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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - March (PMAR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 123    0
Total shares held : 
 7,765,990  
% of shares held : 
 17.45%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -50  
Amount of shares held : 
 -966,769  
% of shares held change : 
   -2.17%  
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 :
8
 144,476
 1.86%
 
Increased Positions :
11
 558,976
 7.2%
 
Unchanged Positions :
43
 615,757
 7.93%
 
Decreased Positions :
61
-1,555,952
-20.04%
 
Closed Positions :
8
-114,269
-1.47%
 
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. 491 - 2024-03-31 2,034,787 $74,901,000 340,393
   AE Wealth Management LLC 36 - 2024-03-31 1,284,652 $47,288,000 1,220,508
   Brookstone Capital Management 34 - 2024-03-31 945,269 $34,795,000 900,285
   Penserra Capital Management LLC 62 - 2024-03-31 912,888 $33,603,000 69,855
   Advisor Group Holdings Inc. 294 - 2024-03-31 819,899 $30,180,000 568,138
   Southland Equity Partners LLC 1 - 2024-03-31 776,869 $28,597,000 16,240
   COMMONWEALTH EQUITY SERVICES LLC. 455 - 2024-03-31 603,097 $22,200,000 358,047
   PERSONAL CFO SOLUTIONS LLC 3 *New 2024-03-31 516,789 $19,023,000 516,789
   Cetera Investment Advisers 644 - 2024-03-31 291,055 $10,714,000 280,316
   MCCORMACK ADVISORS INTERNATIONAL 164 - 2024-03-31 253,289 $9,324,000 165,526
   Strategic Wealth Partners Group LLC 21 - 2024-03-31 232,111 $8,544,000 169,835
   WEST MICHIGAN ADVISORS LLC 6 *New 2024-03-31 220,417 $8,114,000 220,417
   Kestra Advisory Services LLC 372 - 2024-03-31 217,411 $8,003,000 90,271
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 963 - 2024-03-31 187,486 $6,901,000 51,963
   LINCOLN NATIONAL CORP 122 - 2024-03-31 168,630 $6,207,000 47,777
   TOWNSQUARE CAPITAL LLC 227 - 2024-03-31 157,773 $5,808,000 75,371
   FINANCIAL NETWORK 567 - 2024-03-31 156,585 $5,764,000 21,892
   HIGHTOWER ADVISORS, LLC 930 - 2024-03-31 143,423 $5,273,000 59,725
   WEALTHSOURCE PARTNERS LLC 48 - 2023-12-31 144,261 $5,139,000 -1,290
   ENVESTNET ASSET MANAGEMENT INC 1989 - 2024-03-31 131,426 $4,838,000 72,772
   InterOcean Capital Group LLC 109 - 2024-03-31 129,592 $4,770,000 27,825
   BB&T CORP 918 - 2024-03-31 120,967 $4,453,000 70,180
   BKD WEALTH ADVISORS LLC 96 - 2024-03-31 119,426 $4,396,000 5,464
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 835 - 2024-03-31 115,455 $4,250,000 49,834
   First Capital Advisors Group LLC. 10 - 2023-06-30 124,792 $4,214,000 5,083
   MULTIFINANCIAL SECURITIES CORP 515 - 2024-03-31 113,250 $4,169,000 62,704
   Beacon Pointe Advisors LLC 339 - 2024-03-31 111,388 $4,100,000 36,104
   KFG WEALTH MANAGEMENT LLC 16 - 2024-03-31 107,887 $3,971,000 50,830
   Comprehensive Financial Consultants Institutional 14 *New 2024-03-31 97,374 $3,584,000 97,374
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 758 - 2024-03-31 95,653 $3,521,000 54,731
   WPWealth LLP 15 - 2024-03-31 92,090 $3,390,000 11,872
   BROWN WEALTH MANAGEMENT LLC 21 - 2024-03-31 91,441 $3,366,000 68,965
   Outlook Wealth Advisors LLC 22 *New 2024-03-31 90,543 $3,333,000 90,543
   Belpointe Asset Management LLC 82 *New 2024-03-31 90,091 $3,316,000 90,091
   Wealth Alliance 39 - 2024-03-31 89,860 $3,308,000 4,077
   Bellwether Advisors LLC 35 - 2024-03-31 88,476 $3,257,000 49,970
   CoreCap Advisors LLC 96 - 2023-12-31 90,122 $3,210,000 1,564
   Advisory Alpha LLC 89 - 2024-03-31 84,590 $3,114,000 65,125
   Diligent Investors LLC 22 - 2024-03-31 81,827 $3,012,000 71,712
   BCS Wealth Management 24 - 2024-03-31 81,254 $2,991,000 11,801
   Cresset Asset Management LLC 506 *New 2024-03-31 73,577 $2,708,000 73,577
   JANNEY MONTGOMERY SCOTT LLC 1013 - 2024-03-31 72,757 $2,678,000 15,087
   BLAIR WILLIAM & CO/IL 615 - 2024-03-31 71,340 $2,626,000 52,364
   CITY HOLDING CO 77 - 2024-03-31 68,303 $2,514,000 -592
   ATTICUS WEALTH MANAGEMENT LLC 22 - 2024-03-31 67,205 $2,474,000 2,305
   Keystone Wealth Services LLC 32 - 2024-03-31 61,957 $2,281,000 -1,065
