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Innovator U.S. Equity Power (PMAY)

CUSIP: 45782C318 | NYSE | 371 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Brookstone Capital Management773,986
0.3% of portfolio›$32.7M
Wealth Enhancement Advisory Services, LLC428,358
0.0% of portfolio›$18.2M
Commonwealth Equity Services, LLC230,953
0.0% of portfolio›$9.8M
Southland Equity Partners LLC228,425
1.7% of portfolio›$9.7M
Kestra Advisory Services, LLC198,115
0.0% of portfolio›$8.4M
Heck Capital Advisors, LLC181,661
0.4% of portfolio›$7.7M
Lynx Capital Group LTD162,403
2.7% of portfolio›$6.9M
Truist Financial Corp149,560
0.0% of portfolio›$6.3M
McAlister, Sweet & Associates, Inc.128,485
3.4% of portfolio›$5.4M
Corrado Advisors, LLC99,963
2.1% of portfolio›$4.2M
Cambridge Investment Research Advisors, Inc.89,191
0.0% of portfolio›$3.8M
Independent Financial Group, LLC88,797
0.1% of portfolio›$3.8M
CoreCap Advisors, LLC88,604
0.1% of portfolio›$3.7M
ARS Wealth Advisors Group, LLC85,939
0.3% of portfolio›$3.6M
Castle Rock Wealth Management, LLC83,850
0.7% of portfolio›$3.6M
Atticus Wealth Management, LLC81,546
0.8% of portfolio›$3.4M
Chris Bulman Inc76,017
1.1% of portfolio›$3.2M
KFG Wealth Management, LLC70,523
0.3% of portfolio›$3.0M
IFP Advisors, Inc68,192
0.0% of portfolio›$2.9M
Lineweaver Wealth Advisors, LLC56,709
0.3% of portfolio›$2.4M
Nations Financial Group Inc,48,893
0.1% of portfolio›$2.1M
Concurrent Investment Advisors, LLC48,351
0.0% of portfolio›$2.0M
James T. Borello RIA48,015
0.4% of portfolio›$2.0M
Global Assets Advisory, LLC42,690
0.4% of portfolio›$1.8M
Weaver Consulting Group40,199
0.3% of portfolio›$1.7M
Weaver Capital Management LLC38,865
0.3% of portfolio›$1.6M
HB Wealth Management, LLC36,364
0.0% of portfolio›$1.5M
Patriot Financial Group Insurance Agency, LLC35,329
0.1% of portfolio›$1.5M
Dhjj Financial Advisors, Ltd.35,068
0.4% of portfolio›$1.5M
Gill Capital Partners, LLC33,599
0.4% of portfolio›$1.4M
Cape Investment Advisory, Inc.33,491
0.4% of portfolio›$1.4M
BFI Wealth Solutions, LLC33,205
1.0% of portfolio›$1.4M
Pinnacle Wealth Management Group, Inc.32,755
0.6% of portfolio›$1.4M
Focus Financial Network, Inc.32,611
0.0% of portfolio›$1.4M
Clear Point Advisors Inc.29,126
0.8% of portfolio›$1.2M
Evermay Wealth Management LLC29,000
0.1% of portfolio›$1.2M
Forvis Mazars Wealth Advisors, LLC28,444
0.0% of portfolio›$1.2M
Quest 10 Wealth Builders, Inc.28,231
0.9% of portfolio›$1.2M
Integrity Advisory Solutions, LLC28,082
0.1% of portfolio›$1.2M
Diligent Investors, LLC27,198
0.3% of portfolio›$1.1M
Allegiance Financial Group Advisory Services LLC26,681
0.2% of portfolio›$1.1M
Lido Advisors, LLC26,672
0.0% of portfolio›$1.1M
Spire Wealth Management23,106
0.0% of portfolio›$976.5K
Schulz Wealth, Ltd.22,759
0.5% of portfolio›$961.7K
Visionary Wealth Advisors20,988
0.0% of portfolio›$886.9K
Trek Financial, LLC19,765
0.0% of portfolio›$835.2K
Cornerstone Wealth, LLC18,843
0.4% of portfolio›$795.4K
Chicago Partners Investment Group LLC18,655
0.0% of portfolio›$787.4K
Signaturefd, LLC18,274
0.0% of portfolio›$772.2K
BCS Wealth Management15,625
0.1% of portfolio›$660.2K
RiverTree Advisors, LLC15,545
