Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Innovator Loup Frontier Tech Etf (LOUP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
476,393  
% of shares held : 
5.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -2  
Amount of shares held : 
17,572  
% of shares held change : 
  0.2%  
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
 24,338
 5.11%
 
Increased Positions :
8
 39,186
 8.23%
 
Unchanged Positions :
9
 1,487
 0.31%
 
Decreased Positions :
10
-38,411
-8.06%
 
Closed Positions :
2
-7,541
-1.58%
 
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
   Tradition Wealth Management LLC 30 - 2024-03-31 180,550 $8,621,000 -15,678
   ROYAL BANK OF CANADA 2026 - 2024-03-31 87,832 $4,194,000 61,711
   EPIQ PARTNERS LLC 13 - 2024-03-31 77,984 $3,724,000 10,901
   CITADEL ADVISORS LLC 3195 - 2024-03-31 18,388 $878,000 18,388
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2032 - 2024-03-31 13,550 $647,000 87
   LPL FINANCIAL CORP 3675 - 2024-03-31 10,906 $521,000 3,248
   COMMONWEALTH EQUITY SERVICES LLC. 2854 - 2024-03-31 9,556 $456,000 31
   Advisor Group Holdings Inc. 3026 - 2024-03-31 9,173 $438,000 -1,515
   QUANTITATIVE ADVANTAGE LLC 101 - 2023-03-31 11,229 $398,000 0
   Elmwood Wealth Management Inc. 100 *New 2024-03-31 7,987 $381,000 7,987
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2688 - 2024-03-31 7,956 $380,000 0
   CAPTRUST FINANCIAL ADVISORS 1673 - 2024-03-31 7,425 $355,000 -502
   DORSEY & WHITNEY TRUST CO LLC 443 - 2024-03-31 7,000 $334,000 -3,000
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3997 - 2024-03-31 6,524 $312,000 -5,246
   Toroso Investments LLC 1480 - 2024-03-31 5,002 $239,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 641 - 2024-03-31 1,450 $69,000 400
   Capital Investment Advisory Services LLC 638 - 2024-03-31 1,177 $56,000 6
   Asset Dedication LLC 578 - 2024-03-31 436 $21,000 0
   CWM LLC 2882 - 2024-03-31 410 $20,000 0
   MORGAN STANLEY 6514 - 2024-03-31 170 $8,000 -87
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 555 - 2024-03-31 131 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1844 - 2024-03-31 100 $5,000 0
   HARBOUR INVESTMENTS INC. 2447 - 2023-12-31 100 $4,000 0
   Global Retirement Partners LLC 2820 - 2024-03-31 43 $2,000 0
   Venturi Wealth Management LLC 1373 *Closed 2024-03-31 0 $0 -48
   BANK OF MONTREAL /CAN/ 3409 *Closed 2024-03-31 0 $0 -10,058
   JANE STREET GROUP LLC 5665 *Closed 2024-03-31 0 $0 -57,873
   SYNOVUS FINANCIAL CORP 852 *Closed 2024-03-31 0 $0 -24,290
   PROEQUITIES INC. 8774 - 2024-03-31 0 $0 0
   UBS Group AG 8265 *Closed 2024-03-31 0 $0 -1,462
   DHJJ Financial Advisors Ltd. 777 - 2024-03-31 10 $0 0
   Triumph Capital Management 239 *Closed 2024-03-31 0 $0 -5,533
   Farther Finance Advisors LLC 3492 *New 2024-03-31 2 $0 2

  33 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results