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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    10
Total shares held : 
 4,390,106  
% of shares held : 
 48.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,612,311  
% of shares held change : 
   17.91%  
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 :
17
 1,340,090
 30.53%
 
Increased Positions :
17
 760,809
 17.33%
 
Unchanged Positions :
26
 469,610
 10.7%
 
Decreased Positions :
25
-317,844
-7.24%
 
Closed Positions :
7
-170,744
-3.89%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Berkshire Money Management Inc. 4 - 2024-03-31 1,684,573 $59,583,000 1,206,154
   Compass Advisory Group LLC 3 - 2024-03-31 548,065 $19,385,000 36,817
   PFS Partners LLC 1 - 2024-03-31 520,282 $18,402,000 255,052
   Legacy CG LLC 4 *New 2024-03-31 460,368 $16,283,000 460,368
   ODonnell Financial Services LLC 4 - 2024-03-31 433,926 $15,348,000 38,069
   COMMONWEALTH EQUITY SERVICES LLC. 644 - 2024-03-31 389,950 $13,793,000 279,399
   STEPHENS INC /AR/ 117 - 2024-03-31 385,133 $13,622,000 379,103
   Cetera Investment Advisers 549 - 2024-03-31 377,583 $13,355,000 365,673
   Long Island Wealth Management Inc. 3 - 2024-03-31 340,972 $12,060,000 32,140
   MBL Wealth LLC 19 - 2024-03-31 331,203 $11,715,000 63,245
   PERSONAL CFO SOLUTIONS LLC 9 *New 2024-03-31 303,415 $10,732,000 303,415
   MULTIFINANCIAL SECURITIES CORP 244 - 2024-03-31 290,362 $10,270,000 274,194
   GRADIENT INVESTMENTS LLC 121 - 2024-03-31 276,145 $9,767,000 275,277
   PRINCIPAL SECURITIES INC. 126 - 2024-03-31 142,435 $5,038,000 140,722
   Advisor Group Holdings Inc. 1121 - 2024-03-31 124,256 $4,383,000 38,814
   Kestra Advisory Services LLC 596 - 2024-03-31 113,675 $4,021,000 60,426
   SMI Advisory Services LLC 32 - 2024-03-31 109,616 $3,835,000 -486,975
   AdvisorNet Financial Inc 62 - 2024-03-31 106,061 $3,751,000 -156
   Brookstone Capital Management 271 - 2024-03-31 101,060 $3,574,000 60,059
   DAVID R. RAHN & ASSOCIATES INC. 23 *New 2024-03-31 96,068 $3,398,000 96,068
   We Are One Seven LLC 158 *New 2024-03-31 83,619 $2,958,000 83,619
   RFG Advisory Group LLC 174 *New 2024-03-31 77,308 $2,734,000 77,308
   FINANCIAL NETWORK 887 - 2024-03-31 75,109 $2,657,000 29,900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1509 *New 2024-03-31 71,936 $2,544,000 71,936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1134 - 2024-03-31 69,953 $2,474,000 52,788
   Sunbelt Securities Inc. 78 - 2024-03-31 69,050 $2,442,000 13,470
   IFP Advisors Inc 195 - 2023-12-31 70,383 $2,415,000 30,506
   Aurum Wealth Management Group LLC 53 *New 2024-03-31 58,535 $2,070,000 58,535
   LINCOLN NATIONAL CORP 339 - 2024-03-31 54,813 $1,939,000 35,458
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 40 - 2024-03-31 52,705 $1,864,000 12,605
   Pallas Capital Advisors LLC 162 *New 2024-03-31 51,145 $1,809,000 51,145
   JANNEY MONTGOMERY SCOTT LLC 1196 - 2024-03-31 50,709 $1,794,000 28,248
   BKD WEALTH ADVISORS LLC 176 - 2024-03-31 46,087 $1,630,000 -6,481
   BLAIR WILLIAM & CO/IL 738 *New 2024-03-31 44,553 $1,576,000 44,553
   BB&T CORP 1400 - 2024-03-31 42,581 $1,506,000 25,334
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 290 *New 2024-03-31 41,199 $1,457,000 41,199
   DHJJ Financial Advisors Ltd. 33 - 2024-03-31 40,906 $1,447,000 1,222
   HIGHTOWER ADVISORS, LLC 1607 - 2024-03-31 38,446 $1,350,000 10,498
   RAYMOND JAMES & ASSOCIATES 2447 *New 2024-03-31 34,906 $1,235,000 34,906
   Catalina Capital Group LLC 41 *New 2024-03-31 34,406 $1,217,000 34,406
   LPL FINANCIAL CORP 2985 - 2024-03-31 32,989 $1,167,000 3,307
   Weaver Consulting Group 53 *New 2024-03-31 32,657 $1,155,000 32,657
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1167 - 2024-03-31 32,504 $1,150,000 727
   H D Vest Advisory Services 702 - 2024-03-31 31,394 $1,110,000 847
   FSA Advisors Inc. 21 - 2024-03-31 30,484 $1,078,000 17,257
