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Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - January (NJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    3
Total shares held : 
 1,426,063  
% of shares held : 
 15.85%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 431,810  
% of shares held change : 
   4.8%  
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 :
11
 211,193
 14.81%
 
Increased Positions :
15
 348,671
 24.45%
 
Unchanged Positions :
20
 144,272
 10.12%
 
Decreased Positions :
15
-68,092
-4.77%
 
Closed Positions :
8
-59,962
-4.2%
 
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
   Goss Wealth Management LLC 116 - 2024-03-31 467,747 $20,384,000 26,550
   COMMONWEALTH EQUITY SERVICES LLC. 499 - 2024-03-31 447,508 $19,502,000 403,808
   SMI Advisory Services LLC 7 *New 2024-03-31 348,698 $15,147,000 348,698
   Advisor Group Holdings Inc. 538 - 2024-03-31 325,547 $14,185,000 211,555
   Kestra Advisory Services LLC 340 - 2024-03-31 202,798 $8,838,000 162,978
   MCCORMACK ADVISORS INTERNATIONAL 183 - 2024-03-31 188,480 $8,214,000 104,953
   AdvisorNet Financial Inc 25 - 2024-03-31 188,305 $8,206,000 177,245
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 577 - 2024-03-31 165,285 $7,203,000 149,359
   PERSONAL CFO SOLUTIONS LLC 17 *New 2024-03-31 145,554 $6,343,000 145,554
   STEPHENS INC /AR/ 328 *New 2024-03-31 70,037 $3,052,000 70,037
   BB&T CORP 1100 - 2024-03-31 67,268 $2,932,000 39,942
   ENVESTNET ASSET MANAGEMENT INC 2369 - 2024-03-31 61,827 $2,694,000 53,908
   MULTIFINANCIAL SECURITIES CORP 744 - 2024-03-31 54,008 $2,354,000 48,892
   RFG Advisory Group LLC 195 *New 2024-03-31 53,638 $2,338,000 53,638
   JANE STREET GROUP LLC 2204 *New 2024-03-31 47,700 $2,079,000 47,700
   Diligent Investors LLC 41 - 2024-03-31 46,500 $2,026,000 2,050
   Crown Wealth Group LLC 19 - 2024-03-31 41,283 $1,799,000 10,983
   My Personal CFO LLC 29 - 2024-03-31 39,000 $1,700,000 0
   DHJJ Financial Advisors Ltd. 29 - 2024-03-31 37,836 $1,649,000 4,781
   JANNEY MONTGOMERY SCOTT LLC 1241 - 2024-03-31 37,494 $1,634,000 16,292
   MML INVESTORS SERVICES LLC 1176 *New 2024-03-31 35,404 $1,543,000 35,404
   CENTAURUS FINANCIAL INC. 185 - 2024-03-31 33,845 $1,475,000 20,604
   RAYMOND JAMES & ASSOCIATES 2342 *New 2024-03-31 33,374 $1,454,000 33,374
   Sunbelt Securities Inc. 126 - 2024-03-31 33,339 $1,453,000 5,349
   PFG Advisors 222 - 2024-03-31 32,620 $1,422,000 19,227
   LPL FINANCIAL CORP 2876 - 2024-03-31 30,987 $1,350,000 11,498
   Strategic Blueprint LLC 206 - 2024-03-31 29,276 $1,276,000 17,606
   FINANCIAL NETWORK 1339 - 2024-03-31 27,081 $1,180,000 7,360
   CASTLE WEALTH MANAGEMENT LLC 54 - 2024-03-31 21,489 $936,000 10,397
   Sugarloaf Wealth Management LLC 58 - 2024-03-31 20,771 $905,000 3,043
   BCJ Capital Management LLC 171 *New 2024-03-31 20,586 $897,000 20,586
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1283 - 2024-03-31 20,330 $886,000 0
   AE Wealth Management LLC 686 - 2024-03-31 19,187 $836,000 -8,235
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2784 - 2024-03-31 19,123 $833,000 19,123
   M HOLDINGS SECURITIES, INC. 91 - 2024-03-31 19,027 $829,000 6,433
   Cetera Investment Advisers 982 - 2024-03-31 18,445 $804,000 -3,022
   OLD MISSION CAPITAL LLC 444 - 2024-03-31 18,255 $796,000 18,255
   CoreCap Advisors LLC 287 - 2023-12-31 17,503 $730,000 252
   Sigma Planning Corp 611 *New 2024-03-31 16,354 $713,000 16,354
   CREATIVE FINANCIAL DESIGNS INC /ADV 206 - 2024-03-31 16,255 $708,000 15,955
   CITADEL ADVISORS LLC 3405 - 2024-03-31 16,080 $701,000 1,982
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2268 - 2024-03-31 15,870 $692,000 7,506
   PFG Investments LLC 428 *New 2024-03-31 15,773 $687,000 15,773
   Consolidated Portfolio Review Corp 132 *New 2024-03-31 15,773 $687,000 15,773
