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Get Institutions for : 
Innovator S&p 500 Buffer Etf (BAPR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    5
Total shares held : 
 2,448,804  
% of shares held : 
 67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -383,665  
% of shares held change : 
   -10.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
2
 5,365
 0.22%
 
Increased Positions :
15
 81,641
 3.33%
 
Unchanged Positions :
31
 364,386
 14.88%
 
Decreased Positions :
28
-156,224
-6.38%
 
Closed Positions :
7
-314,447
-12.84%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 599 - 2024-03-31 384,966 $15,414,000 45,503
   INTEGRAL INVESTMENT ADVISORS INC. 6 - 2024-03-31 238,245 $9,520,000 7,399
   Penserra Capital Management LLC 160 - 2024-03-31 217,893 $8,724,000 59,007
   HIGHTOWER ADVISORS, LLC 834 - 2024-03-31 167,898 $6,721,000 -14,561
   LPL FINANCIAL CORP 1869 - 2024-03-31 110,512 $4,425,000 10,966
   Valtinson Bruner Financial Planning LLC 15 - 2024-03-31 100,500 $4,024,000 -2,921
   Advisor Group Holdings Inc. 1199 - 2024-03-31 99,601 $3,988,000 -24,955
   ENVESTNET ASSET MANAGEMENT INC 2441 - 2024-03-31 61,337 $2,456,000 -10,980
   My Personal CFO LLC 18 - 2024-03-31 59,400 $2,378,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1182 - 2024-03-31 56,064 $2,245,000 2,825
   LINCOLN NATIONAL CORP 312 - 2024-03-31 54,192 $2,170,000 -7,557
   Maltin Wealth Management Inc. 27 - 2024-03-31 51,899 $2,078,000 -3,184
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 41 - 2024-03-31 49,927 $1,999,000 -220
   Sunbelt Securities Inc. 95 - 2024-03-31 46,530 $1,863,000 -3,500
   Cetera Investment Advisers 1646 - 2024-03-31 43,535 $1,743,000 37,548
   Kestra Advisory Services LLC 999 - 2024-03-31 37,820 $1,514,000 15,809
   Southland Equity Partners LLC 47 - 2024-03-31 35,061 $1,404,000 -231
   HPM Partners LLC 1126 *New 2024-03-31 34,850 $1,395,000 34,850
   CENTAURUS FINANCIAL INC. 195 - 2024-03-31 33,459 $1,340,000 -844
   Strategic Blueprint LLC 200 - 2024-03-31 32,947 $1,319,000 8,915
   Spire Wealth Management 349 - 2024-03-31 28,400 $1,137,000 0
   JANNEY MONTGOMERY SCOTT LLC 1469 - 2024-03-31 26,937 $1,079,000 -49,279
   Clear Point Advisors Inc. 30 - 2024-03-31 25,932 $1,038,000 0
   RAYMOND JAMES & ASSOCIATES 2555 - 2024-03-31 25,710 $1,029,000 -500
   CAPTRUST FINANCIAL ADVISORS 1159 - 2024-03-31 23,425 $938,000 0
   Berkshire Money Management Inc. 37 - 2024-03-31 21,604 $865,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2749 - 2024-03-31 21,275 $852,000 -5,610
   Bedel Financial Consulting Inc. 89 - 2024-03-31 19,807 $793,000 0
   MML INVESTORS SERVICES LLC 1538 - 2024-03-31 19,814 $793,000 -1,305
   DHJJ Financial Advisors Ltd. 53 - 2024-03-31 19,390 $776,000 -11,806
   MULTIFINANCIAL SECURITIES CORP 1300 - 2024-03-31 19,226 $770,000 -10,490
   M HOLDINGS SECURITIES, INC. 96 - 2024-03-31 18,820 $754,000 0
   FINANCIAL NETWORK 1651 - 2024-03-31 18,482 $740,000 858
   BEDEL FINANCIAL CONSULTING INC 84 - 2023-09-30 19,807 $693,000 0
   Stratos Wealth Advisors LLC 404 - 2024-03-31 16,721 $670,000 98
   XML Financial LLC 199 - 2024-03-31 16,382 $656,000 0
   Sugarloaf Wealth Management LLC 73 - 2024-03-31 15,598 $625,000 0
   WPWealth LLP 37 - 2024-03-31 14,100 $565,000 0
   TOWNSQUARE CAPITAL LLC 829 - 2024-03-31 13,530 $542,000 -13,511
   Castellan Group LLC 55 *New 2024-03-31 13,400 $537,000 13,400
   HARBOUR INVESTMENTS INC. 529 - 2023-12-31 13,394 $512,000 1,071
