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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 98    8
Total shares held : 
 5,460,471  
% of shares held : 
 31.56%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   15  
Amount of shares held : 
 1,974,537  
% of shares held change : 
   11.41%  
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 :
15
 1,476,178
 27.03%
 
Increased Positions :
31
 961,368
 17.61%
 
Unchanged Positions :
28
 221,314
 4.05%
 
Decreased Positions :
24
-174,046
-3.19%
 
Closed Positions :
7
-288,963
-5.29%
 
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
   AE Wealth Management LLC 190 - 2023-12-31 650,948 $23,883,000 171,167
   ENVESTNET ASSET MANAGEMENT INC 1087 - 2023-12-31 506,633 $18,227,000 464,593
   Brookstone Capital Management 137 - 2024-03-31 254,549 $9,894,000 14,822
   PERSONAL CFO SOLUTIONS LLC 9 - 2023-12-31 272,248 $9,794,000 -1,647
   COMMONWEALTH EQUITY SERVICES LLC. 858 - 2024-03-31 220,842 $8,584,000 -8,578
   ATRIA INVESTMENTS LLC 192 *New 2023-12-31 227,521 $8,185,000 227,521
   MARINER WEALTH ADVISORS, LLC 533 *New 2023-12-31 224,881 $8,090,000 224,881
   Advisor Group Holdings Inc. 884 - 2024-03-31 166,712 $6,480,000 -21,337
   BB&T CORP 775 - 2023-12-31 175,831 $6,326,000 7,106
   Penserra Capital Management LLC 135 - 2023-12-31 168,429 $6,059,000 24,764
   HIGHTOWER ADVISORS, LLC 1270 - 2024-03-31 67,674 $2,631,000 -9,714
   Diligent Investors LLC 27 - 2024-03-31 66,879 $2,600,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1523 - 2024-03-31 64,070 $2,490,000 64,070
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1147 - 2024-03-31 61,986 $2,409,000 -33,241
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1657 - 2024-03-31 47,898 $1,862,000 -46,752
   MULTIFINANCIAL SECURITIES CORP 544 - 2023-12-31 49,684 $1,787,000 -3,147
   Beacon Pointe Advisors LLC 517 - 2023-12-31 46,463 $1,672,000 -23,940
   Kestra Advisory Services LLC 874 - 2023-12-31 46,359 $1,668,000 3,518
   JANNEY MONTGOMERY SCOTT LLC 1258 - 2024-03-31 40,882 $1,589,000 -12,021
   FINANCIAL NETWORK 1135 - 2023-12-31 40,134 $1,444,000 18,661
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 59 - 2024-03-31 35,814 $1,392,000 -820
   Fragasso Group Inc. 98 - 2024-03-31 34,670 $1,348,000 -791
   LINCOLN NATIONAL CORP 434 - 2024-03-31 34,130 $1,327,000 -25,437
   CoreCap Advisors LLC 217 - 2023-12-31 35,880 $1,291,000 -759
   RFG Advisory Group LLC 310 - 2024-03-31 32,627 $1,268,000 9,905
   LPL FINANCIAL CORP 2928 - 2024-03-31 32,480 $1,262,000 8,518
   Beacon Financial Advisory LLC 41 - 2024-03-31 29,893 $1,162,000 0
   JANE STREET GROUP LLC 3074 - 2023-12-31 30,755 $1,106,000 30,755
   Snowden Capital Advisors LLC 412 - 2023-12-31 30,144 $1,084,000 4,424
   AXXCESS WEALTH MANAGEMENT LLC 345 - 2023-12-31 29,277 $1,053,000 -550
   BCS Wealth Management 72 - 2024-03-31 26,453 $1,028,000 -4,704
   MERCER GLOBAL ADVISORS INC /ADV 966 *New 2023-12-31 28,450 $1,024,000 28,450
   Steward Financial Group LLC 24 - 2023-09-30 30,450 $1,005,000 5,115
   INTEGRAL INVESTMENT ADVISORS INC. 49 - 2024-03-31 24,942 $969,000 600
   DHJJ Financial Advisors Ltd. 45 - 2024-03-31 24,039 $934,000 -510
   TOWNSQUARE CAPITAL LLC 624 - 2023-12-31 25,017 $900,000 14,379
   MML INVESTORS SERVICES LLC 1429 - 2023-12-31 24,839 $894,000 7,057
   Sunbelt Securities Inc. 196 - 2024-03-31 22,876 $889,000 -3,200
   Berkshire Money Management Inc. 38 - 2024-03-31 20,530 $798,000 -1,586
   CRA Financial Services LLC 100 - 2024-03-31 18,704 $727,000 -1,500
   Cetera Investment Advisers 1287 - 2023-12-31 20,061 $722,000 13,951
   Steward Partners Investment Advisory LLC 888 - 2023-12-31 17,749 $639,000 -350
   Sigma Planning Corp 688 - 2024-03-31 15,262 $593,000 912
   Rockefeller Capital Management L.P. 1300 - 2023-12-31 16,239 $584,000 -5,963
