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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
 10,103,699  
% of shares held : 
 63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -499,766  
% of shares held change : 
   -3.16%  
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
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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
   ALLIANCEBERNSTEIN L.P. 394 - 2024-03-31 3,030,679 $103,528,000 479,775
   GRADIENT INVESTMENTS LLC 10 - 2024-03-31 2,168,548 $74,078,000 2,166,427
   Brookstone Capital Management 32 - 2024-03-31 1,091,833 $37,297,000 974,209
   Penserra Capital Management LLC 58 - 2024-03-31 1,001,955 $34,226,000 76,680
   COMMONWEALTH EQUITY SERVICES LLC. 496 - 2024-03-31 579,165 $19,784,000 274,595
   JANNEY MONTGOMERY SCOTT LLC 339 - 2024-03-31 564,807 $19,294,000 211,615
   Advisor Group Holdings Inc. 431 - 2024-03-31 550,369 $18,798,000 227,686
   LINCOLN NATIONAL CORP 66 - 2024-03-31 455,538 $15,561,000 55,256
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 398 - 2024-03-31 384,485 $13,134,000 337,864
   Kestra Advisory Services LLC 261 - 2024-03-31 354,530 $12,111,000 199,833
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 841 - 2024-03-31 265,094 $9,056,000 88,986
   Cetera Investment Advisers 726 - 2024-03-31 250,597 $8,560,000 204,422
   Strategic Wealth Partners Group LLC 22 - 2024-03-31 237,590 $8,116,000 123,402
   ENVESTNET ASSET MANAGEMENT INC 1733 - 2024-03-31 208,251 $7,114,000 150,962
   Beacon Pointe Advisors LLC 238 - 2024-03-31 193,282 $6,603,000 87,389
   HIGHTOWER ADVISORS, LLC 918 - 2024-03-31 158,274 $5,405,000 80,281
   Southland Equity Partners LLC 15 - 2024-03-31 152,665 $5,215,000 10,497
   BCS Wealth Management 14 - 2024-03-31 141,645 $4,839,000 82,847
   Sigma Planning Corp 145 - 2024-03-31 132,336 $4,521,000 85,140
   AE Wealth Management LLC 311 - 2024-03-31 131,928 $4,507,000 91,039
   HPM Partners LLC 687 - 2024-03-31 126,296 $4,314,000 99,856
   FINANCIAL NETWORK 693 - 2024-03-31 123,570 $4,221,000 16,021
   BKD WEALTH ADVISORS LLC 102 - 2024-03-31 123,012 $4,202,000 21,578
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 844 - 2024-03-31 122,001 $4,168,000 32,666
   MCCORMACK ADVISORS INTERNATIONAL 261 - 2024-03-31 119,403 $4,079,000 96,682
   Castle Rock Wealth Management LLC 18 - 2024-03-31 113,322 $3,817,000 61,451
   Weaver Consulting Group 18 - 2024-03-31 109,392 $3,737,000 11,859
   MULTIFINANCIAL SECURITIES CORP 575 - 2024-03-31 106,347 $3,633,000 60,570
   LPL FINANCIAL CORP 2103 - 2024-03-31 94,631 $3,233,000 44,864
   Goss Wealth Management LLC 526 - 2024-03-31 93,261 $3,186,000 70,564
   WorthPointe LLC 13 - 2024-03-31 64,488 $2,203,000 13,985
   BB&T CORP 1240 - 2024-03-31 62,311 $2,129,000 8,294
   CoreCap Advisors LLC 160 - 2023-12-31 60,874 $1,988,000 996
   Change Path LLC 236 - 2024-03-31 55,872 $1,909,000 15,077
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 37 - 2024-03-31 55,084 $1,882,000 55,084
   KFG WEALTH MANAGEMENT LLC 30 - 2024-03-31 54,922 $1,876,000 24,261
   Visionary Wealth Advisors 174 - 2024-03-31 53,798 $1,838,000 6,550
   McAlister Sweet & Associates Inc. 16 - 2024-03-31 52,826 $1,805,000 3,341
