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Get Institutions for : 
Innovator Laddered Fd Of Us Eqty Power Buffer Etfs (BUFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    7
Total shares held : 
 14,057,800  
% of shares held : 
 15.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 9,629,131  
% of shares held change : 
   10.7%  
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 :
11
 1,285,168
 9.14%
 
Increased Positions :
36
 8,596,305
 61.15%
 
Unchanged Positions :
20
 461,488
 3.28%
 
Decreased Positions :
16
-197,874
-1.41%
 
Closed Positions :
4
-54,468
-0.39%
 
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
   Kingsview Wealth Management LLC 10 - 2024-03-31 1,474,194 $61,533,000 690,882
   ENVESTNET ASSET MANAGEMENT INC 774 - 2024-03-31 928,851 $38,770,000 158,639
   KFG WEALTH MANAGEMENT LLC 4 - 2024-03-31 331,916 $13,854,000 8,865
   REGAL INVESTMENT ADVISORS, LLC 22 - 2024-03-31 314,309 $13,119,000 45,167
   Advisor Group Holdings Inc. 600 - 2024-03-31 283,819 $11,847,000 41,592
   COMMONWEALTH EQUITY SERVICES LLC. 719 - 2024-03-31 273,706 $11,424,000 16,499
   Cetera Investment Advisers 633 - 2024-03-31 263,903 $11,015,000 5,361
   FINANCIAL NETWORK 362 - 2024-03-31 256,557 $10,709,000 -19,597
   Southland Equity Partners LLC 9 - 2024-03-31 173,590 $7,246,000 -3,775
   Mutual Advisors LLC 93 - 2024-03-31 162,244 $6,772,000 90,351
   Philip James Wealth Mangement LLC 9 - 2024-03-31 137,723 $5,749,000 6,719
   Guardian Financial Partners LLC 13 - 2024-03-31 105,967 $4,423,000 45,934
   Garden State Investment Advisory Services LLC 17 - 2024-03-31 103,135 $4,305,000 1,440
   BKD WEALTH ADVISORS LLC 106 - 2024-03-31 94,790 $3,957,000 31,620
   CoreCap Advisors LLC 83 *New 2023-12-31 90,819 $3,640,000 90,819
   HIGHTOWER ADVISORS, LLC 1103 - 2024-03-31 85,366 $3,561,000 12,299
   TOWNSQUARE CAPITAL LLC 329 - 2024-03-31 81,825 $3,415,000 -11,786
   Financial Network Wealth Advisors LLC 2 - 2024-03-31 81,790 $3,414,000 -10,783
   Brookstone Capital Management 279 - 2024-03-31 79,632 $3,324,000 -57,493
   MILESTONE ASSET MANAGEMENT LLC 30 - 2024-03-31 79,599 $3,322,000 -488,847
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 988 - 2024-03-31 77,720 $3,244,000 3,118
   Davies Financial Advisors Inc. 10 - 2024-03-31 75,106 $3,135,000 0
   Visionary Wealth Advisors 124 - 2024-03-31 72,515 $3,027,000 26
   JANNEY MONTGOMERY SCOTT LLC 1019 - 2024-03-31 62,882 $2,625,000 23,107
   Andina Capital Management LLC 15 - 2024-03-31 58,977 $2,462,000 -80,550
   IFG Advisory LLC 158 - 2024-03-31 58,512 $2,442,000 2,087
   Goss Wealth Management LLC 684 - 2024-03-31 47,666 $1,990,000 370
   LPL FINANCIAL CORP 2520 - 2024-03-31 46,558 $1,943,000 27,729
   KINGSWOOD WEALTH ADVISORS LLC 108 *New 2024-03-31 45,715 $1,908,000 45,715
   Focus Financial Network Inc. 164 - 2024-03-31 46,069 $1,895,000 0
   ADVISORY SERVICES NETWORK, LLC 467 - 2024-03-31 45,273 $1,890,000 4,118
   Delta Investment Management LLC 45 - 2024-03-31 45,191 $1,886,000 27,887
   Geneos Wealth Management Inc. 270 - 2024-03-31 42,417 $1,770,000 39,585
   Kestra Advisory Services LLC 947 - 2024-03-31 41,254 $1,722,000 -2,220
   Diligent Investors LLC 58 - 2024-03-31 41,064 $1,714,000 25,294
   FOCUS FINANCIAL NETWORK INC /ADV 233 - 2023-12-31 41,522 $1,664,000 0
   H D Vest Advisory Services 609 *New 2024-03-31 37,385 $1,560,000 37,385
   MML INVESTORS SERVICES LLC 1187 - 2024-03-31 36,289 $1,515,000 6,151
   SageView Advisory Group LLC 149 - 2024-03-31 39,825 $1,447,000 -7,404,506
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1090 - 2024-03-31 33,656 $1,405,000 405
   Sound View Wealth Advisors Group LLC 133 - 2024-03-31 33,459 $1,397,000 -71,786
   ACAS LLC 24 - 2024-03-31 32,096 $1,340,000 -2,290
   Atria Wealth Solutions Inc. 828 - 2024-03-31 28,325 $1,182,000 10,533
