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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
   ENVESTNET ASSET MANAGEMENT INC 615 - 2023-12-31 1,759,003 $50,255,000 -114,212
   Advisor Group Holdings Inc. 469 - 2023-12-31 725,599 $20,730,000 -322,639
   Brookstone Capital Management 65 - 2024-03-31 664,860 $19,454,000 -68,383
   MILESTONE ASSET MANAGEMENT LLC 4 - 2024-03-31 427,235 $12,501,000 -2,487,056
   PERSONAL CFO SOLUTIONS LLC 12 - 2023-12-31 287,644 $8,218,000 -2,579
   Cetera Investment Advisers 286 - 2023-12-31 277,576 $7,930,000 -14,181
   Wealthcare Advisory Partners LLC 77 - 2024-03-31 245,291 $7,177,000 -710
   CRA Financial Services LLC 18 - 2024-03-31 208,570 $6,103,000 -12,057
   MARINER WEALTH ADVISORS, LLC 785 - 2023-12-31 133,206 $3,806,000 -41,458
   Sigma Planning Corp 75 - 2023-12-31 119,305 $3,409,000 -187,286
   Miracle Mile Advisors LLC 151 - 2024-03-31 104,436 $3,056,000 -5,672
   Capstone Triton Financial Group LLC 12 - 2024-03-31 99,989 $2,926,000 -2,123
   RiverTree Advisors LLC 22 - 2024-03-31 64,710 $1,893,000 -2,108
   SFMG, LLC 67 - 2023-12-31 66,144 $1,890,000 -568
   RFG Advisory Group LLC 235 - 2024-03-31 63,271 $1,851,000 -175,195
   DFPG INVESTMENTS INC. 156 - 2023-12-31 62,275 $1,773,000 -65
   Capital Analysts Inc. 176 - 2023-12-31 61,413 $1,754,000 -24,147
   Compass Advisory Group LLC 26 - 2023-12-31 54,151 $1,547,000 -8,983
   Visionary Wealth Advisors 200 - 2023-12-31 44,318 $1,266,000 -1,120
   BCS Wealth Management 60 - 2024-03-31 40,466 $1,184,000 -1,492
   Beacon Pointe Advisors LLC 680 - 2023-12-31 31,960 $913,000 -5,092
   Feltz Wealth PLAN Inc. 228 - 2023-12-31 15,198 $434,000 -849
   VISTA INVESTMENT MANAGEMENT 136 - 2023-12-31 10,760 $307,000 -15,749
   Rockefeller Capital Management L.P. 1455 - 2023-12-31 10,750 $307,000 -18,805
   Fermata Advisors LLC 196 - 2024-03-31 6,925 $203,000 -1,247
   BENJAMIN F. EDWARDS & COMPANY INC. 878 - 2023-12-31 6,708 $192,000 -27,813
   UBS Group AG 6348 - 2023-12-31 172 $5,000 -60,647
   J P MORGAN CHASE & CO 5281 - 2023-12-31 100 $3,000 -125,155
  28 Records found
  1    
  Page 1 of 1
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