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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    8
Total shares held : 
 22,832,994  
% of shares held : 
 25.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 901,943  
% of shares held change : 
   1%  
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 :
16
 492,974
 2.16%
 
Increased Positions :
47
 3,082,471
 13.5%
 
Unchanged Positions :
59
 1,206,027
 5.28%
 
Decreased Positions :
75
-1,901,515
-8.33%
 
Closed Positions :
8
-771,987
-3.38%
 
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. 313 - 2024-03-31 3,655,297 $138,828,000 -105,821
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 253 - 2024-03-31 740,327 $28,118,000 -10,157
   HIGHTOWER ADVISORS, LLC 421 - 2024-03-31 631,818 $23,990,000 -20,917
   COMMONWEALTH EQUITY SERVICES LLC. 465 - 2024-03-31 567,082 $21,538,000 -115,101
   Advisor Group Holdings Inc. 487 - 2024-03-31 420,483 $15,970,000 -855,853
   Miracle Mile Advisors LLC 64 - 2024-03-31 316,551 $12,023,000 -17,288
   BKD WEALTH ADVISORS LLC 54 - 2024-03-31 281,953 $10,709,000 -1,884
   ENVESTNET ASSET MANAGEMENT INC 1591 - 2024-03-31 236,652 $8,988,000 -220,060
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 493 - 2024-03-31 235,229 $8,934,000 -36,066
   Strategic Wealth Partners Group LLC 27 - 2024-03-31 187,350 $7,116,000 -13,403
   Brookstone Capital Management 178 - 2024-03-31 184,380 $7,003,000 -951,155
   AA Financial Advisors LLC 9 - 2024-03-31 167,390 $6,357,000 -44
   Advisory Alpha LLC 56 - 2024-03-31 161,884 $6,148,000 -4,645
   LINCOLN NATIONAL CORP 155 - 2024-03-31 132,795 $5,044,000 -2,853
   Weaver Consulting Group 12 - 2024-03-31 121,968 $4,632,000 -2,029
   MML INVESTORS SERVICES LLC 668 - 2024-03-31 121,398 $4,611,000 -17,913
   BB&T CORP 937 - 2024-03-31 112,790 $4,284,000 -6,420
   FINANCIAL NETWORK 719 - 2024-03-31 103,821 $3,943,000 -8,075
   MULTIFINANCIAL SECURITIES CORP 557 - 2024-03-31 98,966 $3,759,000 -10,922
   Beacon Pointe Advisors LLC 364 - 2024-03-31 96,645 $3,671,000 -6,901
   McAdam LLC 58 - 2024-03-31 93,010 $3,533,000 -1,270
   Weaver Capital Management LLC 14 - 2024-03-31 86,710 $3,293,000 -214
   JANE STREET GROUP LLC 1725 - 2024-03-31 82,275 $3,125,000 -367,284
   CENTAURUS FINANCIAL INC. 105 - 2024-03-31 82,120 $3,119,000 -955
   Pathstone Holdings LLC 724 - 2024-03-31 77,994 $2,962,000 -50
   Delta Investment Management LLC 30 - 2024-03-31 75,988 $2,886,000 -328,929
   Goss Wealth Management LLC 570 - 2024-03-31 72,966 $2,771,000 -4,209
   AE Wealth Management LLC 413 - 2024-03-31 71,642 $2,721,000 -1,201,266
   Pensionmark Financial Group LLC 62 - 2024-03-31 71,337 $2,709,000 -12,341
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 - 2024-03-31 61,846 $2,349,000 -1,270
   WorthPointe LLC 14 - 2024-03-31 57,814 $2,196,000 -11,307
   InterOcean Capital Group LLC 152 - 2024-03-31 53,574 $2,035,000 -3,301
   CRA Financial Services LLC 45 - 2024-03-31 52,415 $1,991,000 -3,850
   CWM LLC 630 - 2024-03-31 49,808 $1,892,000 -643
   Long Island Wealth Management Inc. 22 - 2024-03-31 48,765 $1,852,000 -8,905
   Atria Wealth Solutions Inc. 678 - 2024-03-31 46,505 $1,766,000 -16,520
   Resources Investment Advisors Inc. 371 - 2024-03-31 45,335 $1,722,000 -2,805
   TOWNSQUARE CAPITAL LLC 565 - 2024-03-31 37,495 $1,424,000 -53,058
   BCS Wealth Management 53 - 2024-03-31 37,075 $1,408,000 -2,706
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2164 - 2024-03-31 36,730 $1,395,000 -42,246
   ODonnell Financial Services LLC 20 - 2024-03-31 35,388 $1,344,000 -18,592
   Bellwether Advisors LLC 65 - 2024-03-31 34,901 $1,326,000 -223
   LAKE STREET FINANCIAL LLC 130 - 2024-03-31 33,750 $1,282,000 -1,735
   GRADIENT INVESTMENTS LLC 174 - 2024-03-31 33,477 $1,271,000 -1,181,154
