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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    3
Total shares held : 
 2,857,050  
% of shares held : 
 69.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 274,473  
% of shares held change : 
   6.69%  
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 :
4
 329,702
 11.54%
 
Increased Positions :
17
 169,758
 5.94%
 
Unchanged Positions :
31
 443,700
 15.53%
 
Decreased Positions :
31
-158,514
-5.55%
 
Closed Positions :
7
-66,473
-2.33%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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. 471 - 2024-03-31 485,853 $21,154,000 47,814
   Crown Wealth Group LLC 3 - 2024-03-31 322,745 $14,052,000 27,846
   INTEGRAL INVESTMENT ADVISORS INC. 4 - 2024-03-31 224,404 $9,766,000 49,914
   Brookstone Capital Management 150 *New 2024-03-31 216,195 $9,413,000 216,195
   Penserra Capital Management LLC 149 - 2024-03-31 207,084 $9,016,000 56,082
   U.S. Capital Wealth Advisors LLC 86 - 2024-03-31 163,452 $7,117,000 42,214
   Aurum Wealth Management Group LLC 21 - 2024-03-31 147,814 $6,436,000 141,321
   HIGHTOWER ADVISORS, LLC 853 - 2024-03-31 145,183 $6,325,000 21,905
   ENVESTNET ASSET MANAGEMENT INC 1850 - 2024-03-31 136,779 $5,955,000 93,186
   Advisor Group Holdings Inc. 961 - 2024-03-31 127,861 $5,567,000 26,123
   Stuart Chaussee & Associates Inc. 7 - 2024-03-31 109,000 $4,746,000 0
   JANNEY MONTGOMERY SCOTT LLC 792 - 2024-03-31 105,418 $4,590,000 429
   Cetera Investment Advisers 1038 - 2024-03-31 102,998 $4,485,000 96,068
   Maltin Wealth Management Inc. 10 - 2024-03-31 85,686 $3,731,000 9,777
   DHJJ Financial Advisors Ltd. 14 - 2024-03-31 72,730 $3,167,000 -53
   FINANCIAL NETWORK 859 - 2024-03-31 65,835 $2,866,000 15,185
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1457 - 2024-03-31 63,916 $2,783,000 20,286
   LPL FINANCIAL CORP 2228 - 2024-03-31 63,356 $2,759,000 29,546
   Opes Wealth Management LLC 40 - 2024-03-31 58,145 $2,532,000 -400
   My Personal CFO LLC 23 - 2024-03-31 47,390 $2,063,000 10,050
   HPM Partners LLC 961 - 2024-03-31 46,443 $2,022,000 27,753
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1281 - 2024-03-31 44,304 $1,929,000 11,884
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 26 *New 2024-03-31 43,823 $1,908,000 43,823
   Kestra Advisory Services LLC 920 - 2024-03-31 42,142 $1,835,000 8,333
   Strategic Blueprint LLC 162 - 2024-03-31 40,753 $1,774,000 3,781
   RFG Advisory Group LLC 247 - 2024-03-31 40,689 $1,772,000 32,297
   BB&T CORP 1319 - 2024-03-31 40,598 $1,768,000 2,141
   Bellwether Advisors LLC 59 - 2024-03-31 39,259 $1,709,000 0
   OLD MISSION CAPITAL LLC 262 - 2024-03-31 37,798 $1,646,000 37,798
   MULTIFINANCIAL SECURITIES CORP 961 - 2024-03-31 34,108 $1,485,000 6,249
   Motiv8 Investments LLC 21 - 2024-03-31 33,797 $1,472,000 2,504
   FSA Advisors Inc. 12 - 2024-03-31 33,746 $1,469,000 -536
   Schulz Wealth LTD. 16 - 2024-03-31 31,710 $1,381,000 0
   Sigma Planning Corp 427 - 2024-03-31 29,277 $1,275,000 23,427
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 63 - 2024-03-31 28,892 $1,258,000 452
   CoreCap Advisors LLC 224 - 2023-12-31 30,766 $1,257,000 -1,221
   MML INVESTORS SERVICES LLC 1338 - 2024-03-31 26,081 $1,136,000 16,399
   LINCOLN NATIONAL CORP 497 - 2024-03-31 24,762 $1,078,000 6,721
   Berkshire Money Management Inc. 34 - 2024-03-31 23,376 $1,018,000 0
   Kathmere Capital Management LLC 109 - 2024-03-31 22,477 $979,000 -1,536
   Sunbelt Securities Inc. 186 - 2024-03-31 21,985 $957,000 0
   Resources Investment Advisors Inc. 526 - 2024-03-31 21,401 $932,000 -270
   Lantz Financial LLC 87 - 2024-03-31 21,198 $923,000 567
   JANE STREET GROUP LLC 3222 *New 2024-03-31 20,165 $878,000 20,165
   Stratos Wealth Advisors LLC 365 - 2024-03-31 18,665 $813,000 3,681
