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Get Institutions for : 
Innovator S&p 500 Buffer Etf (BAPR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 76    5
Total shares held : 
 2,448,804  
% of shares held : 
 67.82%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -18  
Amount of shares held : 
 -383,665  
% of shares held change : 
   -10.62%  
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 :
2
 5,365
 0.22%
 
Increased Positions :
15
 81,641
 3.33%
 
Unchanged Positions :
31
 364,386
 14.88%
 
Decreased Positions :
28
-156,224
-6.38%
 
Closed Positions :
7
-314,447
-12.84%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 610 - 2023-12-31 339,463 $12,972,000 9,574
   INTEGRAL INVESTMENT ADVISORS INC. 4 - 2023-12-31 230,846 $8,822,000 1,109
   HIGHTOWER ADVISORS, LLC 818 - 2023-12-31 182,459 $6,974,000 -2,147
   Penserra Capital Management LLC 133 - 2023-12-31 158,886 $6,071,000 23,771
   Advisor Group Holdings Inc. 1224 - 2023-12-31 124,556 $4,760,000 -36,733
   Valtinson Bruner Financial Planning LLC 14 - 2023-12-31 103,421 $3,952,000 -1,816
   LPL FINANCIAL CORP 1856 - 2023-12-31 99,546 $3,804,000 -1,113
   JANNEY MONTGOMERY SCOTT LLC 946 - 2023-12-31 76,216 $2,913,000 -4,076
   ENVESTNET ASSET MANAGEMENT INC 2259 - 2023-12-31 72,317 $2,764,000 -25,428
   My Personal CFO LLC 18 - 2024-03-31 59,400 $2,378,000 0
   LINCOLN NATIONAL CORP 255 - 2023-12-31 61,749 $2,360,000 450
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1182 - 2024-03-31 56,064 $2,245,000 2,825
   Maltin Wealth Management Inc. 27 - 2024-03-31 51,899 $2,078,000 -3,184
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 41 - 2024-03-31 49,927 $1,999,000 -220
   Sunbelt Securities Inc. 95 - 2024-03-31 46,530 $1,863,000 -3,500
   Southland Equity Partners LLC 47 - 2024-03-31 35,061 $1,404,000 -231
   Strategic Blueprint LLC 200 - 2024-03-31 32,947 $1,319,000 8,915
   CENTAURUS FINANCIAL INC. 192 - 2023-12-31 34,303 $1,311,000 -1,829
   OLD MISSION CAPITAL LLC 392 - 2023-12-31 30,494 $1,165,000 13,644
   Spire Wealth Management 349 - 2024-03-31 28,400 $1,137,000 0
   MULTIFINANCIAL SECURITIES CORP 723 - 2023-12-31 29,716 $1,136,000 1,815
   TOWNSQUARE CAPITAL LLC 583 - 2023-12-31 27,041 $1,033,000 2,447
   RAYMOND JAMES & ASSOCIATES 2555 - 2024-03-31 25,710 $1,029,000 -500
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2760 - 2023-12-31 26,885 $1,027,000 19,062
   CAPTRUST FINANCIAL ADVISORS 1335 - 2023-12-31 23,425 $895,000 0
   Kestra Advisory Services LLC 1209 - 2023-12-31 22,011 $841,000 -2,463
   Berkshire Money Management Inc. 33 - 2023-12-31 21,604 $826,000 0
   MML INVESTORS SERVICES LLC 1479 - 2023-12-31 21,119 $807,000 1,312
   DHJJ Financial Advisors Ltd. 53 - 2024-03-31 19,390 $776,000 -11,806
   Bedel Financial Consulting Inc. 91 - 2023-12-31 19,807 $757,000 0
   M HOLDINGS SECURITIES, INC. 139 - 2023-12-31 18,820 $719,000 0
   SageView Advisory Group LLC 278 - 2023-12-31 17,969 $701,000 0
   BEDEL FINANCIAL CONSULTING INC 84 - 2023-09-30 19,807 $693,000 0
   FINANCIAL NETWORK 1647 - 2023-12-31 17,624 $673,000 -8,941
   Stratos Wealth Advisors LLC 404 - 2024-03-31 16,721 $670,000 98
   XML Financial LLC 194 - 2023-12-31 16,382 $626,000 0
   Sugarloaf Wealth Management LLC 73 - 2024-03-31 15,598 $625,000 0
   WPWealth LLP 38 - 2023-12-31 14,100 $539,000 0
   Wealthquest Corp 73 - 2023-12-31 13,888 $531,000 -1,329
