Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - November (PNOV)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    15
Total shares held : 
 19,083,830  
% of shares held : 
 87.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 3,677,083  
% of shares held change : 
   16.87%  
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 :
22
 807,146
 4.23%
 
Increased Positions :
54
 3,335,723
 17.48%
 
Unchanged Positions :
28
 328,738
 1.72%
 
Decreased Positions :
35
-317,133
-1.66%
 
Closed Positions :
7
-148,653
-0.78%
 
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
   ALLIANCEBERNSTEIN L.P. 198 - 2024-03-31 6,188,820 $220,013,000 -130,321
   Stuart Chaussee & Associates Inc. 1 - 2024-03-31 3,809,158 $135,416,000 -50,570
   Requisite Capital Management LLC 5 - 2024-03-31 951,942 $33,842,000 -45,363
   Penserra Capital Management LLC 64 - 2024-03-31 920,753 $32,732,000 70,455
   LPL FINANCIAL CORP 1055 - 2024-03-31 443,170 $15,755,000 56,617
   COMMONWEALTH EQUITY SERVICES LLC. 617 - 2024-03-31 413,563 $14,702,000 3,098
   Advisor Group Holdings Inc. 630 - 2024-03-31 314,186 $11,169,000 -27,321
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 833 - 2024-03-31 260,289 $9,253,000 -3,626
   CAPROCK Group Inc. 29 - 2024-03-31 259,784 $9,235,000 -31,251
   Kestra Advisory Services LLC 362 - 2024-03-31 233,199 $8,290,000 123,249
   MULTIFINANCIAL SECURITIES CORP 313 - 2024-03-31 223,721 $7,953,000 8,535
   Strategic Wealth Partners Group LLC 28 - 2024-03-31 187,526 $6,667,000 -3,281
   Beacon Pointe Advisors LLC 235 - 2024-03-31 187,449 $6,664,000 -8,376
   HIGHTOWER ADVISORS, LLC 839 - 2024-03-31 184,507 $6,567,000 -22,353
   Asset Management Resources LLC *New 2023-12-31 187,390 $6,454,000 187,390
   TRUSTCORE FINANCIAL SERVICES LLC 31 - 2022-12-31 156,886 $4,736,000 152,001
   LINCOLN NATIONAL CORP 165 - 2024-03-31 132,971 $4,727,000 -6,779
   Keystone Wealth Services LLC 14 - 2024-03-31 130,897 $4,653,000 -1
   ENVESTNET ASSET MANAGEMENT INC 2047 - 2024-03-31 126,231 $4,488,000 -5,821
   Brookstone Capital Management 230 - 2024-03-31 125,822 $4,473,000 -12,168
   JANE STREET GROUP LLC 1484 *New 2024-03-31 112,322 $3,993,000 112,322
   BB&T CORP 967 - 2024-03-31 111,978 $3,981,000 -2,846
   Bellwether Advisors LLC 29 - 2024-03-31 108,993 $3,875,000 -441
   CAPTRUST FINANCIAL ADVISORS 573 - 2024-03-31 105,543 $3,752,000 -242
   TOWNSQUARE CAPITAL LLC 325 - 2024-03-31 98,842 $3,514,000 -109,808
   CoreCap Advisors LLC 90 - 2023-12-31 100,449 $3,459,000 25,594
   Pillar Wealth Advisors LLC 9 - 2024-03-31 95,577 $3,398,000 -392
   RFG Advisory Group LLC 145 - 2024-03-31 92,693 $3,295,000 82,736
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 844 - 2024-03-31 74,980 $2,666,000 -11,969
   Advisory Alpha LLC 99 - 2024-03-31 72,406 $2,574,000 -3,740
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1174 - 2024-03-31 64,454 $2,291,000 -45,403
   JANNEY MONTGOMERY SCOTT LLC 1101 - 2024-03-31 63,051 $2,241,000 -7,458
   FINANCIAL NETWORK 984 - 2024-03-31 60,207 $2,140,000 -13,949
   ATTICUS WEALTH MANAGEMENT LLC 27 - 2024-03-31 57,355 $2,039,000 0
   McAlister Sweet & Associates Inc. 15 - 2024-03-31 56,959 $2,025,000 8,166
   MCCORMACK ADVISORS INTERNATIONAL 367 - 2024-03-31 54,940 $1,953,000 -4,613
   BKD WEALTH ADVISORS LLC 160 - 2024-03-31 54,715 $1,945,000 -1,201
   FINANCIAL ARCHITECTS INC 74 - 2023-06-30 57,250 $1,941,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 43 - 2024-03-31 54,013 $1,920,000 -1,181
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 38 - 2024-03-31 52,647 $1,872,000 -1,637
   Wealth Alliance 86 - 2024-03-31 50,859 $1,808,000 0
   WPWealth LLP 19 - 2024-03-31 49,915 $1,774,000 -1,303
   GILL CAPITAL PARTNERS LLC 35 - 2024-03-31 49,630 $1,762,000 -6,960
   CRA Financial Services LLC 54 - 2024-03-31 46,382 $1,649,000 -4,405
   RAYMOND JAMES & ASSOCIATES 2273 - 2024-03-31 46,097 $1,639,000 -11,287
