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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    9
Total shares held : 
 23,260,490  
% of shares held : 
 25.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 1,398,278  
% of shares held change : 
   1.55%  
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
 521,474
 2.24%
 
Increased Positions :
63
 3,093,550
 13.3%
 
Unchanged Positions :
37
 1,243,244
 5.34%
 
Decreased Positions :
64
-1,566,932
-6.74%
 
Closed Positions :
12
-649,814
-2.79%
 
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
   ALLIANCEBERNSTEIN L.P. 430 - 2024-03-31 2,621,108 $92,735,000 -20,840
   Brookstone Capital Management 28 - 2024-03-31 1,115,666 $39,472,000 -166,272
   COMMONWEALTH EQUITY SERVICES LLC. 300 - 2024-03-31 1,048,068 $37,081,000 -31,225
   Advisor Group Holdings Inc. 323 - 2024-03-31 756,579 $26,765,000 -376,528
   HIGHTOWER ADVISORS, LLC 448 - 2024-03-31 607,832 $21,509,000 -136,770
   Ascent Wealth Partners LLC 7 - 2024-03-31 493,210 $17,450,000 -7,771
   ENVESTNET ASSET MANAGEMENT INC 1213 - 2024-03-31 468,459 $16,574,000 -206,108
   BLAIR WILLIAM & CO/IL 246 - 2024-03-31 455,176 $16,104,000 -7,909
   Cresset Asset Management LLC 176 - 2024-03-31 448,495 $15,868,000 -1
   SAGEWORTH TRUST CO 16 - 2024-03-31 440,102 $15,571,000 -365,398
   Steward Partners Investment Advisory LLC 214 - 2024-03-31 255,837 $9,052,000 -4,429
   INTEGRAL INVESTMENT ADVISORS INC. 9 - 2024-03-31 249,210 $8,815,000 -34,853
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 902 - 2024-03-31 228,261 $8,076,000 -5,809
   BB&T CORP 711 - 2024-03-31 221,050 $7,821,000 -36,033
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 552 - 2024-03-31 215,480 $7,624,000 -39,097
   InterOcean Capital Group LLC 90 - 2024-03-31 206,834 $7,318,000 -183,582
   FINANCIAL NETWORK 524 - 2024-03-31 184,008 $6,510,000 -29,337
   Strategic Wealth Partners Group LLC 30 - 2024-03-31 175,641 $6,214,000 -9,969
   Beacon Pointe Advisors LLC 255 - 2024-03-31 167,110 $5,912,000 -32,334
   LINCOLN NATIONAL CORP 146 - 2024-03-31 148,211 $5,244,000 -26,638
   GILL CAPITAL PARTNERS LLC 18 - 2024-03-31 131,247 $4,566,000 -5,940
   KFG WEALTH MANAGEMENT LLC 13 - 2024-03-31 125,763 $4,449,000 -4,278
   CoreCap Advisors LLC 74 - 2023-12-31 122,057 $4,073,000 -7,518
   Advisory Alpha LLC 75 - 2024-03-31 114,051 $4,035,000 -522
   Capital Investment Advisory Services LLC 48 - 2024-03-31 113,897 $4,030,000 -1,405
   Diligent Investors LLC 14 - 2024-03-31 113,671 $4,022,000 -10,028
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 2 - 2024-03-31 112,390 $3,976,000 -3,141
   Keystone Wealth Services LLC 18 - 2024-03-31 97,895 $3,464,000 -8,605
   YARGER WEALTH STRATEGIES LLC 13 - 2024-03-31 92,869 $3,286,000 -146
   AE Wealth Management LLC 399 - 2024-03-31 85,298 $3,018,000 -1,785,586
   CAPTRUST FINANCIAL ADVISORS 654 - 2024-03-31 84,662 $2,995,000 -1,267
   Atria Wealth Solutions Inc. 520 - 2024-03-31 77,885 $2,756,000 -13,236
   Bellwether Advisors LLC 43 - 2024-03-31 77,749 $2,751,000 -994
   MERCER GLOBAL ADVISORS INC /ADV 640 - 2024-03-31 76,744 $2,715,000 -51,663
   Lineweaver Wealth Advisors LLC 34 - 2024-03-31 76,568 $2,709,000 -5,735
   MCCORMACK ADVISORS INTERNATIONAL 314 - 2024-03-31 76,077 $2,692,000 -265,700
   BCJ Capital Management LLC 116 - 2024-03-31 75,895 $2,685,000 -3,690
   DHJJ Financial Advisors Ltd. 17 - 2024-03-31 75,636 $2,676,000 -4,069
   Catalina Capital Group LLC 21 - 2024-03-31 67,213 $2,378,000 -62,864
   Global Strategic Investment Solutions LLC 46 - 2024-03-31 64,918 $2,297,000 -25,326
   BKD WEALTH ADVISORS LLC 155 - 2024-03-31 60,849 $2,153,000 -3,466
   BCS Wealth Management 39 - 2024-03-31 58,823 $2,081,000 -5,654
   Weaver Capital Management LLC 45 - 2024-03-31 56,730 $2,007,000 -730
   John W. Brooker & Co. CPAs 27 - 2024-03-31 56,281 $1,991,000 -2,665
   MML INVESTORS SERVICES LLC 1093 - 2024-03-31 50,495 $1,787,000 -2,767
   FIRST CITY CAPITAL MANAGEMENT INC 26 - 2023-12-31 50,220 $1,676,000 -215