   LINCOLN NATIONAL CORP 643 - 2024-03-31 15,088 $658,000 592
   GOLDMAN SACHS GROUP INC/ 3799 *New 2024-03-31 14,848 $647,000 14,848
   Focus Financial Network Inc. 333 - 2024-03-31 14,452 $616,000 0
   Ambassador Advisors LLC 146 - 2024-03-31 12,298 $536,000 3,828
   Berkshire Money Management Inc. 47 - 2024-03-31 12,055 $525,000 0
   ODonnell Financial Services LLC 30 - 2024-03-31 10,625 $463,000 704
   CRA Financial Services LLC 131 - 2024-03-31 10,585 $461,000 2,860
   Arlington Capital Management Inc. 58 - 2024-03-31 10,482 $457,000 1,540
   SECURED RETIREMENT ADVISORS LLC 74 *New 2024-03-31 9,959 $434,000 9,959
   ACCUVEST GLOBAL ADVISORS 85 *New 2024-03-31 9,390 $408,000 9,390
   IFP Advisors Inc 642 - 2023-12-31 9,459 $394,000 464
   WealthPlan Investment Management LLC 134 *New 2024-03-31 8,607 $375,000 8,607
   Capital Analysts Inc. 363 - 2024-03-31 8,045 $351,000 6,508
   Comprehensive Financial Consultants Institutional 133 - 2024-03-31 7,928 $346,000 2,438
   Atria Wealth Solutions Inc. 1455 *New 2024-03-31 7,909 $345,000 7,909
   Keystone Wealth Services LLC 160 - 2024-03-31 7,583 $330,000 1,740
   Brookstone Capital Management 726 - 2024-03-31 7,335 $320,000 7,335
   GTS SECURITIES LLC 974 *New 2024-03-31 7,316 $319,000 7,316
   FOCUS FINANCIAL NETWORK INC /ADV 567 - 2023-12-31 7,405 $309,000 0
   Clear Point Advisors Inc. 85 - 2024-03-31 6,940 $302,000 0
   RETIREMENT GUYS FORMULA LLC 109 - 2024-03-31 6,869 $299,000 -50,063
   FOUNDERS FINANCIAL SECURITIES LLC 323 *New 2024-03-31 6,812 $297,000 6,812
   PRINCIPAL SECURITIES INC. 856 - 2024-03-31 6,804 $297,000 4,265
   CAPTRUST FINANCIAL ADVISORS 1781 - 2024-03-31 6,701 $292,000 100
   BCS Wealth Management 190 *New 2024-03-31 6,414 $280,000 6,414
   Main Street Financial Solutions LLC 429 - 2024-03-31 6,300 $275,000 0
   Long Island Wealth Management Inc. 66 - 2024-03-31 6,110 $266,000 -1,324
   KINGSWOOD WEALTH ADVISORS LLC 516 *New 2024-03-31 6,042 $263,000 6,042
   Beacon Financial Advisory LLC 195 *New 2024-03-31 5,936 $259,000 5,936
   Pillar Wealth Advisors LLC 62 - 2024-03-31 5,938 $259,000 876
   H D Vest Advisory Services 1391 - 2024-03-31 5,849 $255,000 5,849
   BLAIR WILLIAM & CO/IL 1323 *New 2024-03-31 5,681 $248,000 5,681
   Collaborative Wealth Managment Inc. 139 - 2024-03-31 5,640 $246,000 -3,529
   Stratos Wealth Advisors LLC 593 *New 2024-03-31 5,424 $236,000 5,424
   Optimist Retirement Group LLC 91 - 2024-03-31 5,012 $218,000 0
   Tradition Wealth Management LLC 361 *New 2024-03-31 4,928 $215,000 4,928
   Steward Partners Investment Advisory LLC 1417 - 2024-03-31 4,709 $205,000 4,072
   HARBOUR INVESTMENTS INC. 1043 - 2023-12-31 3,033 $126,000 -127
   Global Trust Asset Management LLC 200 - 2024-03-31 2,900 $126,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 166 *New 2024-03-31 2,488 $108,000 2,488
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 289 - 2024-03-31 1,834 $80,000 0
   HANSON MCCLAIN, INC. 1182 *New 2024-03-31 1,498 $65,000 1,498
   COMERICA BANK 2665 *New 2024-03-31 1,500 $65,000 1,500
   NBC SECURITIES INC. 1294 - 2024-03-31 729 $31,000 600
   Archer Investment Corp 481 *New 2024-03-31 588 $26,000 588
   US BANCORP 3087 - 2024-03-31 433 $19,000 0
   Sutton Wealth Advisors Inc. 442 - 2023-09-30 260 $11,000 0
   Weaver Capital Management LLC 153 *New 2024-03-31 106 $5,000 106
   MORGAN STANLEY 6742 - 2024-03-31 62 $3,000 -158
   Compass Advisory Group LLC 80 *Closed 2024-03-31 0 $0 -5,075
   Pensionmark Financial Group LLC 405 *Closed 2024-03-31 0 $0 -6,277
   HIGHTOWER ADVISORS, LLC 3436 *Closed 2024-03-31 0 $0 -8,469
   Arete Wealth Advisors LLC 620 *Closed 2024-03-31 0 $0 -5,913
   PROEQUITIES INC. 8572 - 2024-03-31 0 $0 0
  98 Records found
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