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Get Institutions for : 
Innovator Msci Emerging Markets Pb Etf - July (EJUL)  
$24.87 0.11 (0.44%) as of 4:30 Tue 5/21


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    3
Total shares held : 
 2,382,999  
% of shares held : 
 26.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -447,733  
% of shares held change : 
   -4.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.47  
Last Quarter's Ending Price : 
 $23.63  
Last Quarter's Average Price : 
 $22.78  
Change from last quarter's     
avg. price to the last closing  : 
2.09 (9.17%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 61,337
 2.57%
 
Increased Positions :
15
 163,676
 6.87%
 
Unchanged Positions :
17
 280,156
 11.76%
 
Decreased Positions :
17
-532,274
-22.34%
 
Closed Positions :
8
-140,472
-5.89%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 834 - 2024-03-31 375,197 $8,930,000 295,996
   Ferguson Shapiro LLC 14 *New 2024-03-31 141,809 $3,375,000 141,809
   Berger Financial Group Inc 97 - 2024-03-31 118,469 $2,820,000 -4,350
   Onyx Bridge Wealth Group LLC 55 - 2024-03-31 84,613 $2,015,000 14,219
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 32 - 2024-03-31 81,752 $1,946,000 -2,240
   Stratos Wealth Advisors LLC 212 - 2024-03-31 75,498 $1,797,000 34,895
   PRINCIPAL SECURITIES INC. 331 - 2024-03-31 65,760 $1,565,000 -188
   Advisor Group Holdings Inc. 1945 - 2024-03-31 61,647 $1,467,000 -16,063
   Apollon Wealth Management LLC 388 - 2024-03-31 55,407 $1,319,000 -22,793
   Cypress Wealth Services LLC 70 - 2024-03-31 50,012 $1,190,000 0
   Diligent Investors LLC 98 - 2024-03-31 49,272 $1,173,000 0
   ACCUVEST GLOBAL ADVISORS 47 - 2024-03-31 44,619 $1,062,000 44,619
   CWM LLC 896 - 2024-03-31 37,910 $902,000 2,304
   Kestra Advisory Services LLC 1315 - 2024-03-31 36,544 $870,000 -77,147
   BKD WEALTH ADVISORS LLC 229 - 2024-03-31 34,517 $822,000 -6,867
   Cetera Investment Advisers 975 - 2024-03-31 34,510 $821,000 -3,318
   Pillar Wealth Advisors LLC 36 - 2024-03-31 31,925 $760,000 -15,432
   Global Strategic Investment Solutions LLC 80 - 2024-03-31 29,689 $707,000 -7,915
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2978 - 2024-03-31 29,456 $701,000 -2,251
   H D Vest Advisory Services 942 - 2024-03-31 25,913 $617,000 -1,262
   Tradition Wealth Management LLC 196 - 2024-03-31 24,951 $594,000 -94
   SECURED RETIREMENT ADVISORS LLC 67 - 2024-03-31 23,853 $568,000 5,631
   TRUSTCORE FINANCIAL SERVICES LLC 175 - 2022-12-31 21,212 $484,000 0
   FINANCIAL NETWORK 1979 - 2024-03-31 19,185 $457,000 -637
   GOLDMAN SACHS GROUP INC/ 3967 *New 2024-03-31 18,446 $439,000 18,446
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2659 - 2024-03-31 16,580 $395,000 -3,011
   WorthPointe LLC 43 - 2024-03-31 16,072 $383,000 -3,852
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 494 - 2024-03-31 15,215 $362,000 -4,300
   ENVESTNET ASSET MANAGEMENT INC 3601 - 2024-03-31 14,903 $355,000 -582
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1809 - 2024-03-31 14,500 $345,000 0
   Long Island Wealth Management Inc. 59 - 2024-03-31 13,849 $330,000 0
   IFRAH FINANCIAL SERVICES INC 168 - 2024-03-31 12,404 $295,000 -6,686
   JANNEY MONTGOMERY SCOTT LLC 2342 - 2024-03-31 12,324 $293,000 -1,415
   Capital Analysts Inc. 381 - 2024-03-31 12,283 $292,000 0
   GRADIENT INVESTMENTS LLC 267 - 2024-03-31 10,830 $258,000 -638,856
   Cape Investment Advisory Inc. 119 - 2023-12-31 10,748 $254,000 3,407
   LINCOLN NATIONAL CORP 1020 - 2024-03-31 10,562 $251,000 -1,646
   HIGHTOWER ADVISORS, LLC 2786 - 2024-03-31 10,367 $245,000 -13,470
   OLD MISSION CAPITAL LLC 739 - 2024-03-31 10,059 $239,000 10,059
   NorthCrest Asset Manangement LLC 479 - 2024-03-31 9,640 $229,000 0
   Resources Investment Advisors Inc. 1017 - 2024-03-31 9,050 $215,000 0
   LPL FINANCIAL CORP 4367 - 2024-03-31 8,862 $211,000 -1,006
   Goss Wealth Management LLC 1826 *New 2024-03-31 8,420 $200,000 8,420
   Sunbelt Securities Inc. 569 - 2024-03-31 7,071 $168,000 -1,830
   J P MORGAN CHASE & CO 4446 *New 2024-03-31 4,470 $106,000 4,470
   Clear Point Advisors Inc. 146 - 2024-03-31 4,165 $99,000 0
   Capital Investment Advisory Services LLC 624 - 2024-03-31 2,700 $64,000 760
   Steward Partners Investment Advisory LLC 1974 - 2024-03-31 2,700 $64,000 -300
   DHJJ Financial Advisors Ltd. 277 - 2024-03-31 1,865 $44,000 0
   Sugarloaf Wealth Management LLC 356 - 2024-03-31 1,200 $29,000 -1,000
   HARBOUR INVESTMENTS INC. 1996 - 2023-12-31 641 $15,000 0
   IFP Advisors Inc 2173 *New 2023-12-31 429 $10,000 429
   AdvisorNet Financial Inc 1303 - 2024-03-31 391 $9,000 0
   UBS Group AG 6758 - 2024-03-31 100 $2,000 -1,841
   AE Wealth Management LLC 1670 *Closed 2024-03-31 0 $0 -23,653
   PROEQUITIES INC. 8546 - 2024-03-31 0 $0 0
   Benchmark Investment Advisors LLC 238 *Closed 2024-03-31 0 $0 -8,496
   BCJ Capital Management LLC 433 *Closed 2024-03-31 0 $0 -8,496
   PERSONAL CFO SOLUTIONS LLC 566 *Closed 2024-03-31 0 $0 -176,718
   Beacon Financial Advisory LLC 256 *Closed 2024-03-31 0 $0 -75,999
   SageView Advisory Group LLC 793 *Closed 2024-03-31 0 $0 -25,602
   CAPTRUST FINANCIAL ADVISORS 2407 *Closed 2024-03-31 0 $0 -16,122
  62 Records found
  1    
  Page 1 of 1
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