   TRUSTCORE FINANCIAL SERVICES LLC 85 - 2022-12-31 57,232 $1,623,000 -12,000
   H D Vest Advisory Services 634 - 2024-03-31 40,249 $1,424,000 -210
   FINANCIAL ARCHITECTS INC 100 - 2023-06-30 45,517 $1,420,000 -2,400
   TOWNSQUARE CAPITAL LLC 580 - 2024-03-31 37,296 $1,320,000 -59,017
   Continuum Advisory LLC 125 - 2024-03-31 36,031 $1,281,000 -2,544
   BENJAMIN F. EDWARDS & COMPANY INC. 453 - 2024-03-31 35,819 $1,267,000 -9,944
   Patriot Financial Group Insurance Agency LLC 119 - 2024-03-31 35,779 $1,266,000 -1,254
   Cornerstone Wealth Group LLC 116 - 2024-03-31 34,766 $1,230,000 -235
   ATTICUS WEALTH MANAGEMENT LLC 37 - 2024-03-31 34,000 $1,203,000 -100
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 227 - 2024-03-31 33,663 $1,191,000 -698
   BCGM Wealth Management LLC 59 - 2024-03-31 33,663 $1,191,000 -1,868
   Strategic Blueprint LLC 221 - 2024-03-31 33,252 $1,176,000 -5,990
   Cetera Investment Advisers 837 - 2024-03-31 32,853 $1,162,000 -71,333
   Pillar Wealth Advisors LLC 31 - 2024-03-31 30,200 $1,068,000 -35,842
   CITY HOLDING CO 140 - 2024-03-31 29,793 $1,054,000 -200
   Schulz Wealth LTD. 21 - 2024-03-31 26,780 $947,000 -1,085
   Wealth Alliance 168 - 2024-03-31 26,600 $941,000 -9,565
   Weaver Consulting Group 66 - 2024-03-31 25,109 $888,000 -413
   Belpointe Asset Management LLC 310 - 2024-03-31 24,312 $860,000 -124,534
   RETIREMENT PLANNING GROUP 113 - 2024-03-31 22,766 $805,000 -2,083
   Outlook Wealth Advisors LLC 83 - 2024-03-31 22,504 $796,000 -71,114
   Cape Investment Advisory Inc. 56 - 2023-12-31 22,590 $754,000 -50
   Castle Rock Wealth Management LLC 127 - 2024-03-31 21,042 $730,000 -800
   Valtinson Bruner Financial Planning LLC 62 - 2024-03-31 20,600 $729,000 -4,490
   ALTFEST L J & CO INC 153 - 2024-03-31 19,521 $691,000 -696
   MILESTONE ASSET MANAGEMENT LLC 87 - 2024-03-31 19,237 $681,000 -1,356
   CITADEL ADVISORS LLC 3433 - 2024-03-31 19,160 $678,000 -4,911
   Beacon Financial Advisory LLC 94 - 2024-03-31 18,920 $669,000 -368
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 94 - 2024-03-31 18,792 $665,000 -508
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3098 - 2024-03-31 18,184 $643,000 -3,726
   Frisch Financial Group Inc. 51 - 2024-03-31 17,950 $635,000 -12,481
   RAYMOND JAMES & ASSOCIATES 2878 - 2024-03-31 17,763 $628,000 -548
   Stuart Chaussee & Associates Inc. 15 - 2024-03-31 17,695 $626,000 -1,240
   IFP Advisors Inc 501 - 2023-12-31 18,433 $615,000 -752
   Crown Wealth Group LLC 43 - 2024-03-31 17,368 $614,000 -4,745
   Visionary Wealth Advisors 298 - 2024-03-31 16,574 $586,000 -325
   Pinnacle Wealth Management Group Inc. 48 - 2024-03-31 16,410 $581,000 -10,000
   Parker Financial LLC 30 - 2024-03-31 16,027 $567,000 -6,456
   AXXCESS WEALTH MANAGEMENT LLC 516 - 2024-03-31 15,050 $532,000 -5,362
   Koshinski Asset Management Inc. 320 - 2024-03-31 13,971 $494,000 -4,964
   SRS Capital Advisors Inc. 184 - 2024-03-31 13,467 $476,000 -371
   Kingsview Wealth Management LLC 677 - 2024-03-31 13,248 $469,000 -619
   Chicago Partners Investment Group LLC 464 - 2024-03-31 13,359 $466,000 -6,229
   PRINCIPAL SECURITIES INC. 709 - 2024-03-31 12,505 $442,000 -605
   Feltz Wealth PLAN Inc. 223 - 2024-03-31 11,187 $396,000 -60,437
   Alera Investment Advisors LLC 130 - 2024-03-31 10,774 $381,000 -2,453
   Betterment LLC 307 - 2024-03-31 8,808 $312,000 -13,600
   Cedar Brook Financial Partners LLC 302 - 2024-03-31 8,800 $311,000 -6,165
   J.W. COLE ADVISORS INC. 683 - 2024-03-31 8,680 $307,000 -291
   Carnick & Kubik Group LLC 184 - 2024-03-31 8,333 $295,000 -137,554
   Sound View Wealth Advisors Group LLC 323 - 2024-03-31 7,291 $258,000 -5,350
   Sugarloaf Wealth Management LLC 123 - 2024-03-31 7,083 $251,000 -467
   SILVER OAK SECURITIES Inc 335 - 2024-03-31 6,934 $245,000 -3,516
   COLDSTREAM CAPITAL MANAGEMENT INC 849 - 2024-03-31 6,935 $245,000 -13,612
  100 Records found
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