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Disclosery

PMAY INNOVATOR ETFS TRUST

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US EQTY PWR BUF (fund)

172 managers (172 13F filers) reported a position in PMAY shares at 2025-03-31, 10,858,614 shares in all. 9 filers opened a position and 19 filers sold out during the quarter.

Managers
172
13F filers
172
New
9
Added
13
Reduced
84
Sold out
19
Shares held by filers
10,858,614

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ALLIANCEBERNSTEIN L.P.2,766,569$99M0.04%-82,86013F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,355,231$48.5M0.86%+46,90813F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.410,766$14.7M0.03%-93,41213F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC400,534$14.3M0.01%-8,39713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC331,319$11.9M0.02%+13,29613F-HRTimeline
LPL Financial LLC242,466$8.68M<0.01%+141,90313F-HRTimeline
Cetera Investment Advisers233,175$8.35M0.02%-2,56013F-HRTimeline
NorthCoast Asset Management LLC231,563$8.29M0.04%-6,03013F-HR/ATimeline
Heck Capital Advisors, LLC197,213$7.06M0.79%-2,77813F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management168,276$6.02M0.09%-7,83113F-HRTimelineGroup
Southland Equity Partners LLC162,106$5.8M1.35%-2,74213F-HRTimeline
AE Wealth Management LLC157,400$5.63M0.05%-5,68813F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV144,267$5.16M2.66%+72313F-HRTimeline
Beacon Pointe Advisors, LLC142,161$5.09M0.06%-2,24613F-HRTimeline
KFG WEALTH MANAGEMENT, LLC137,107$4.91M0.89%-10,15513F-HRTimeline
HighTower Advisors, LLC107,180$3.84M0.01%-13,33813F-HRTimeline
ATTICUS WEALTH MANAGEMENT, LLC104,134$3.73M1.22%-1,43513F-HRTimeline
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC93,286$3.34M0.02%-7,46113F-HRTimelineGroup
Pinnacle Wealth Management Group, Inc.90,413$3.24M2.26%-19,02013F-HRTimeline
Castle Rock Wealth Management, LLC88,275$3.17M0.86%013F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP87,632$3.14M0.01%-5213F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.86,630$3.1M0.77%013F-HRTimeline
MTM FINANCIAL GROUP, LLC86,220$3.09M1.81%013F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding85,417$3.06M-24,003Timeline
OLD MISSION CAPITAL LLC77,842$2.79M0.05%new13F-HRTimeline
IFP Advisors, Inc77,468$2.77M0.09%-5,30013F-HRTimeline
Janney Montgomery Scott LLC76,710$2.75M0.01%-1,45513F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC66,728$2.39M<0.01%-40,38913F-HRTimelineGroup
Cambridge Investment Research Advisors,…66,027$2.36M0.01%-2,68713F-HRTimeline
Wood Tarver Financial Group, LLC63,528$2.27M0.74%-1,04313F-HRTimeline
YARGER WEALTH STRATEGIES, LLC62,214$2.23M1.3%013F-HRTimeline
AssuredPartners Investment Advisors, LLC60,395$2.16M0.42%-2,46013F-HRTimeline
WEALTH ALLIANCE, LLC57,017$2.04M0.25%013F-HRTimeline
EP Wealth Advisors, LLC54,910$1.97M0.02%-2,71213F-HRTimeline
CORRADO ADVISORS, LLC54,445$1.95M1.3%-40613F-HRTimeline
Weaver Capital Management LLC52,242$1.87M0.5%-37,17113F-HRTimeline
Chris Bulman Inc51,389$1.84M1.16%-2,56613F-HRTimeline
MAI Capital Management51,023$1.83M0.01%-3,30713F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…50,303$1.8M<0.01%-4,87313F-HRTimeline
ARS Wealth Advisors Group, LLC50,232$1.8M0.25%-58,05113F-HRTimeline
CAPTRUST FINANCIAL ADVISORS49,638$1.78M<0.01%013F-HRTimeline
Lineweaver Wealth Advisors, LLC49,255$1.76M0.3%013F-HRTimeline
HARBOUR INVESTMENTS, INC.48,176$1.72M0.05%-45513F-HRTimeline
GILL CAPITAL PARTNERS, LLC47,085$1.69M0.58%-6,10713F-HRTimeline
Visionary Wealth Advisors43,088$1.54M0.09%-1,29613F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…43,029$1.54M<0.01%+20,46813F-HRTimelineGroup
OneDigital Investment Advisors LLC38,642$1.38M0.02%-1,05013F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …38,080$1.36M0.32%-28113F-HRTimelineGroup
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.37,853$1.36M0.07%-48,18413F-HRTimelineGroup
Forvis Mazars Wealth Advisors, LLC37,444$1.34M0.03%-8,84213F-HRTimeline
