Skip to content
Disclosery

PMAY INNOVATOR ETFS TRUST

Follow

US EQTY PWR BUF (fund)

182 managers (183 13F filers) reported a position in PMAY shares at 2025-06-30, 13,447,184 shares in all. 21 filers opened a position and 10 filers sold out during the quarter.

Managers
182
13F filers
183
New
21
Added
74
Reduced
43
Sold out
10
Shares held by filers
13,447,184

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, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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.3,546,015$134M0.04%+779,44613F-HRTimeline
Penserra Capital Management LLCin group Penserra Capital Management L…1,546,071$58.4M0.82%+190,84013F-HRTimelineGroup
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC507,341$19.2M0.01%+106,80713F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.495,679$18.7M0.03%+84,91313F-HR/ATimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC411,419$15.5M0.02%+80,10013F-HRTimeline
NorthCoast Asset Management LLC303,092$11.5M0.05%+71,52913F-HRTimeline
Cetera Investment Advisers258,367$9.76M0.02%+25,19213F-HRTimeline
LPL Financial LLC255,323$9.65M<0.01%+12,85713F-HRTimeline
Southland Equity Partners LLC231,771$8.76M1.92%+69,66513F-HRTimeline
Heck Capital Advisors, LLC197,799$7.47M0.64%+58613F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…170,580$6.46M0.01%+120,27713F-HRTimeline
Brookstone Capital Managementin group Brookstone Capital Management163,667$6.18M0.08%-4,60913F-HRTimelineGroup
WPWealth LLP153,864$5.81M1.05%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC152,722$5.77M<0.01%+85,99413F-HRTimelineGroup
Beacon Pointe Advisors, LLC151,720$5.73M0.06%+9,55913F-HRTimeline
KFG WEALTH MANAGEMENT, LLC143,534$5.42M0.87%+6,42713F-HRTimeline
LYNX CAPITAL GROUP LTD /ADV143,265$5.41M2.61%-1,00213F-HRTimeline
TRUIST FINANCIAL CORPin group TRUIST FINANCIAL CORP140,998$5.33M0.01%+53,36613F-HRTimelineGroup
Kestra Advisory Services, LLCin group Kestra Advisory Services, LLC134,808$5.09M0.02%+41,52213F-HRTimelineGroup
McAlister, Sweet & Associates, Inc.125,237$4.73M4.2%new13F-HRTimeline
HighTower Advisors, LLC116,746$4.41M0.01%+9,56613F-HRTimeline
YARGER WEALTH STRATEGIES, LLC115,406$4.36M2.28%+53,19213F-HRTimeline
Focus Partners Wealthgroup of 2 filers holding110,721$4.18M+25,304Timeline
ATTICUS WEALTH MANAGEMENT, LLC108,604$4.1M1.11%+4,47013F-HRTimeline
Pinnacle Wealth Management Group, Inc.102,713$3.88M2.23%+12,30013F-HRTimeline
ARS Wealth Advisors Group, LLC94,641$3.58M0.41%+44,40913F-HRTimeline
MTM FINANCIAL GROUP, LLC89,161$3.37M1.83%+2,94113F-HRTimeline
INDEPENDENT FINANCIAL GROUP, LLC88,012$3.33M0.09%+80,83413F-HRTimeline
AE Wealth Management LLC86,603$3.27M0.02%-70,79713F-HRTimeline
Castle Rock Wealth Management, LLC85,650$3.26M0.76%-2,62513F-HRTimeline
Janney Montgomery Scott LLC82,988$3.14M0.01%+6,27813F-HRTimeline
CoreCap Advisors, LLC78,219$2.96M0.12%+48,27613F-HRTimeline
Cambridge Investment Research Advisors,…77,621$2.93M0.01%+11,59413F-HRTimeline
OneDigital Investment Advisors LLC77,548$2.93M0.03%+38,90613F-HRTimeline
IFP Advisors, Inc74,343$2.81M0.08%-3,12513F-HRTimeline
MML INVESTORS SERVICES, LLC70,161$2.65M0.01%+47,41113F-HRTimeline
WEALTH ALLIANCE, LLC69,283$2.62M0.29%+12,26613F-HRTimeline
