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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    3
Total shares held : 
 11,291,632  
% of shares held : 
 9.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -52  
Amount of shares held : 
 -1,752,714  
% of shares held change : 
   -1.5%  
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 :
7
 66,096
 0.59%
 
Increased Positions :
20
 1,172,349
 10.38%
 
Unchanged Positions :
46
 953,677
 8.45%
 
Decreased Positions :
69
-2,690,506
-23.83%
 
Closed Positions :
10
-300,653
-2.66%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANCEBERNSTEIN L.P. 456 - 2024-03-31 2,486,570 $85,836,000 -117,355
   Penserra Capital Management LLC 60 - 2024-03-31 977,468 $33,742,000 74,805
   COMMONWEALTH EQUITY SERVICES LLC. 524 - 2024-03-31 524,027 $18,089,000 -57,383
   Vantage Financial Partners Ltd. Inc. 11 - 2024-03-31 360,689 $12,451,000 -7,791
   Lineweaver Wealth Advisors LLC 8 - 2024-03-31 336,640 $11,621,000 -6,856
   Weaver Capital Management LLC 5 - 2024-03-31 282,659 $9,757,000 -7,040
   McAdam LLC 31 - 2024-03-31 236,803 $8,174,000 0
   Strategic Wealth Partners Group LLC 24 - 2024-03-31 231,123 $7,978,000 -11,313
   Advisor Group Holdings Inc. 829 - 2024-03-31 211,118 $7,288,000 140
   ACCUVEST GLOBAL ADVISORS 7 - 2024-03-31 206,605 $7,128,000 206,605
   Brookstone Capital Management 189 - 2024-03-31 187,927 $6,487,000 -57,471
   BB&T CORP 845 - 2024-03-31 157,078 $5,422,000 -4,523
   HIGHTOWER ADVISORS, LLC 919 - 2024-03-31 156,074 $5,392,000 -6,460
   Cetera Investment Advisers 947 - 2024-03-31 155,245 $5,359,000 118,403
   BLAIR WILLIAM & CO/IL 496 - 2024-03-31 132,163 $4,562,000 -2,880
   LINCOLN NATIONAL CORP 182 - 2024-03-31 119,354 $4,120,000 -3,447
   Kestra Advisory Services LLC 593 - 2024-03-31 117,201 $4,046,000 20,763
   Andina Capital Management LLC 9 - 2024-03-31 113,825 $3,929,000 -8,744
   BKD WEALTH ADVISORS LLC 107 - 2024-03-31 112,274 $3,876,000 -900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1287 - 2024-03-31 109,879 $3,793,000 -6,286
   Bellwether Advisors LLC 31 - 2024-03-31 108,445 $3,744,000 -11,618
   Southland Equity Partners LLC 24 - 2024-03-31 102,390 $3,535,000 -74
   ENVESTNET ASSET MANAGEMENT INC 2204 - 2024-03-31 102,349 $3,533,000 -9,636
   Clear Point Advisors Inc. 5 - 2024-03-31 102,095 $3,524,000 0
   Weaver Consulting Group 19 - 2024-03-31 99,362 $3,430,000 -760
   Beacon Pointe Advisors LLC 402 - 2024-03-31 87,485 $3,020,000 -6,997
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1389 - 2024-03-31 84,336 $2,911,000 -91,048
   YARGER WEALTH STRATEGIES LLC 17 - 2024-03-31 83,685 $2,889,000 -47,499
   InterOcean Capital Group LLC 132 - 2024-03-31 79,963 $2,760,000 -11,484
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1098 - 2024-03-31 75,883 $2,619,000 -8,872
   LPL FINANCIAL CORP 2305 - 2024-03-31 72,805 $2,513,000 25,930
   CoreCap Advisors LLC 121 - 2023-12-31 75,297 $2,513,000 2,393
   OLD MISSION CAPITAL LLC 198 - 2024-03-31 71,992 $2,485,000 43,959
   Strategic Blueprint LLC 122 - 2024-03-31 68,548 $2,366,000 -3,060
   JANNEY MONTGOMERY SCOTT LLC 1108 - 2024-03-31 63,931 $2,207,000 -19,854
   FINANCIAL NETWORK 979 - 2024-03-31 62,850 $2,170,000 -13,866
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 914 - 2024-03-31 61,934 $2,138,000 -27,482
   MULTIFINANCIAL SECURITIES CORP 786 - 2024-03-31 61,210 $2,113,000 -8,625
   Balboa Wealth Partners 29 - 2024-03-31 60,463 $2,087,000 -550
   Stratos Wealth Advisors LLC 205 - 2024-03-31 54,463 $1,880,000 -2,515
   KFG WEALTH MANAGEMENT LLC 31 - 2024-03-31 52,552 $1,814,000 -3,203
   Advisory Alpha LLC 119 - 2024-03-31 52,466 $1,811,000 -1,825
   TOWNSQUARE CAPITAL LLC 498 - 2024-03-31 52,079 $1,798,000 -32,387
   Wealth Alliance 91 - 2024-03-31 50,366 $1,739,000 550
   JANE STREET GROUP LLC 2445 - 2024-03-31 48,888 $1,688,000 -671,094
   Castle Rock Wealth Management LLC 66 - 2024-03-31 44,049 $1,524,000 -3,955
