Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Equity Defined Protection Etf 2 Yr To July 2025 (TJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    17
Total shares held : 
 4,929,893  
% of shares held : 
 54.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 1,550,851  
% of shares held change : 
   17.23%  
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 :
21
 1,401,852
 28.44%
 
Increased Positions :
27
 594,845
 12.07%
 
Unchanged Positions :
18
 281,930
 5.72%
 
Decreased Positions :
11
-162,196
-3.29%
 
Closed Positions :
4
-283,650
-5.75%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Amplius Wealth Advisors LLC 9 - 2024-03-31 1,303,921 $34,306,000 403,140
   Strategic Blueprint LLC 65 - 2024-03-31 197,059 $5,185,000 39,768
   ACCUVEST GLOBAL ADVISORS 10 - 2024-03-31 174,380 $4,588,000 174,380
   Cetera Investment Advisers 1234 - 2024-03-31 122,058 $3,211,000 102,188
   KFG WEALTH MANAGEMENT LLC 23 - 2024-03-31 110,832 $2,916,000 8,012
   Brookstone Capital Management 299 - 2024-03-31 108,060 $2,843,000 11,293
   Kestra Advisory Services LLC 789 - 2024-03-31 91,909 $2,418,000 19,885
   BCJ Capital Management LLC 122 - 2024-03-31 90,642 $2,385,000 13,939
   MULTIFINANCIAL SECURITIES CORP 753 - 2024-03-31 87,060 $2,291,000 35,926
   Syntegra Private Wealth Group LLC 34 - 2024-03-31 62,204 $1,637,000 7,363
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 112 - 2024-03-31 49,127 $1,293,000 38,335
   FINANCIAL NETWORK 1580 - 2024-03-31 31,672 $833,000 395
   OLD MISSION CAPITAL LLC 462 - 2024-03-31 28,223 $743,000 1,207
   HARBOUR INVESTMENTS INC. 441 - 2023-12-31 27,851 $715,000 17,245
   Vantage Financial Partners LLC 63 - 2024-03-31 25,176 $662,000 7,656
   MML INVESTORS SERVICES LLC 1641 - 2024-03-31 25,173 $662,000 3,883
   ENVESTNET ASSET MANAGEMENT INC 3257 - 2024-03-31 24,786 $652,000 10,446
   JANE STREET GROUP LLC 3634 - 2024-03-31 23,248 $612,000 23,248
   CENTRAL VALLEY ADVISORS LLC 71 - 2024-03-31 21,658 $570,000 1,954
   Pine Harbor Wealth Management LLC 54 - 2024-03-31 19,568 $515,000 1,323
   ROYAL BANK OF CANADA 3743 - 2024-03-31 12,399 $326,000 8,479
   Sigma Planning Corp 932 - 2024-03-31 11,882 $313,000 11,882
   Change Path LLC 742 - 2024-03-31 10,460 $275,000 1,442
   Accurate Wealth Management LLC 247 - 2024-03-31 9,418 $245,000 1,138
   Stratos Wealth Advisors LLC 601 - 2024-03-31 8,727 $230,000 303
   PRINCIPAL SECURITIES INC. 1239 - 2024-03-31 4,122 $108,000 122
   PROEQUITIES INC. 1090 - 2024-03-31 2,345 $62,000 238
  27 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