Advisory Alpha, LLC36,945$1.32M0.04%+1,97513F-HR/ATimeline
Wealthquest Corp36,587$1.31M0.11%-5,78313F-HR/ATimeline
Valmark Advisers, Inc.36,210$1.3M0.02%-1,43513F-HRTimeline
BCGM Wealth Management, LLC34,774$1.24M0.38%013F-HRTimeline
Clear Point Advisors Inc.33,931$1.21M1.09%-1,02413F-HRTimeline
DHJJ Financial Advisors, Ltd.33,886$1.21M0.49%-3,99013F-HRTimeline
Patriot Financial Group Insurance Agenc…33,413$1.2M0.16%-65013F-HRTimeline
Schulz Wealth, LTD.31,260$1.12M0.85%013F-HRTimeline
TOWNSQUARE CAPITAL LLC31,214$1.12M0.01%-26413F-HRTimeline
Vishria Bird Financial Group, LLC30,411$1.09M0.37%013F-HRTimeline
CoreCap Advisors, LLC29,943$1.07M0.05%-77,62313F-HRTimeline
Quest 10 Wealth Builders, Inc.29,723$1.07M1.15%-30013F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC28,408$1.02M0.03%-13,56613F-HRTimelineGroup
Weaver Consulting Group27,076$969K0.29%-2713F-HRTimeline
LEIGH BALDWIN & CO., LLC27,000$967K0.78%-70013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,807$960K<0.01%013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…26,681$955K0.29%013F-HRTimeline
Fragasso Financial Advisors Inc25,190$902K0.07%-53613F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC24,494$877K0.01%-213F-HRTimelineGroup
EVERMAY WEALTH MANAGEMENT LLC24,073$862K0.11%013F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC24,004$859K0.25%-55413F-HRTimeline
MML INVESTORS SERVICES, LLC22,750$814K<0.01%-2,23113F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC21,470$769K<0.01%+14,45013F-HRTimelineGroup
Focus Financial Network, Inc.21,451$768K0.03%-2,89313F-HRTimeline
Chicago Partners Investment Group LLC21,260$766K0.03%013F-HRTimeline
Lakeridge Wealth Management LLC21,301$763K0.38%013F-HRTimeline
Bellwether Advisors, LLC19,217$688K0.14%-51713F-HRTimeline
Palumbo Wealth Management LLC18,354$657K0.22%013F-HRTimeline
Steward Partners Investment Advisory, L…18,203$652K0.01%-25513F-HRTimeline
Cape Investment Advisory, Inc.18,039$646K0.26%013F-HRTimeline
Outlook Wealth Advisors, LLC17,678$633K0.18%-2,67713F-HRTimeline
Kingsview Wealth Management, LLC17,051$610K0.01%-1,00013F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…16,677$597K0.25%013F-HRTimeline
Main Street Financial Solutions, LLC16,596$594K0.05%-17013F-HRTimeline
BCS Wealth Management16,435$588K0.15%-1,82213F-HRTimeline
Jacobi Capital Management LLC15,671$561K0.04%013F-HRTimeline
RiverTree Advisors, LLC15,545$557K0.37%013F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC15,300$548K<0.01%-50013F-HRTimelineGroup
AQR CAPITAL MANAGEMENT LLCin group AQR CAPITAL MANAGEMENT LLC15,299$548K<0.01%013F-HRTimelineGroup
Secure Asset Management, LLC15,180$543K0.11%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,170$543K0.01%-92513F-HRTimelineGroup
Arax Advisory Partners15,121$541K0.03%013F-HRTimeline
Smith Anglin Financial, LLC15,066$539K0.06%013F-HRTimeline
UBS Group AGin group UBS Group AG14,917$534K<0.01%+13,83113F-HRTimelineGroup
Bedel Financial Consulting, Inc.14,508$522K0.07%013F-HRTimeline
Vantage Point Financial LLC14,180$508K0.26%-16713F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,606$487K0.01%+11313F-HRTimeline
Diligent Investors, LLC13,008$466K0.11%013F-HRTimeline
MILESTONE ASSET MANAGEMENT, LLC12,858$460K0.1%-27313F-HRTimeline
SIGNATUREFD, LLC12,461$446K0.01%013F-HRTimeline
Cornerstone Wealth Group, LLC12,432$445K0.04%013F-HRTimeline
Sequoia Financial Advisors, LLC12,250$439K<0.01%-10,50013F-HRTimeline
Orion Capital Management LLC12,200$437K0.18%013F-HRTimeline
Trek Financial, LLC12,197$437K0.03%013F-HRTimeline
FSA Advisors, Inc.11,521$412K0.33%+16413F-HRTimeline
Retirement Planning Group, LLC11,267$403K0.02%013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management11,165$400K0.01%-14913F-HRTimelineGroup
WorthPointe, LLC10,726$384K0.18%-3,42613F-HRTimeline
WealthPlan Investment Management, LLC10,296$369K0.04%-5513F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO10,172$364K<0.01%+9,94013F-HRTimelineGroup
NewEdge Advisors, LLC9,935$356K<0.01%013F-HRTimeline
