Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - September (PSEP)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    1
Total shares held : 
 16,091,401  
% of shares held : 
 13.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 623,850  
% of shares held change : 
   0.51%  
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 :
11
 310,047
 1.93%
 
Increased Positions :
52
 1,106,930
 6.88%
 
Unchanged Positions :
43
 692,474
 4.3%
 
Decreased Positions :
45
-691,705
-4.3%
 
Closed Positions :
10
-101,422
-0.63%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Penserra Capital Management LLC 56 - 2024-03-31 942,577 $34,404,000 72,135
   Joseph Group Capital Management 4 - 2024-03-31 403,585 $14,731,000 14,575
   Kestra Advisory Services LLC 296 - 2024-03-31 290,247 $10,594,000 136,113
   Cetera Investment Advisers 762 - 2024-03-31 216,888 $7,916,000 188,157
   LPL FINANCIAL CORP 1519 - 2024-03-31 200,759 $7,328,000 38,197
   CoreCap Advisors LLC 95 - 2023-12-31 93,307 $3,244,000 9,389
   JANE STREET GROUP LLC 1987 - 2024-03-31 69,004 $2,519,000 63,200
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 19 - 2024-03-31 68,873 $2,514,000 3,563
   Goss Wealth Management LLC 625 - 2024-03-31 64,811 $2,366,000 3,525
   Change Path LLC 227 - 2024-03-31 55,768 $2,036,000 41,245
   MML INVESTORS SERVICES LLC 1168 - 2024-03-31 42,999 $1,569,000 228
   CAPTRUST FINANCIAL ADVISORS 983 - 2024-03-31 35,589 $1,299,000 434
   Patriot Financial Group Insurance Agency LLC 176 - 2024-03-31 22,214 $811,000 300
   Sigma Planning Corp 645 - 2024-03-31 18,345 $670,000 11,568
   NATIONAL ASSET MANAGEMENT, INC. 774 - 2024-03-31 15,819 $513,000 5,700
   CYPRESS FINANCIAL PLANNING LLC 35 - 2024-03-31 13,453 $491,000 84
   HARBOUR INVESTMENTS INC. 660 - 2023-12-31 10,135 $352,000 584
   PRINCIPAL SECURITIES INC. 852 - 2024-03-31 8,195 $299,000 40
   ROYAL BANK OF CANADA 3841 - 2024-03-31 8,009 $292,000 8,009
   Sutton Wealth Advisors Inc. 174 - 2023-09-30 2,840 $92,000 306
   UBS Group AG 5081 - 2024-03-31 2,534 $92,000 1,145
  21 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us