   RAYMOND JAMES & ASSOCIATES 2952 - 2024-03-31 14,680 $571,000 0
   Valtinson Bruner Financial Planning LLC 69 - 2024-03-31 14,393 $559,000 -10,761
   Lantz Financial LLC 118 - 2024-03-31 13,921 $541,000 -1,551
   CITADEL ADVISORS LLC 3567 - 2023-12-31 14,275 $514,000 14,275
   Benchmark Investment Advisors LLC 190 *New 2023-12-31 14,280 $514,000 14,280
   BCJ Capital Management LLC 184 *New 2023-12-31 14,280 $514,000 14,280
   Vantage Financial Partners LLC 82 - 2024-03-31 12,773 $496,000 -442
   SRS Capital Advisors Inc. 152 - 2023-12-31 13,468 $485,000 -459
   Outlook Wealth Advisors LLC 143 - 2024-03-31 12,364 $481,000 0
   Visionary Wealth Advisors 318 - 2023-12-31 13,282 $478,000 -312
   EverSource Wealth Advisors LLC 255 - 2023-12-31 12,906 $464,000 200
   Family Wealth Group LLC 47 - 2023-12-31 12,465 $448,000 0
   HPM Partners LLC - 2023-12-31 12,421 $447,000 4,671
   Pinnacle Wealth Management Group Inc. 61 - 2024-03-31 11,450 $445,000 -1,400
   SageView Advisory Group LLC 350 - 2024-03-31 13,464 $440,000 1,132
   PRINCIPAL SECURITIES INC. 714 - 2024-03-31 11,283 $439,000 -95
   Weaver Consulting Group 118 - 2024-03-31 11,076 $431,000 0
   PCA Investment Advisory Services Inc. 62 - 2024-03-31 11,062 $430,000 687
   Chicago Partners Investment Group LLC 491 - 2024-03-31 11,130 $422,000 -1,512
   Strategic Blueprint LLC 413 - 2024-03-31 10,448 $406,000 0
   OLD MISSION CAPITAL LLC 673 - 2023-12-31 11,232 $404,000 4,245
   Change Path LLC 426 - 2023-12-31 10,569 $380,000 10,569
   Secure Asset Management LLC 153 *New 2024-03-31 9,575 $372,000 9,575
   CENTRAL VALLEY ADVISORS LLC 106 - 2024-03-31 8,574 $333,000 0
   Share Andrew L. 8 - 2024-03-31 7,776 $302,000 0
   HARBOUR INVESTMENTS INC. 712 - 2023-12-31 8,316 $299,000 3,522
   PFG Advisors 537 - 2024-03-31 7,276 $283,000 -382
   IFP Advisors Inc 810 - 2023-12-31 7,446 $268,000 0
   Garden State Investment Advisory Services LLC 161 - 2023-12-31 7,325 $264,000 0
   VISTA INVESTMENT MANAGEMENT 147 *New 2023-12-31 7,258 $261,000 7,258
   Walleye Trading Advisors LLC 1312 *New 2023-12-31 7,156 $257,000 7,156
   NATIONAL ASSET MANAGEMENT, INC. 1166 - 2023-12-31 6,554 $236,000 -6,965
   Stratos Wealth Advisors LLC 597 - 2024-03-31 6,055 $235,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 160 - 2023-12-31 6,281 $226,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 588 *New 2024-03-31 5,520 $215,000 5,520
   Spire Wealth Management 804 - 2024-03-31 4,560 $177,000 0
   Larson Financial Group LLC 467 - 2024-03-31 3,822 $149,000 0
   WELLS FARGO & CO/MN 4213 *New 2024-03-31 3,199 $124,000 3,199
   ROYAL BANK OF CANADA 5112 - 2023-12-31 2,030 $73,000 -6,062
   GRADIENT INVESTMENTS LLC 387 - 2024-03-31 1,793 $70,000 -673,875
   MORGAN STANLEY 5880 - 2023-12-31 1,750 $63,000 0
   Capital Analysts Inc. 621 - 2023-12-31 1,644 $59,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1264 - 2024-03-31 1,375 $53,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 454 - 2022-12-31 1,700 $51,000 -11,150
   AdvisorNet Financial Inc 895 - 2024-03-31 922 $36,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 261 - 2023-12-31 865 $31,000 0
   Integrity Financial Corp /WA 162 - 2024-03-31 685 $27,000 0
   UBS Group AG 5603 - 2023-12-31 749 $27,000 -1,162
   CREATIVE FINANCIAL DESIGNS INC /ADV 931 - 2024-03-31 600 $23,000 0
   JDM Financial Group LLC 113 - 2024-03-31 456 $18,000 0
   HANSON MCCLAIN, INC. 2908 *New 2024-03-31 63 $2,000 63
   Caitlin John LLC 680 - 2023-12-31 46 $2,000 0
   Foundations Investment Advisors LLC 673 *Closed 2023-12-31 0 $0 -22,978
   ACCUVEST GLOBAL ADVISORS 83 *Closed 2023-12-31 0 $0 -229,059
   Authentikos Wealth Advisory LLC 146 *Closed 2023-12-31 0 $0 -41
   J P MORGAN CHASE & CO 6005 *Closed 2024-03-31 0 $0 -167
  100 Records found
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