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 $626.78M 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 $135.41M in its June 30, 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 $142.76M, representing an estimated gain of +5.43% since the filing period.

The top 10 institutional shareholders tracked on this page collectively account for approximately 60% of the total disclosed PMAY value among the investors covered in this analysis. Major shareholders include Alliancebernstein L.P., Penserra Capital Management Llc, 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

207

Total Reported Value

$626.78M

Largest Holder

Alliancebernstein L.P.

Largest Position

$135.41M

Insider Transactions (90d)

0

Latest Filing Quarter

Q2 2026

New Institutional Positions

77

Funds Exiting Positions

0

NameInvestor/ManagerPortfolio %QuantityReported BalanceCurrent Estimated ValueGain/loss Since FilingEstimated Portfolio Performance
Alliancebernstein L.P.0.04%3,390,275$135,407,584$142,764,480+$7,356,896+5.43%
Penserra Capital Management Llc0.55%1,740,086$71,865,000$73,275,021+$1,410,021+1.96%
Osaic Holdings, Inc.0.04%897,402$37,062,605$37,789,598+$726,993+1.96%
Brookstone Capital Management0.35%832,368$34,376,798$35,051,016+$674,218+1.96%
Raymond James Financial Inc0.01%524,966$21,681,096$22,106,318+$425,222+1.96%
Focus Partners Wealth0.02%450,873$18,621,084$18,986,262+$365,178+1.96%
Wealth Enhancement Advisory Services, Llc0.03%445,280$18,528,101$18,750,741+$222,640+1.20%
Commonwealth Equity Services, Llc0.02%349,970$14,453,758$14,737,237+$283,479+1.96%
Lpl Financial Llc0.00%317,011$13,092,573$13,349,333+$256,760+1.96%
Cetera Investment Advisers0.01%290,038$11,978,561$12,213,500+$234,939+1.96%
Beacon Pointe Advisors, Llc0.05%239,097$9,874,713$10,068,375+$193,662+1.96%
Southland Equity Partners Llc1.65%228,425$9,433,953$9,618,977+$185,024+1.96%
Heck Capital Advisors, Llc0.44%178,110$7,355,943$7,500,212+$144,269+1.96%
Truist Financial Corp0.01%171,121$7,067,297$7,205,905+$138,608+1.96%
Envestnet Asset Management Inc0.00%161,643$6,675,856$6,806,787+$130,931+1.96%
Kestra Advisory Services, Llc0.02%137,675$5,685,978$5,797,494+$111,516+1.96%
Advisory Alpha, Llc0.14%137,093$5,661,941$5,772,986+$111,045+1.96%
Mcalister, Sweet & Associates, Inc.2.84%128,672$5,314,154$5,418,378+$104,224+1.96%
Cassady Wealth & Retirement Planning, Llc2.47%128,436$5,304,407$5,408,440+$104,033+1.96%
Steward Partners Investment Advisory, Llc0.02%113,069$4,669,750$4,761,336+$91,586+1.96%
Mai Capital Management0.02%103,035$4,255,327$4,338,804+$83,477+1.96%
Corrado Advisors, Llc1.92%100,865$4,165,725$4,247,425+$81,700+1.96%
Caprock Group, Llc0.08%95,612$3,948,776$4,026,221+$77,445+1.96%
Keating Financial Advisory Services, Inc.0.50%92,385$3,815,501$3,890,332+$74,831+1.96%
Independent Financial Group, Llc0.07%89,387$3,691,683$3,764,087+$72,404+1.96%
Corecap Advisors, Llc0.11%89,165$3,682,515$3,754,738+$72,223+1.96%
Ars Wealth Advisors Group, Llc0.28%86,122$3,556,839$3,626,597+$69,758+1.96%
Castle Rock Wealth Management, Llc0.69%84,527$3,490,965$3,559,432+$68,467+1.96%
Atticus Wealth Management, Llc0.83%84,473$3,488,735$3,557,158+$68,423+1.96%
Kfg Wealth Management, Llc0.39%84,313$3,482,147$3,550,420+$68,273+1.96%
Chris Bulman Inc1.18%78,200$3,229,660$3,293,002+$63,342+1.96%
Janney Montgomery Scott Llc0.01%77,134$3,186,000$3,248,113+$62,113+1.95%
Susquehanna International Group, Llp0.00%76,724$3,168,701$3,230,848+$62,147+1.96%
Wood Tarver Financial Group, Llc0.75%76,541$3,161,000$3,223,142+$62,142+1.97%
Ifp Advisors, Inc0.05%68,892$2,845,240$2,901,042+$55,802+1.96%
Cresset Asset Management, Llc0.01%68,589$2,832,716$2,888,283+$55,567+1.96%
Onedigital Investment Advisors Llc0.02%66,857$2,761,192$2,815,348+$54,156+1.96%
Wpwealth Llp0.39%64,404$2,659,885$2,712,052+$52,167+1.96%
Wealth Alliance, Llc0.22%63,706$2,631,058$2,682,660+$51,602+1.96%
Yarger Wealth Strategies, Llc0.94%63,165$2,628,308$2,659,878+$31,570+1.20%
Merit Financial Group, Llc0.02%63,552$2,624,698$2,676,175+$51,477+1.96%
Blair William & Co/Il0.01%63,147$2,607,971$2,659,120+$51,149+1.96%
Jane Street Group, Llc0.00%61,312$2,532,186$2,581,848+$49,662+1.96%
Bellwether Advisors, Llc0.37%60,745$2,508,769$2,557,972+$49,203+1.96%
Creativeone Wealth, Llc0.05%60,251$2,488,366$2,537,170+$48,804+1.96%
Lineweaver Wealth Advisors, Llc0.28%56,709$2,342,073$2,388,016+$45,943+1.96%
Captrust Financial Advisors0.00%56,199$2,321,019$2,366,540+$45,521+1.96%
Cerity Partners Llc0.00%50,777$2,097,090$2,138,219+$41,129+1.96%
Nations Financial Group Inc0.10%48,802$2,015,557$2,055,052+$39,495+1.96%
Atlantic Private Wealth, Llc1.20%47,411$1,958,074$1,996,477+$38,403+1.96%
Showing 50 of 207

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.