   Patriot Financial Group Insurance Agency LLC 123 - 2024-03-31 32,237 $1,224,000 -862
   BCJ Capital Management LLC 149 - 2024-03-31 32,088 $1,219,000 -11,702
   Capital Analysts Inc. 220 - 2024-03-31 31,329 $1,190,000 -818
   Cypress Wealth Services LLC 72 - 2024-03-31 30,554 $1,160,000 -4,979
   Outlook Wealth Advisors LLC 59 - 2024-03-31 29,094 $1,105,000 -195,377
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 64 - 2024-03-31 28,511 $1,083,000 -69
   MERCER GLOBAL ADVISORS INC /ADV 998 - 2024-03-31 24,079 $915,000 -108,798
   FSA Advisors Inc. 28 - 2024-03-31 23,721 $901,000 -3,150
   BENJAMIN F. EDWARDS & COMPANY INC. 534 - 2024-03-31 23,107 $878,000 -22,435
   SILVER OAK SECURITIES Inc 164 - 2024-03-31 22,688 $862,000 -542
   Steward Partners Investment Advisory LLC 862 - 2024-03-31 21,743 $826,000 -17,280
   Sigma Planning Corp 572 - 2024-03-31 21,031 $799,000 -20,604
   U.S. Capital Wealth Advisors LLC 388 - 2024-03-31 20,325 $772,000 -610
   Koshinski Asset Management Inc. 250 - 2024-03-31 19,829 $753,000 -11,456
   BECK CAPITAL MANAGEMENT LLC 91 - 2024-03-31 19,550 $742,000 -885
   Alera Investment Advisors LLC 94 - 2024-03-31 18,614 $707,000 -2,487
   LaSalle St. Investment Advisors LLC 40 - 2024-03-31 18,622 $707,000 -6,391
   Compass Advisory Group LLC 40 - 2024-03-31 17,538 $666,000 -989
   GILL CAPITAL PARTNERS LLC 58 - 2024-03-31 17,431 $657,000 -1,016
   DHJJ Financial Advisors Ltd. 73 - 2024-03-31 15,443 $587,000 -1,100
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 371 - 2024-03-31 15,374 $584,000 -60
   Walleye Trading Advisors LLC 1234 - 2024-03-31 15,106 $574,000 -7,499
   Schulz Wealth LTD. 27 - 2024-03-31 14,831 $563,000 -90
   Lineweaver Wealth Advisors LLC 100 - 2024-03-31 14,139 $537,000 -585
   ALTFEST L J & CO INC 189 - 2024-03-31 13,624 $517,000 -362
   MARINER WEALTH ADVISORS, LLC 1995 - 2024-03-31 13,616 $517,000 -6,282
   Nikulski Financial Inc. 86 - 2024-03-31 13,520 $513,000 -35
   Visionary Wealth Advisors 331 - 2024-03-31 12,288 $467,000 -871
   SRS Capital Advisors Inc. 197 - 2024-03-31 11,620 $441,000 -685
   RAYMOND JAMES & ASSOCIATES 3127 - 2024-03-31 11,120 $422,000 -2,146
   ARS Wealth Advisors Group LLC 108 - 2024-03-31 10,931 $415,000 -213
   ADVISORY SERVICES NETWORK, LLC 1035 - 2024-03-31 10,503 $399,000 -17,736
   PFG Advisors 458 - 2024-03-31 10,353 $393,000 -567
   MCCORMACK ADVISORS INTERNATIONAL 829 - 2024-03-31 9,559 $363,000 -44,209
   YARGER WEALTH STRATEGIES LLC 57 - 2024-03-31 9,382 $356,000 -2,438
   S.C. Financial Services Inc. 65 - 2022-12-31 11,298 $341,000 -6,217
   TRUSTCORE FINANCIAL SERVICES LLC 212 - 2022-12-31 11,025 $333,000 -1,664
   Certified Advisory Corp 214 - 2024-03-31 8,704 $331,000 -44,450
   HANSON MCCLAIN, INC. 645 - 2024-03-31 8,446 $321,000 -244,388
   Frisch Financial Group Inc. 89 - 2024-03-31 8,456 $321,000 -2,773
   My Personal CFO LLC 78 - 2024-03-31 8,227 $312,000 -588
   DAVID R. RAHN & ASSOCIATES INC. 72 - 2024-03-31 8,089 $307,000 -397
   Cedar Brook Financial Partners LLC 330 - 2024-03-31 7,426 $282,000 -2,140
   CITY HOLDING CO 217 - 2024-03-31 7,430 $282,000 -90
   RETIREMENT PLANNING GROUP 194 - 2024-03-31 6,520 $248,000 -686
   Kingsview Wealth Management LLC 902 - 2024-03-31 6,302 $239,000 -9,124
   Ameritas Advisory Services LLC 792 - 2024-03-31 5,970 $227,000 -15,789
   Sequoia Financial Advisors LLC 994 - 2024-03-31 5,925 $225,000 -1,463
   Valtinson Bruner Financial Planning LLC 111 - 2024-03-31 5,848 $222,000 -70
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 126 - 2024-03-31 5,549 $211,000 -2,930
   MORGAN STANLEY 5815 - 2024-03-31 2,399 $91,000 -245
   Larson Financial Group LLC 1123 - 2024-03-31 190 $7,000 -95
  96 Records found
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