Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - February (PFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
 10,103,699  
% of shares held : 
 63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -499,766  
% of shares held change : 
   -3.16%  
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 :
9
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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
   ALLIANCEBERNSTEIN L.P. 394 - 2024-03-31 3,030,679 $103,528,000 479,775
   GRADIENT INVESTMENTS LLC 10 - 2024-03-31 2,168,548 $74,078,000 2,166,427
   Brookstone Capital Management 32 - 2024-03-31 1,091,833 $37,297,000 974,209
   Penserra Capital Management LLC 58 - 2024-03-31 1,001,955 $34,226,000 76,680
   COMMONWEALTH EQUITY SERVICES LLC. 496 - 2024-03-31 579,165 $19,784,000 274,595
   JANNEY MONTGOMERY SCOTT LLC 339 - 2024-03-31 564,807 $19,294,000 211,615
   Advisor Group Holdings Inc. 431 - 2024-03-31 550,369 $18,798,000 227,686
   LINCOLN NATIONAL CORP 66 - 2024-03-31 455,538 $15,561,000 55,256
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 398 - 2024-03-31 384,485 $13,134,000 337,864
   Steward Financial Group LLC 6 - 2023-09-30 406,081 $12,369,000 -257,720
   Kestra Advisory Services LLC 261 - 2024-03-31 354,530 $12,111,000 199,833
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 841 - 2024-03-31 265,094 $9,056,000 88,986
   Miracle Mile Advisors LLC 80 - 2024-03-31 259,598 $8,868,000 -10,627
   Cetera Investment Advisers 726 - 2024-03-31 250,597 $8,560,000 204,422
   Strategic Wealth Partners Group LLC 22 - 2024-03-31 237,590 $8,116,000 123,402
   ENVESTNET ASSET MANAGEMENT INC 1733 - 2024-03-31 208,251 $7,114,000 150,962
   Beacon Pointe Advisors LLC 238 - 2024-03-31 193,282 $6,603,000 87,389
   MERCER GLOBAL ADVISORS INC /ADV 425 - 2024-03-31 168,004 $5,739,000 -133,172
   HIGHTOWER ADVISORS, LLC 918 - 2024-03-31 158,274 $5,405,000 80,281
   Southland Equity Partners LLC 15 - 2024-03-31 152,665 $5,215,000 10,497
   BCS Wealth Management 14 - 2024-03-31 141,645 $4,839,000 82,847
   Sigma Planning Corp 145 - 2024-03-31 132,336 $4,521,000 85,140
   AE Wealth Management LLC 311 - 2024-03-31 131,928 $4,507,000 91,039
   HPM Partners LLC 687 - 2024-03-31 126,296 $4,314,000 99,856
   FINANCIAL NETWORK 693 - 2024-03-31 123,570 $4,221,000 16,021
   BKD WEALTH ADVISORS LLC 102 - 2024-03-31 123,012 $4,202,000 21,578
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 844 - 2024-03-31 122,001 $4,168,000 32,666
   MCCORMACK ADVISORS INTERNATIONAL 261 - 2024-03-31 119,403 $4,079,000 96,682
   Tradition Wealth Management LLC 62 *New 2024-03-31 112,978 $3,859,000 112,978
   Belpointe Asset Management LLC 64 - 2024-03-31 111,787 $3,819,000 -5,217
   Castle Rock Wealth Management LLC 18 - 2024-03-31 113,322 $3,817,000 61,451
   Weaver Consulting Group 18 - 2024-03-31 109,392 $3,737,000 11,859
   MULTIFINANCIAL SECURITIES CORP 575 - 2024-03-31 106,347 $3,633,000 60,570
   STEPHENS INC /AR/ 303 - 2024-03-31 105,565 $3,606,000 -2,200
   LPL FINANCIAL CORP 2103 - 2024-03-31 94,631 $3,233,000 44,864
   Goss Wealth Management LLC 526 - 2024-03-31 93,261 $3,186,000 70,564
   YARGER WEALTH STRATEGIES LLC 16 *New 2024-03-31 86,734 $2,963,000 86,734
   TOWNSQUARE CAPITAL LLC 378 - 2024-03-31 81,994 $2,801,000 -12,173
   Stratos Wealth Advisors LLC 148 - 2024-03-31 79,903 $2,729,000 -1,058
   Pensionmark Financial Group LLC 67 *New 2024-03-31 76,625 $2,618,000 76,625
   Certified Advisory Corp 90 *New 2024-03-31 66,819 $2,283,000 66,819
   WorthPointe LLC 13 - 2024-03-31 64,488 $2,203,000 13,985
   JANE STREET GROUP LLC 2173 *New 2024-03-31 63,061 $2,154,000 63,061
   BB&T CORP 1240 - 2024-03-31 62,311 $2,129,000 8,294
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 39 - 2024-03-31 62,174 $2,124,000 -310
   CoreCap Advisors LLC 160 - 2023-12-31 60,874 $1,988,000 996
   Change Path LLC 236 - 2024-03-31 55,872 $1,909,000 15,077
