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Get Institutions for : 
Innovator Equity Defined Protection Etf 2 Yr To July 2025 (TJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    17
Total shares held : 
 4,929,893  
% of shares held : 
 54.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 1,550,851  
% of shares held change : 
   17.23%  
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 :
21
 1,401,852
 28.44%
 
Increased Positions :
27
 594,845
 12.07%
 
Unchanged Positions :
18
 281,930
 5.72%
 
Decreased Positions :
11
-162,196
-3.29%
 
Closed Positions :
4
-283,650
-5.75%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Amplius Wealth Advisors LLC 9 - 2024-03-31 1,303,921 $34,306,000 403,140
   COMMONWEALTH EQUITY SERVICES LLC. 467 - 2024-03-31 810,856 $21,334,000 -27,598
   Vishria Bird Financial Group LLC 9 - 2024-03-31 401,906 $10,574,000 -5,591
   AE Wealth Management LLC 248 - 2024-03-31 272,077 $7,158,000 -10,942
   Strategic Blueprint LLC 65 - 2024-03-31 197,059 $5,185,000 39,768
   ACCUVEST GLOBAL ADVISORS 10 - 2024-03-31 174,380 $4,588,000 174,380
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 970 - 2024-03-31 126,482 $3,328,000 -8,098
   Cetera Investment Advisers 1234 - 2024-03-31 122,058 $3,211,000 102,188
   Bullseye Investment Management LLC 19 - 2024-03-31 121,122 $3,187,000 -70,566
   KFG WEALTH MANAGEMENT LLC 23 - 2024-03-31 110,832 $2,916,000 8,012
   Brookstone Capital Management 299 - 2024-03-31 108,060 $2,843,000 11,293
   Goss Wealth Management LLC 588 - 2024-03-31 98,755 $2,598,000 -15,056
   Kestra Advisory Services LLC 789 - 2024-03-31 91,909 $2,418,000 19,885
   BCJ Capital Management LLC 122 - 2024-03-31 90,642 $2,385,000 13,939
   MULTIFINANCIAL SECURITIES CORP 753 - 2024-03-31 87,060 $2,291,000 35,926
   Financial Designs Corp 16 *New 2024-03-31 85,660 $2,254,000 85,660
   We Are One Seven LLC 196 - 2024-03-31 85,398 $2,247,000 -1,600
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 247 - 2024-03-31 82,300 $2,165,000 0
   CENTAURUS FINANCIAL INC. 156 - 2024-03-31 71,025 $1,869,000 -1,951
   Syntegra Private Wealth Group LLC 34 - 2024-03-31 62,204 $1,637,000 7,363
   Diligent Investors LLC 66 - 2024-03-31 60,465 $1,591,000 0
   Foundations Investment Advisors LLC 279 - 2024-03-31 49,330 $1,298,000 -178
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 112 - 2024-03-31 49,127 $1,293,000 38,335
   LAKE STREET FINANCIAL LLC 132 - 2024-03-31 45,205 $1,189,000 -820
   Cypress Wealth Services LLC 74 - 2024-03-31 41,600 $1,094,000 0
   Eudaimonia Partners LLC 88 - 2024-03-31 40,378 $1,062,000 0
   JANNEY MONTGOMERY SCOTT LLC 1482 - 2024-03-31 40,013 $1,053,000 -9,350
   Kingsview Wealth Management LLC 495 - 2024-03-31 37,605 $989,000 -31,813
   HIGHTOWER ADVISORS, LLC 1805 - 2024-03-31 35,904 $946,000 0
   InterOcean Capital Group LLC 231 *New 2024-03-31 32,176 $847,000 32,176
   FINANCIAL NETWORK 1580 - 2024-03-31 31,672 $833,000 395
   CAPTRUST FINANCIAL ADVISORS 1269 - 2024-03-31 29,088 $765,000 0
   OLD MISSION CAPITAL LLC 462 - 2024-03-31 28,223 $743,000 1,207
   Garden State Investment Advisory Services LLC 81 - 2024-03-31 27,604 $726,000 -25
   HARBOUR INVESTMENTS INC. 441 - 2023-12-31 27,851 $715,000 17,245
   Garrett Investment Advisors LLC 162 - 2024-03-31 26,280 $691,000 0
   Maia Wealth LLC 73 - 2023-12-31 26,009 $668,000 0
   Vantage Financial Partners LLC 63 - 2024-03-31 25,176 $662,000 7,656
   MML INVESTORS SERVICES LLC 1641 - 2024-03-31 25,173 $662,000 3,883
   ENVESTNET ASSET MANAGEMENT INC 3257 - 2024-03-31 24,786 $652,000 10,446
   FSA Advisors Inc. 45 - 2024-03-31 24,582 $647,000 -406
