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Get Institutions for : 
Innovator S&p 500 Buffer Etf - September (BSEP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    4
Total shares held : 
 3,948,564  
% of shares held : 
 43.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -193,036  
% of shares held change : 
   -2.14%  
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 :
7
 45,362
 1.15%
 
Increased Positions :
24
 410,353
 10.39%
 
Unchanged Positions :
32
 392,348
 9.94%
 
Decreased Positions :
28
-629,229
-15.94%
 
Closed Positions :
3
-19,522
-0.49%
 
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. 688 - 2024-03-31 313,146 $12,301,000 -8,313
   Lantz Financial LLC 2 - 2024-03-31 302,025 $11,864,000 -6,609
   Penserra Capital Management LLC 155 - 2024-03-31 226,670 $8,904,000 61,386
   Vantage Financial Partners LLC 15 - 2024-03-31 173,066 $6,798,000 -7,490
   Advisor Group Holdings Inc. 985 - 2024-03-31 137,773 $5,412,000 -20,799
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1202 - 2024-03-31 111,073 $4,363,000 -2,294
   Diligent Investors LLC 18 - 2024-03-31 94,490 $3,712,000 0
   Cresset Asset Management LLC 440 - 2024-03-31 88,451 $3,475,000 -1
   Kestra Advisory Services LLC 762 - 2024-03-31 66,524 $2,613,000 12,206
   ACCUVEST GLOBAL ADVISORS 28 *New 2024-03-31 61,351 $2,407,000 61,351
   Cetera Investment Advisers 1452 - 2024-03-31 57,081 $2,242,000 49,139
   Goss Wealth Management LLC 652 - 2024-03-31 54,487 $2,140,000 -125
   LINCOLN NATIONAL CORP 327 - 2024-03-31 50,873 $1,998,000 -364
   Outlook Wealth Advisors LLC 36 - 2024-03-31 49,317 $1,937,000 -365
   SAGEWORTH TRUST CO 37 - 2024-03-31 49,050 $1,927,000 -16,350
   Feltz Wealth PLAN Inc. 118 - 2024-03-31 48,211 $1,894,000 -339
   MULTIFINANCIAL SECURITIES CORP 860 - 2024-03-31 46,168 $1,814,000 -9,522
   ENVESTNET ASSET MANAGEMENT INC 2615 - 2024-03-31 46,076 $1,810,000 -301
   CAPITAL WEALTH MANAGEMENT LLC 20 - 2024-03-31 45,303 $1,780,000 -622
   DHJJ Financial Advisors Ltd. 26 - 2024-03-31 43,526 $1,710,000 -805
   HPM Partners LLC 1055 - 2024-03-31 42,799 $1,681,000 350
   HIGHTOWER ADVISORS, LLC 1499 - 2024-03-31 42,134 $1,655,000 -7,631
   LPL FINANCIAL CORP 2707 - 2024-03-31 40,494 $1,591,000 26,330
   Berkshire Money Management Inc. 27 - 2024-03-31 38,504 $1,513,000 -429,853
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 57 - 2024-03-31 36,538 $1,435,000 -911
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2133 - 2024-03-31 36,494 $1,434,000 25,382
   JANE STREET GROUP LLC 2670 *New 2024-03-31 35,614 $1,399,000 35,614
   Snowden Capital Advisors LLC 415 - 2024-03-31 33,933 $1,333,000 0
   Strategic Blueprint LLC 201 - 2024-03-31 33,471 $1,315,000 0
   FSA Advisors Inc. 17 - 2024-03-31 30,883 $1,213,000 -19
   OLD MISSION CAPITAL LLC 341 - 2024-03-31 30,512 $1,199,000 17,695
   Maltin Wealth Management Inc. 49 - 2024-03-31 29,592 $1,162,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1684 - 2024-03-31 26,954 $1,059,000 -5,657
   INTEGRAL INVESTMENT ADVISORS INC. 47 - 2024-03-31 25,327 $994,000 600
   THOROUGHBRED FINANCIAL SERVICES LLC 198 - 2024-03-31 24,772 $973,000 -7,149
   Valtinson Bruner Financial Planning LLC 56 - 2024-03-31 22,270 $875,000 -55,566
   Garden State Investment Advisory Services LLC 72 - 2024-03-31 21,250 $835,000 0
   Bellwether Advisors LLC 79 - 2024-03-31 21,022 $826,000 0
   JANNEY MONTGOMERY SCOTT LLC 1633 - 2024-03-31 20,716 $814,000 -730
   Lion Street Advisors LLC 73 - 2024-03-31 20,423 $749,000 0
   Fragasso Group Inc. 138 - 2024-03-31 18,590 $730,000 0
   My Personal CFO LLC 50 - 2024-03-31 18,230 $716,000 0
   BCS Wealth Management 97 - 2024-03-31 18,068 $710,000 -7,411
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 334 - 2024-03-31 17,397 $683,000 -4
