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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    21
Total shares held : 
 16,290,335  
% of shares held : 
 18.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 6,697,092  
% of shares held change : 
   7.44%  
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 :
26
 3,344,516
 20.53%
 
Increased Positions :
75
 3,834,936
 23.54%
 
Unchanged Positions :
28
 305,639
 1.88%
 
Decreased Positions :
26
-427,037
-2.62%
 
Closed Positions :
5
-55,323
-0.34%
 
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
   Stuart Chaussee & Associates Inc. 2 - 2024-03-31 2,607,535 $97,756,000 -15,556
   ALLIANCEBERNSTEIN L.P. 554 - 2024-03-31 1,576,690 $59,110,000 -53,598
   Global Strategic Investment Solutions LLC 7 - 2024-03-31 869,893 $32,612,000 -42,205
   COMMONWEALTH EQUITY SERVICES LLC. 444 - 2024-03-31 610,543 $22,889,000 -336,366
   Advisor Group Holdings Inc. 472 - 2024-03-31 445,228 $16,691,000 -57,758
   BKD WEALTH ADVISORS LLC 49 - 2024-03-31 335,631 $12,583,000 -3,430
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 716 - 2024-03-31 317,647 $11,909,000 -106,400
   STEPHENS INC /AR/ 156 - 2024-03-31 266,512 $9,992,000 -1,550
   HIGHTOWER ADVISORS, LLC 782 - 2024-03-31 207,153 $7,765,000 -17,528
   CAPTRUST FINANCIAL ADVISORS 399 - 2024-03-31 203,364 $7,624,000 -342
   BCJ Capital Management LLC 48 - 2024-03-31 191,767 $7,189,000 -3,026
   ENVESTNET ASSET MANAGEMENT INC 1730 - 2024-03-31 190,780 $7,152,000 -9,141
   Brookstone Capital Management 179 - 2024-03-31 186,570 $6,995,000 -721,213
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 584 - 2024-03-31 183,590 $6,883,000 -2,212
   WPWealth LLP 10 - 2024-03-31 181,962 $6,822,000 -43,712
   AA Financial Advisors LLC 7 - 2024-03-31 174,267 $6,533,000 -220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 616 - 2024-03-31 173,514 $6,505,000 -186,128
   Beacon Pointe Advisors LLC 245 - 2024-03-31 170,507 $6,392,000 -22,772
   Strategic Wealth Partners Group LLC 29 - 2024-03-31 166,626 $6,247,000 -4,539
   Valtinson Bruner Financial Planning LLC 11 - 2024-03-31 152,476 $5,716,000 -2,121
   Cresset Asset Management LLC 382 - 2024-03-31 129,723 $4,863,000 -404
   BB&T CORP 971 - 2024-03-31 105,514 $3,956,000 -2,267
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 21 - 2024-03-31 101,105 $3,790,000 -1,957
   Pillar Wealth Advisors LLC 8 - 2024-03-31 100,723 $3,776,000 -100
   FINANCIAL ARCHITECTS INC 38 - 2023-06-30 112,038 $3,750,000 -1,895
   FINANCIAL NETWORK 780 - 2024-03-31 89,876 $3,369,000 -10,734
   Goss Wealth Management LLC 543 - 2024-03-31 79,137 $2,967,000 -37,942
   TOWNSQUARE CAPITAL LLC 391 - 2024-03-31 70,674 $2,650,000 -267,743
   Orion Portfolio Solutions LLC 560 - 2024-03-31 65,729 $2,464,000 -8,697
   MERCER GLOBAL ADVISORS INC /ADV 678 - 2024-03-31 63,628 $2,385,000 -8,832
   BCS Wealth Management 37 - 2024-03-31 61,333 $2,299,000 -891