   Catalina Capital Group LLC 23 *New 2024-03-31 57,325 $2,110,000 57,325
   RAYMOND JAMES & ASSOCIATES 2125 - 2024-03-31 56,497 $2,080,000 30,182
   YARGER WEALTH STRATEGIES LLC 21 *New 2024-03-31 56,407 $2,076,000 56,407
   GILL CAPITAL PARTNERS LLC 31 - 2024-03-31 56,786 $2,054,000 -22,820
   VALMARK ADVISERS INC 166 - 2024-03-31 54,759 $2,016,000 0
   Cypress Wealth Services LLC 52 - 2024-03-31 53,598 $1,973,000 37,285
   Steward Partners Investment Advisory LLC 595 - 2024-03-31 51,461 $1,894,000 47,973
   Goss Wealth Management LLC 735 - 2024-03-31 47,729 $1,757,000 2,791
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 44 - 2024-03-31 47,448 $1,747,000 47,448
   MML INVESTORS SERVICES LLC 1106 - 2024-03-31 47,332 $1,742,000 30,502
   RFG Advisory Group LLC 249 - 2024-03-31 47,200 $1,737,000 35,574
   Frisch Financial Group Inc. 30 *New 2024-03-31 45,744 $1,684,000 45,744
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 51 - 2024-03-31 44,160 $1,626,000 -480
   Weaver Capital Management LLC 57 - 2024-03-31 43,432 $1,599,000 5,860
   Main Street Financial Solutions LLC 124 - 2024-03-31 42,555 $1,566,000 -730
   Certified Advisory Corp 107 *New 2024-03-31 40,843 $1,503,000 40,843
   Cornerstone Wealth Group LLC 109 *New 2024-03-31 39,125 $1,440,000 39,125
   Global Strategic Investment Solutions LLC 59 - 2024-03-31 38,919 $1,433,000 38,919
   Castle Rock Wealth Management LLC 83 *New 2024-03-31 37,857 $1,367,000 37,857
   Bullseye Investment Management LLC 27 *New 2024-03-31 37,039 $1,363,000 37,039
   Pinnacle Wealth Management Group Inc. 28 - 2024-03-31 35,710 $1,314,000 26,110
   Stratos Wealth Advisors LLC 280 - 2024-03-31 35,476 $1,306,000 14,695
   Resources Investment Advisors Inc. 431 - 2024-03-31 35,353 $1,301,000 35,353
   Sigma Planning Corp 426 - 2024-03-31 34,673 $1,276,000 24,336
   Stuart Chaussee & Associates Inc. 11 - 2024-03-31 34,172 $1,258,000 0
   MERCER GLOBAL ADVISORS INC /ADV 881 - 2024-03-31 33,405 $1,230,000 26,829
   Change Path LLC 342 *New 2024-03-31 32,227 $1,186,000 32,227
   WorthPointe LLC 21 - 2024-03-31 32,049 $1,180,000 -386
   BCJ Capital Management LLC 155 - 2024-03-31 31,736 $1,168,000 18,112
   Patriot Financial Group Insurance Agency LLC 126 - 2024-03-31 31,267 $1,151,000 3,506
   Atria Wealth Solutions Inc. 847 *New 2024-03-31 31,175 $1,148,000 31,175
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2374 - 2024-03-31 31,181 $1,148,000 16,721
   LPL FINANCIAL CORP 3008 - 2024-03-31 30,837 $1,135,000 13,352
   Lakeridge Wealth Management LLC 28 - 2024-03-31 28,884 $1,063,000 14,588
   Sutton Wealth Advisors Inc. 39 - 2023-09-30 29,975 $1,004,000 0
   Financial Network Wealth Advisors LLC 27 - 2024-03-31 26,892 $990,000 16,868
   Spire Wealth Management 381 - 2024-03-31 26,621 $980,000 6,273
   JANE STREET GROUP LLC 3104 - 2024-03-31 26,503 $976,000 13,515
   ARS Wealth Advisors Group LLC 69 *New 2024-03-31 25,842 $951,000 25,842
   FSA Advisors Inc. 31 - 2024-03-31 23,565 $867,000 11,607
   H D Vest Advisory Services 813 - 2024-03-31 23,034 $848,000 5,861
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 292 - 2024-03-31 22,893 $843,000 9,394
   Lineweaver Wealth Advisors LLC 87 - 2024-03-31 22,711 $836,000 -3,165
   CRA Financial Services LLC 92 *New 2024-03-31 22,267 $820,000 22,267
   MARINER WEALTH ADVISORS, LLC 1682 *New 2024-03-31 21,326 $785,000 21,326
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 96 - 2024-03-31 21,160 $779,000 5,057
   Alera Investment Advisors LLC 88 - 2024-03-31 20,910 $770,000 0
   Sequoia Financial Advisors LLC 553 - 2024-03-31 20,724 $763,000 -2,058
   RETIREMENT PLANNING GROUP 118 *New 2024-03-31 19,774 $728,000 19,774
   MBL Wealth LLC 103 *New 2024-03-31 19,596 $721,000 19,596
   ADVISORY SERVICES NETWORK, LLC 825 - 2024-03-31 18,493 $681,000 10,605
   Strategic Blueprint LLC 321 - 2024-03-31 18,380 $677,000 -853
   Vishria Bird Financial Group LLC 37 - 2024-03-31 17,501 $644,000 1,383
   Kingsview Wealth Management LLC 604 - 2024-03-31 17,472 $643,000 8,342
  100 Records found
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