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Get Institutions for : 
Innovator Defined Wealth Shield Etf (BALT)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 90    8
Total shares held : 
 17,430,385  
% of shares held : 
 19.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   16  
Amount of shares held : 
 6,728,831  
% of shares held change : 
   7.48%  
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 :
18
 6,533,425
 37.48%
 
Increased Positions :
34
 1,656,336
 9.5%
 
Unchanged Positions :
12
 152,792
 0.88%
 
Decreased Positions :
26
-1,255,028
-7.2%
 
Closed Positions :
10
-205,902
-1.18%
 
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
   Foundations Investment Advisors LLC 8 *New 2023-12-31 2,872,894 $82,768,000 2,872,894
   BALYASNY ASSET MANAGEMENT LLC 619 *New 2023-12-31 333,442 $9,526,000 333,442
   Comprehensive Portfolio Management LLC 173 *New 2024-03-31 77,935 $2,280,000 77,935
   Benchmark Investment Advisors LLC 130 *New 2023-12-31 33,602 $960,000 33,602
   CoreCap Advisors LLC 266 *New 2023-12-31 29,234 $835,000 29,234
   JANE STREET GROUP LLC 3402 *New 2023-12-31 28,774 $822,000 28,774
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1522 *New 2024-03-31 18,599 $544,000 18,599
   Comprehensive Financial Consultants Institutional *New 2023-12-31 15,147 $433,000 15,147
   Strategic Blueprint LLC 439 *New 2024-03-31 12,615 $369,000 12,615
   CITADEL ADVISORS LLC 4038 *New 2023-12-31 11,128 $318,000 11,128
   LPL FINANCIAL CORP 3978 *New 2023-12-31 10,990 $314,000 10,990
   Madison Wealth Partners Inc 95 *New 2023-12-31 9,651 $276,000 9,651
   LEVEL FOUR ADVISORY SERVICES LLC 710 *New 2023-12-31 7,156 $204,000 7,156
   Core Wealth Advisors Inc. 56 *New 2023-12-31 5,230 $149,000 5,230
   Steward Partners Investment Advisory LLC 1571 *New 2023-12-31 4,429 $127,000 4,429
   Orion Capital Management LLC 383 *New 2023-12-31 246 $7,000 246
  16 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
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