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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    3
Total shares held : 
 2,857,050  
% of shares held : 
 69.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 274,473  
% of shares held change : 
   6.69%  
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 :
4
 329,702
 11.54%
 
Increased Positions :
17
 169,758
 5.94%
 
Unchanged Positions :
31
 443,700
 15.53%
 
Decreased Positions :
31
-158,514
-5.55%
 
Closed Positions :
7
-66,473
-2.33%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 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
   DHJJ Financial Advisors Ltd. 14 - 2024-03-31 72,730 $3,167,000 -53
   Opes Wealth Management LLC 40 - 2024-03-31 58,145 $2,532,000 -400
   FSA Advisors Inc. 12 - 2024-03-31 33,746 $1,469,000 -536
   CoreCap Advisors LLC 224 - 2023-12-31 30,766 $1,257,000 -1,221
   Kathmere Capital Management LLC 109 - 2024-03-31 22,477 $979,000 -1,536
   Resources Investment Advisors Inc. 526 - 2024-03-31 21,401 $932,000 -270
   Collaborative Wealth Managment Inc. 75 - 2024-03-31 13,868 $604,000 -7,366
   CAPTRUST FINANCIAL ADVISORS 1407 - 2024-03-31 13,362 $582,000 -12,525
   Pinnacle Wealth Management Group Inc. 53 - 2024-03-31 11,850 $516,000 -1,000
   Valtinson Bruner Financial Planning LLC 75 - 2024-03-31 11,025 $480,000 -1,588
   TOWNSQUARE CAPITAL LLC 861 - 2024-03-31 11,002 $479,000 -22,173
   CITADEL ADVISORS LLC 3945 - 2024-03-31 9,216 $401,000 -4,644
   Atria Wealth Solutions Inc. 1491 - 2024-03-31 7,480 $326,000 -4,637
   Sugarloaf Wealth Management LLC 188 - 2024-03-31 3,500 $152,000 -800
   Joseph Group Capital Management 55 - 2024-03-31 2,296 $100,000 -89
   PRINCIPAL SECURITIES INC. 1697 - 2024-03-31 822 $36,000 -62
   AdvisorNet Financial Inc 1032 - 2024-03-31 535 $23,000 -575
   US BANCORP 3019 - 2024-03-31 506 $22,000 -54
   J P MORGAN CHASE & CO 5220 - 2024-03-31 41 $2,000 -23,768
   HANSON MCCLAIN, INC. 2909 - 2024-03-31 41 $2,000 -140
  20 Records found
  1    
  Page 1 of 1
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