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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 163    20
Total shares held : 
19,020,962  
% of shares held : 
84.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  63  
Amount of shares held : 
5,064,888  
% of shares held change : 
  22.51%  
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 :
27
 843,534
 4.43%
 
Increased Positions :
75
 4,981,024
 26.19%
 
Unchanged Positions :
29
 604,239
 3.18%
 
Decreased Positions :
32
-658,625
-3.46%
 
Closed Positions :
7
-101,045
-0.53%
 
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
   ALLIANCEBERNSTEIN L.P. 223 - 2024-03-31 5,235,522 $191,609,000 -142,171
   Strategic Wealth Partners Group LLC 7 - 2024-03-31 1,083,141 $39,641,000 -60,575
   Brookstone Capital Management 31 - 2024-03-31 1,030,365 $37,709,000 -259,924
   HIGHTOWER ADVISORS, LLC 435 - 2024-03-31 615,683 $22,532,000 -2,968
   COMMONWEALTH EQUITY SERVICES LLC. 486 - 2024-03-31 557,662 $20,409,000 -14,546
   Advisor Group Holdings Inc. 416 - 2024-03-31 532,753 $19,498,000 -28,034
   STEPHENS INC /AR/ 113 - 2024-03-31 384,703 $14,079,000 -1,405
   BLAIR WILLIAM & CO/IL 280 - 2024-03-31 378,698 $13,860,000 -364
   MBL Wealth LLC 17 - 2024-03-31 360,679 $13,200,000 -11,480
   Global Strategic Investment Solutions LLC 20 - 2024-03-31 336,487 $12,315,000 -7,098
   LINCOLN NATIONAL CORP 91 - 2024-03-31 263,664 $9,650,000 -2,215
   Beacon Pointe Advisors LLC 223 - 2024-03-31 194,600 $7,122,000 -12,425
   Weaver Capital Management LLC 6 - 2024-03-31 193,912 $7,097,000 -1,138
   TOWNSQUARE CAPITAL LLC 206 - 2024-03-31 174,980 $6,404,000 -63,119
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 668 - 2024-03-31 159,293 $5,830,000 -8,161
   BKD WEALTH ADVISORS LLC 97 - 2024-03-31 119,397 $4,370,000 -5,959
   JANNEY MONTGOMERY SCOTT LLC 810 - 2024-03-31 119,283 $4,365,000 -7,913
   GILL CAPITAL PARTNERS LLC 20 - 2024-03-31 118,655 $4,299,000 -1,655
   AE Wealth Management LLC 336 - 2024-03-31 111,235 $4,071,000 -51,117
   Pathstone Holdings LLC 585 - 2024-03-31 109,564 $4,010,000 -42
   FINANCIAL NETWORK 733 - 2024-03-31 104,632 $3,829,000 -15,393
   Castle Rock Wealth Management LLC 19 - 2024-03-31 95,229 $3,443,000 -676
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 778 - 2024-03-31 89,732 $3,284,000 -2,565
   YARGER WEALTH STRATEGIES LLC 15 - 2024-03-31 81,065 $2,967,000 -6,289
   Compass Advisory Group LLC 16 - 2024-03-31 73,572 $2,693,000 -900
   MILESTONE ASSET MANAGEMENT LLC 33 - 2024-03-31 72,752 $2,663,000 -254
   Steward Partners Investment Advisory LLC 501 - 2024-03-31 69,468 $2,542,000 -827
   Pillar Wealth Advisors LLC 13 - 2024-03-31 64,116 $2,347,000 -771
   BCS Wealth Management 40 - 2024-03-31 55,000 $2,013,000 -946
   Outlook Wealth Advisors LLC 37 - 2024-03-31 51,818 $1,896,000 -964
   Atria Wealth Solutions Inc. 658 - 2024-03-31 51,631 $1,890,000 -306
   CRA Financial Services LLC 49 - 2024-03-31 51,086 $1,870,000 -3,000
   Cresset Asset Management LLC 675 - 2024-03-31 49,932 $1,827,000 -1
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 42 - 2024-03-31 49,907 $1,826,000 -1,516
   MCCORMACK ADVISORS INTERNATIONAL 391 - 2024-03-31 47,142 $1,725,000 -223,013
   RAYMOND JAMES & ASSOCIATES 2307 - 2024-03-31 42,225 $1,545,000 -5,194
   CITY HOLDING CO 126 - 2024-03-31 34,128 $1,249,000 -2,480
   MERCER GLOBAL ADVISORS INC /ADV 885 - 2024-03-31 33,038 $1,209,000 -5,500
   ADVISORY SERVICES NETWORK, LLC 656 - 2024-03-31 29,237 $1,070,000 -4,744
   Advisory Alpha LLC 153 - 2024-03-31 27,560 $1,009,000 -135
   Tradition Wealth Management LLC 156 - 2024-03-31 26,085 $955,000 -45,601
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 266 - 2024-03-31 25,821 $945,000 -6,387
   Long Island Wealth Management Inc. 37 - 2024-03-31 25,544 $935,000 -9,765
   WEDBUSH MORGAN SECURITIES INC 459 - 2024-03-31 22,247 $814,000 -3,671
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2831 - 2024-03-31 21,715 $795,000 -59,454
   Change Path LLC 436 - 2024-03-31 21,377 $782,000 -526
   Continuum Advisory LLC 180 - 2024-03-31 21,061 $774,000 -1,172
   Strategic Blueprint LLC 291 - 2024-03-31 20,975 $768,000 -42
   H D Vest Advisory Services 854 - 2024-03-31 20,911 $765,000 -1,305
   Horan Capital Advisors LLC. 62 - 2024-03-31 20,636 $755,000 -38,691
   WEALTHSOURCE PARTNERS LLC 248 - 2023-12-31 19,950 $700,000 -200
   WPWealth LLP 31 - 2024-03-31 19,109 $699,000 -5,883
   Firestone Capital Management 75 - 2024-03-31 15,967 $584,000 -334
   InterOcean Capital Group LLC 288 - 2024-03-31 14,450 $529,000 -1,130
   SRS Capital Advisors Inc. 169 - 2024-03-31 13,796 $505,000 -336
   DHJJ Financial Advisors Ltd. 82 - 2024-03-31 13,422 $491,000 -170
   Spire Wealth Management 517 - 2024-03-31 13,359 $489,000 -1
   Crown Wealth Group LLC 48 - 2024-03-31 13,130 $481,000 -8,552
   Soltis Investment Advisors LLC 209 - 2024-03-31 12,378 $453,000 -2
   Sound View Wealth Advisors Group LLC 262 - 2024-03-31 10,902 $399,000 -9,368
   COLDSTREAM CAPITAL MANAGEMENT INC 654 - 2024-03-31 10,673 $391,000 -6,187
   Valtinson Bruner Financial Planning LLC 88 - 2024-03-31 9,475 $347,000 -4,211
   Frisch Financial Group Inc. 94 - 2024-03-31 8,171 $299,000 -161
   NATIONAL ASSET MANAGEMENT, INC. 1096 - 2024-03-31 8,289 $268,000 -2,262
   Sunbelt Securities Inc. 475 - 2024-03-31 6,602 $242,000 -38
   Beacon Financial Advisory LLC 219 - 2024-03-31 6,024 $220,000 -300
   BENJAMIN F. EDWARDS & COMPANY INC. 924 - 2024-03-31 5,020 $184,000 -1,660
   Larson Financial Group LLC 1197 - 2024-03-31 145 $5,000 -391

  68 Records found
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