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Get Institutions for : 
Innovator Us Equity Accelerated Plus Etf - October (XTOC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 15    2
Total shares held : 
586,646  
% of shares held : 
6.51%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  7  
Amount of shares held : 
296,979  
% of shares held change : 
  3.3%  
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 :
4
 247,513
 42.19%
 
Increased Positions :
6
 49,898
 8.51%
 
Unchanged Positions :
4
 13,602
 2.32%
 
Decreased Positions :
1
-430
-0.07%
 
Closed Positions :
2
-2
-0%
 
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
   Bullseye Investment Management LLC 9 *New 2023-12-31 236,671 $6,298,000 236,671
   CLS INVESTMENT FIRM LLC 512 *New 2022-12-31 85,360 $1,811,000 85,360
   Atria Wealth Solutions Inc. 716 - 2024-03-31 55,849 $1,548,000 0
   Sunbelt Securities Inc. 123 - 2024-03-31 53,531 $1,484,000 -89,869
   Advisor Group Holdings Inc. 2148 - 2024-03-31 43,786 $1,214,000 -26,700
   OLD MISSION CAPITAL LLC 420 - 2024-03-31 31,730 $880,000 11,115
   Millington Financial Advisors LLC 47 - 2024-03-31 24,711 $685,000 2,069
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2016 *New 2024-03-31 24,020 $666,000 24,020
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3254 - 2024-03-31 20,741 $575,000 8,449
   COMMONWEALTH EQUITY SERVICES LLC. 3309 - 2024-03-31 9,854 $273,000 880
   Snowden Capital Advisors LLC 1047 - 2024-03-31 8,600 $238,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 295 - 2024-03-31 2,700 $75,000 0
   SRS Capital Advisors Inc. 444 - 2024-03-31 2,438 $68,000 136
   Orion Capital Management LLC 232 - 2024-03-31 1,861 $52,000 0
   UBS Group AG 5366 - 2024-03-31 1,601 $44,000 1,354
   MORGAN STANLEY 7398 *Closed 2024-03-31 0 $0 -7
   PROEQUITIES INC. 9064 - 2024-03-31 0 $0 0

  17 Records found
  1    
  Page 1 of 1
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