Chris Bulman Inc68,611$2.59M1.48%+17,22213F-HRTimeline
CORRADO ADVISORS, LLC68,287$2.58M1.58%+13,84213F-HRTimeline
Phoenix Financial Ltd.in group Phoenix Financial Ltd.65,175$2.46M0.03%new13F-HRTimelineGroup
Wood Tarver Financial Group, LLC64,602$2.44M0.73%+1,07413F-HRTimeline
CreativeOne Wealth, LLCin group CreativeOne Wealth, LLC59,011$2.23M0.06%+30,60313F-HRTimelineGroup
MAI Capital Management58,967$2.23M0.02%+7,94413F-HRTimeline
SageView Advisory Group, LLC58,076$2.22M0.08%new13F-HRTimeline
CAPTRUST FINANCIAL ADVISORS55,038$2.08M<0.01%+5,40013F-HRTimeline
EP Wealth Advisors, LLC54,120$2.05M0.01%-79013F-HRTimeline
BLAIR WILLIAM & CO/IL49,594$1.87M0.01%+40,72813F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…49,548$1.87M<0.01%+6,51913F-HRTimelineGroup
Lineweaver Wealth Advisors, LLC49,255$1.86M0.29%013F-HRTimeline
HARBOUR INVESTMENTS, INC.48,632$1.84M0.05%+45613F-HRTimeline
Element Squared LLC46,851$1.77M1.1%13F-HRTimeline
Visionary Wealth Advisors42,502$1.61M0.08%-58613F-HRTimeline
OLD MISSION CAPITAL LLC39,725$1.5M0.04%-38,11713F-HRTimeline
Weaver Capital Management LLC39,320$1.49M0.37%-12,92213F-HRTimeline
DHJJ Financial Advisors, Ltd.38,314$1.45M0.52%+4,42813F-HRTimeline
Valmark Advisers, Inc.38,296$1.45M0.02%+2,08613F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.37,853$1.43M0.08%013F-HRTimelineGroup
Advisory Alpha, LLC37,147$1.4M0.04%+20213F-HRTimeline
First Commonwealth Financial Corp /PA/in group First Commonwealth Financial …36,967$1.4M0.3%-1,11313F-HRTimelineGroup
Wealthquest Corp36,432$1.38M0.11%-15513F-HRTimeline
Patriot Financial Group Insurance Agenc…36,332$1.37M0.16%+2,91913F-HRTimeline
Forvis Mazars Wealth Advisors, LLC35,201$1.33M0.03%-2,24313F-HRTimeline
BCGM Wealth Management, LLC34,774$1.31M0.37%013F-HRTimeline
Clear Point Advisors Inc.33,740$1.27M1.07%-19113F-HRTimeline
GILL CAPITAL PARTNERS, LLC32,613$1.23M0.4%-14,47213F-HRTimeline
Weaver Consulting Group31,480$1.19M0.33%+4,40413F-HRTimeline
EVERMAY WEALTH MANAGEMENT LLC31,105$1.18M0.14%+7,03213F-HRTimeline
Quest 10 Wealth Builders, Inc.30,778$1.16M1.13%+1,05513F-HRTimeline
Vishria Bird Financial Group, LLC30,411$1.15M0.38%013F-HRTimeline
Schulz Wealth, LTD.30,010$1.13M0.85%-1,25013F-HRTimeline
LEIGH BALDWIN & CO., LLC27,900$1.05M0.69%+90013F-HRTimeline
Mariner, LLCin group Mariner, LLC26,807$1.01M<0.01%013F-HRTimelineGroup
Allegiance Financial Group Advisory Ser…26,681$1.01M0.27%013F-HRTimeline
Fragasso Financial Advisors Inc25,190$952K0.06%013F-HRTimeline
Cape Investment Advisory, Inc.25,139$950K0.35%+7,10013F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management25,105$949K0.03%+13,94013F-HRTimelineGroup
Lakeridge Wealth Management LLC23,992$907K0.42%+2,69113F-HRTimeline
BECK CAPITAL MANAGEMENT, LLC23,846$901K0.22%-15813F-HRTimeline
BENJAMIN EDWARDS INCin group BENJAMIN EDWARDS INC23,699$896K0.01%-79513F-HRTimelineGroup
Stuart Chaussee & Associates, Inc.22,000$831K0.19%-64,63013F-HRTimeline
Chicago Partners Investment Group LLC21,260$810K0.02%013F-HRTimeline
Diligent Investors, LLC21,008$794K0.19%+8,00013F-HRTimeline
Bellwether Advisors, LLC19,217$726K0.12%013F-HRTimeline
Focus Financial Network, Inc.18,978$717K0.03%-2,47313F-HRTimeline
