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Get Institutions for : 
Innovator Us Eqty Accelerated 9 Buffer Etf - Jan (XBJA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 31    1
Total shares held : 
1,811,693  
% of shares held : 
20.13%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -5  
Amount of shares held : 
113,699  
% of shares held change : 
  1.26%  
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 :
3
 152,560
 8.42%
 
Increased Positions :
7
 96,809
 5.34%
 
Unchanged Positions :
10
 77,276
 4.27%
 
Decreased Positions :
11
-96,337
-5.32%
 
Closed Positions :
4
-39,333
-2.17%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   FINANCIAL NETWORK 411 - 2024-03-31 321,319 $8,666,000 107,774
   Millington Financial Advisors LLC 4 - 2024-03-31 223,157 $6,019,000 206,549
   Sterling Financial Planning Inc. 13 - 2024-03-31 189,597 $5,113,000 33,173
   MULTIFINANCIAL SECURITIES CORP 453 *New 2024-03-31 188,724 $5,090,000 188,724
   Steward Partners Investment Advisory LLC 376 - 2024-03-31 150,677 $4,064,000 -2,153
   Capasso Planning Partners LLC 13 - 2024-03-31 135,144 $3,645,000 5,083
   Advisor Group Holdings Inc. 1334 - 2024-03-31 121,799 $3,284,000 10,226
   Brookstone Capital Management 290 - 2024-03-31 112,703 $3,040,000 101,635
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1048 - 2024-03-31 106,726 $2,878,000 -18,745
   CENTAURUS FINANCIAL INC. 119 - 2024-03-31 102,908 $2,775,000 -20,607
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 29 - 2024-03-31 93,366 $2,518,000 -509
   Sunbelt Securities Inc. 112 - 2024-03-31 63,362 $1,709,000 -58,958
   Snowden Capital Advisors LLC 377 - 2024-03-31 57,740 $1,557,000 13,295
   COMMONWEALTH EQUITY SERVICES LLC. 2029 - 2024-03-31 49,608 $1,338,000 -96,863
   Change Path LLC 380 - 2024-03-31 36,719 $990,000 18,757
   Kestra Advisory Services LLC 1263 - 2024-03-31 35,316 $952,000 1,351
   OLD MISSION CAPITAL LLC 399 *New 2024-03-31 34,748 $937,000 34,748
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 102 - 2024-03-31 28,605 $771,000 -115,587
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3422 *New 2024-03-31 18,746 $506,000 18,746
   JANE STREET GROUP LLC 3958 *New 2024-03-31 16,821 $454,000 16,821
   Global Trust Asset Management LLC 106 - 2024-03-31 16,500 $445,000 0
   Epic Trust Investment Advisors LLC 54 - 2024-03-31 14,503 $391,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1785 - 2024-03-31 13,257 $358,000 0
   Orion Capital Management LLC 93 - 2024-03-31 10,721 $289,000 1,000
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 370 - 2024-03-31 10,000 $270,000 0
   HIGHTOWER ADVISORS, LLC 2743 - 2024-03-31 9,670 $260,000 0
   Visionary Wealth Advisors 442 - 2024-03-31 8,898 $240,000 8,898
   Arkadios Wealth Advisors 607 *New 2024-03-31 8,714 $235,000 8,714
   BANK OF MONTREAL /CAN/ 2907 - 2024-03-31 3,000 $81,000 1,000
   Cape Investment Advisory Inc. 280 - 2023-12-31 2,900 $75,000 -300
   DHJJ Financial Advisors Ltd. 228 - 2024-03-31 2,685 $72,000 390
   HARBOUR INVESTMENTS INC. 2061 - 2023-12-31 451 $12,000 0
   UBS Group AG 6030 *New 2024-03-31 378 $10,000 378
   HANSON MCCLAIN, INC. 2570 - 2024-03-31 122 $3,000 -94
   Caitlin John LLC 633 - 2023-12-31 116 $3,000 0
   SageView Advisory Group LLC 539 *Closed 2024-03-31 0 $0 -19,938
   Arlington Capital Management Inc. 113 *Closed 2024-03-31 0 $0 -11,431
   PROEQUITIES INC. 8619 - 2024-03-31 0 $0 0
   Cetera Investment Advisers 2167 *Closed 2024-03-31 0 $0 -177,885

  39 Records found
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