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Get Institutions for : 
Innovator S&P Investment Grade Preferred ETF (EPRF)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    7
Total shares held : 
1,316,742  
% of shares held : 
23.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -19  
Amount of shares held : 
-519,254  
% of shares held change : 
  -9.11%  
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 :
2
 14,980
 1.14%
 
Increased Positions :
6
 26,144
 1.99%
 
Unchanged Positions :
10
 116,359
 8.84%
 
Decreased Positions :
18
-312,721
-23.75%
 
Closed Positions :
9
-247,657
-18.81%
 
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
   JAFFETILCHIN INVESTMENT PARTNERS LLC 27 *New 2024-03-31 517,928 $10,033,000 517,928
   ROYAL BANK OF CANADA 1788 - 2024-03-31 313,002 $6,063,000 5,342
   Advisor Group Holdings Inc. 1835 - 2024-03-31 84,910 $1,645,000 -2,423
   Cetera Investment Advisers 1715 - 2024-03-31 82,058 $1,590,000 16,533
   WEBSTERROGERS FINANCIAL ADVISORS LLC 33 - 2024-03-31 80,166 $1,553,000 3,020
   UBS Group AG 3247 - 2024-03-31 74,138 $1,436,000 29
   MULTIFINANCIAL SECURITIES CORP 985 - 2024-03-31 72,882 $1,412,000 59,996
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1995 - 2024-03-31 56,298 $1,091,000 -1,959
   LPL FINANCIAL CORP 3079 - 2024-03-31 54,688 $1,059,000 -70,028
   FinTrust Capital Advisors LLC 111 - 2024-03-31 52,871 $1,024,000 1,291
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2729 - 2024-03-31 45,026 $872,000 45,026
   SPC FINANCIAL, INC. 126 - 2024-03-31 34,518 $669,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2065 - 2024-03-31 32,297 $626,000 0
   Chicago Partners Investment Group LLC 453 - 2024-03-31 26,218 $491,000 364
   WHITE PINE CAPITAL LLC 140 - 2024-03-31 25,966 $477,000 2,202
   Madrona Financial Services LLC 54 - 2024-03-31 23,125 $448,000 -44
   STIFEL FINANCIAL CORP 2744 - 2024-03-31 19,784 $383,000 408
   L.M. KOHN & COMPANY 181 - 2024-03-31 18,428 $357,000 355
   COMMONWEALTH EQUITY SERVICES LLC. 3145 - 2024-03-31 17,016 $330,000 3,302
   CAMELOT PORTFOLIOS, LLC 91 - 2024-03-31 16,613 $322,000 -21,697
   RAYMOND JAMES & ASSOCIATES 3321 - 2024-03-31 15,709 $304,000 1,294
   Atria Wealth Solutions Inc. 1615 - 2024-03-31 13,850 $270,000 -1,449
   Envestnet Portfolio Solutions Inc. 1416 - 2024-03-31 13,850 $268,000 -1,449
   BANK OF AMERICA CORP /DE/ 4744 - 2024-03-31 13,690 $265,000 0
   J.W. COLE ADVISORS INC. 813 - 2024-03-31 10,876 $211,000 -223
   MORGAN STANLEY 5883 - 2024-03-31 3,712 $72,000 3,511
   IFP Advisors Inc 1572 - 2023-12-31 2,311 $43,000 -8,458
   HORRELL CAPITAL MANAGEMENT INC 149 - 2024-03-31 1,185 $23,000 0
   ALPHAMARK ADVISORS LLC 499 - 2024-03-31 600 $12,000 0
   Sound Income Strategies LLC 798 - 2024-03-31 451 $9,000 -72
   DELTA ASSET MANAGEMENT LLC/TN 582 - 2024-03-31 92 $2,000 0
   DHJJ Financial Advisors Ltd. 584 - 2024-03-31 44 $1,000 0
   Global Retirement Partners LLC 3096 *Closed 2024-03-31 0 $0 -200
   NVWM LLC 569 - 2024-03-31 1 $0 0
   BANK OF MONTREAL /CAN/ 3523 *Closed 2024-03-31 0 $0 -1,290
   CWM LLC 4487 *Closed 2024-03-31 0 $0 -3,478
   WELLS FARGO & CO/MN 6673 - 2024-03-31 1 $0 1
   Solitude Financial Services 47 *Closed 2024-03-31 0 $0 -173,182
   PROEQUITIES INC. 9055 - 2024-03-31 0 $0 -1,400
   Clear Point Advisors Inc. 539 - 2024-03-31 11 $0 0

  40 Records found
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