   Snowden Capital Advisors LLC 580 *New 2024-03-31 17,230 $750,000 17,230
   ADVISORY SERVICES NETWORK, LLC 814 - 2024-03-31 16,405 $714,000 15,760
   Orion Capital Management LLC 53 - 2024-03-31 16,295 $709,000 0
   Collaborative Wealth Managment Inc. 75 - 2024-03-31 13,868 $604,000 -7,366
   CRA Financial Services LLC 111 - 2024-03-31 13,659 $595,000 0
   CAPTRUST FINANCIAL ADVISORS 1407 - 2024-03-31 13,362 $582,000 -12,525
   Focus Financial Network Inc. 358 - 2024-03-31 13,164 $558,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 386 - 2024-03-31 12,737 $555,000 2,480
   Chicago Partners Investment Group LLC 429 - 2024-03-31 12,186 $522,000 0
   Vantage Financial Partners LLC 80 - 2024-03-31 11,951 $520,000 3,693
   SRS Capital Advisors Inc. 166 - 2024-03-31 11,864 $517,000 99
   Pinnacle Wealth Management Group Inc. 53 - 2024-03-31 11,850 $516,000 -1,000
   ROYAL BANK OF CANADA 3469 - 2024-03-31 11,310 $492,000 11,310
   Valtinson Bruner Financial Planning LLC 75 - 2024-03-31 11,025 $480,000 -1,588
   TOWNSQUARE CAPITAL LLC 861 - 2024-03-31 11,002 $479,000 -22,173
   IFP Advisors Inc 579 - 2023-12-31 11,487 $469,000 0
   PCA Investment Advisory Services Inc. 60 - 2024-03-31 10,550 $459,000 5,622
   CITADEL ADVISORS LLC 3945 - 2024-03-31 9,216 $401,000 -4,644
   HARBOUR INVESTMENTS INC. 614 - 2023-12-31 9,659 $395,000 3,164
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3742 *New 2024-03-31 8,813 $384,000 8,813
   BCJ Capital Management LLC 264 *New 2024-03-31 8,469 $369,000 8,469
   FOCUS FINANCIAL NETWORK INC /ADV 523 - 2023-12-31 8,974 $367,000 0
   BCS Wealth Management 168 *New 2024-03-31 8,408 $366,000 8,408
   BEDEL FINANCIAL CONSULTING INC 154 - 2023-09-30 9,774 $359,000 0
   Bedel Financial Consulting Inc. 174 - 2024-03-31 7,904 $344,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 211 *New 2022-12-31 10,080 $333,000 10,080
   Atria Wealth Solutions Inc. 1491 - 2024-03-31 7,480 $326,000 -4,637
   Firestone Capital Management 104 *New 2024-03-31 7,342 $320,000 7,342
   BCGM Wealth Management LLC 115 - 2024-03-31 7,225 $315,000 0
   Retirement Income Solutions Inc 111 - 2024-03-31 6,757 $294,000 0
   Secure Asset Management LLC 185 *New 2024-03-31 6,595 $287,000 6,595
   Waterloo Capital L.P. 294 - 2024-03-31 6,575 $286,000 1,225
   CYPRESS FINANCIAL PLANNING LLC 58 - 2024-03-31 6,227 $271,000 0
   Diligent Investors LLC 271 *New 2024-03-31 6,166 $268,000 6,166
   Lewis Asset Management LLC 102 - 2024-03-31 6,044 $263,000 118
   Dominguez Wealth Management Solutions Inc. 54 - 2024-03-31 5,892 $257,000 0
   Beacon Pointe Advisors LLC 1157 - 2024-03-31 5,584 $243,000 5,584
   Spire Wealth Management 737 - 2024-03-31 5,208 $227,000 0
   ACCUVEST GLOBAL ADVISORS 110 - 2024-03-31 4,898 $213,000 4,898
   Beacon Financial Advisory LLC 225 *New 2024-03-31 4,815 $210,000 4,815
   KFG WEALTH MANAGEMENT LLC 151 *New 2024-03-31 4,703 $205,000 4,703
   FIRST HEARTLAND CONSULTANTS INC 407 *New 2024-03-31 4,651 $203,000 4,651
   CENTAURUS FINANCIAL INC. 629 - 2024-03-31 4,380 $191,000 894
   Sugarloaf Wealth Management LLC 188 - 2024-03-31 3,500 $152,000 -800
   Global Trust Asset Management LLC 184 - 2024-03-31 3,500 $152,000 0
   MORGAN STANLEY 5661 - 2024-03-31 3,225 $140,000 0
   Joseph Group Capital Management 55 - 2024-03-31 2,296 $100,000 -89
   BENJAMIN F. EDWARDS & COMPANY INC. 1177 - 2024-03-31 1,716 $75,000 0
   Clear Point Advisors Inc. 161 - 2024-03-31 1,650 $72,000 0
   UBS Group AG 5374 - 2024-03-31 982 $43,000 982
   Continuum Advisory LLC 631 *New 2024-03-31 939 $41,000 939
   PRINCIPAL SECURITIES INC. 1697 - 2024-03-31 822 $36,000 -62
   AdvisorNet Financial Inc 1032 - 2024-03-31 535 $23,000 -575
   US BANCORP 3019 - 2024-03-31 506 $22,000 -54
   Castleview Partners LLC 499 - 2024-03-31 348 $15,000 0
  100 Records found
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