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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
   HARBOR INVESTMENT ADVISORY LLC 1271 *Closed 2024-03-31 0 $0 -212
   GTS SECURITIES LLC 1569 *Closed 2023-12-31 0 $0 -8,539
   Penserra Capital Management LLC 1295 *Closed 2023-12-31 0 $0 -262
   IFP Advisors Inc 3064 *Closed 2023-12-31 0 $0 -12,481
   TOWNSQUARE CAPITAL LLC 1200 *Closed 2023-12-31 0 $0 -26,058
   JANNEY MONTGOMERY SCOTT LLC 2718 *Closed 2023-12-31 0 $0 -50,750
   Independent Wealth Network Inc. 136 *Closed 2024-03-31 0 $0 -9,439
   Goss Wealth Management LLC 3823 *Closed 2023-12-31 0 $0 -12,989
   Pallas Capital Advisors LLC 443 *Closed 2024-03-31 0 $0 -7,325

  9 Records found
  1    
  Page 1 of 1
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