TFO Wealth Partners, LLC9,873$353K0.07%new13F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC10,262$353K0.08%013F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC9,688$347K0.07%-30113F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC9,687$347K0.33%013F-HRTimeline
Advisory Services Network, LLC9,494$340K0.01%-65813F-HRTimeline
Seros Financial, LLC9,082$325K0.24%013F-HRTimeline
Allworth Financial LP9,009$318K<0.01%-10,36713F-HRTimeline
BLAIR WILLIAM & CO/IL8,866$317K<0.01%new13F-HRTimeline
Valtinson Bruner Financial Planning LLC8,762$314K0.11%013F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,700$311K0.03%013F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,515$305K0.01%013F-HRTimelineGroup
McAdam, LLC8,495$304K0.02%013F-HRTimeline
Integrity Financial Corp /WA7,918$283K0.16%-1,18913F-HRTimeline
RETIREMENT INCOME SOLUTIONS, INC7,838$281K0.06%013F-HRTimeline
Atria Wealth Solutions, Inc.7,673$275K<0.01%-86213F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC7,673$275K0.06%013F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV7,465$267K0.02%013F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,383$264K0.1%-13413F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC7,178$257K0.01%013F-HRTimeline
Creative Planningin group Creative Planning6,822$244K<0.01%new13F-HRTimelineGroup
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,813$244K<0.01%-16,26113F-HR/ATimelineGroup
NWF Advisory Services Inc.6,700$240K0.03%new13F-HRTimeline
Keystone Wealth Services, LLC6,346$227K0.06%013F-HRTimeline
AdvisorNet Financial, Inc6,344$227K0.02%013F-HRTimeline
Sigma Planning Corp6,344$227K0.01%-4,30113F-HRTimeline
Arete Wealth Advisors, LLC6,318$226K0.02%013F-HRTimeline
JDM Financial Group LLC6,290$225K0.11%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,287$225K0.01%-6,19213F-HRTimelineGroup
Foundations Investment Advisors, LLC6,148$220K<0.01%-3,29713F-HRTimeline
CRA Financial Services, LLC6,125$219K0.04%013F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,096$218K0.02%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.5,989$214K<0.01%-19213F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,941$213K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC5,600$200K0.02%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5,271$189K0.02%-4,82913F-HRTimeline
Keystone Global Partners, LLC4,697$168K0.12%13F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC4,672$167K<0.01%-2,64613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,765$135K<0.01%013F-HRTimelineGroup
PRIVATE TRUST CO NA3,438$123K0.01%013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA2,822$101K<0.01%new13F-HR/ATimelineGroup
Continuum Advisory, LLC2,789$99.8K0.01%013F-HRTimeline
Financial Network Wealth Advisors LLC2,371$84.9K0.11%013F-HRTimeline
COMERICA BANK2,000$71.6K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,800$64.4K0.02%013F-HRTimeline
NorthRock Partners, LLC1,742$62.4K<0.01%new13F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,700$60.9K<0.01%new13F-HRTimelineGroup
CITY HOLDING CO1,507$53.9K0.01%-7013F-HRTimeline
BigSur Wealth Management LLC1,500$53.7K0.01%013F-HRTimeline
Stonebridge Financial Group, LLC1,299$46.5K<0.01%-31713F-HRTimeline
Bernard Wealth Management Corp.1,217$43.6K0.02%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$35.8K<0.01%-3613F-HRTimeline
HAZLETT, BURT & WATSON, INC.950$34K0.02%013F-HRTimeline
Farther Finance Advisors, LLC510$18.3K<0.01%+22513F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC330$11.8K<0.01%+3013F-HR/ATimelineGroup
Runnymede Capital Advisors, Inc.240$8.59K0.01%013F-HRTimeline
ROTHSCHILD INVESTMENT LLC200$7.16K<0.01%013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY174$6.23K<0.01%013F-HRTimelineGroup
Noble Wealth Management PBC125$4.47K<0.01%013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC92$3.29K<0.01%013F-HRTimelineGroup
Larson Financial Group LLC13$465<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0-4,75013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.