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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf (POCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    21
Total shares held : 
16,290,335  
% of shares held : 
18.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  70  
Amount of shares held : 
6,697,092  
% of shares held change : 
  7.44%  
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 :
26
 3,344,516
 20.53%
 
Increased Positions :
75
 3,834,936
 23.54%
 
Unchanged Positions :
28
 305,639
 1.88%
 
Decreased Positions :
26
-427,037
-2.62%
 
Closed Positions :
5
-55,323
-0.34%
 
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
   Stuart Chaussee & Associates Inc. 2 - 2024-03-31 2,607,535 $97,756,000 -15,556
   ALLIANCEBERNSTEIN L.P. 554 - 2024-03-31 1,576,690 $59,110,000 -53,598
   Penserra Capital Management LLC 59 - 2024-03-31 901,227 $33,787,000 68,764
   Global Strategic Investment Solutions LLC 7 - 2024-03-31 869,893 $32,612,000 -42,205
   COMMONWEALTH EQUITY SERVICES LLC. 444 - 2024-03-31 610,543 $22,889,000 -336,366
   Advisor Group Holdings Inc. 472 - 2024-03-31 445,228 $16,691,000 -57,758
   BKD WEALTH ADVISORS LLC 49 - 2024-03-31 335,631 $12,583,000 -3,430
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 716 - 2024-03-31 317,647 $11,909,000 -106,400
   STEPHENS INC /AR/ 156 - 2024-03-31 266,512 $9,992,000 -1,550
   Kestra Advisory Services LLC 325 - 2024-03-31 250,635 $9,396,000 104,074
   LPL FINANCIAL CORP 1446 - 2024-03-31 219,270 $8,220,000 46,182
   HIGHTOWER ADVISORS, LLC 782 - 2024-03-31 207,153 $7,765,000 -17,528
   Motiv8 Investments LLC 3 - 2024-03-31 204,584 $7,670,000 50,970
   CAPTRUST FINANCIAL ADVISORS 399 - 2024-03-31 203,364 $7,624,000 -342
   BCJ Capital Management LLC 48 - 2024-03-31 191,767 $7,189,000 -3,026
   ENVESTNET ASSET MANAGEMENT INC 1730 - 2024-03-31 190,780 $7,152,000 -9,141
   Brookstone Capital Management 179 - 2024-03-31 186,570 $6,995,000 -721,213
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 584 - 2024-03-31 183,590 $6,883,000 -2,212
   WPWealth LLP 10 - 2024-03-31 181,962 $6,822,000 -43,712
   AA Financial Advisors LLC 7 - 2024-03-31 174,267 $6,533,000 -220
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 616 - 2024-03-31 173,514 $6,505,000 -186,128
   Beacon Pointe Advisors LLC 245 - 2024-03-31 170,507 $6,392,000 -22,772
   Cetera Investment Advisers 855 - 2024-03-31 170,232 $6,382,000 153,947
   Strategic Wealth Partners Group LLC 29 - 2024-03-31 166,626 $6,247,000 -4,539
   Valtinson Bruner Financial Planning LLC 11 - 2024-03-31 152,476 $5,716,000 -2,121
   InterOcean Capital Group LLC 103 - 2024-03-31 137,895 $5,170,000 0
   Cresset Asset Management LLC 382 - 2024-03-31 129,723 $4,863,000 -404
   JANNEY MONTGOMERY SCOTT LLC 794 - 2024-03-31 121,490 $4,555,000 8,656
   Change Path LLC 125 - 2024-03-31 109,524 $4,106,000 2,962
   BB&T CORP 971 - 2024-03-31 105,514 $3,956,000 -2,267
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 21 - 2024-03-31 101,105 $3,790,000 -1,957
   Pillar Wealth Advisors LLC 8 - 2024-03-31 100,723 $3,776,000 -100
   FINANCIAL ARCHITECTS INC 38 - 2023-06-30 112,038 $3,750,000 -1,895
   Sugar Maple Asset Management LLC 9 - 2024-03-31 96,501 $3,618,000 0
   CoreCap Advisors LLC 85 - 2023-12-31 99,432 $3,591,000 6,520
   FINANCIAL NETWORK 780 - 2024-03-31 89,876 $3,369,000 -10,734
   BLAIR WILLIAM & CO/IL 564 - 2024-03-31 89,569 $3,358,000 0
   J P MORGAN CHASE & CO 2689 *New 2024-03-31 88,360 $3,313,000 88,360
   MML INVESTORS SERVICES LLC 820 - 2024-03-31 87,466 $3,279,000 3,750
   KFG WEALTH MANAGEMENT LLC 21 - 2024-03-31 86,922 $3,259,000 1,065
   LINCOLN NATIONAL CORP 241 - 2024-03-31 81,124 $3,041,000 8,723
   Goss Wealth Management LLC 543 - 2024-03-31 79,137 $2,967,000 -37,942
   Elmwood Wealth Management Inc. 24 - 2024-03-31 79,125 $2,966,000 58,995
   MULTIFINANCIAL SECURITIES CORP 665 - 2024-03-31 74,719 $2,801,000 11,548
   TOWNSQUARE CAPITAL LLC 391 - 2024-03-31 70,674 $2,650,000 -267,743