0.4% of portfolio›$656.9K
Cornerstone Wealth Group, LLC15,439
0.0% of portfolio›$652.4K
Fragasso Financial Advisors Inc15,389
0.0% of portfolio›$656.0K
Americana Partners, LLC15,122
0.0% of portfolio›$639.0K
MGO One Seven LLC14,982
0.0% of portfolio›$633.1K
NovaPoint Capital, LLC13,587
0.1% of portfolio›$574.1K
Ashton Thomas Private Wealth, LLC13,179
0.0% of portfolio›$556.9K
Blue Sky Capital Consultants Group, Inc.13,062
0.2% of portfolio›$551.9K
Integrity Alliance, Llc.12,773
0.0% of portfolio›$539.7K
Milestone Asset Management, LLC12,739
0.1% of portfolio›$538.3K
Reicon Wealth Advisors, LLC12,715
0.3% of portfolio›$537.3K
McAdam, LLC12,095
0.0% of portfolio›$511.1K
Outlook Wealth Advisors, LLC11,704
0.1% of portfolio›$494.6K
Fortune Financial Group, Inc.11,677
0.4% of portfolio›$493.4K
Blue Bell Private Wealth Management, LLC11,670
0.1% of portfolio›$493.1K
TopTier Wealth Management, LLC11,503
0.3% of portfolio›$486.1K
Ballast Rock Private Wealth LLC11,311
0.2% of portfolio›$478.0K
Retirement Planning Group, LLC10,211
0.0% of portfolio›$431.5K
Creative Planning9,977
0.0% of portfolio›$421.6K
RED Crane Wealth Management, LLC9,459
0.3% of portfolio›$399.7K
Hofer & Associates. Inc9,459
0.3% of portfolio›$399.7K
Liberty Atlantic Advisors LLC9,129
0.2% of portfolio›$385.7K
Jacobi Capital Management LLC9,122
0.0% of portfolio›$385.5K
AdvisorNet Financial, Inc9,021
0.0% of portfolio›$382.9K
Sagespring Wealth Partners, LLC8,943
0.0% of portfolio›$377.9K
Occidental Asset Management, LLC8,937
0.0% of portfolio›$377.6K
Hengehold Capital Management LLC8,700
0.0% of portfolio›$367.6K
Fiduciary Financial Group, LLC8,657
0.0% of portfolio›$365.8K
Dynamic Advisor Solutions LLC8,373
0.0% of portfolio›$353.8K
CRA Financial Services, LLC8,170
0.0% of portfolio›$345.2K
Valtinson Bruner Financial Planning LLC8,066
0.1% of portfolio›$340.8K
Creative Financial Designs Inc7,830
0.0% of portfolio›$330.9K
Goldstein Advisors, LLC7,817
0.0% of portfolio›$330.3K
Grantvest Financial Group LLC7,633
0.2% of portfolio›$322.5K
Keystone Wealth Services, LLC7,546
0.1% of portfolio›$318.7K
Simplicity Wealth,LLC6,846
0.0% of portfolio›$289.3K
Galvin, Gaustad & Stein, LLC6,829
0.0% of portfolio›$288.6K
WealthPlan Investment Management, LLC6,691
0.0% of portfolio›$282.7K
Pacific Park Financial, Inc.6,664
0.2% of portfolio›$281.6K
Signature Estate & Investment Advisors LLC6,549
0.0% of portfolio›$276.7K
Vise Technologies, Inc.6,503
0.0% of portfolio›$274.8K
NWF Advisory Services Inc.6,100
0.0% of portfolio›$257.8K
Axxcess Wealth Management, LLC5,665
0.0% of portfolio›$239.4K
Wedbush Securities Inc5,640
0.0% of portfolio›$238
Envision Financial LLC5,624
0.1% of portfolio›$237.6K
Seros Financial, LLC5,582
0.1% of portfolio›$235.9K
Straight Path Wealth Management5,339
0.1% of portfolio›$225.6K
IFS Advisors, LLC5,336
0.1% of portfolio›$225.5K
VestGen Advisors, LLC5,211
0.0% of portfolio›$220.2K
Foundry Financial Group, Inc.5,125
0.1% of portfolio›$216.6K
Kingswood Wealth Advisors, LLC5,108
0.0% of portfolio›$215.8K
Victory Financial Group, LLC5,017
0.0% of portfolio›$212.0K
Sigma Planning Corp4,940
0.0% of portfolio›$208.7K
Cypress Wealth Services, LLC4,903
0.0% of portfolio›$208.7K
