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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    8
Total shares held : 
22,832,994  
% of shares held : 
25.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -20  
Amount of shares held : 
901,943  
% of shares held change : 
  1%  
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 :
16
 492,974
 2.16%
 
Increased Positions :
47
 3,082,471
 13.5%
 
Unchanged Positions :
59
 1,206,027
 5.28%
 
Decreased Positions :
75
-1,901,515
-8.33%
 
Closed Positions :
8
-771,987
-3.38%
 
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 55 - 2024-03-31 907,006 $34,448,000 69,405
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 680 - 2024-03-31 344,233 $13,074,000 2,009
   Cetera Investment Advisers 753 - 2024-03-31 211,827 $8,045,000 183,338
   Motiv8 Investments LLC 2 - 2024-03-31 204,439 $7,765,000 52,659
   Kestra Advisory Services LLC 399 - 2024-03-31 192,239 $7,301,000 41,359
   LPL FINANCIAL CORP 1557 - 2024-03-31 181,179 $6,881,000 27,518
   Foundations Investment Advisors LLC 104 - 2024-03-31 177,057 $6,725,000 177,057
   JANNEY MONTGOMERY SCOTT LLC 675 - 2024-03-31 162,800 $6,183,000 11,714
   Financial Services Advisory Inc 21 - 2024-03-31 157,742 $5,991,000 969
   CoreCap Advisors LLC 56 - 2023-12-31 159,433 $5,770,000 28,746
   Southland Equity Partners LLC 18 - 2024-03-31 122,099 $4,637,000 2,486
   Global Strategic Investment Solutions LLC 34 - 2024-03-31 121,633 $4,620,000 8,409
   MBL Wealth LLC 46 - 2024-03-31 103,261 $3,922,000 2,545
   Elmwood Wealth Management Inc. 15 - 2024-03-31 92,006 $3,494,000 20,776
   HARBOUR INVESTMENTS INC. 140 - 2023-12-31 89,504 $3,239,000 369
   Strategic Blueprint LLC 113 - 2024-03-31 68,733 $2,610,000 1,775
   KFG WEALTH MANAGEMENT LLC 29 - 2024-03-31 49,760 $1,890,000 219
   PRINCIPAL SECURITIES INC. 287 - 2024-03-31 49,165 $1,867,000 34
   Chicago Partners Investment Group LLC 241 - 2024-03-31 41,192 $1,556,000 496
   H D Vest Advisory Services 623 - 2024-03-31 39,016 $1,482,000 5,660
   Change Path LLC 301 - 2024-03-31 36,745 $1,396,000 12,503
   Cardinal Point Wealth Management Partners LLC 22 - 2023-03-31 43,065 $1,363,000 8,200
   OLD MISSION CAPITAL LLC 322 - 2024-03-31 34,047 $1,293,000 15,292
   IFP Advisors Inc 344 - 2023-12-31 32,328 $1,170,000 13,710
   XML Financial LLC 189 - 2024-03-31 19,517 $741,000 302
   FINANCIAL ARCHITECTS INC 173 - 2023-06-30 20,785 $711,000 4,530
   CREATIVE FINANCIAL DESIGNS INC /ADV 223 - 2024-03-31 17,150 $651,000 700
   Orion Capital Management LLC 57 - 2024-03-31 16,120 $612,000 600
   CYPRESS FINANCIAL PLANNING LLC 41 - 2024-03-31 11,220 $426,000 3,268
   Continuum Advisory LLC 252 - 2024-03-31 11,048 $423,000 818
   Sutton Wealth Advisors Inc. 73 - 2023-09-30 12,480 $421,000 5,876
   Betterment LLC 300 - 2024-03-31 8,695 $330,000 128
   Orion Portfolio Solutions LLC 1494 - 2024-03-31 7,135 $271,000 1,287
   NATIONAL ASSET MANAGEMENT, INC. 1196 - 2024-03-31 6,698 $226,000 6,698
   Cape Investment Advisory Inc. 156 - 2023-12-31 5,090 $184,000 3,200
   UBS Group AG 5321 - 2024-03-31 1,301 $49,000 677

  36 Records found
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