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Get Institutions for : 
Innovator S (BDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    14
Total shares held : 
 2,627,371  
% of shares held : 
 29.19%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   23  
Amount of shares held : 
 832,577  
% of shares held change : 
   9.25%  
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 :
20
 760,750
 28.95%
 
Increased Positions :
27
 259,881
 9.89%
 
Unchanged Positions :
17
 119,915
 4.56%
 
Decreased Positions :
18
-117,091
-4.46%
 
Closed Positions :
6
-70,963
-2.7%
 
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
   My Personal CFO LLC 13 - 2024-03-31 69,680 $2,829,000 0
   LINCOLN NATIONAL CORP 306 - 2024-03-31 55,391 $2,249,000 0
   DHJJ Financial Advisors Ltd. 60 - 2024-03-31 17,188 $698,000 0
   FINANCIAL ARCHITECTS INC 185 - 2023-06-30 17,193 $623,000 0
   Snowden Capital Advisors LLC 668 - 2024-03-31 14,632 $594,000 0
   Fragasso Group Inc. 175 - 2024-03-31 10,805 $439,000 0
   Archer Investment Corp 155 - 2024-03-31 10,000 $406,000 0
   Stratos Wealth Partners LTD. 1021 - 2024-03-31 8,490 $345,000 0
   John W. Brooker & Co. CPAs 65 - 2024-03-31 7,950 $323,000 0
   Lion Street Advisors LLC 173 - 2024-03-31 8,207 $314,000 0
   Souders Financial Advisors 142 - 2024-03-31 7,525 $306,000 0
   Share Andrew L. 7 - 2024-03-31 7,500 $305,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 797 - 2024-03-31 7,025 $285,000 0
   Cresset Asset Management LLC 1623 - 2024-03-31 6,594 $268,000 0
   Weaver Consulting Group 166 - 2024-03-31 6,234 $253,000 0
   Optimist Retirement Group LLC 80 - 2024-03-31 5,554 $226,000 0
   Orion Capital Management LLC 123 - 2024-03-31 5,000 $203,000 0
   PRINCIPAL SECURITIES INC. 1028 - 2024-03-31 4,614 $187,000 0
   Larson Financial Group LLC 474 - 2024-03-31 3,576 $145,000 0
   Capital Analysts Inc. 527 - 2024-03-31 2,808 $114,000 0
   Parallel Advisors LLC 1216 - 2024-03-31 2,180 $89,000 0
   Spire Wealth Management 1091 - 2024-03-31 1,800 $73,000 0
   Steward Partners Investment Advisory LLC 1989 - 2024-03-31 1,516 $62,000 0
   EverSource Wealth Advisors LLC 1031 - 2024-03-31 916 $35,000 0
   Capital Investment Advisory Services LLC 726 - 2024-03-31 700 $28,000 0
   Sugarloaf Wealth Management LLC 367 - 2024-03-31 673 $27,000 0
   Castleview Partners LLC 501 - 2024-03-31 375 $15,000 0
   Integrity Financial Corp /WA 172 - 2024-03-31 329 $13,000 0
   PROEQUITIES INC. 8545 - 2024-03-31 0 $0 0
  29 Records found
  1    
  Page 1 of 1
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