Private Trust Co NA3,438
0.0% of portfolio›$145.3K
Capital Investment Advisory Services, LLC2,978
0.0% of portfolio›$125.8K
Fifth Third Bancorp2,000
0.0% of portfolio›$84.5K
Tounjian Advisory Partners, LLC1,458
0.0% of portfolio›$61.6K
City Holding Co1,215
0.0% of portfolio›$51.3K
Global Trust Asset Management, LLC1,100
0.0% of portfolio›$46.5K
Farther Finance Advisors, LLC1,086
0.0% of portfolio›$45.9K
Financial Network Wealth Advisors LLC656
0.0% of portfolio›$27.7K
Assetmark, Inc59
0.0% of portfolio›$2.5K
StyleTurnoverLocationFiled
Brookstone Capital Management
773,986$32.7M0.3%ETFMediumWheaton, IL2026-10-22
Wealth Enhancement Advisory Services, LLC
428,358$18.2M0.0%CoreLowPlymouth, MN2026-10-13
Commonwealth Equity Services, LLC
230,953$9.8M0.0%ETFLowWaltham, MA2026-11-02
Southland Equity Partners LLC
228,425$9.7M1.7%ETFLowWildwood, MO2026-10-14
Kestra Advisory Services, LLC
198,115$8.4M0.0%CoreLowAustin, TX2026-11-02
Heck Capital Advisors, LLC
181,661$7.7M0.4%ETFMediumRhinelander, WI2026-10-14
Lynx Capital Group LTD
162,403$6.9M2.7%ValueLowBeachwood, OH2026-11-04
Truist Financial Corp
149,560$6.3M0.0%CoreLowCharlotte, NC2026-10-30
McAlister, Sweet & Associates, Inc.
128,485$5.4M3.4%ETFMediumHouston, TX2026-10-07
Corrado Advisors, LLC
99,963$4.2M2.1%CoreMediumRamsey, NJ2026-10-27
Cambridge Investment Research Advisors, Inc.
89,191$3.8M0.0%ETFLowFairfield, IA2026-11-02
Independent Financial Group, LLC
88,797$3.8M0.1%GrowthLowSan Diego, CA2026-10-13
CoreCap Advisors, LLC
88,604$3.7M0.1%ETFMediumSouthfield, MI2026-10-08
ARS Wealth Advisors Group, LLC
85,939$3.6M0.3%CoreLowSt. Petersburg, FL2026-10-16
Castle Rock Wealth Management, LLC
83,850$3.6M0.7%GrowthMediumWalnut Creek, CA2026-10-09
Atticus Wealth Management, LLC
81,546$3.4M0.8%ETFLowPalm Beach Gardens, FL2026-10-20
Chris Bulman Inc
76,017$3.2M1.1%ETFLowRoseville, CA2026-10-20
KFG Wealth Management, LLC
70,523$3.0M0.3%ETFMediumGranger, IN2026-10-16
IFP Advisors, Inc
68,192$2.9M0.0%GrowthLowTampa, FL2026-10-16
Lineweaver Wealth Advisors, LLC
56,709$2.4M0.3%ETFLowValley View, OH2026-10-13
Nations Financial Group Inc,
48,893$2.1M0.1%CoreLowCedar Rapids, IA2026-11-05
Concurrent Investment Advisors, LLC
48,351$2.0M0.0%GrowthMediumTampa, FL2026-10-16
James T. Borello RIA
48,015$2.0M0.4%ETFVery LowEast Dundee, IL2026-10-16
Global Assets Advisory, LLC
42,690$1.8M0.4%GrowthHighOrlando, FL2026-10-28
Weaver Consulting Group
40,199$1.7M0.3%ETFLowHuntington Beach, CA2026-10-07
Weaver Capital Management LLC
38,865$1.6M0.3%GrowthMediumSuwanee, GA2026-10-15
HB Wealth Management, LLC
36,364$1.5M0.0%IndexVery LowAtlanta, GA2026-10-23
Patriot Financial Group Insurance Agency, LLC
35,329$1.5M0.1%GrowthLowWalpole, MA2026-10-14
Dhjj Financial Advisors, Ltd.
35,068$1.5M0.4%ETFVery LowNaperville, IL2026-10-23
Gill Capital Partners, LLC
33,599$1.4M0.4%ETFLowDenver, CO2026-10-13
Cape Investment Advisory, Inc.
33,491$1.4M0.4%ETFLowMcdonough, GA2026-10-13
BFI Wealth Solutions, LLC
33,205$1.4M1.0%ETFLowDallas, TX2026-10-16
Pinnacle Wealth Management Group, Inc.
32,755$1.4M0.6%ETFMediumPlymouth, MI2026-10-15
Focus Financial Network, Inc.
32,611$1.4M0.0%ETFLowMinneapolis, MN2026-10-14
Clear Point Advisors Inc.
