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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
   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
   MERCER GLOBAL ADVISORS INC /ADV 966 *New 2023-12-31 28,450 $1,024,000 28,450
   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
   Secure Asset Management LLC 153 *New 2024-03-31 9,575 $372,000 9,575
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 588 *New 2024-03-31 5,520 $215,000 5,520
   WELLS FARGO & CO/MN 4213 *New 2024-03-31 3,199 $124,000 3,199
   HANSON MCCLAIN, INC. 2908 *New 2024-03-31 63 $2,000 63

  11 Records found
  1    
  Page 1 of 1
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