   Steward Financial Group LLC 17 - 2023-09-30 56,208 $1,908,000 -822
   Diligent Investors LLC 44 - 2024-03-31 49,887 $1,870,000 -500
   RAYMOND JAMES & ASSOCIATES 2229 - 2024-03-31 47,086 $1,765,000 -6,302
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 47 - 2024-03-31 44,953 $1,685,000 -1,483
   Sigma Planning Corp 354 - 2024-03-31 43,773 $1,641,000 -7,991
   Retirement Income Solutions Inc 36 - 2024-03-31 42,434 $1,591,000 -1,325
   Capital Analysts Inc. 192 - 2024-03-31 42,185 $1,582,000 -683
   Bedel Financial Consulting Inc. 52 - 2024-03-31 41,439 $1,554,000 -253
   CENTAURUS FINANCIAL INC. 184 - 2024-03-31 39,673 $1,487,000 -3,025
   AE Wealth Management LLC 567 - 2024-03-31 38,757 $1,453,000 -51,110
   MCCORMACK ADVISORS INTERNATIONAL 461 - 2024-03-31 32,300 $1,211,000 -1,297
   BROWN WEALTH MANAGEMENT LLC 36 - 2024-03-31 31,686 $1,188,000 -207,616
   Patriot Financial Group Insurance Agency LLC 132 - 2024-03-31 29,907 $1,121,000 -290
   CITY HOLDING CO 151 - 2024-03-31 24,882 $933,000 -1,290
   Strategic Blueprint LLC 262 - 2024-03-31 23,435 $879,000 -928
   FSA Advisors Inc. 29 - 2024-03-31 23,399 $877,000 -126
   U.S. Capital Wealth Advisors LLC 372 - 2024-03-31 22,361 $838,000 -3,870
   H D Vest Advisory Services 844 - 2024-03-31 20,758 $778,000 -620
   Sound View Wealth Advisors Group LLC 194 - 2024-03-31 19,462 $730,000 -2,430
   Atria Wealth Solutions Inc. 1103 - 2024-03-31 17,750 $665,000 -17,100
   THOROUGHBRED FINANCIAL SERVICES LLC 259 - 2024-03-31 17,272 $647,000 -1,815
   Weaver Capital Management LLC 97 - 2024-03-31 16,626 $623,000 -14
   AdvisorNet Financial Inc 292 - 2024-03-31 14,163 $531,000 -400
   Nikulski Financial Inc. 88 - 2024-03-31 12,475 $468,000 -100
   RETIREMENT PLANNING GROUP 146 - 2024-03-31 11,755 $441,000 -56
   Advisory Alpha LLC 229 - 2024-03-31 11,766 $441,000 -350
   Continuum Advisory LLC 250 - 2024-03-31 11,373 $429,000 -833
   SRS Capital Advisors Inc. 204 - 2024-03-31 11,026 $413,000 -2,030
   Betterment LLC 280 - 2024-03-31 10,751 $403,000 -504
   CRA Financial Services LLC 141 - 2024-03-31 10,699 $401,000 -2,000
   Visionary Wealth Advisors 361 - 2024-03-31 10,541 $395,000 -500
   GILL CAPITAL PARTNERS LLC 80 - 2024-03-31 9,814 $366,000 -594
   Keystone Wealth Services LLC 154 - 2024-03-31 9,642 $361,000 -2
   Kingsview Wealth Management LLC 756 - 2024-03-31 9,498 $356,000 -970
   My Personal CFO LLC 73 - 2024-03-31 9,403 $353,000 -477
   Koshinski Asset Management Inc. 416 - 2024-03-31 8,546 $320,000 -4,500
   Pinnacle Wealth Management Group Inc. 93 - 2024-03-31 6,100 $229,000 -4,700
   Sunbelt Securities Inc. 494 - 2024-03-31 6,005 $225,000 -4,000
   FIRST CITY CAPITAL MANAGEMENT INC 161 - 2024-03-31 5,819 $218,000 -1
   Crown Wealth Group LLC 106 - 2024-03-31 5,358 $201,000 -1,620
   ROYAL BANK OF CANADA 4174 - 2024-03-31 5,067 $190,000 -285
   Clear Point Advisors Inc. 122 - 2024-03-31 3,760 $141,000 -33
  73 Records found
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