   Orion Portfolio Solutions LLC 560 - 2024-03-31 65,729 $2,464,000 -8,697
   MERCER GLOBAL ADVISORS INC /ADV 678 - 2024-03-31 63,628 $2,385,000 -8,832
   TRUSTCORE FINANCIAL SERVICES LLC 61 *New 2022-12-31 76,542 $2,302,000 76,542
   BCS Wealth Management 37 - 2024-03-31 61,333 $2,299,000 -891
   Wealth Alliance 64 - 2024-03-31 59,516 $2,231,000 0
   Cape Investment Advisory Inc. 17 - 2023-12-31 52,870 $1,910,000 17,600
   Steward Financial Group LLC 17 - 2023-09-30 56,208 $1,908,000 -822
   Outlook Wealth Advisors LLC 38 - 2024-03-31 50,521 $1,894,000 200
   RFG Advisory Group LLC 231 *New 2024-03-31 50,496 $1,893,000 50,496
   Diligent Investors LLC 44 - 2024-03-31 49,887 $1,870,000 -500
   Southland Equity Partners LLC 37 - 2024-03-31 49,473 $1,855,000 8,078
   RAYMOND JAMES & ASSOCIATES 2229 - 2024-03-31 47,086 $1,765,000 -6,302
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 47 - 2024-03-31 44,953 $1,685,000 -1,483
   Sigma Planning Corp 354 - 2024-03-31 43,773 $1,641,000 -7,991
   ARS Wealth Advisors Group LLC 54 - 2024-03-31 42,879 $1,608,000 0
   Retirement Income Solutions Inc 36 - 2024-03-31 42,434 $1,591,000 -1,325
   Capital Analysts Inc. 192 - 2024-03-31 42,185 $1,582,000 -683
   Bedel Financial Consulting Inc. 52 - 2024-03-31 41,439 $1,554,000 -253
   HPM Partners LLC 1088 - 2024-03-31 41,062 $1,539,000 0
   CENTAURUS FINANCIAL INC. 184 - 2024-03-31 39,673 $1,487,000 -3,025
   AE Wealth Management LLC 567 - 2024-03-31 38,757 $1,453,000 -51,110
   BEDEL FINANCIAL CONSULTING INC 46 - 2023-09-30 41,692 $1,416,000 0
   Sugarloaf Wealth Management LLC 43 - 2024-03-31 36,741 $1,377,000 0
   IFP Advisors Inc 332 - 2023-12-31 35,486 $1,282,000 10,983
   MCCORMACK ADVISORS INTERNATIONAL 461 - 2024-03-31 32,300 $1,211,000 -1,297
   BROWN WEALTH MANAGEMENT LLC 36 - 2024-03-31 31,686 $1,188,000 -207,616
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 177 - 2024-03-31 31,637 $1,187,000 0
   AXXCESS WEALTH MANAGEMENT LLC 340 - 2024-03-31 31,000 $1,162,000 0
   Epic Trust Investment Advisors LLC 13 - 2024-03-31 30,202 $1,132,000 0
   Patriot Financial Group Insurance Agency LLC 132 - 2024-03-31 29,907 $1,121,000 -290
   Castle Rock Wealth Management LLC 102 - 2024-03-31 29,231 $1,091,000 0
   Orion Capital Management LLC 38 - 2024-03-31 27,588 $1,034,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 319 - 2023-12-31 27,786 $1,004,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 72 - 2024-03-31 26,731 $1,002,000 0
   JANE STREET GROUP LLC 3075 *New 2024-03-31 26,495 $993,000 26,495
   Focus Financial Network Inc. 259 - 2024-03-31 26,638 $989,000 0
   VALMARK ADVISERS INC 268 - 2024-03-31 26,380 $989,000 0
   CITY HOLDING CO 151 - 2024-03-31 24,882 $933,000 -1,290
   Cornerstone Wealth Group LLC 128 - 2024-03-31 24,574 $921,000 3,431
   Bellwether Advisors LLC 76 - 2024-03-31 24,080 $903,000 0
   Beacon Financial Advisory LLC 63 - 2024-03-31 24,012 $900,000 0
   NICOLET BANKSHARES INC 101 *New 2024-03-31 23,818 $893,000 23,818
   WorthPointe LLC 25 - 2024-03-31 23,707 $889,000 0
   Strategic Blueprint LLC 262 - 2024-03-31 23,435 $879,000 -928
   FSA Advisors Inc. 29 - 2024-03-31 23,399 $877,000 -126
   Resources Investment Advisors Inc. 552 - 2024-03-31 22,900 $859,000 0
   U.S. Capital Wealth Advisors LLC 372 - 2024-03-31 22,361 $838,000 -3,870
   H D Vest Advisory Services 844 - 2024-03-31 20,758 $778,000 -620
   SageView Advisory Group LLC 245 - 2024-03-31 19,637 $746,000 2,806
   Sound View Wealth Advisors Group LLC 194 - 2024-03-31 19,462 $730,000 -2,430
   CYPRESS FINANCIAL PLANNING LLC 27 - 2024-03-31 18,582 $697,000 4,054
   Fragasso Group Inc. 140 - 2024-03-31 18,490 $693,000 0
   Atria Wealth Solutions Inc. 1103 - 2024-03-31 17,750 $665,000 -17,100
   THOROUGHBRED FINANCIAL SERVICES LLC 259 - 2024-03-31 17,272 $647,000 -1,815
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 355 - 2024-03-31 17,070 $640,000 0

  100 Records found
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