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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 163    20
Total shares held : 
19,020,962  
% of shares held : 
84.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
5,064,888  
% of shares held change : 
  22.51%  
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 :
27
 843,534
 4.43%
 
Increased Positions :
75
 4,981,024
 26.19%
 
Unchanged Positions :
29
 604,239
 3.18%
 
Decreased Positions :
32
-658,625
-3.46%
 
Closed Positions :
7
-101,045
-0.53%
 
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
   ALLIANCEBERNSTEIN L.P. 223 - 2024-03-31 5,235,522 $191,609,000 -142,171
   Strategic Wealth Partners Group LLC 7 - 2024-03-31 1,083,141 $39,641,000 -60,575
   Brookstone Capital Management 31 - 2024-03-31 1,030,365 $37,709,000 -259,924
   Penserra Capital Management LLC 54 - 2024-03-31 942,005 $34,474,000 72,286
   Cetera Investment Advisers 335 - 2024-03-31 643,391 $23,547,000 211,130
   HIGHTOWER ADVISORS, LLC 435 - 2024-03-31 615,683 $22,532,000 -2,968
   COMMONWEALTH EQUITY SERVICES LLC. 486 - 2024-03-31 557,662 $20,409,000 -14,546
   Advisor Group Holdings Inc. 416 - 2024-03-31 532,753 $19,498,000 -28,034
   MULTIFINANCIAL SECURITIES CORP 133 - 2024-03-31 515,762 $18,876,000 401,997
   STEPHENS INC /AR/ 113 - 2024-03-31 384,703 $14,079,000 -1,405
   BLAIR WILLIAM & CO/IL 280 - 2024-03-31 378,698 $13,860,000 -364
   MBL Wealth LLC 17 - 2024-03-31 360,679 $13,200,000 -11,480
   ENVESTNET ASSET MANAGEMENT INC 1394 - 2024-03-31 336,854 $12,328,000 4,853
   Global Strategic Investment Solutions LLC 20 - 2024-03-31 336,487 $12,315,000 -7,098
   BB&T CORP 599 - 2024-03-31 294,611 $10,782,000 9,051
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 783 - 2024-03-31 282,601 $10,343,000 1,929
   LINCOLN NATIONAL CORP 91 - 2024-03-31 263,664 $9,650,000 -2,215
   Kestra Advisory Services LLC 321 - 2024-03-31 260,467 $9,533,000 91,070
   LPL FINANCIAL CORP 1489 - 2024-03-31 208,766 $7,640,000 116,742
   Foundations Investment Advisors LLC 91 - 2024-03-31 207,591 $7,597,000 139,508
   Beacon Pointe Advisors LLC 223 - 2024-03-31 194,600 $7,122,000 -12,425
   Weaver Capital Management LLC 6 - 2024-03-31 193,912 $7,097,000 -1,138
   TOWNSQUARE CAPITAL LLC 206 - 2024-03-31 174,980 $6,404,000 -63,119
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 668 - 2024-03-31 159,293 $5,830,000 -8,161
   WealthPlan Investment Management LLC 49 - 2024-03-31 151,140 $5,531,000 91,448
   BKD WEALTH ADVISORS LLC 97 - 2024-03-31 119,397 $4,370,000 -5,959
   JANNEY MONTGOMERY SCOTT LLC 810 - 2024-03-31 119,283 $4,365,000 -7,913
   GILL CAPITAL PARTNERS LLC 20 - 2024-03-31 118,655 $4,299,000 -1,655
   AE Wealth Management LLC 336 - 2024-03-31 111,235 $4,071,000 -51,117
   Pathstone Holdings LLC 585 - 2024-03-31 109,564 $4,010,000 -42
   FINANCIAL NETWORK 733 - 2024-03-31 104,632 $3,829,000 -15,393
   CoreCap Advisors LLC 87 - 2023-12-31 101,334 $3,557,000 48,709
   Castle Rock Wealth Management LLC 19 - 2024-03-31 95,229 $3,443,000 -676
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 778 - 2024-03-31 89,732 $3,284,000 -2,565
   MML INVESTORS SERVICES LLC 863 - 2024-03-31 82,364 $3,014,000 64
   Feltz Wealth PLAN Inc. 97 - 2024-03-31 81,693 $2,990,000 22,564
   YARGER WEALTH STRATEGIES LLC 15 - 2024-03-31 81,065 $2,967,000 -6,289
   KFG WEALTH MANAGEMENT LLC 24 - 2024-03-31 78,388 $2,869,000 978
   Sigma Planning Corp 233 - 2024-03-31 76,103 $2,785,000 15,459
   Goss Wealth Management LLC 581 - 2024-03-31 74,178 $2,715,000 1,162
   Compass Advisory Group LLC 16 - 2024-03-31 73,572 $2,693,000 -900
   MILESTONE ASSET MANAGEMENT LLC 33 - 2024-03-31 72,752 $2,663,000 -254
   Steward Partners Investment Advisory LLC 501 - 2024-03-31 69,468 $2,542,000 -827
   Bellwether Advisors LLC 48 - 2024-03-31 66,050 $2,417,000 112
   AlphaCore Capital LLC 31 - 2024-03-31 65,800 $2,408,000 0