   Chicago Partners Investment Group LLC 386 - 2024-03-31 17,216 $664,000 0
   MML INVESTORS SERVICES LLC 1647 - 2024-03-31 16,597 $652,000 -371
   Stratos Wealth Advisors LLC 411 - 2024-03-31 16,281 $640,000 0
   H D Vest Advisory Services 933 - 2024-03-31 16,040 $630,000 -100
   Clear Point Advisors Inc. 56 - 2024-03-31 14,673 $576,000 0
   CoreCap Advisors LLC 335 - 2023-12-31 14,639 $537,000 1,545
   Pinnacle Wealth Management Group Inc. 52 - 2024-03-31 13,660 $537,000 -5,680
   Brookstone Capital Management 605 - 2024-03-31 13,625 $535,000 -198,950
   Capital Investment Advisory Services LLC 281 - 2024-03-31 13,573 $533,000 0
   Beacon Pointe Advisors LLC 895 - 2024-03-31 13,104 $515,000 -1,586
   SRS Capital Advisors Inc. 178 - 2024-03-31 12,413 $488,000 -13
   ROYAL BANK OF CANADA 3494 - 2024-03-31 12,014 $472,000 9,121
   TOWNSQUARE CAPITAL LLC 867 - 2024-03-31 11,867 $466,000 -7,658
   Sigma Planning Corp 818 - 2024-03-31 10,947 $430,000 10,947
   RFG Advisory Group LLC 533 *New 2024-03-31 10,883 $428,000 10,883
   HARBOUR INVESTMENTS INC. 590 - 2023-12-31 11,425 $419,000 0
   RETIREMENT PLANNING GROUP 152 - 2024-03-31 10,056 $395,000 -145
   BCGM Wealth Management LLC 101 - 2024-03-31 10,000 $393,000 0
   PRINCIPAL SECURITIES INC. 779 - 2024-03-31 9,353 $367,000 83
   RAYMOND JAMES & ASSOCIATES 3225 - 2024-03-31 9,255 $364,000 -27
   Lewis Asset Management LLC 75 - 2024-03-31 9,206 $362,000 0
   BCJ Capital Management LLC 270 - 2024-03-31 9,175 $360,000 0
   Secure Asset Management LLC 164 *New 2024-03-31 8,584 $337,000 8,584
   FINANCIAL NETWORK 2199 - 2024-03-31 8,513 $334,000 -5,532
   CITADEL ADVISORS LLC 4139 - 2024-03-31 8,142 $320,000 -1,146
   AE Wealth Management LLC 952 - 2024-03-31 7,619 $299,000 -11,046
   Financial Network Wealth Advisors LLC 87 - 2024-03-31 7,369 $289,000 -513
   Claro Advisors LLC 333 - 2024-03-31 7,084 $278,000 -967
   Beacon Financial Advisory LLC 189 - 2024-03-31 6,893 $271,000 -3,395
   U.S. Capital Wealth Advisors LLC 590 - 2024-03-31 6,822 $268,000 -8,001
   Kathmere Capital Management LLC 251 - 2024-03-31 6,669 $262,000 -1,689
   Share Andrew L. 9 - 2024-03-31 6,480 $255,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 290 - 2024-03-31 6,351 $249,000 -438
   Spire Wealth Management 728 - 2024-03-31 6,078 $239,000 0
   Sunbelt Securities Inc. 485 - 2024-03-31 5,995 $235,000 -363
   Soltis Investment Advisors LLC 276 - 2024-03-31 5,716 $225,000 0
   Sound View Wealth Advisors Group LLC 350 - 2024-03-31 5,392 $212,000 -704
   Syntegra Private Wealth Group LLC 136 *New 2024-03-31 5,233 $206,000 5,233
   Steward Partners Investment Advisory LLC 1428 - 2024-03-31 5,115 $201,000 -64,178
   Weaver Capital Management LLC 140 *New 2024-03-31 4,208 $165,000 4,208
   IFP Advisors Inc 1015 - 2023-12-31 4,504 $165,000 0
   Sugarloaf Wealth Management LLC 199 - 2024-03-31 3,531 $139,000 0
   AdvisorNet Financial Inc 651 - 2024-03-31 2,335 $92,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1118 - 2024-03-31 2,300 $90,000 0
   Cape Investment Advisory Inc. 273 - 2023-12-31 2,138 $78,000 0
   Archer Investment Corp 360 - 2024-03-31 1,787 $70,000 -221
   Orion Capital Management LLC 210 - 2024-03-31 1,630 $64,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 790 - 2024-03-31 1,000 $39,000 0
   EverSource Wealth Advisors LLC 1297 - 2024-03-31 491 $18,000 0
   Continuum Advisory LLC 976 *New 2024-03-31 229 $9,000 229
   CWM LLC 3709 - 2024-03-31 109 $4,000 0
   Tradition Wealth Management LLC 1219 *Closed 2024-03-31 0 $0 -2,001
   Benchmark Investment Advisors LLC 246 *Closed 2024-03-31 0 $0 -9,175
   PROEQUITIES INC. 9101 - 2024-03-31 0 $0 0
   Visionary Wealth Advisors 496 *Closed 2024-03-31 0 $0 -8,048
   SageView Advisory Group LLC 801 *Closed 2024-03-31 0 $0 -264,555
  100 Records found
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