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 37 - 2024-03-31 55,084 $1,882,000 55,084
   KFG WEALTH MANAGEMENT LLC 30 - 2024-03-31 54,922 $1,876,000 24,261
   Visionary Wealth Advisors 174 - 2024-03-31 53,798 $1,838,000 6,550
   Bullseye Investment Management LLC 25 *New 2024-03-31 53,120 $1,815,000 53,120
   McAlister Sweet & Associates Inc. 16 - 2024-03-31 52,826 $1,805,000 3,341
   Sequoia Financial Advisors LLC 351 - 2024-03-31 51,616 $1,763,000 0
   ADVISORY SERVICES NETWORK, LLC 492 - 2024-03-31 50,842 $1,737,000 26,314
   WEALTHSOURCE PARTNERS LLC 141 - 2023-12-31 53,070 $1,733,000 -6,600
   Weaver Capital Management LLC 55 - 2024-03-31 48,702 $1,664,000 17,633
   Global Strategic Investment Solutions LLC 55 - 2024-03-31 48,419 $1,654,000 181
   GILL CAPITAL PARTNERS LLC 43 - 2024-03-31 45,062 $1,521,000 1,746
   H D Vest Advisory Services 648 - 2024-03-31 40,134 $1,371,000 3,366
   Atria Wealth Solutions Inc. 768 *New 2024-03-31 40,094 $1,370,000 40,094
   Lineweaver Wealth Advisors LLC 66 - 2024-03-31 37,785 $1,291,000 -431
   Betterment LLC 183 - 2024-03-31 37,294 $1,274,000 15,530
   FSA Advisors Inc. 15 - 2024-03-31 36,078 $1,232,000 6,009
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2303 - 2024-03-31 35,632 $1,217,000 -13,149
   Financial Network Wealth Advisors LLC 19 - 2024-03-31 34,530 $1,180,000 23,005
   BCJ Capital Management LLC 153 - 2024-03-31 34,502 $1,179,000 22,044
   Wealth Alliance 135 - 2024-03-31 34,354 $1,174,000 0
   Apollon Wealth Management LLC 426 - 2024-03-31 33,700 $1,151,000 0
   Cornerstone Wealth Group LLC 117 *New 2024-03-31 33,308 $1,138,000 33,308
   Patriot Financial Group Insurance Agency LLC 129 - 2024-03-31 32,974 $1,126,000 3,751
   Diligent Investors LLC 103 - 2024-03-31 31,988 $1,093,000 11,220
   ABSOLUTE INVESTMENT MANAGEMENT LLC 26 *New 2024-03-31 31,788 $1,086,000 31,788
   Keystone Wealth Services LLC 72 - 2024-03-31 31,089 $1,062,000 -12
   Continuum Advisory LLC 149 - 2024-03-31 30,256 $1,037,000 9,981
   WPWealth LLP 26 *New 2024-03-31 30,285 $1,035,000 30,285
   BCGM Wealth Management LLC 63 - 2024-03-31 29,693 $1,014,000 3,090
   CRA Financial Services LLC 77 - 2024-03-31 29,490 $1,007,000 18,525
   MML INVESTORS SERVICES LLC 1436 - 2024-03-31 28,518 $974,000 -8,639
   CITADEL ADVISORS LLC 3102 - 2024-03-31 28,371 $969,000 28,371
   Cape Investment Advisory Inc. 47 - 2023-12-31 28,700 $937,000 -3,100
   Sutton Wealth Advisors Inc. 42 - 2023-09-30 30,322 $924,000 0
   ATTICUS WEALTH MANAGEMENT LLC 49 - 2024-03-31 25,949 $886,000 982
   Resources Investment Advisors Inc. 577 - 2024-03-31 22,995 $786,000 6,500
   InterOcean Capital Group LLC 240 - 2024-03-31 22,647 $774,000 16,417
   DFPG INVESTMENTS INC. 299 - 2023-12-31 23,335 $760,000 0
   Cresset Asset Management LLC 1111 *New 2024-03-31 21,969 $750,000 21,969
   Foundations Investment Advisors LLC 380 - 2024-03-31 21,593 $738,000 14,824
   ASSET MANAGEMENT CORP /IL/ /ADV 43 *New 2023-03-31 24,530 $717,000 24,530
   RFG Advisory Group LLC 424 - 2024-03-31 20,709 $707,000 14,368
   Frisch Financial Group Inc. 48 *New 2024-03-31 20,637 $705,000 20,637
   Diversify Advisory Services LLC 340 - 2024-03-31 20,000 $682,000 0
   RAYMOND JAMES & ASSOCIATES 2851 *New 2024-03-31 19,197 $656,000 19,197
   Pinnacle Wealth Management Group Inc. 44 *New 2024-03-31 19,031 $650,000 19,031
   DHJJ Financial Advisors Ltd. 67 - 2024-03-31 18,498 $632,000 7,600
   Bedel Financial Consulting Inc. 117 - 2024-03-31 18,348 $627,000 -211
   BEDEL FINANCIAL CONSULTING INC 102 - 2023-09-30 19,644 $598,000 0
   ACCUVEST GLOBAL ADVISORS 67 - 2024-03-31 17,060 $583,000 17,060
   Lakeridge Wealth Management LLC 51 *New 2024-03-31 17,050 $582,000 17,050
   GTS SECURITIES LLC 731 *New 2024-03-31 16,983 $580,000 16,983
   Kingsview Wealth Management LLC 628 - 2024-03-31 16,735 $572,000 1,397
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us