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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 163    20
Total shares held : 
19,020,962  
% of shares held : 
84.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
5,064,888  
% of shares held change : 
  22.51%  
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 :
27
 843,534
 4.43%
 
Increased Positions :
75
 4,981,024
 26.19%
 
Unchanged Positions :
29
 604,239
 3.18%
 
Decreased Positions :
32
-658,625
-3.46%
 
Closed Positions :
7
-101,045
-0.53%
 
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
   Penserra Capital Management LLC 54 - 2024-03-31 942,005 $34,474,000 72,286
   Cetera Investment Advisers 335 - 2024-03-31 643,391 $23,547,000 211,130
   MULTIFINANCIAL SECURITIES CORP 133 - 2024-03-31 515,762 $18,876,000 401,997
   ENVESTNET ASSET MANAGEMENT INC 1394 - 2024-03-31 336,854 $12,328,000 4,853
   BB&T CORP 599 - 2024-03-31 294,611 $10,782,000 9,051
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 783 - 2024-03-31 282,601 $10,343,000 1,929
   Kestra Advisory Services LLC 321 - 2024-03-31 260,467 $9,533,000 91,070
   LPL FINANCIAL CORP 1489 - 2024-03-31 208,766 $7,640,000 116,742
   Foundations Investment Advisors LLC 91 - 2024-03-31 207,591 $7,597,000 139,508
   WealthPlan Investment Management LLC 49 - 2024-03-31 151,140 $5,531,000 91,448
   CoreCap Advisors LLC 87 - 2023-12-31 101,334 $3,557,000 48,709
   MML INVESTORS SERVICES LLC 863 - 2024-03-31 82,364 $3,014,000 64
   Feltz Wealth PLAN Inc. 97 - 2024-03-31 81,693 $2,990,000 22,564
   KFG WEALTH MANAGEMENT LLC 24 - 2024-03-31 78,388 $2,869,000 978
   Sigma Planning Corp 233 - 2024-03-31 76,103 $2,785,000 15,459
   Goss Wealth Management LLC 581 - 2024-03-31 74,178 $2,715,000 1,162
   Bellwether Advisors LLC 48 - 2024-03-31 66,050 $2,417,000 112
   JANE STREET GROUP LLC 2109 - 2024-03-31 61,736 $2,259,000 33,710
   BCJ Capital Management LLC 151 - 2024-03-31 33,087 $1,211,000 6,278
   Resources Investment Advisors Inc. 501 - 2024-03-31 27,712 $1,014,000 158
   Patriot Financial Group Insurance Agency LLC 156 - 2024-03-31 26,387 $966,000 1,900
   M HOLDINGS SECURITIES, INC. 89 - 2024-03-31 23,931 $876,000 13,498
   ASSET MANAGEMENT CORP /IL/ /ADV 36 - 2023-03-31 25,968 $817,000 4,941
   Visionary Wealth Advisors 253 - 2024-03-31 22,240 $814,000 2,095
   ROYAL BANK OF CANADA 3204 - 2024-03-31 20,066 $734,000 17,345
   FSA Advisors Inc. 39 - 2024-03-31 19,475 $713,000 390
   CAPTRUST FINANCIAL ADVISORS 1306 - 2024-03-31 19,450 $712,000 638
   IFP Advisors Inc 470 - 2023-12-31 19,096 $670,000 288
   CYPRESS FINANCIAL PLANNING LLC 37 - 2024-03-31 12,670 $464,000 6,538
   Cedar Brook Financial Partners LLC 229 - 2024-03-31 11,730 $429,000 175
   HARBOUR INVESTMENTS INC. 650 - 2023-12-31 10,230 $359,000 1,507
   PCA Investment Advisory Services Inc. 107 - 2024-03-31 6,808 $249,000 53
   CITADEL ADVISORS LLC 4438 - 2024-03-31 6,303 $231,000 6,303
   TRUSTCORE FINANCIAL SERVICES LLC 261 - 2022-12-31 7,572 $226,000 362
   Cape Investment Advisory Inc. 135 - 2023-12-31 6,200 $218,000 200
   CWM LLC 1531 - 2024-03-31 5,157 $189,000 167
   PRINCIPAL SECURITIES INC. 1148 - 2024-03-31 3,797 $139,000 550
   ABSOLUTE INVESTMENT MANAGEMENT LLC 181 - 2024-03-31 626 $23,000 44
   UBS Group AG 5747 - 2024-03-31 490 $18,000 490

  39 Records found
  1    
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