   CoreCap Advisors LLC 347 - 2023-12-31 13,173 $503,000 742
   RFG Advisory Group LLC 500 *New 2024-03-31 12,564 $503,000 12,564
   Sigma Planning Corp 764 - 2024-03-31 12,185 $488,000 4,444
   Beacon Pointe Advisors LLC 912 - 2024-03-31 12,166 $487,000 -102
   SRS Capital Advisors Inc. 195 - 2024-03-31 11,015 $441,000 -332
   ADVISORY SERVICES NETWORK, LLC 1042 - 2024-03-31 9,800 $392,000 0
   Tradition Wealth Management LLC 257 *New 2024-03-31 9,798 $392,000 9,798
   InterOcean Capital Group LLC 354 - 2024-03-31 8,850 $354,000 0
   Sequoia Financial Advisors LLC 799 - 2024-03-31 8,713 $349,000 0
   FSA Advisors Inc. 80 - 2024-03-31 8,609 $345,000 -38
   BECK CAPITAL MANAGEMENT LLC 98 - 2024-03-31 8,507 $341,000 -307
   Outlook Wealth Advisors LLC 192 - 2024-03-31 8,207 $329,000 0
   Brookstone Capital Management 719 - 2024-03-31 8,168 $327,000 846
   Beacon Financial Advisory LLC 185 - 2024-03-31 7,135 $286,000 0
   FINANCIAL ARCHITECTS INC 281 *New 2023-06-30 7,427 $266,000 7,427
   AE Wealth Management LLC 992 - 2024-03-31 6,599 $264,000 -2,717
   Snowden Capital Advisors LLC 1022 - 2024-03-31 6,215 $249,000 0
   Fragasso Group Inc. 238 - 2024-03-31 6,053 $242,000 0
   BCS Wealth Management 206 - 2024-03-31 6,046 $242,000 -7,940
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2959 - 2024-03-31 6,031 $241,000 -1,359
   Bellwether Advisors LLC 111 - 2024-03-31 5,902 $236,000 -7,770
   Souders Financial Advisors 151 *New 2024-03-31 5,857 $235,000 5,857
   Diligent Investors LLC 294 - 2024-03-31 5,733 $230,000 -15
   Steward Partners Investment Advisory LLC 1383 - 2024-03-31 5,516 $221,000 0
   Lantz Financial LLC 195 - 2024-03-31 5,308 $213,000 0
   Keystone Wealth Services LLC 209 *New 2024-03-31 5,269 $211,000 5,269
   NATIONAL ASSET MANAGEMENT, INC. 1257 - 2024-03-31 5,925 $207,000 5,925
   PRINCIPAL SECURITIES INC. 1044 - 2024-03-31 4,502 $180,000 0
   Orion Capital Management LLC 133 - 2024-03-31 4,334 $174,000 -790
   Integrity Financial Corp /WA 115 - 2024-03-31 3,922 $157,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 985 - 2024-03-31 3,693 $148,000 0
   ROYAL BANK OF CANADA 4365 - 2024-03-31 3,697 $148,000 -3,134
   Castleview Partners LLC 233 - 2024-03-31 3,141 $126,000 -249
   Anfield Capital Management LLC 90 *New 2024-03-31 1,600 $64,000 1,600
   HANSON MCCLAIN, INC. 1268 *New 2024-03-31 1,356 $54,000 1,356
   CREATIVE FINANCIAL DESIGNS INC /ADV 724 - 2024-03-31 1,250 $50,000 0
   AdvisorNet Financial Inc 1020 - 2024-03-31 600 $24,000 0
   Continuum Advisory LLC 889 *New 2024-03-31 315 $13,000 315
   J P MORGAN CHASE & CO 5003 *New 2024-03-31 300 $12,000 300
   CWM LLC 3360 *New 2024-03-31 234 $9,000 234
   Global Trust Asset Management LLC 374 - 2024-03-31 186 $7,000 0
   Emerald Investment Partners LLC 436 - 2024-03-31 150 $6,000 0
   Cape Investment Advisory Inc. 810 - 2023-12-31 100 $4,000 0
   Capital Investment Advisory Services LLC 892 - 2024-03-31 70 $3,000 0
   IFP Advisors Inc 2588 - 2023-12-31 70 $3,000 0
   Wealthquest Corp 133 *Closed 2024-03-31 0 $0 -13,888
   Steward Financial Group LLC 1430 *Closed 2023-09-30 0 $0 -10,721
   SageView Advisory Group LLC 612 *Closed 2024-03-31 0 $0 -17,969
   PROEQUITIES INC. 5605 - 2024-03-31 0 $0 0
   UBS Group AG 8336 *Closed 2024-03-31 0 $0 -283
   KFG WEALTH MANAGEMENT LLC 160 *Closed 2024-03-31 0 $0 -7,027
   OLD MISSION CAPITAL LLC 1171 *Closed 2024-03-31 0 $0 -30,494
   US BANCORP 4064 *Closed 2024-03-31 0 $0 -57
  94 Records found
  1    
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