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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
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1523 - 2024-03-31 64,070 $2,490,000 64,070
   Kestra Advisory Services LLC 874 - 2023-12-31 46,359 $1,668,000 3,518
   FINANCIAL NETWORK 1135 - 2023-12-31 40,134 $1,444,000 18,661
   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
   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
   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
   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
   Cetera Investment Advisers 1287 - 2023-12-31 20,061 $722,000 13,951
   Sigma Planning Corp 688 - 2024-03-31 15,262 $593,000 912
   CITADEL ADVISORS LLC 3567 - 2023-12-31 14,275 $514,000 14,275
   EverSource Wealth Advisors LLC 255 - 2023-12-31 12,906 $464,000 200
   HPM Partners LLC - 2023-12-31 12,421 $447,000 4,671
   SageView Advisory Group LLC 350 - 2024-03-31 13,464 $440,000 1,132
   PCA Investment Advisory Services Inc. 62 - 2024-03-31 11,062 $430,000 687
   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
   HARBOUR INVESTMENTS INC. 712 - 2023-12-31 8,316 $299,000 3,522
  26 Records found
  1    
  Page 1 of 1
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