   ADVISORY SERVICES NETWORK, LLC 492 - 2024-03-31 50,842 $1,737,000 26,314
   Weaver Capital Management LLC 55 - 2024-03-31 48,702 $1,664,000 17,633
   Global Strategic Investment Solutions LLC 55 - 2024-03-31 48,419 $1,654,000 181
   GILL CAPITAL PARTNERS LLC 43 - 2024-03-31 45,062 $1,521,000 1,746
   H D Vest Advisory Services 648 - 2024-03-31 40,134 $1,371,000 3,366
   Betterment LLC 183 - 2024-03-31 37,294 $1,274,000 15,530
   FSA Advisors Inc. 15 - 2024-03-31 36,078 $1,232,000 6,009
   Financial Network Wealth Advisors LLC 19 - 2024-03-31 34,530 $1,180,000 23,005
   BCJ Capital Management LLC 153 - 2024-03-31 34,502 $1,179,000 22,044
   Patriot Financial Group Insurance Agency LLC 129 - 2024-03-31 32,974 $1,126,000 3,751
   Diligent Investors LLC 103 - 2024-03-31 31,988 $1,093,000 11,220
   Continuum Advisory LLC 149 - 2024-03-31 30,256 $1,037,000 9,981
   BCGM Wealth Management LLC 63 - 2024-03-31 29,693 $1,014,000 3,090
   CRA Financial Services LLC 77 - 2024-03-31 29,490 $1,007,000 18,525
   CITADEL ADVISORS LLC 3102 - 2024-03-31 28,371 $969,000 28,371
   ATTICUS WEALTH MANAGEMENT LLC 49 - 2024-03-31 25,949 $886,000 982
   Resources Investment Advisors Inc. 577 - 2024-03-31 22,995 $786,000 6,500
   InterOcean Capital Group LLC 240 - 2024-03-31 22,647 $774,000 16,417
   Foundations Investment Advisors LLC 380 - 2024-03-31 21,593 $738,000 14,824
   RFG Advisory Group LLC 424 - 2024-03-31 20,709 $707,000 14,368
   DHJJ Financial Advisors Ltd. 67 - 2024-03-31 18,498 $632,000 7,600
   ACCUVEST GLOBAL ADVISORS 67 - 2024-03-31 17,060 $583,000 17,060
   Kingsview Wealth Management LLC 628 - 2024-03-31 16,735 $572,000 1,397
   BLAIR WILLIAM & CO/IL 1063 - 2024-03-31 15,888 $543,000 605
   Orion Capital Management LLC 66 - 2024-03-31 15,500 $529,000 500
   WealthPlan Investment Management LLC 118 - 2024-03-31 15,323 $523,000 8,026
   Spire Wealth Management 535 - 2024-03-31 13,685 $467,000 2
   NATIONAL ASSET MANAGEMENT, INC. 827 - 2024-03-31 15,249 $464,000 5,850
   Sugarloaf Wealth Management LLC 97 - 2024-03-31 12,934 $442,000 6,339
   SRS Capital Advisors Inc. 199 - 2024-03-31 12,799 $437,000 1,922
   VALMARK ADVISERS INC 395 - 2024-03-31 12,755 $436,000 3,617
   Pillar Wealth Advisors LLC 50 - 2024-03-31 12,529 $428,000 2,242
   Chicago Partners Investment Group LLC 489 - 2024-03-31 12,624 $426,000 885
   Strategic Blueprint LLC 409 - 2024-03-31 12,219 $417,000 30
   CYPRESS FINANCIAL PLANNING LLC 44 - 2024-03-31 10,777 $368,000 3,040
   Outlook Wealth Advisors LLC 181 - 2024-03-31 10,340 $353,000 4,042
   ROYAL BANK OF CANADA 3839 - 2024-03-31 8,568 $293,000 4,611
   BROWN WEALTH MANAGEMENT LLC 69 - 2024-03-31 8,420 $288,000 226
   Catalina Capital Group LLC 191 - 2024-03-31 7,950 $272,000 600
   Dynamic Advisors Solutions LLC 824 - 2024-03-31 6,663 $228,000 393
   VISTA INVESTMENT MANAGEMENT 173 - 2024-03-31 6,092 $208,000 6,092
   MILESTONE ASSET MANAGEMENT LLC 164 - 2024-03-31 5,944 $203,000 5,944
   AdvisorNet Financial Inc 545 - 2024-03-31 4,029 $138,000 1,954
   MORGAN STANLEY 6035 - 2024-03-31 1,314 $45,000 169
   BANK OF MONTREAL /CAN/ 3143 - 2024-03-31 676 $23,000 176
  83 Records found
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