29,126$1.2M0.8%ETFMediumMelville, NY2026-10-30
Evermay Wealth Management LLC
29,000$1.2M0.1%ETFLowArlington, VA2026-11-05
Forvis Mazars Wealth Advisors, LLC
28,444$1.2M0.0%ETFVery LowSpringfield, MO2026-10-13
Quest 10 Wealth Builders, Inc.
28,231$1.2M0.9%ETFLowFuquay-Varina, VA2026-11-02
Integrity Advisory Solutions, LLC
28,082$1.2M0.1%ETFMediumDallas, TX2026-10-29
Diligent Investors, LLC
27,198$1.1M0.3%CoreLowRedlands, CA2026-10-21
Allegiance Financial Group Advisory Services LLC
26,681$1.1M0.2%ETFLowVienna, VA2026-11-02
Lido Advisors, LLC
26,672$1.1M0.0%GrowthLowLos Angeles, CA2026-11-04
Spire Wealth Management
23,106$976.5K0.0%GrowthMediumMclean, VA2026-10-30
Schulz Wealth, Ltd.
22,759$961.7K0.5%ETFVery LowMansfield, TX2026-11-03
Visionary Wealth Advisors
20,988$886.9K0.0%ETFLowO'Fallon, IL2026-11-04
Trek Financial, LLC
19,765$835.2K0.0%ETFHighScottsdale, AZ2026-10-29
Cornerstone Wealth, LLC
18,843$795.4K0.4%ETFMediumGreeneville, TN2026-10-28
Chicago Partners Investment Group LLC
18,655$787.4K0.0%GARPLowChicago, IL2026-10-27
Signaturefd, LLC
18,274$772.2K0.0%IndexLowAtlanta, GA2026-10-23
BCS Wealth Management
15,625$660.2K0.1%ETFVery LowJohnson City, TN2026-11-03
RiverTree Advisors, LLC
15,545$656.9K0.4%ETFMediumWinter Park, FL2026-10-13
Cornerstone Wealth Group, LLC
15,439$652.4K0.0%CoreMediumHuntersville, NC2026-11-02
Fragasso Financial Advisors Inc
15,389$656.0K0.0%ETFLowSewickley, PA2026-10-13
Americana Partners, LLC
15,122$639.0K0.0%CoreMediumHouston, TX2026-10-28
MGO One Seven LLC
14,982$633.1K0.0%GrowthLowBeachwood, OH2026-10-28
NovaPoint Capital, LLC
13,587$574.1K0.1%CoreLowAtlanta, GA2026-10-22
Ashton Thomas Private Wealth, LLC
13,179$556.9K0.0%CoreMediumScottsdale, AZ2026-11-03
Blue Sky Capital Consultants Group, Inc.
13,062$551.9K0.2%GrowthMediumPoway, CA2026-10-13
Integrity Alliance, Llc.
12,773$539.7K0.0%ETFMediumUrbandale, IA2026-10-29
Milestone Asset Management, LLC
12,739$538.3K0.1%GrowthHighPittsburgh, PA2026-10-15
Reicon Wealth Advisors, LLC
12,715$537.3K0.3%ETFLowAtlanta, GA2026-11-04
McAdam, LLC
12,095$511.1K0.0%ETFLowPhiladelphia, PA2026-10-21
Outlook Wealth Advisors, LLC
11,704$494.6K0.1%ETFMediumShenandoah, TX2026-10-28
Fortune Financial Group, Inc.