   Cape Investment Advisory Inc. 29 - 2023-12-31 43,250 $1,444,000 -140
   Outlook Wealth Advisors LLC 48 - 2024-03-31 39,922 $1,378,000 -296,167
   Resources Investment Advisors Inc. 419 - 2024-03-31 39,338 $1,358,000 -5,690
   AE Wealth Management LLC 589 - 2024-03-31 37,853 $1,307,000 -55,993
   Cardinal Point Capital Management ULC 26 - 2024-03-31 35,240 $1,216,000 0
   Chicago Partners Investment Group LLC 289 - 2024-03-31 33,660 $1,164,000 -1,624
   RFG Advisory Group LLC 321 - 2024-03-31 33,706 $1,164,000 24,025
   MML INVESTORS SERVICES LLC 1334 - 2024-03-31 33,024 $1,140,000 737
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 63 - 2024-03-31 31,460 $1,086,000 -241
   Berkshire Money Management Inc. 32 - 2024-03-31 31,096 $1,073,000 0
   BCS Wealth Management 71 - 2024-03-31 29,865 $1,031,000 -2,477
   BROWN WEALTH MANAGEMENT LLC 42 - 2024-03-31 28,034 $968,000 -3,233
   THOROUGHBRED FINANCIAL SERVICES LLC 203 - 2024-03-31 27,508 $949,000 -1,997
   HARBOUR INVESTMENTS INC. 386 - 2023-12-31 26,986 $901,000 -37
   FINANCIAL ARCHITECTS INC 153 *New 2023-06-30 27,806 $881,000 27,806
   ARS Wealth Advisors Group LLC 75 - 2024-03-31 24,149 $834,000 -403
   COLDSTREAM CAPITAL MANAGEMENT INC 373 - 2024-03-31 23,785 $821,000 0
   Tradition Wealth Management LLC 163 *New 2024-03-31 23,674 $817,000 23,674
   AXXCESS WEALTH MANAGEMENT LLC 419 - 2024-03-31 23,464 $810,000 0
   Change Path LLC 429 - 2024-03-31 23,302 $804,000 3,505
   Pinnacle Wealth Management Group Inc. 38 - 2024-03-31 22,980 $793,000 -2,300
   Patriot Financial Group Insurance Agency LLC 184 - 2024-03-31 22,751 $785,000 -715
   BENJAMIN F. EDWARDS & COMPANY INC. 555 - 2024-03-31 22,687 $783,000 -25,603
   Fragasso Group Inc. 135 - 2024-03-31 22,494 $776,000 0
   CAPTRUST FINANCIAL ADVISORS 1303 - 2024-03-31 20,797 $718,000 554
   CRA Financial Services LLC 103 - 2024-03-31 20,195 $697,000 -1,425
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 331 - 2024-03-31 19,964 $689,000 -650
   Cornerstone Wealth Group LLC 140 *New 2024-03-31 19,952 $689,000 19,952
   Cypress Wealth Services LLC 107 - 2024-03-31 19,826 $684,000 -3,283
   Focus Financial Network Inc. 315 - 2024-03-31 19,489 $671,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 391 - 2023-12-31 19,982 $667,000 0
   Garden State Investment Advisory Services LLC 94 - 2024-03-31 18,050 $623,000 0
   Pensionmark Financial Group LLC 192 - 2024-03-31 17,452 $602,000 200
   Spire Wealth Management 488 - 2024-03-31 16,863 $582,000 -117
   IFP Advisors Inc 523 - 2023-12-31 17,121 $571,000 -1,042
   Sutton Wealth Advisors Inc. 59 - 2023-09-30 18,196 $570,000 -318
   NATIONAL ASSET MANAGEMENT, INC. 738 - 2024-03-31 17,857 $559,000 2,300
   BECK CAPITAL MANAGEMENT LLC 95 - 2024-03-31 15,196 $525,000 -803
   DHJJ Financial Advisors Ltd. 77 - 2024-03-31 15,159 $523,000 -2,301
   Global Strategic Investment Solutions LLC 94 - 2024-03-31 14,895 $514,000 482
   Nikulski Financial Inc. 89 - 2024-03-31 13,370 $462,000 -75
   TRUSTCORE FINANCIAL SERVICES LLC 179 - 2022-12-31 15,335 $456,000 0
   SRS Capital Advisors Inc. 193 - 2024-03-31 12,984 $448,000 -348
   VALMARK ADVISERS INC 397 - 2024-03-31 12,494 $431,000 0
   GILL CAPITAL PARTNERS LLC 71 - 2024-03-31 12,257 $424,000 -1,602
   CITADEL ADVISORS LLC 3911 *New 2024-03-31 12,103 $418,000 12,103
   Orion Capital Management LLC 75 - 2024-03-31 12,070 $417,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 126 - 2024-03-31 11,996 $414,000 -34
   HPM Partners LLC 1707 - 2024-03-31 11,750 $406,000 0
   Elmwood Wealth Management Inc. 99 - 2024-03-31 11,450 $395,000 1,650
   Valtinson Bruner Financial Planning LLC 86 - 2024-03-31 11,265 $389,000 -265
   BMS Financial Advisors LLC 75 - 2023-06-30 12,000 $380,000 0
   Pillar Wealth Advisors LLC 56 - 2024-03-31 10,850 $375,000 0
   Clay Northam Wealth Management LLC 51 - 2024-03-31 10,655 $368,000 0
  100 Records found
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