   SFMG, LLC 77 - 2024-03-31 44,019 $1,565,000 -13,011
   AE Wealth Management LLC 554 - 2024-03-31 42,239 $1,502,000 -49,944
   Retirement Income Solutions Inc 37 - 2024-03-31 41,188 $1,464,000 0
   Prairie Wealth Advisors Inc. 27 - 2024-03-31 40,088 $1,425,000 0
   Goss Wealth Management LLC 817 - 2024-03-31 39,866 $1,417,000 -59,559
   Southland Equity Partners LLC 46 - 2024-03-31 39,692 $1,411,000 3,013
   MML INVESTORS SERVICES LLC 1221 - 2024-03-31 39,591 $1,407,000 -1,190
   Steward Financial Group LLC 19 - 2023-09-30 41,785 $1,381,000 0
   Truadvice LLC 59 - 2023-09-30 39,048 $1,298,000 -640
   Cape Investment Advisory Inc. 33 - 2023-12-31 37,700 $1,298,000 0
   Castle Rock Wealth Management LLC 88 - 2024-03-31 36,163 $1,283,000 -836
   KFG WEALTH MANAGEMENT LLC 40 - 2024-03-31 35,695 $1,269,000 -1,134
   Apollon Wealth Management LLC 401 - 2024-03-31 35,700 $1,269,000 0
   BCS Wealth Management 58 - 2024-03-31 34,560 $1,229,000 0
   MERCER GLOBAL ADVISORS INC /ADV 895 - 2024-03-31 33,598 $1,194,000 -495
   Sugarloaf Wealth Management LLC 49 - 2024-03-31 33,292 $1,184,000 0
   InterOcean Capital Group LLC 194 - 2024-03-31 31,980 $1,137,000 0
   Fragasso Group Inc. 105 - 2024-03-31 31,954 $1,136,000 -1,493
   ARS Wealth Advisors Group LLC 60 - 2024-03-31 31,798 $1,130,000 -402
   Diligent Investors LLC 106 - 2024-03-31 30,300 $1,077,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2484 - 2024-03-31 29,711 $1,056,000 10,043
   Global Strategic Investment Solutions LLC 70 - 2024-03-31 29,432 $1,046,000 0
   Resources Investment Advisors Inc. 498 - 2024-03-31 28,736 $1,022,000 -200
   Cardinal Point Wealth Management Partners LLC 27 - 2023-03-31 30,880 $982,000 0
   Patriot Financial Group Insurance Agency LLC 151 - 2024-03-31 27,531 $979,000 300
   Cresset Asset Management LLC 998 - 2024-03-31 26,228 $932,000 0
   SageView Advisory Group LLC 221 - 2024-03-31 24,567 $869,000 -47,481
   Bedel Financial Consulting Inc. 87 - 2024-03-31 23,250 $827,000 0
   BCJ Capital Management LLC 181 - 2024-03-31 22,897 $814,000 -5,600
   CITADEL ADVISORS LLC 3282 - 2024-03-31 22,698 $807,000 22,698
   Csenge Advisory Group 312 - 2024-03-31 22,362 $795,000 -1,919
   Orion Capital Management LLC 50 - 2024-03-31 22,237 $791,000 -299
   Change Path LLC 439 - 2024-03-31 21,840 $776,000 -485
   BEDEL FINANCIAL CONSULTING INC 78 - 2023-09-30 23,250 $769,000 0
   Crown Wealth Group LLC 35 - 2024-03-31 20,784 $739,000 -3,117
   FOCUS FINANCIAL NETWORK INC /ADV 382 - 2023-12-31 20,442 $704,000 0
   Spire Wealth Management 444 - 2024-03-31 19,455 $692,000 0
   Steward Partners Investment Advisory LLC 941 - 2024-03-31 18,576 $660,000 0
   Focus Financial Network Inc. 318 - 2024-03-31 18,672 $659,000 0
   Sigma Planning Corp 675 - 2024-03-31 17,090 $608,000 10,957
   Clear Point Advisors Inc. 58 - 2024-03-31 16,064 $571,000 -75
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 140 - 2024-03-31 15,680 $557,000 -1,029
   Cardinal Point Capital Management ULC 41 - 2024-03-31 15,460 $550,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 397 - 2024-03-31 15,133 $538,000 0
   SRS Capital Advisors Inc. 165 - 2024-03-31 14,560 $518,000 -343
   CITY HOLDING CO 192 - 2024-03-31 14,300 $508,000 0
   Outlook Wealth Advisors LLC 136 - 2024-03-31 14,136 $503,000 -223,111
   BECK CAPITAL MANAGEMENT LLC 96 - 2024-03-31 13,658 $486,000 -530
   H D Vest Advisory Services 1060 - 2024-03-31 13,277 $472,000 0
   Berkshire Money Management Inc. 50 - 2024-03-31 13,236 $471,000 -878
   Valtinson Bruner Financial Planning LLC 78 - 2024-03-31 13,187 $469,000 0
   YARGER WEALTH STRATEGIES LLC 50 - 2024-03-31 12,999 $462,000 -606
   COLDSTREAM CAPITAL MANAGEMENT INC 595 - 2024-03-31 12,586 $447,000 0
   CYPRESS FINANCIAL PLANNING LLC 39 - 2024-03-31 12,553 $446,000 5,117
   Weaver Capital Management LLC 113 - 2024-03-31 12,250 $435,000 -32
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us