11,677$493.4K0.4%ETFHighNaples, FL2026-10-22
Blue Bell Private Wealth Management, LLC
11,670$493.1K0.1%YieldVery LowBlue Bell, PA2026-10-29
TopTier Wealth Management, LLC
11,503$486.1K0.3%ETFVery LowMuskego, WI2026-10-16
Ballast Rock Private Wealth LLC
11,311$478.0K0.2%ETFMediumCharleston, SC2026-10-26
Retirement Planning Group, LLC
10,211$431.5K0.0%ETFVery LowLeawood, KS2026-10-19
Creative Planning
9,977$421.6K0.0%IndexVery LowOverland Park, KS2026-11-02
RED Crane Wealth Management, LLC
9,459$399.7K0.3%ETFLowSan Francisco, CA2026-10-14
Hofer & Associates. Inc
9,459$399.7K0.3%ETFHighThousand Oaks, CA2026-10-13
Liberty Atlantic Advisors LLC
9,129$385.7K0.2%ETFLowOlympia, WA2026-10-14
Jacobi Capital Management LLC
9,122$385.5K0.0%CoreLowPittston, PA2026-11-05
AdvisorNet Financial, Inc
9,021$382.9K0.0%ETFLowMinnetonka, MN2026-10-15
Sagespring Wealth Partners, LLC
8,943$377.9K0.0%ETFLowFranklin, TN2026-10-22
Occidental Asset Management, LLC
8,937$377.6K0.0%GrowthLowBurlingame, CA2026-11-05
Hengehold Capital Management LLC
8,700$367.6K0.0%ETFLowCincinnati, OH2026-10-16
Fiduciary Financial Group, LLC
8,657$365.8K0.0%ETFLowSan Rafael, CA2026-10-13
Dynamic Advisor Solutions LLC
8,373$353.8K0.0%ETFLowPhoenix, AZ2026-10-13
CRA Financial Services, LLC
8,170$345.2K0.0%ETFVery LowNorthfield, NJ2026-10-16
Valtinson Bruner Financial Planning LLC
8,066$340.8K0.1%ETFLowNew Brighton, MN2026-11-02
Creative Financial Designs Inc
7,830$330.9K0.0%ETFMediumKokomo, IN2026-11-04
Goldstein Advisors, LLC
7,817$330.3K0.0%ETFMediumMadison, WI2026-10-15
Grantvest Financial Group LLC
7,633$322.5K0.2%ETFLowMatawan, NJ2026-10-21
Keystone Wealth Services, LLC
7,546$318.7K0.1%ETFHighPalm Desert, CA2026-11-03
Simplicity Wealth,LLC
6,846$289.3K0.0%ETFLowSummit, NJ2026-10-23
Galvin, Gaustad & Stein, LLC
6,829$288.6K0.0%CoreMediumScottsdale, AZ2026-10-08
WealthPlan Investment Management, LLC
6,691$282.7K0.0%GrowthMediumOmaha, NE2026-10-15
Pacific Park Financial, Inc.
6,664$281.6K0.2%ETFMediumLagina Hills, CA2026-10-13
Signature Estate & Investment Advisors LLC
6,549$276.7K0.0%ETFMediumLos Angeles, CA2026-10-13
Vise Technologies, Inc.
6,503$274.8K0.0%IndexLowNew York, NY2026-10-29
NWF Advisory Services Inc.
6,100$257.8K0.0%GARPLowLos Angeles, CA2026-10-19
Axxcess Wealth Management, LLC
5,665$239.4K0.0%CoreLowCarlsbad, CA2026-10-21
Wedbush Securities Inc
5,640$2380.0%CoreLowPasadena, CA2026-10-22
Envision Financial LLC
5,624$237.6K0.1%ETFLowBrookfield, WI2026-10-15
Seros Financial, LLC
5,582$235.9K0.1%ETFMediumGilbert, AZ2026-10-21
Straight Path Wealth Management
5,339$225.6K0.1%ETFLowJenison, MI2026-10-23
IFS Advisors, LLC
5,336$225.5K0.1%ETFLowOverland Park, KS2026-10-14
VestGen Advisors, LLC
5,211$220.2K0.0%GrowthMediumChicago, IL2026-10-27
Foundry Financial Group, Inc.
5,125$216.6K0.1%ETFLowLaconia, NH2026-10-28
Kingswood Wealth Advisors, LLC
5,108$215.8K0.0%GrowthLowSan Diego, CA2026-10-23
Victory Financial Group, LLC
5,017$212.0K0.0%ETFLowAustin, TX2026-10-27
Sigma Planning Corp
4,940$208.7K0.0%GrowthMediumAnn Arbor, MI2026-10-23
Cypress Wealth Services, LLC
4,903$208.7K0.0%ETFLowPalm Desert, CA2026-10-21
Private Trust Co NA
3,438$145.3K0.0%CoreLowCleveland, OH2026-10-20
Capital Investment Advisory Services, LLC
2,978$125.8K0.0%CoreMediumRaleigh, NC2026-10-30
Fifth Third Bancorp
2,000$84.5K0.0%IndexVery LowCincinnati, OH2026-11-05
Tounjian Advisory Partners, LLC
1,458$61.6K0.0%GrowthHighFort Myers, FL2026-11-04
City Holding Co
1,215$51.3K0.0%CoreLowCharleston, WV2026-10-19
Global Trust Asset Management, LLC
1,100$46.5K0.0%GrowthMediumPalm Beach Gardens, FL2026-10-19
Farther Finance Advisors, LLC
1,086$45.9K0.0%IndexLowSan Francisco, CA2026-10-08
Financial Network Wealth Advisors LLC
656$27.7K0.0%ETFLowMurray, UT2026-10-28
Assetmark, Inc
59$2.5K0.0%ETFLowConcord, CA2026-10-21