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Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - April (KAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    3
Total shares held : 
 3,284,022  
% of shares held : 
 3.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -611,064  
% of shares held change : 
   -0.68%  
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
 36,437
 1.11%
 
Increased Positions :
19
 523,203
 15.93%
 
Unchanged Positions :
28
 392,460
 11.95%
 
Decreased Positions :
31
-963,310
-29.33%
 
Closed Positions :
7
-207,394
-6.32%
 
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
   ODonnell Financial Services LLC 12 - 2024-03-31 174,265 $5,430,000 -4,547
   Valtinson Bruner Financial Planning LLC 13 - 2024-03-31 158,424 $4,936,000 -3,772
   Spectrum Investment Advisors Inc. 10 - 2024-03-31 148,657 $4,632,000 2,241
   Tradition Wealth Management LLC 53 *New 2024-03-31 147,953 $4,610,000 147,953
   COMMONWEALTH EQUITY SERVICES LLC. 1217 - 2024-03-31 146,830 $4,575,000 -328,700
   Cetera Investment Advisers 1134 - 2024-03-31 121,158 $3,775,000 85,815
   Brookstone Capital Management 263 - 2024-03-31 119,215 $3,715,000 108,704
   Advisor Group Holdings Inc. 1324 - 2024-03-31 107,052 $3,336,000 -74,146
   Kestra Advisory Services LLC 768 - 2024-03-31 81,578 $2,542,000 13,634
   LINCOLN NATIONAL CORP 289 - 2024-03-31 77,948 $2,429,000 -2,009
   FINANCIAL NETWORK 957 - 2024-03-31 72,184 $2,249,000 726
   BKD WEALTH ADVISORS LLC 161 - 2024-03-31 61,854 $1,927,000 -4,936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1421 - 2024-03-31 49,511 $1,543,000 27,509
   Stegent Equity Advisors Inc. 28 - 2024-03-31 39,540 $1,232,000 -21,948
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1953 - 2024-03-31 37,435 $1,166,000 2,252
   CWM LLC 799 - 2024-03-31 36,510 $1,138,000 1,831
   BLAIR WILLIAM & CO/IL 829 - 2024-03-31 36,378 $1,134,000 24,750
   HBW Advisory Services LLC 129 - 2024-03-31 33,992 $992,000 0
   Pillar Wealth Advisors LLC 33 - 2024-03-31 30,621 $954,000 0
   H D Vest Advisory Services 765 - 2024-03-31 30,517 $951,000 -4,100
   SageView Advisory Group LLC 212 - 2024-03-31 30,748 $906,000 -71,075
   Capital Analysts Inc. 258 - 2024-03-31 27,760 $865,000 -279
   COLDSTREAM CAPITAL MANAGEMENT INC 361 - 2024-03-31 27,514 $857,000 -9,580
   Prairie Wealth Advisors Inc. 53 - 2024-03-31 25,313 $789,000 0
   Diligent Investors LLC 136 - 2024-03-31 25,248 $787,000 0
   Wealth Alliance 212 - 2024-03-31 22,231 $693,000 0
   MULTIFINANCIAL SECURITIES CORP 1416 - 2024-03-31 21,126 $658,000 -3,964
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 364 - 2024-03-31 19,803 $617,000 -1,195
   Fragasso Group Inc. 148 - 2024-03-31 19,241 $600,000 -750
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 79 - 2024-03-31 18,542 $578,000 -568
   JANNEY MONTGOMERY SCOTT LLC 1891 - 2024-03-31 18,128 $565,000 655
   DHJJ Financial Advisors Ltd. 75 - 2024-03-31 17,881 $557,000 -600
   Compass Advisory Group LLC 52 - 2024-03-31 17,210 $536,000 0
   LPL FINANCIAL CORP 3659 - 2024-03-31 17,076 $532,000 -817
   Goss Wealth Management LLC 1316 - 2024-03-31 16,616 $518,000 5,674
   ENVESTNET ASSET MANAGEMENT INC 3447 - 2024-03-31 15,104 $471,000 -2,190
   Clear Point Advisors Inc. 69 - 2024-03-31 14,652 $457,000 0
   AdvisorNet Financial Inc 326 - 2024-03-31 14,193 $442,000 0