   Bellwether Advisors LLC 86 - 2023-12-31 13,672 $522,000 -13,595
   HARBOUR INVESTMENTS INC. 529 - 2023-12-31 13,394 $512,000 1,071
   CoreCap Advisors LLC 347 - 2023-12-31 13,173 $503,000 742
   RFG Advisory Group LLC 500 *New 2024-03-31 12,564 $503,000 12,564
   Beacon Pointe Advisors LLC 905 - 2023-12-31 12,268 $469,000 -2,083
   SRS Capital Advisors Inc. 177 - 2023-12-31 11,347 $434,000 -554
   ADVISORY SERVICES NETWORK, LLC 1009 - 2023-12-31 9,800 $375,000 0
   AE Wealth Management LLC 1600 - 2023-12-31 9,316 $363,000 759
   InterOcean Capital Group LLC 348 - 2023-12-31 8,850 $338,000 0
   BECK CAPITAL MANAGEMENT LLC 98 - 2023-12-31 8,814 $337,000 -537
   Sequoia Financial Advisors LLC - 2023-12-31 8,713 $333,000 -7,512
   Outlook Wealth Advisors LLC 192 - 2024-03-31 8,207 $329,000 0
   Brookstone Capital Management 719 - 2024-03-31 8,168 $327,000 846
   Sigma Planning Corp 616 - 2023-12-31 7,741 $296,000 -5,130
   Beacon Financial Advisory LLC - 2023-12-31 7,135 $273,000 0
   FINANCIAL ARCHITECTS INC 281 *New 2023-06-30 7,427 $266,000 7,427
   ROYAL BANK OF CANADA 4233 - 2023-12-31 6,831 $261,000 3,825
   Fragasso Group Inc. 238 - 2024-03-31 6,053 $242,000 0
   BCS Wealth Management 206 - 2024-03-31 6,046 $242,000 -7,940
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2959 - 2024-03-31 6,031 $241,000 -1,359
   Snowden Capital Advisors LLC 1000 - 2023-12-31 6,215 $238,000 0
   Cetera Investment Advisers 1943 - 2023-12-31 5,987 $229,000 -200
   Diligent Investors LLC 284 - 2023-12-31 5,748 $220,000 0
   Lantz Financial LLC 195 - 2024-03-31 5,308 $213,000 0
   Keystone Wealth Services LLC 209 *New 2024-03-31 5,269 $211,000 5,269
   Steward Partners Investment Advisory LLC 1354 - 2023-12-31 5,516 $211,000 0
   Orion Capital Management LLC 123 - 2023-12-31 5,124 $196,000 0
   PRINCIPAL SECURITIES INC. 968 - 2023-12-31 4,502 $172,000 0
   Integrity Financial Corp /WA 108 - 2023-12-31 3,922 $150,000 -753
   BENJAMIN F. EDWARDS & COMPANY INC. 957 - 2023-12-31 3,693 $141,000 -199
   Castleview Partners LLC 176 - 2023-12-31 3,390 $130,000 1,777
   HANSON MCCLAIN, INC. 1268 *New 2024-03-31 1,356 $54,000 1,356
   CREATIVE FINANCIAL DESIGNS INC /ADV 691 - 2023-12-31 1,250 $48,000 0
   AdvisorNet Financial Inc 1020 - 2024-03-31 600 $24,000 0
   UBS Group AG 6021 - 2023-12-31 283 $11,000 283
   CWM LLC 3360 *New 2024-03-31 234 $9,000 234
   Global Trust Asset Management LLC 374 - 2024-03-31 186 $7,000 0
   Emerald Investment Partners LLC - 2023-12-31 150 $6,000 0
   Cape Investment Advisory Inc. 810 - 2023-12-31 100 $4,000 0
   Capital Investment Advisory Services LLC 892 - 2024-03-31 70 $3,000 0
   IFP Advisors Inc 2588 - 2023-12-31 70 $3,000 0
   US BANCORP 3651 *New 2023-12-31 57 $2,000 57
   Steward Financial Group LLC 1430 *Closed 2023-09-30 0 $0 -10,721
   ACCUVEST GLOBAL ADVISORS 93 *Closed 2023-12-31 0 $0 -23,765
   VisionPoint Advisory Group LLC 819 *Closed 2023-12-31 0 $0 -1,797
   JANE STREET GROUP LLC 5785 *Closed 2023-12-31 0 $0 -55,923
   FMR LLC 5222 *Closed 2023-12-31 0 $0 -3
   NATIONAL ASSET MANAGEMENT, INC. 1491 *Closed 2023-12-31 0 $0 -5,925
   KFG WEALTH MANAGEMENT LLC 160 *Closed 2024-03-31 0 $0 -7,027
   PROEQUITIES INC. 10048 - 2023-12-31 0 $0 0
   H D Vest Advisory Services 1639 *Closed 2023-12-31 0 $0 -12,634
  90 Records found
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