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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - May (PMAY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    4
Total shares held : 
10,462,099  
% of shares held : 
11.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -73  
Amount of shares held : 
-1,595,483  
% of shares held change : 
  -1.77%  
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 :
6
 61,686
 0.59%
 
Increased Positions :
15
 448,626
 4.29%
 
Unchanged Positions :
45
 931,280
 8.9%
 
Decreased Positions :
84
-1,523,744
-14.56%
 
Closed Positions :
10
-582,051
-5.56%
 
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. 498 - 2024-03-31 2,219,664 $72,073,000 -63,412
   Advisor Group Holdings Inc. 607 - 2024-03-31 360,553 $11,707,000 -57,628
   COMMONWEALTH EQUITY SERVICES LLC. 748 - 2024-03-31 334,455 $10,860,000 -36,259
   Brookstone Capital Management 182 - 2024-03-31 213,778 $6,941,000 -17,289
   FINANCIAL NETWORK 533 - 2024-03-31 195,891 $6,361,000 -86,242
   LINCOLN NATIONAL CORP 135 - 2024-03-31 178,104 $5,783,000 -6,853
   Strategic Wealth Partners Group LLC 32 - 2024-03-31 158,838 $5,158,000 -8,494
   Southland Equity Partners LLC 16 - 2024-03-31 157,735 $5,122,000 -105
   RAYMOND JAMES & ASSOCIATES 1563 - 2024-03-31 156,178 $5,071,000 -32,743
   KFG WEALTH MANAGEMENT LLC 9 - 2024-03-31 155,176 $5,039,000 -8,931
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 710 - 2024-03-31 128,639 $4,177,000 -72,943
   JANNEY MONTGOMERY SCOTT LLC 863 - 2024-03-31 115,384 $3,747,000 -44,739
   Beacon Pointe Advisors LLC 376 - 2024-03-31 104,094 $3,380,000 -6,779
   HIGHTOWER ADVISORS, LLC 1158 - 2024-03-31 98,925 $3,209,000 -28,830
   Pinnacle Wealth Management Group Inc. 17 - 2024-03-31 90,295 $2,932,000 -8,210
   InterOcean Capital Group LLC 130 - 2024-03-31 86,235 $2,800,000 -3,702
   IFP Advisors Inc 168 - 2023-12-31 85,564 $2,693,000 -4,832
   ENVESTNET ASSET MANAGEMENT INC 2380 - 2024-03-31 82,090 $2,665,000 -40,482
   BB&T CORP 1213 - 2024-03-31 69,357 $2,252,000 -31,863
   AE Wealth Management LLC 484 - 2024-03-31 60,497 $1,964,000 -67,168
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1274 - 2024-03-31 59,641 $1,937,000 -4,579
   GILL CAPITAL PARTNERS LLC 32 - 2024-03-31 58,533 $1,911,000 -159,256
   BKD WEALTH ADVISORS LLC 163 - 2024-03-31 58,279 $1,892,000 -905
   MCCORMACK ADVISORS INTERNATIONAL 382 - 2024-03-31 55,096 $1,789,000 -14,077
   HARBOUR INVESTMENTS INC. 246 - 2023-12-31 56,633 $1,782,000 -165
   Pillar Wealth Advisors LLC 19 - 2024-03-31 53,854 $1,749,000 -5,205
   Visionary Wealth Advisors 182 - 2024-03-31 52,229 $1,696,000 -6,437
   TOWNSQUARE CAPITAL LLC 540 - 2024-03-31 46,714 $1,517,000 -13,239
   Weaver Capital Management LLC 62 - 2024-03-31 44,965 $1,460,000 -211
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 46 - 2024-03-31 41,323 $1,342,000 -322
   Clear Point Advisors Inc. 19 - 2024-03-31 38,109 $1,237,000 -219
   Michael S. Ryan Inc. 14 - 2024-03-31 36,748 $1,193,000 -640