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1442 - 2024-03-31 24,400 $642,000 -2,000
   Pinnacle Wealth Management Group Inc. 46 - 2024-03-31 24,160 $636,000 0
   Main Street Financial Solutions LLC 263 - 2024-03-31 23,708 $624,000 -30
   JANE STREET GROUP LLC 3634 - 2024-03-31 23,248 $612,000 23,248
   CENTRAL VALLEY ADVISORS LLC 71 - 2024-03-31 21,658 $570,000 1,954
   CITADEL ADVISORS LLC 3682 *New 2024-03-31 19,981 $526,000 19,981
   Pine Harbor Wealth Management LLC 54 - 2024-03-31 19,568 $515,000 1,323
   HPM Partners LLC 1592 *New 2024-03-31 19,230 $506,000 19,230
   John W. Brooker & Co. CPAs 54 - 2024-03-31 18,175 $478,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2565 *New 2024-03-31 17,488 $460,000 17,488
   Sunbelt Securities Inc. 353 - 2024-03-31 15,950 $420,000 -800
   SageView Advisory Group LLC 369 - 2024-03-31 16,022 $381,000 -108,964
   Lion Street Advisors LLC 161 - 2024-03-31 13,260 $340,000 0
   ROYAL BANK OF CANADA 3743 - 2024-03-31 12,399 $326,000 8,479
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3966 - 2024-03-31 12,075 $318,000 -44,167
   Beacon Financial Advisory LLC 175 - 2024-03-31 11,930 $314,000 -2,277
   Sigma Planning Corp 932 - 2024-03-31 11,882 $313,000 11,882
   Atlantic Private Wealth LLC 27 - 2024-03-31 11,326 $298,000 0
   Castle Rock Wealth Management LLC 197 - 2024-03-31 10,625 $276,000 0
   Change Path LLC 742 - 2024-03-31 10,460 $275,000 1,442
   Fermata Advisors LLC 177 - 2024-03-31 9,945 $262,000 0
   Accurate Wealth Management LLC 247 - 2024-03-31 9,418 $245,000 1,138
   Stratos Wealth Advisors LLC 601 - 2024-03-31 8,727 $230,000 303
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 186 - 2024-03-31 8,561 $225,000 0
   SILVER OAK SECURITIES Inc 360 - 2024-03-31 8,269 $218,000 -88
   BB&T CORP 2430 - 2024-03-31 8,123 $214,000 0
   Atria Wealth Solutions Inc. 1773 - 2024-03-31 8,028 $211,000 0
   TKG Advisors LLC 91 - 2024-03-31 8,000 $210,000 0
   Capital Investment Advisory Services LLC 495 - 2024-03-31 7,000 $184,000 0
   SRS Capital Advisors Inc. 370 - 2024-03-31 4,330 $114,000 0
   PRINCIPAL SECURITIES INC. 1239 - 2024-03-31 4,122 $108,000 122
   Advisor Group Holdings Inc. 4161 - 2024-03-31 4,038 $106,000 0
   AdvisorNet Financial Inc 614 - 2024-03-31 4,020 $106,000 0
   IFP Advisors Inc 1335 - 2023-12-31 3,000 $77,000 0
   MORGAN STANLEY 5894 *New 2024-03-31 2,674 $70,000 2,674
   PROEQUITIES INC. 1090 - 2024-03-31 2,345 $62,000 238
   BANK OF MONTREAL /CAN/ 3082 - 2024-03-31 1,300 $34,000 0
   UBS Group AG 5793 *New 2024-03-31 596 $16,000 596
   Capital Analysts Inc. 872 - 2024-03-31 523 $14,000 0
   Parallel Advisors LLC 2169 - 2024-03-31 500 $13,000 0
   Steward Partners Investment Advisory LLC 2756 - 2024-03-31 403 $11,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1764 - 2024-03-31 273 $7,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1440 *New 2024-03-31 210 $6,000 210
   Global Retirement Partners LLC 2551 - 2024-03-31 100 $3,000 0
   Clear Point Advisors Inc. 409 - 2024-03-31 100 $3,000 0
   Tradition Wealth Management LLC 688 *Closed 2024-03-31 0 $0 -4,005
   ADVISORY SERVICES NETWORK, LLC 2177 *Closed 2024-03-31 0 $0 -1,026
   Executive Wealth Management LLC 242 *Closed 2024-03-31 0 $0 -20,720
   Feltz Wealth PLAN Inc. 309 *Closed 2024-03-31 0 $0 -21,678
   MILESTONE ASSET MANAGEMENT LLC 170 *Closed 2024-03-31 0 $0 -10,147
   Benchmark Investment Advisors LLC 287 *Closed 2024-03-31 0 $0 -76,703
   IFG Advisory LLC 550 *Closed 2024-03-31 0 $0 -9,460
  93 Records found
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