   Pillar Wealth Advisors LLC 13 - 2024-03-31 64,116 $2,347,000 -771
   JANE STREET GROUP LLC 2109 - 2024-03-31 61,736 $2,259,000 33,710
   RFG Advisory Group LLC 213 *New 2024-03-31 56,901 $2,082,000 56,901
   BCS Wealth Management 40 - 2024-03-31 55,000 $2,013,000 -946
   Outlook Wealth Advisors LLC 37 - 2024-03-31 51,818 $1,896,000 -964
   Atria Wealth Solutions Inc. 658 - 2024-03-31 51,631 $1,890,000 -306
   Retirement Income Solutions Inc 32 - 2024-03-31 51,272 $1,876,000 0
   Diligent Investors LLC 43 - 2024-03-31 51,232 $1,875,000 0
   CRA Financial Services LLC 49 - 2024-03-31 51,086 $1,870,000 -3,000
   Cresset Asset Management LLC 675 - 2024-03-31 49,932 $1,827,000 -1
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 42 - 2024-03-31 49,907 $1,826,000 -1,516
   ATTICUS WEALTH MANAGEMENT LLC 31 - 2024-03-31 47,728 $1,747,000 0
   MCCORMACK ADVISORS INTERNATIONAL 391 - 2024-03-31 47,142 $1,725,000 -223,013
   Weaver Consulting Group 44 - 2024-03-31 43,466 $1,591,000 0
   RAYMOND JAMES & ASSOCIATES 2307 - 2024-03-31 42,225 $1,545,000 -5,194
   CITY HOLDING CO 126 - 2024-03-31 34,128 $1,249,000 -2,480
   BROWN WEALTH MANAGEMENT LLC 35 - 2024-03-31 33,748 $1,235,000 0
   Pinnacle Wealth Management Group Inc. 30 - 2024-03-31 33,570 $1,229,000 0
   BCJ Capital Management LLC 151 - 2024-03-31 33,087 $1,211,000 6,278
   MERCER GLOBAL ADVISORS INC /ADV 885 - 2024-03-31 33,038 $1,209,000 -5,500
   GOFEN & GLOSSBERG LLC /IL/ 220 *New 2022-12-31 39,695 $1,186,000 39,695
   Steward Financial Group LLC 21 - 2023-09-30 36,120 $1,168,000 0
   Wealth Alliance 150 - 2024-03-31 29,499 $1,080,000 0
   VALMARK ADVISERS INC 252 - 2024-03-31 29,257 $1,071,000 0
   ADVISORY SERVICES NETWORK, LLC 656 - 2024-03-31 29,237 $1,070,000 -4,744
   Resources Investment Advisors Inc. 501 - 2024-03-31 27,712 $1,014,000 158
   Advisory Alpha LLC 153 - 2024-03-31 27,560 $1,009,000 -135
   Ameritas Advisory Services LLC 382 *New 2024-03-31 26,748 $976,000 26,748
   Keystone Wealth Services LLC 82 - 2024-03-31 26,505 $970,000 0
   Patriot Financial Group Insurance Agency LLC 156 - 2024-03-31 26,387 $966,000 1,900
   Southland Equity Partners LLC 66 - 2024-03-31 26,321 $963,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 239 - 2024-03-31 26,147 $957,000 0
   Tradition Wealth Management LLC 156 - 2024-03-31 26,085 $955,000 -45,601
   Capital Analysts Inc. 248 - 2024-03-31 25,949 $949,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 266 - 2024-03-31 25,821 $945,000 -6,387
   Long Island Wealth Management Inc. 37 - 2024-03-31 25,544 $935,000 -9,765
   M HOLDINGS SECURITIES, INC. 89 - 2024-03-31 23,931 $876,000 13,498
   ARS Wealth Advisors Group LLC 74 - 2024-03-31 23,275 $852,000 0
   ASSET MANAGEMENT CORP /IL/ /ADV 36 - 2023-03-31 25,968 $817,000 4,941
   WEDBUSH MORGAN SECURITIES INC 459 - 2024-03-31 22,247 $814,000 -3,671
   Visionary Wealth Advisors 253 - 2024-03-31 22,240 $814,000 2,095
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2831 - 2024-03-31 21,715 $795,000 -59,454
   Change Path LLC 436 - 2024-03-31 21,377 $782,000 -526
   Continuum Advisory LLC 180 - 2024-03-31 21,061 $774,000 -1,172
   Strategic Blueprint LLC 291 - 2024-03-31 20,975 $768,000 -42
   H D Vest Advisory Services 854 - 2024-03-31 20,911 $765,000 -1,305
   Horan Capital Advisors LLC. 62 - 2024-03-31 20,636 $755,000 -38,691
   Orion Capital Management LLC 51 - 2024-03-31 20,500 $750,000 0
   ROYAL BANK OF CANADA 3204 - 2024-03-31 20,066 $734,000 17,345
   AdvisorNet Financial Inc 249 - 2024-03-31 19,998 $732,000 0
   FSA Advisors Inc. 39 - 2024-03-31 19,475 $713,000 390
   CAPTRUST FINANCIAL ADVISORS 1306 - 2024-03-31 19,450 $712,000 638
   WEALTHSOURCE PARTNERS LLC 248 - 2023-12-31 19,950 $700,000 -200
   WPWealth LLP 31 - 2024-03-31 19,109 $699,000 -5,883
   IFP Advisors Inc 470 - 2023-12-31 19,096 $670,000 288

  100 Records found
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