Cerity Partners LLCin group Cerity Partners LLC18,500$699K<0.01%+3,20013F-HRTimelineGroup
Palumbo Wealth Management LLC18,354$694K0.21%013F-HRTimeline
Steward Partners Investment Advisory, L…18,203$688K0.01%013F-HRTimeline
AssuredPartners Investment Advisors, LLC18,009$681K0.17%-42,38613F-HRTimeline
Belpointe Asset Management LLC17,996$680K0.03%new13F-HRTimeline
BCS Wealth Management17,001$642K0.14%+56613F-HRTimeline
Siligmueller & Norvid Wealth Advisors L…16,677$632K0.25%013F-HRTimeline
Main Street Financial Solutions, LLC16,596$627K0.05%013F-HRTimeline
Kingsview Wealth Management, LLC16,417$620K0.01%-63413F-HRTimeline
Merit Financial Group, LLC15,722$594K0.01%new13F-HRTimeline
Cornerstone Wealth Group, LLC15,687$593K0.04%+3,25513F-HRTimeline
Jacobi Capital Management LLC15,671$592K0.04%013F-HRTimeline
RiverTree Advisors, LLC15,545$587K0.39%013F-HRTimeline
MGO ONE SEVEN LLC15,196$574K0.02%new13F-HRTimeline
Secure Asset Management, LLC15,180$574K0.11%013F-HRTimeline
STEPHENS INC /AR/in group Stephens Investment Managemen…15,170$573K0.01%013F-HRTimelineGroup
Outlook Wealth Advisors, LLC15,144$572K0.15%-2,53413F-HRTimeline
NewEdge Advisors, LLC15,123$571K<0.01%+5,18813F-HRTimeline
Smith Anglin Financial, LLC15,066$569K0.05%013F-HRTimeline
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC14,901$563K<0.01%-6,56913F-HRTimelineGroup
Trek Financial, LLC14,644$553K0.04%+2,44713F-HRTimeline
Bedel Financial Consulting, Inc.14,508$548K0.07%013F-HRTimeline
Catalina Capital Group, LLC14,361$543K0.37%new13F-HRTimeline
Vantage Point Financial LLC14,180$536K0.24%013F-HRTimeline
U.S. Capital Wealth Advisors, LLC13,706$518K0.02%+10013F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO13,112$495K<0.01%+2,94013F-HRTimelineGroup
MILESTONE ASSET MANAGEMENT, LLC12,858$486K0.1%013F-HRTimeline
WorthPointe, LLC12,609$476K0.2%+1,88313F-HRTimeline
SIGNATUREFD, LLC12,461$471K0.01%013F-HRTimeline
Sequoia Financial Advisors, LLC12,250$463K<0.01%013F-HRTimeline
Orion Capital Management LLC12,099$457K0.17%-10113F-HRTimeline
COLDSTREAM CAPITAL MANAGEMENT INC11,582$438K0.01%+6,91013F-HRTimeline
FSA Advisors, Inc.11,546$436K0.35%+2513F-HRTimeline
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC11,334$428K0.07%+1,64613F-HRTimeline
Retirement Planning Group, LLC11,267$426K0.02%013F-HRTimeline
McAdam, LLC11,026$417K0.02%+2,53113F-HRTimeline
OPTIMA CAPITAL LLC10,723$405K0.22%new13F-HRTimeline
NATIONS FINANCIAL GROUP INC, /IA/ /ADV9,990$378K0.03%+2,52513F-HRTimeline
WealthPlan Investment Management, LLC9,950$376K0.03%-34613F-HRTimeline
GTS SECURITIES LLC9,676$366K0.02%new13F-HRTimeline
RIVERCHASE WEALTH MANAGEMENT, LLC9,619$363K0.23%new13F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.9,594$363K<0.01%+3,60513F-HRTimeline
RED CRANE WEALTH MANAGEMENT, LLC9,528$360K0.33%-15913F-HRTimeline
Advisory Services Network, LLC9,175$349K0.01%-31913F-HRTimeline
Seros Financial, LLC9,082$343K0.22%013F-HRTimeline
Allworth Financial LP9,009$340K<0.01%013F-HRTimeline
FIDUCIARY FINANCIAL GROUP, LLC8,976$339K0.06%-1,28613F-HRTimeline
HRT FINANCIAL LP8,917$336K<0.01%new13F-HRTimeline
Atria Wealth Solutions, Inc.8,776$332K0.01%+1,10313F-HRTimeline
HENGEHOLD CAPITAL MANAGEMENT LLC8,700$329K0.03%013F-HRTimeline
