,551,596 | +$174,798 | +0.51% | |
| Osaic Holdings, Inc. | 0.03% | 505,052 | $20,171,744 | $20,964,709 | +$792,965 | +3.93% | |
| Wealth Enhancement Advisory Services, Llc | 0.03% | 445,280 | $18,528,101 | $18,483,573 | -$44,528 | -0.24% | |
| Commonwealth Equity Services, Llc | 0.02% | 349,970 | $14,453,758 | $14,527,255 | +$73,497 | +0.51% | |
| Focus Partners Wealth | 0.02% | 348,571 | $13,921,943 | $14,469,182 | +$547,239 | +3.93% | |
| Raymond James Financial Inc | 0.00% | 281,348 | $11,237,039 | $11,678,755 | +$441,716 | +3.93% | |
| Lpl Financial Llc | 0.00% | 278,231 | $11,112,564 | $11,549,369 | +$436,805 | +3.93% | |
| Southland Equity Partners Llc | 1.65% | 228,425 | $9,433,953 | $9,481,922 | +$47,969 | +0.51% | |
| Cetera Investment Advisers | 0.01% | 232,615 | $9,290,635 | $9,655,849 | +$365,214 | +3.93% | |
| Heck Capital Advisors, Llc | 0.44% | 178,110 | $7,355,943 | $7,393,346 | +$37,403 | +0.51% | |
| Truist Financial Corp | 0.01% | 171,121 | $7,067,297 | $7,103,233 | +$35,936 | +0.51% | |
| Beacon Pointe Advisors, Llc | 0.03% | 164,384 | $6,565,503 | $6,823,580 | +$258,077 | +3.93% | |
| Kestra Advisory Services, Llc | 0.02% | 137,675 | $5,685,978 | $5,714,889 | +$28,911 | +0.51% | |
| Mcalister, Sweet & Associates, Inc. | 2.84% | 128,672 | $5,314,154 | $5,341,175 | +$27,021 | +0.51% | |
| Cassady Wealth & Retirement Planning, Llc | 2.47% | 128,436 | $5,304,407 | $5,331,378 | +$26,971 | +0.51% | |
| Corrado Advisors, Llc | 1.92% | 100,865 | $4,165,725 | $4,186,906 | +$21,181 | +0.51% | |
| Envestnet Asset Management Inc | 0.00% | 104,106 | $4,157,994 | $4,321,440 | +$163,446 | +3.93% | |
| Hightower Advisors, Llc | 0.00% | 103,635 | $4,139,186 | $4,301,889 | +$162,703 | +3.93% | |
| Caprock Group, Llc | 0.08% | 95,612 | $3,948,776 | $3,968,854 | +$20,078 | +0.51% | |
| Independent Financial Group, Llc | 0.07% | 89,387 | $3,691,683 | $3,710,454 | +$18,771 | +0.51% | |
| Wpwealth Llp | 0.56% | 92,376 | $3,689,497 | $3,834,528 | +$145,031 | +3.93% | |
| Corecap Advisors, Llc | 0.11% | 89,165 | $3,682,515 | $3,701,239 | +$18,724 | +0.51% | |
| Ars Wealth Advisors Group, Llc | 0.28% | 86,122 | $3,556,839 | $3,574,924 | +$18,085 | +0.51% | |
| Keating Financial Advisory Services, Inc. | 0.57% | 88,744 | $3,544,435 | $3,683,763 | +$139,328 | +3.93% | |
| Castle Rock Wealth Management, Llc | 0.69% | 84,527 | $3,490,965 | $3,508,716 | +$17,751 | +0.51% | |
| Atticus Wealth Management, Llc | 0.83% | 84,473 | $3,488,735 | $3,506,474 | +$17,739 | +0.51% | |
| Kfg Wealth Management, Llc | 0.39% | 84,313 | $3,482,147 | $3,499,833 | +$17,686 | +0.51% | |
| Chris Bulman Inc | 1.18% | 78,200 | $3,229,660 | $3,246,082 | +$16,422 | +0.51% | |
| Ifp Advisors, Inc | 0.05% | 68,892 | $2,845,240 | $2,859,707 | +$14,467 | +0.51% | |
| Onedigital Investment Advisors Llc | 0.03% | 67,289 | $2,687,536 | $2,793,166 | +$105,630 | +3.93% | |
| Yarger Wealth Strategies, Llc | 0.94% | 63,165 | $2,628,308 | $2,621,979 | -$6,329 | -0.24% | |
| Merit Financial Group, Llc | 0.02% | 63,552 | $2,624,698 | $2,638,044 | +$13,346 | +0.51% | |
| Wealth Alliance, Llc | 0.24% | 61,991 | $2,475,921 | $2,573,246 | +$97,325 | +3.93% | |
| Lineweaver Wealth Advisors, Llc | 0.28% | 56,709 | $2,342,073 | $2,353,991 | +$11,918 | +0.51% | |
| Ae Wealth Management Llc | 0.01% | 56,568 | $2,259,326 | $2,348,138 | +$88,812 | +3.93% | |
| Captrust Financial Advisors | 0.00% | 55,038 | $2,198,218 | $2,284,627 | +$86,409 | +3.93% | |
| Mai Capital Management | 0.01% | 54,671 | $2,183,541 | $2,269,393 | +$85,852 | +3.93% | |
| Susquehanna International Group, Llp | 0.00% | 52,994 | $2,116,580 | $2,199,781 | +$83,201 | +3.93% | |
| Nations Financial Group Inc | 0.10% | 48,802 | $2,015,557 | $2,025,771 | +$10,214 | +0.51% | |
| Phoenix Financial Ltd. | 0.02% | 47,775 | $1,907,447 | $1,983,140 | +$75,693 | +3.97% | |
| Element Squared Llc | 0.94% | 45,945 | $1,897,510 | $1,907,177 | +$9,667 | +0.51% | |
| Ep Wealth Advisors, Llc | 0.01% | 46,992 | $1,876,860 | $1,950,638 | +$73,778 | +3.93% | |
| Global Assets Advisory, Llc | 0.38% | 42,690 | $1,763,951 | $1,772,062 | +$8,111 | +0.46% | |
| Weaver Consulting Group | 0.34% | 40,199 | $1,660,222 | $1,668,660 | +$8,438 | +0.51% | |
| Creativeone Wealth, Llc | 0.04% | 41,413 | $1,654,035 | $1,719,054 | +$65,019 | +3.93% | |
| Blair William & Co/Il | 0.00% | 40,327 | $1,610,660 | $1,673,974 | +$63,314 | +3.93% | |
| Hb Wealth Management, Llc | 0.01% | 36,980 | $1,527,274 | $1,535,040 | +$7,766 | +0.51% | |
| Weaver Capital Management Llc | 0.33% | 37,997 | $1,517,601 | $1,577,255 | +$59,654 | +3.93% | |
| Advisory Alpha, Llc | 0.04% | 36,932 | $1,475,064 | $1,533,047 | +$57,983 | +3.93% |
Frequently asked questions about PMAY
Who owns the most PMAY stock?
The largest holders of PMAY are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for INNOVATOR U.S. EQUITY POWER (PMAY).
Is PMAY widely held by superinvestors?
Many widely followed stocks like PMAY appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly PMAY is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.