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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
   Kingsview Wealth Management LLC 14 - 2023-12-31 1,302,512 $37,213,000 393,180
   Crown Wealth Group LLC - 2023-12-31 412,966 $11,798,000 43,023
   FINANCIAL NETWORK 320 - 2023-12-31 388,295 $11,094,000 328,718
   Sunbelt Securities Inc. 10 - 2024-03-31 376,924 $11,029,000 54,712
   CENTAURUS FINANCIAL INC. 23 - 2023-12-31 374,213 $10,691,000 27,028
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 16 - 2023-12-31 351,539 $10,043,000 102,547
   Wealthquest Corp 20 - 2023-12-31 315,494 $9,014,000 231,624
   COMMONWEALTH EQUITY SERVICES LLC. 830 - 2023-12-31 283,778 $8,108,000 17,534
   LINCOLN NATIONAL CORP 100 - 2023-12-31 246,895 $7,054,000 71,426
   Dominguez Wealth Management Solutions Inc. 6 - 2024-03-31 197,121 $5,768,000 3,826
   Financial Designs Corp 10 - 2024-03-31 192,976 $5,646,000 3,962
   MML INVESTORS SERVICES LLC 588 - 2023-12-31 176,717 $5,049,000 20,242
   AE Wealth Management LLC 599 - 2023-12-31 165,876 $4,774,000 86,492
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 797 - 2024-03-31 155,827 $4,559,000 16,997
   INTEGRAL INVESTMENT ADVISORS INC. 13 - 2023-12-31 157,555 $4,501,000 292
   We Are One Seven LLC 116 - 2023-12-31 124,100 $3,546,000 2,360
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1408 - 2024-03-31 103,914 $3,041,000 34,855
   RAYMOND JAMES & ASSOCIATES 1904 - 2024-03-31 101,528 $2,971,000 50,942
   Atria Wealth Solutions Inc. 564 - 2023-12-31 78,405 $2,240,000 8,900
   Pensionmark Financial Group LLC 79 - 2023-12-31 77,725 $2,221,000 75
   FINANCIAL ADVISORY CORP /UT/ /ADV 25 - 2024-03-31 74,948 $2,193,000 7,151
   Kestra Advisory Services LLC 758 - 2023-12-31 75,264 $2,150,000 5,895
   Capasso Planning Partners LLC 28 - 2024-03-31 58,978 $1,726,000 8,503
   Delta Investment Management LLC 41 - 2023-12-31 57,357 $1,639,000 22,327
   Main Street Financial Solutions LLC 132 - 2024-03-31 48,277 $1,413,000 67
   KESTRA PRIVATE WEALTH SERVICES LLC 432 - 2023-12-31 49,316 $1,409,000 10,915
   HARBOUR INVESTMENTS INC. 311 - 2023-12-31 43,813 $1,252,000 10,673
   MULTIFINANCIAL SECURITIES CORP 735 - 2023-12-31 38,870 $1,111,000 21,504
   HIGHTOWER ADVISORS, LLC 1803 - 2023-12-31 34,177 $976,000 1,247
   BCJ Capital Management LLC 128 - 2023-12-31 33,602 $960,000 7,712
   Cedar Brook Financial Partners LLC 127 - 2024-03-31 32,521 $952,000 12,205
   U.S. Capital Wealth Advisors LLC 359 - 2023-12-31 29,445 $841,000 3,072
   Triumph Capital Management 87 - 2024-03-31 24,894 $728,000 24,894
   SILVER OAK SECURITIES Inc 222 - 2023-12-31 24,702 $706,000 24,702
   Stratos Wealth Advisors LLC 458 - 2024-03-31 17,010 $498,000 470
   Wealth Advisory Solutions LLC 89 - 2024-03-31 14,691 $430,000 14,691
   Bay Colony Advisory Group Inc d/b/a Bay Colony Adv 258 - 2023-12-31 11,932 $341,000 11,932
   Koshinski Asset Management Inc. 377 - 2023-12-31 11,516 $329,000 3,875
   EQIS CAPITAL MANAGEMENT, INC. 682 - 2023-12-31 7,845 $224,000 599
   PROEQUITIES INC. 1432 - 2023-12-31 805 $23,000 445
  40 Records found
  1    
  Page 1 of 1
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