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Get Institutions for : 
Innovator S (UDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    5
Total shares held : 
 2,662,967  
% of shares held : 
 29.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 798,125  
% of shares held change : 
   8.87%  
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
 535,558
 20.11%
 
Increased Positions :
22
 690,533
 25.93%
 
Unchanged Positions :
12
 94,371
 3.54%
 
Decreased Positions :
18
-131,776
-4.95%
 
Closed Positions :
4
-296,190
-11.12%
 
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
   Brookstone Capital Management 68 - 2024-03-31 565,820 $18,909,000 32,457
   We Are One Seven LLC 92 - 2024-03-31 150,719 $5,037,000 4,662
   COMMONWEALTH EQUITY SERVICES LLC. 1340 - 2024-03-31 113,098 $3,780,000 -6,199
   MILESTONE ASSET MANAGEMENT LLC 24 - 2024-03-31 105,017 $3,510,000 -556
   Arete Wealth Advisors LLC 111 - 2024-03-31 69,735 $2,331,000 -4,165
   KFG WEALTH MANAGEMENT LLC 27 - 2024-03-31 64,461 $2,154,000 -3,164
   Advisor Group Holdings Inc. 1641 - 2024-03-31 64,075 $2,141,000 -10,077
   Goss Wealth Management LLC 666 - 2024-03-31 61,636 $2,060,000 -169,245
   Castle Rock Wealth Management LLC 58 - 2024-03-31 51,330 $1,700,000 -6,687
   BB&T CORP 1350 - 2024-03-31 49,593 $1,657,000 -900
   Spire Wealth Management 284 - 2024-03-31 47,437 $1,585,000 0
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 100 - 2024-03-31 42,608 $1,424,000 -6,914
   Kestra Advisory Services LLC 1028 - 2024-03-31 42,350 $1,415,000 25,903
   Strategic Blueprint LLC 212 - 2024-03-31 37,332 $1,248,000 0
   Cetera Investment Advisers 1923 - 2024-03-31 36,016 $1,204,000 27,298
   HIGHTOWER ADVISORS, LLC 1708 - 2024-03-31 33,689 $1,127,000 0
   BCJ Capital Management LLC 158 - 2024-03-31 32,665 $1,092,000 -150
   Berger Financial Group Inc 148 - 2024-03-31 29,870 $998,000 4,364
   MML INVESTORS SERVICES LLC 1485 - 2024-03-31 26,037 $870,000 3,840
   Octavia Wealth Advisors LLC 83 - 2024-03-31 25,530 $853,000 -825
   MULTIFINANCIAL SECURITIES CORP 1234 - 2024-03-31 25,446 $850,000 5,405
   Garden State Investment Advisory Services LLC 70 - 2024-03-31 25,380 $848,000 0
   OLD MISSION CAPITAL LLC 488 *New 2024-03-31 20,303 $679,000 20,303
   Lakeridge Wealth Management LLC 46 - 2024-03-31 20,152 $673,000 0
   Archer Investment Corp 105 - 2024-03-31 19,229 $643,000 -818
   ADVISORY SERVICES NETWORK, LLC 892 - 2024-03-31 17,638 $589,000 125
   ENVESTNET ASSET MANAGEMENT INC 3317 - 2024-03-31 17,397 $581,000 -8,886
   LPL FINANCIAL CORP 3633 *New 2024-03-31 16,355 $547,000 16,355
   MONEY CONCEPTS CAPITAL CORP 284 - 2024-03-31 15,387 $514,000 0
   AE Wealth Management LLC 821 - 2024-03-31 14,641 $489,000 -987
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3470 - 2024-03-31 14,506 $485,000 4,626
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2541 - 2024-03-31 14,141 $473,000 0
   HARBOUR INVESTMENTS INC. 592 - 2023-12-31 13,010 $417,000 86
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2469 - 2024-03-31 11,763 $393,000 -688
   Steward Partners Investment Advisory LLC 1178 - 2024-03-31 10,834 $362,000 0
   FINANCIAL NETWORK 2162 - 2024-03-31 10,469 $350,000 -1,600
   Compass Advisory Group LLC 61 - 2024-03-31 9,311 $311,000 -405
   Ameritas Advisory Services LLC 704 - 2024-03-31 9,036 $302,000 9,036
   Ausdal Financial Partners Inc. 371 - 2024-03-31 8,902 $298,000 0
   ROYAL BANK OF CANADA 3857 - 2024-03-31 8,574 $287,000 4,899
   Wealth Alliance 433 - 2024-03-31 7,866 $263,000 0
   FC Advisory LLC 86 - 2024-03-31 7,858 $263,000 0
   Maia Wealth LLC 157 - 2023-12-31 7,898 $253,000 0
   CITADEL ADVISORS LLC 4363 - 2024-03-31 7,546 $252,000 0
   HPM Partners LLC 1965 - 2024-03-31 7,505 $251,000 0
   Accurate Wealth Management LLC 251 *New 2024-03-31 7,177 $235,000 7,177
   Continuum Advisory LLC 352 - 2024-03-31 6,799 $228,000 0
   ATTICUS WEALTH MANAGEMENT LLC 136 - 2024-03-31 4,415 $148,000 0
   Sugarloaf Wealth Management LLC 203 - 2024-03-31 3,850 $129,000 0
   IFP Advisors Inc 1243 - 2023-12-31 2,954 $95,000 0
   J P MORGAN CHASE & CO 4513 - 2024-03-31 2,670 $89,000 2,670
   Emerald Investment Partners LLC 356 - 2024-03-31 1,106 $37,000 0
   DHJJ Financial Advisors Ltd. 318 - 2024-03-31 960 $32,000 0
   Castleview Partners LLC 511 - 2024-03-31 432 $14,000 0
   MORGAN STANLEY 6692 - 2024-03-31 107 $4,000 0
   UBS Group AG 6445 - 2024-03-31 131 $4,000 131
   SRS Capital Advisors Inc. 1042 - 2024-03-31 57 $2,000 0
   Tradition Wealth Management LLC 686 *Closed 2024-03-31 0 $0 -15,105
   SageView Advisory Group LLC 542 *Closed 2024-03-31 0 $0 -407,848
   Sunbelt Securities Inc. 1645 *Closed 2024-03-31 0 $0 -215
   Benchmark Investment Advisors LLC 149 *Closed 2024-03-31 0 $0 -32,815
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2432 *Closed 2024-03-31 0 $0 -8,395
   TOWNSQUARE CAPITAL LLC 1289 *Closed 2024-03-31 0 $0 -6,382
   PROEQUITIES INC. 9089 - 2024-03-31 0 $0 0
   Foundations Investment Advisors LLC 734 *Closed 2024-03-31 0 $0 -98,010
   Alera Investment Advisors LLC 178 *Closed 2024-03-31 0 $0 -17,294
   Long Island Wealth Management Inc. 347 *Closed 2024-03-31 0 $0 -3,065
  67 Records found
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