   JT Stratford LLC 126 *New 2024-03-31 30,314 $1,072,000 30,314
   PRIVATE CLIENT SERVICES LLC 48 *New 2024-03-31 27,401 $969,000 27,401
   Capital Analysts Inc. 249 - 2024-03-31 26,732 $946,000 695
   Wealth Alliance 167 - 2024-03-31 26,662 $943,000 7,419
   Global Trust Asset Management LLC 65 *New 2024-03-31 26,500 $937,000 26,500
   SECURED RETIREMENT ADVISORS LLC 60 *New 2024-03-31 21,465 $759,000 21,465
   BCJ Capital Management LLC 185 - 2024-03-31 21,424 $758,000 -6,374
   SageView Advisory Group LLC 254 - 2024-03-31 25,679 $721,000 9,425
   Maltin Wealth Management Inc. 64 *New 2024-03-31 20,359 $720,000 20,359
   Strategic Blueprint LLC 316 - 2024-03-31 19,477 $689,000 10,486
   ENVESTNET ASSET MANAGEMENT INC 3234 - 2024-03-31 19,286 $682,000 123
   Arete Wealth Advisors LLC 266 - 2024-03-31 19,243 $681,000 10,875
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 335 - 2024-03-31 19,239 $680,000 -100
   ADVISORY SERVICES NETWORK, LLC 883 *New 2024-03-31 17,096 $605,000 17,096
   Goss Wealth Management LLC 1221 *New 2024-03-31 17,098 $605,000 17,098
   JANE STREET GROUP LLC 3649 *New 2024-03-31 17,007 $602,000 17,007
   VIMA LLC 18 *New 2024-03-31 19,427 $597,000 19,427
   Ambassador Advisors LLC 143 - 2024-03-31 15,523 $549,000 4,831
   MML INVESTORS SERVICES LLC 1740 - 2024-03-31 15,459 $547,000 1,728
   BANK OF MONTREAL /CAN/ 2036 - 2024-03-31 14,850 $526,000 4,900
   Clear Point Advisors Inc. 62 - 2024-03-31 14,349 $508,000 5,181
   Koshinski Asset Management Inc. 323 - 2024-03-31 13,685 $484,000 -9,520
   Sigma Planning Corp 768 *New 2024-03-31 13,619 $482,000 13,619
   Cedar Brook Financial Partners LLC 212 *New 2024-03-31 13,301 $470,000 13,301
   ACAS LLC 46 - 2024-03-31 13,098 $463,000 883
   Sugarloaf Wealth Management LLC 93 - 2024-03-31 13,011 $460,000 7,436
   WorthPointe LLC 37 *New 2024-03-31 12,940 $458,000 12,940
   CASTLE WEALTH MANAGEMENT LLC 86 - 2024-03-31 12,656 $448,000 6,206
   GTS SECURITIES LLC 858 *New 2024-03-31 11,842 $419,000 11,842
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 156 *New 2024-03-31 11,666 $413,000 11,666
   Belpointe Asset Management LLC 491 *New 2024-03-31 11,422 $404,000 11,422
   Apollon Wealth Management LLC 776 - 2024-03-31 11,000 $389,000 0
   Visionary Wealth Advisors 367 *New 2024-03-31 10,822 $383,000 10,822
   Resources Investment Advisors Inc. 836 - 2024-03-31 10,576 $374,000 -583
   FIRST HEARTLAND CONSULTANTS INC 293 *New 2024-03-31 10,510 $372,000 10,510
   Tradition Wealth Management LLC 265 *New 2024-03-31 10,526 $372,000 10,526
   BCGM Wealth Management LLC 106 - 2024-03-31 10,351 $366,000 740
   Diligent Investors LLC 231 - 2024-03-31 9,947 $352,000 2,000
   Atria Wealth Solutions Inc. 1448 *New 2024-03-31 9,895 $350,000 9,895
   Cypress Wealth Services LLC 177 - 2024-03-31 9,793 $346,000 0
   Beacon Financial Advisory LLC 165 *New 2024-03-31 9,695 $343,000 9,695
   CoreCap Advisors LLC 424 - 2023-12-31 9,753 $335,000 -569
   CAPTRUST FINANCIAL ADVISORS 1723 - 2024-03-31 9,160 $324,000 100
   AE Wealth Management LLC 929 - 2024-03-31 9,157 $324,000 -26,143
   Arkadios Wealth Advisors 514 *New 2024-03-31 9,140 $323,000 9,140
   CREATIVE FINANCIAL DESIGNS INC /ADV 328 *New 2024-03-31 8,850 $313,000 8,850
   InterOcean Capital Group LLC 379 - 2024-03-31 8,746 $309,000 2,576
   Valtinson Bruner Financial Planning LLC 93 - 2024-03-31 8,654 $306,000 -1,288
   TFB Advisors LLC 200 - 2024-03-31 8,760 $300,000 -2,405
   Main Street Financial Solutions LLC 435 - 2024-03-31 7,480 $265,000 0
   Stratos Wealth Advisors LLC 574 *New 2024-03-31 7,469 $264,000 7,469
   CITADEL ADVISORS LLC 4335 - 2024-03-31 7,321 $259,000 -7,288
   Global Strategic Investment Solutions LLC 137 - 2024-03-31 7,336 $259,000 7,336
   BCS Wealth Management 198 *New 2024-03-31 7,317 $259,000 7,317
   Berger Financial Group Inc 317 - 2024-03-31 7,006 $248,000 990
  100 Records found
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