DRIVE WEALTH MANAGEMENT, LLC8,643$327K0.07%+97013F-HRTimeline
Valtinson Bruner Financial Planning LLC8,066$305K0.1%-69613F-HRTimeline
SIGNATURE ESTATE & INVESTMENT ADVISORS …in group SIGNATURE ESTATE & INVESTMENT…8,029$303K0.01%-48613F-HRTimelineGroup
RETIREMENT INCOME SOLUTIONS, INC7,838$296K0.05%013F-HRTimeline
Cresset Asset Management, LLC7,685$290K<0.01%new13F-HR/ATimeline
Arax Advisory Partners7,682$290K0.01%-7,43913F-HRTimeline
Mutual Advisors, LLC7,542$288K0.01%new13F-HRTimeline
Keystone Wealth Services, LLC7,546$285K0.07%+1,20013F-HRTimeline
Luminist Capital LLC7,437$281K0.28%new13F-HRTimeline
CYPRESS FINANCIAL PLANNING LLC7,273$275K0.09%-11013F-HRTimeline
JDM Financial Group LLC6,980$264K0.12%+69013F-HRTimeline
Creative Planningin group Creative Planning6,822$258K<0.01%013F-HRTimelineGroup
Integrity Financial Corp /WA6,735$255K0.13%-1,18313F-HRTimeline
Arete Wealth Advisors, LLC6,734$254K0.02%+41613F-HRTimeline
NWF Advisory Services Inc.6,700$253K0.03%013F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC6,678$252K<0.01%-13513F-HRTimelineGroup
Foundations Investment Advisors, LLC6,575$248K<0.01%+42713F-HRTimeline
AdvisorNet Financial, Inc6,344$240K0.02%013F-HRTimeline
Capital Analysts, LLCin group Capital Analysts, LLC6,287$238K0.01%013F-HRTimelineGroup
SILVER OAK SECURITIES, INCORPORATED6,193$234K0.02%new13F-HRTimeline
KMG FIDUCIARY PARTNERS, LLC6,109$231K0.02%+1313F-HRTimeline
Sigma Planning Corp5,995$227K0.01%-34913F-HRTimeline
AXXCESS WEALTH MANAGEMENT, LLC5,941$224K0.01%013F-HRTimeline
CRA Financial Services, LLC5,825$220K0.03%-30013F-HRTimeline
WEDBUSH SECURITIES INC5,640$213K0.01%new13F-HRTimeline
Cardinal Point Capital Management ULC5,600$212K0.02%013F-HRTimeline
CENTAURUS FINANCIAL, INC.5,549$210K0.01%new13F-HRTimeline
BARCLAYS PLCin group BARCLAYS PLC5,266$199K<0.01%+4,93613F-HR/ATimelineGroup
CREATIVE FINANCIAL DESIGNS INC /ADV5,250$198K0.01%-2113F-HRTimeline
Keystone Global Partners, LLC4,697$177K0.1%013F-HRTimeline
Bernard Wealth Management Corp.4,221$160K0.07%+3,00413F-HRTimeline
PRIVATE TRUST CO NA3,438$130K0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC3,125$118K<0.01%-64013F-HRTimelineGroup
Financial Network Wealth Advisors LLC2,371$89.6K0.11%013F-HRTimeline
COMERICA BANK2,000$75.6K<0.01%013F-HRTimeline
Wagner Wealth Management, LLC1,800$68K0.02%013F-HRTimeline
CITY HOLDING CO1,507$56.9K0.01%013F-HRTimeline
WELLS FARGO & COMPANY/MNin group WELLS FARGO & COMPANY/MN1,500$56.7K<0.01%-20013F-HRTimelineGroup
BigSur Wealth Management LLC1,500$56.7K0.01%013F-HRTimeline
Capital Investment Advisory Services, L…1,000$37.8K<0.01%013F-HRTimeline
Ameritas Advisory Services, LLCin group Ameritas Investment Partners,…720$27.2K<0.01%new13F-HRTimelineGroup
HAZLETT, BURT & WATSON, INC.500$19K0.01%-45013F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY465$17.6K<0.01%+29113F-HRTimelineGroup
Anfield Capital Management, LLCin group Anfield Capital Management, L…350$13.2K<0.01%new13F-HRTimelineGroup
ROTHSCHILD INVESTMENT LLC200$7.56K<0.01%013F-HRTimeline
Farther Finance Advisors, LLC70$2.65K<0.01%-44013F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC59$2.23K<0.01%-3313F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.