   My Personal CFO LLC 68 - 2024-03-31 13,731 $428,000 0
   Donald L. Hagan LLC 76 - 2024-03-31 13,636 $425,000 -98,822
   Straight Path Wealth Management 45 - 2024-03-31 13,340 $416,000 0
   Weaver Consulting Group 128 - 2024-03-31 12,294 $383,000 0
   Stratos Wealth Advisors LLC 513 - 2024-03-31 12,264 $382,000 -820
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1753 - 2024-03-31 11,971 $373,000 -1,643
   Main Street Financial Solutions LLC 369 - 2024-03-31 11,950 $372,000 0
   Financial Network Wealth Advisors LLC 67 - 2024-03-31 11,919 $371,000 -370
   TOWNSQUARE CAPITAL LLC 931 - 2024-03-31 11,919 $371,000 -370
   Long Island Wealth Management Inc. 57 - 2024-03-31 11,890 $370,000 0
   Epic Trust Investment Advisors LLC 61 - 2024-03-31 11,345 $354,000 0
   InterOcean Capital Group LLC 362 - 2024-03-31 10,800 $337,000 -3,275
   Archer Investment Corp 180 - 2024-03-31 10,492 $327,000 0
   ACAS LLC 57 - 2024-03-31 10,161 $317,000 293
   BCS Wealth Management 186 - 2024-03-31 9,562 $298,000 -38
   Kingsview Wealth Management LLC 827 - 2024-03-31 9,203 $287,000 -3,866
   RAYMOND JAMES & ASSOCIATES 3422 - 2024-03-31 8,200 $256,000 0
   Sunbelt Securities Inc. 474 - 2024-03-31 7,783 $243,000 -3,135
   HIGHTOWER ADVISORS, LLC 2804 - 2024-03-31 7,678 $241,000 -6,478
   Cardinal Point Capital Management ULC 67 - 2024-03-31 7,360 $229,000 0
   FSA Advisors Inc. 121 - 2024-03-31 7,251 $226,000 0
   PFG Advisors 613 - 2024-03-31 6,788 $212,000 -3,450
   SIGNATUREFD, LLC 1053 - 2024-03-31 4,148 $129,000 0
   BANK OF MONTREAL /CAN/ 2828 - 2024-03-31 3,800 $118,000 0
   Sugarloaf Wealth Management LLC 227 - 2024-03-31 3,258 $102,000 0
   TFO-TDC LLC 42 - 2024-03-31 2,930 $91,000 0
   Steward Partners Investment Advisory LLC 1866 - 2024-03-31 2,583 $80,000 0
   Global Trust Asset Management LLC 252 - 2024-03-31 2,000 $62,000 1,200
   IFP Advisors Inc 1687 - 2023-12-31 1,119 $33,000 0
   PFS Partners LLC 180 - 2024-03-31 782 $24,000 -413,402
   Capital Investment Advisory Services LLC 771 - 2024-03-31 512 $16,000 0
   First Capital Advisors Group LLC. 470 *New 2023-06-30 559 $15,000 559
   PRINCIPAL SECURITIES INC. 2181 - 2024-03-31 411 $13,000 -24
   Joseph Group Capital Management 80 *New 2024-03-31 400 $12,000 400
   HARBOUR INVESTMENTS INC. 2512 - 2023-12-31 138 $4,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5488 *Closed 2024-03-31 0 $0 -18,343
   ADVISORY SERVICES NETWORK, LLC 2076 *Closed 2024-03-31 0 $0 -320
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 697 *Closed 2024-03-31 0 $0 -33,940
   VIMA LLC 399 *Closed 2024-03-31 0 $0 -20,798
   DAVID R. RAHN & ASSOCIATES INC. 105 *Closed 2024-03-31 0 $0 -121,477
   OLD MISSION CAPITAL LLC 926 *Closed 2024-03-31 0 $0 -17,878
   MORGAN STANLEY 7391 *Closed 2024-03-31 0 $0 -2,000
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 3400 *Closed 2024-03-31 0 $0 -302
   Pensionmark Financial Group LLC 444 *Closed 2024-03-31 0 $0 -34,228
   UBS Group AG 8127 *Closed 2024-03-31 0 $0 -6,150
   WOLVERINE TRADING LLC 1310 *Closed 2024-03-31 0 $0 -24,518
   PROEQUITIES INC. 9072 - 2024-03-31 0 $0 0
   Atria Wealth Solutions Inc. 2039 *Closed 2024-03-31 0 $0 -57,215
   Arete Wealth Advisors LLC 752 *Closed 2024-03-31 0 $0 -7,300
   Encompass More Asset Management 108 *Closed 2024-03-31 0 $0 -26,708
  88 Records found
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