   THRIVENT FINANCIAL FOR LUTHERANS 1737 - 2024-03-31 27,980 $1,168,000 -76
   FOUNDERS FINANCIAL SECURITIES LLC 145 - 2024-03-31 27,965 $1,167,000 -1,500
   JANE STREET GROUP LLC 2906 *New 2024-03-31 27,447 $1,146,000 27,447
   Lineweaver Wealth Advisors LLC 74 - 2024-03-31 26,994 $1,127,000 10,479
   ATRIA INVESTMENTS LLC 911 *New 2024-03-31 26,362 $1,100,000 26,362
   FINANCIAL ARCHITECTS INC 131 - 2023-06-30 28,612 $1,084,000 7,623
   Private Advisor Group LLC 1139 *New 2024-03-31 25,022 $1,044,000 25,022
   CITADEL ADVISORS LLC 3069 - 2024-03-31 23,939 $999,000 -20,623
   QUANTITATIVE ADVANTAGE LLC 87 - 2023-03-31 27,470 $987,000 -1,825
   Stegent Equity Advisors Inc. 41 - 2024-03-31 20,301 $847,000 -4,593
   Soltis Investment Advisors LLC 161 - 2024-03-31 18,518 $773,000 9,628
   Patriot Financial Group Insurance Agency LLC 225 - 2024-03-31 14,950 $624,000 1,100
   CAPTRUST FINANCIAL ADVISORS 1367 - 2024-03-31 14,886 $621,000 -2,113
   Sigma Planning Corp 670 *New 2024-03-31 14,602 $610,000 14,602
   SOUTHERN CAPITAL ADVISORS LLC 37 - 2024-03-31 14,119 $589,000 4,335
   J.W. COLE ADVISORS INC. 494 - 2024-03-31 13,951 $582,000 5,805
   Wealthcare Advisory Partners LLC 509 - 2024-03-31 13,515 $564,000 -769
   Truadvice LLC 117 - 2023-09-30 14,497 $555,000 -144
   HARBOUR INVESTMENTS INC. 533 - 2023-12-31 12,593 $505,000 5,149
   LINCOLN NATIONAL CORP 791 *New 2024-03-31 10,399 $434,000 10,399
   OLD MISSION CAPITAL LLC 640 *New 2024-03-31 9,028 $377,000 9,028
   Bellwether Advisors LLC 101 - 2024-03-31 8,396 $350,000 2,396
   INTEGRAL INVESTMENT ADVISORS INC. 109 - 2024-03-31 8,375 $348,000 0
   Straight Path Wealth Management 55 - 2024-03-31 7,994 $334,000 113
   BCJ Capital Management LLC 293 - 2024-03-31 7,521 $314,000 0
   AdvisorNet Financial Inc 382 - 2024-03-31 7,495 $313,000 -2,700
   IFP Advisors Inc 763 - 2023-12-31 7,288 $292,000 -26,809
   Compass Advisory Group LLC 66 - 2024-03-31 6,790 $283,000 363
   Feltz Wealth PLAN Inc. 264 - 2024-03-31 6,583 $275,000 0
   DHJJ Financial Advisors Ltd. 121 - 2024-03-31 6,362 $266,000 -1,220
   Capital Investment Advisory Services LLC 425 - 2024-03-31 6,225 $260,000 0
   AlphaStar Capital Management LLC 259 *New 2024-03-31 5,850 $244,000 5,850
   Capstone Triton Financial Group LLC 92 - 2024-03-31 5,364 $224,000 -848
   HAZLETT BURT & WATSON INC. 158 - 2024-03-31 5,220 $219,000 1,672
   Orion Capital Management LLC 121 - 2024-03-31 4,946 $206,000 0
   Castleview Partners LLC 215 - 2024-03-31 3,394 $142,000 1,577
   CWM LLC 1681 *New 2024-03-31 3,278 $137,000 3,278
   Steward Partners Investment Advisory LLC 1600 - 2024-03-31 3,252 $136,000 1,158
   HARBOR INVESTMENT ADVISORY LLC 402 - 2024-03-31 3,135 $131,000 -318
   MORGAN STANLEY 5694 - 2024-03-31 3,000 $125,000 0
   J P MORGAN CHASE & CO 4424 - 2024-03-31 2,734 $114,000 141
   Global Retirement Partners LLC 1206 *New 2024-03-31 1,769 $74,000 1,769
   Sugarloaf Wealth Management LLC 270 - 2024-03-31 1,503 $63,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 415 - 2024-03-31 720 $30,000 0
   PRIVATE TRUST CO NA 1415 - 2024-03-31 500 $21,000 0
   Capital Advisors Ltd. LLC 677 - 2024-03-31 285 $12,000 0
   FMR LLC 4070 - 2024-03-31 254 $11,000 -660
   Sunbelt Securities Inc. 1223 - 2024-03-31 250 $10,000 0
   VisionPoint Advisory Group LLC 591 *New 2024-03-31 95 $4,000 95
   Clear Point Advisors Inc. 394 - 2024-03-31 100 $4,000 0
   Financial Gravity Wealth Inc. 714 *New 2024-03-31 82 $3,000 82
   WELLS FARGO & CO/MN 5834 - 2024-03-31 0 $0 0
   UBS Group AG 7678 *Closed 2024-03-31 0 $0 -420
   EQIS CAPITAL MANAGEMENT, INC. 798 *Closed 2024-03-31 0 $0 -6,159
   Benchmark Investment Advisors LLC 193 *Closed 2024-03-31 0 $0 -7,521
   PNC FINANCIAL SERVICES GROUP INC 4673 *Closed 2024-03-31 0 $0 -837
   PROEQUITIES INC. 9811 - 2024-03-31 0 $0 0
  100 Records found
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