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Get Institutions for : 
Innovator Laddered Allocation Buffer Etf (BUFB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    9
Total shares held : 
1,539,253  
% of shares held : 
1.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  3  
Amount of shares held : 
293,941  
% of shares held change : 
  0.33%  
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
 323,351
 21.01%
 
Increased Positions :
7
 92,127
 5.99%
 
Unchanged Positions :
7
 29,160
 1.89%
 
Decreased Positions :
13
-121,537
-7.9%
 
Closed Positions :
0
0
0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1798 - 2024-03-31 220,442 $6,477,000 22,483
   Advisor Group Holdings Inc. 916 - 2024-03-31 207,743 $6,103,000 89,855
   THRIVENT FINANCIAL FOR LUTHERANS 848 - 2024-03-31 164,899 $4,845,000 3,526
   HIGHTOWER ADVISORS, LLC 1010 - 2024-03-31 149,199 $4,387,000 12,759
   BB&T CORP 1011 - 2024-03-31 120,703 $3,546,000 5,226
   FINANCIAL ARCHITECTS INC 89 - 2023-06-30 65,029 $1,699,000 13,484
   Syntegra Private Wealth Group LLC 36 - 2024-03-31 54,477 $1,601,000 9,240
   Delta Investment Management LLC 49 - 2024-03-31 54,212 $1,593,000 27,873
   Diligent Investors LLC 100 - 2024-03-31 38,695 $1,137,000 13,330
   PRINCIPAL SECURITIES INC. 493 - 2024-03-31 28,734 $844,000 13,822
   KFG WEALTH MANAGEMENT LLC 69 - 2024-03-31 23,310 $685,000 3,430
   ACAS LLC 39 - 2024-03-31 18,471 $543,000 72
   CONTINUUM WEALTH ADVISORS LLC 29 - 2024-03-31 18,268 $537,000 1,406
   OLD MISSION CAPITAL LLC 568 - 2024-03-31 16,331 $480,000 7,895
   FINANCIAL NETWORK 1987 - 2024-03-31 15,410 $453,000 2,552
   D.B. Root & Company LLC 125 - 2024-03-31 13,553 $398,000 113
   Coastal Investment Advisors Inc. 282 - 2024-03-31 12,840 $377,000 2,940
   Kestra Advisory Services LLC 1838 - 2024-03-31 12,662 $372,000 5,373
   Capital Investment Advisory Services LLC 480 - 2024-03-31 6,980 $205,000 535
   PROEQUITIES INC. 1048 - 2024-03-31 2,377 $70,000 2,377
   AdvisorNet Financial Inc 821 - 2024-03-31 1,600 $47,000 300

  21 Records found
  1    
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