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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
   COMMONWEALTH EQUITY SERVICES LLC. 864 - 2024-03-31 210,603 $8,551,000 -627
   Advisor Group Holdings Inc. 1167 - 2024-03-31 101,747 $4,131,000 -853
   HIGHTOWER ADVISORS, LLC 1147 - 2024-03-31 80,594 $3,272,000 -70,859
   MULTIFINANCIAL SECURITIES CORP 608 - 2024-03-31 80,033 $3,250,000 -5,217
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1077 - 2024-03-31 67,261 $2,731,000 -2,527
   Krilogy Financial LLC 119 - 2024-03-31 43,620 $1,771,000 -16,750
   FINANCIAL NETWORK 1233 - 2024-03-31 34,348 $1,395,000 -1,723
   JANNEY MONTGOMERY SCOTT LLC 1342 - 2024-03-31 33,098 $1,344,000 -1,828
   BCJ Capital Management LLC 146 - 2024-03-31 32,743 $1,329,000 -130
   Vantage Financial Partners LLC 38 - 2024-03-31 29,796 $1,210,000 -1,097
   BCS Wealth Management 61 - 2024-03-31 28,543 $1,159,000 -1,078
   THOROUGHBRED FINANCIAL SERVICES LLC 199 - 2024-03-31 23,861 $968,000 -1,500
   Beacon Pointe Advisors LLC 703 - 2024-03-31 23,105 $938,000 -306
   Bellwether Advisors LLC 75 - 2024-03-31 22,494 $913,000 -2,523
   Wealthquest Corp 56 - 2024-03-31 19,903 $808,000 -185,283
   MILESTONE ASSET MANAGEMENT LLC 86 - 2024-03-31 17,503 $711,000 -55
   Beacon Financial Advisory LLC 100 - 2024-03-31 14,797 $601,000 -500
   CRA Financial Services LLC 120 - 2024-03-31 13,100 $532,000 -1,000
   SRS Capital Advisors Inc. 170 - 2024-03-31 12,363 $502,000 -73
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2494 - 2024-03-31 12,268 $498,000 -5,472
   KFG WEALTH MANAGEMENT LLC 94 - 2024-03-31 11,715 $476,000 -5,168
   AE Wealth Management LLC 834 - 2024-03-31 11,412 $463,000 -7,499
   Outlook Wealth Advisors LLC 147 - 2024-03-31 11,260 $457,000 -1,441
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1806 - 2024-03-31 8,523 $346,000 -9,569
   Valtinson Bruner Financial Planning LLC 91 - 2024-03-31 8,121 $330,000 -6,313
   Lantz Financial LLC 157 - 2024-03-31 7,876 $320,000 -6
   Mutual Advisors LLC 867 - 2024-03-31 7,192 $292,000 -39,098
   TOWNSQUARE CAPITAL LLC 1043 - 2024-03-31 6,361 $258,000 -7,640
   Kathmere Capital Management LLC 264 - 2024-03-31 6,142 $249,000 -1,485
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 578 - 2024-03-31 5,493 $223,000 -4,607
   Sunbelt Securities Inc. 652 - 2024-03-31 2,979 $121,000 -3,700
   AdvisorNet Financial Inc 804 - 2024-03-31 1,267 $51,000 -600
  32 Records found
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