   MULTIFINANCIAL SECURITIES CORP 1081 - 2024-03-31 36,135 $1,173,000 -14,209
   DHJJ Financial Advisors Ltd. 40 - 2024-03-31 35,649 $1,158,000 -4,046
   Schulz Wealth LTD. 20 - 2024-03-31 33,469 $1,087,000 -1,526
   VALMARK ADVISERS INC 261 - 2024-03-31 31,547 $1,024,000 -6,927
   MML INVESTORS SERVICES LLC 1416 - 2024-03-31 31,004 $1,007,000 -24,348
   Patriot Financial Group Insurance Agency LLC 154 - 2024-03-31 29,873 $970,000 -405
   Weaver Consulting Group 62 - 2024-03-31 28,458 $924,000 -3,216
   BENJAMIN F. EDWARDS & COMPANY INC. 539 - 2024-03-31 26,357 $856,000 -27,320
   RETIREMENT GUYS FORMULA LLC 68 - 2024-03-31 25,663 $833,000 -89
   MARINER WEALTH ADVISORS, LLC 1657 - 2024-03-31 25,037 $813,000 -10,604
   Stratos Wealth Advisors LLC 370 - 2024-03-31 24,314 $789,000 -661
   Outlook Wealth Advisors LLC 85 - 2024-03-31 23,506 $763,000 -2,911
   OLD MISSION CAPITAL LLC 454 - 2024-03-31 23,352 $758,000 -18,375
   Bellwether Advisors LLC 83 - 2024-03-31 23,037 $748,000 -85,080
   Kingsview Wealth Management LLC 602 - 2024-03-31 19,899 $646,000 -1,448
   STEPHENS INC /AR/ 716 - 2024-03-31 19,870 $645,000 -780
   BECK CAPITAL MANAGEMENT LLC 92 - 2024-03-31 18,935 $615,000 -620
   Keystone Wealth Services LLC 114 - 2024-03-31 18,076 $587,000 -100
   BCJ Capital Management LLC 209 - 2024-03-31 18,038 $586,000 -830
   RETIREMENT PLANNING GROUP 130 - 2024-03-31 17,797 $578,000 -22,639
   Cape Investment Advisory Inc. 69 - 2023-12-31 18,141 $571,000 -100
   Castleview Partners LLC 70 - 2024-03-31 17,434 $566,000 -2,564
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3367 - 2024-03-31 16,212 $526,000 -29,336
   Steward Partners Investment Advisory LLC 1034 - 2024-03-31 16,154 $525,000 -350
   Crown Wealth Group LLC 52 - 2024-03-31 13,642 $443,000 -7,641
   Strategic Blueprint LLC 403 - 2024-03-31 13,617 $442,000 -2,302
   WorthPointe LLC 38 - 2024-03-31 13,587 $441,000 -134
   SRS Capital Advisors Inc. 201 - 2024-03-31 13,367 $434,000 -348
   MILESTONE ASSET MANAGEMENT LLC 116 - 2024-03-31 13,345 $433,000 -303
   BCS Wealth Management 153 - 2024-03-31 12,773 $415,000 -31,193
   Steward Financial Group LLC 45 - 2023-09-30 13,844 $408,000 -3,998
   FSA Advisors Inc. 71 - 2024-03-31 12,334 $400,000 -160
   Financial Network Wealth Advisors LLC 65 - 2024-03-31 12,053 $391,000 -1,035
   Diligent Investors LLC 223 - 2024-03-31 11,758 $382,000 -300
   WealthPlan Investment Management LLC 140 - 2024-03-31 11,102 $360,000 -575
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 141 - 2024-03-31 10,348 $336,000 -305
   Cypress Wealth Services LLC 203 - 2024-03-31 8,887 $289,000 -1,733
   H D Vest Advisory Services 1327 - 2024-03-31 8,644 $281,000 -1,930
   AdvisorNet Financial Inc 461 - 2024-03-31 6,344 $206,000 -415
   ROYAL BANK OF CANADA 4507 - 2024-03-31 3,621 $118,000 -14,481
   CITY HOLDING CO 309 - 2024-03-31 1,720 $56,000 -1,445
   UBS Group AG 6196 - 2024-03-31 226 $7,000 -893
   Larson Financial Group LLC 1149 - 2024-03-31 176 $6,000 -420

  75 Records found
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