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Get Institutions for : 
Innovator S&p 500 Buffer Etf - February (BFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 72    3
Total shares held : 
 1,565,709  
% of shares held : 
 5.63%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -396,898  
% of shares held change : 
   -1.43%  
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 :
7
 57,318
 3.66%
 
Increased Positions :
7
 47,404
 3.03%
 
Unchanged Positions :
32
 463,329
 29.59%
 
Decreased Positions :
26
-118,379
-7.56%
 
Closed Positions :
10
-383,241
-24.48%
 
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
   GRADIENT INVESTMENTS LLC 8 - 2024-03-31 1,946,304 $76,451,000 1,945,870
   Brookstone Capital Management 148 - 2024-03-31 242,513 $9,526,000 227,546
   Penserra Capital Management LLC 130 - 2023-12-31 166,590 $6,102,000 25,122
   Advisor Group Holdings Inc. 1439 - 2023-12-31 96,574 $3,537,000 -68,087
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1352 - 2024-03-31 85,889 $3,374,000 74,469
   Valtinson Bruner Financial Planning LLC 20 - 2023-12-31 84,787 $3,106,000 -794
   HIGHTOWER ADVISORS, LLC 1191 - 2023-12-31 83,509 $3,058,000 -660
   My Personal CFO LLC 12 - 2024-03-31 75,125 $2,951,000 6,625
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1091 - 2024-03-31 67,514 $2,652,000 21,575
   BLAIR WILLIAM & CO/IL 611 - 2023-12-31 71,952 $2,636,000 0
   Fragasso Group Inc. 70 - 2024-03-31 66,532 $2,613,000 183
   JANNEY MONTGOMERY SCOTT LLC 1036 - 2023-12-31 62,260 $2,281,000 -17,405
   COMMONWEALTH EQUITY SERVICES LLC. 1681 - 2023-12-31 53,716 $1,968,000 -771
   MULTIFINANCIAL SECURITIES CORP 543 - 2023-12-31 48,949 $1,793,000 -4,258
   Bellwether Advisors LLC 53 - 2023-12-31 41,385 $1,516,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 55 - 2024-03-31 38,086 $1,496,000 456
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1075 *New 2024-03-31 37,491 $1,473,000 37,491
   DHJJ Financial Advisors Ltd. 32 - 2024-03-31 36,953 $1,452,000 324
   OLD MISSION CAPITAL LLC 384 - 2023-12-31 32,677 $1,197,000 8,257
   LINCOLN NATIONAL CORP 405 - 2023-12-31 32,465 $1,189,000 680
   ENVESTNET ASSET MANAGEMENT INC 2862 - 2023-12-31 29,818 $1,092,000 -732
   BCS Wealth Management 66 - 2024-03-31 27,596 $1,084,000 13,324
   MML INVESTORS SERVICES LLC 1332 - 2023-12-31 28,575 $1,047,000 -352
   Berkshire Money Management Inc. 31 - 2023-12-31 26,720 $979,000 0
   INTEGRAL INVESTMENT ADVISORS INC. 33 - 2023-12-31 24,475 $897,000 0
   Beacon Pointe Advisors LLC 692 - 2023-12-31 24,420 $895,000 -5,881
   FINANCIAL NETWORK 1463 - 2023-12-31 23,600 $864,000 0
   GOLDMAN SACHS GROUP INC/ 3628 *New 2023-12-31 21,257 $779,000 21,257
   Cetera Investment Advisers 1291 - 2023-12-31 19,574 $717,000 0
   HPM Partners LLC - 2023-12-31 18,375 $673,000 -3,625
   TOWNSQUARE CAPITAL LLC 696 - 2023-12-31 18,325 $671,000 2,178
   RFG Advisory Group LLC 447 - 2024-03-31 16,606 $652,000 10,787
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3530 - 2023-12-31 16,053 $588,000 -452
   Snowden Capital Advisors LLC 627 - 2023-12-31 15,795 $579,000 0
   JANE STREET GROUP LLC 3790 *New 2023-12-31 15,658 $574,000 15,658
   Lantz Financial LLC 116 - 2024-03-31 13,919 $547,000 3,743
   CoreCap Advisors LLC 338 - 2023-12-31 14,532 $532,000 741
   Visionary Wealth Advisors 305 - 2023-12-31 14,392 $527,000 -1,044
   Strategic Blueprint LLC 376 - 2024-03-31 12,793 $503,000 4,034
   Outlook Wealth Advisors LLC 141 - 2024-03-31 12,308 $483,000 2,336
   SRS Capital Advisors Inc. 175 - 2023-12-31 11,913 $436,000 -746
   PRINCIPAL SECURITIES INC. 670 - 2023-12-31 11,338 $415,000 0
   Resources Investment Advisors Inc. 817 - 2023-12-31 10,455 $383,000 -700
   CRA Financial Services LLC 147 *New 2024-03-31 9,448 $371,000 9,448
   BCGM Wealth Management LLC 95 - 2023-12-31 10,000 $366,000 0
   Stratos Wealth Advisors LLC 526 *New 2024-03-31 9,116 $358,000 9,116
   PCA Investment Advisory Services Inc. 65 - 2023-12-31 9,592 $351,000 0
   CITADEL ADVISORS LLC 3974 - 2023-12-31 9,162 $336,000 -1,589
   ROYAL BANK OF CANADA 4018 - 2023-12-31 9,025 $331,000 4,607
   Chicago Partners Investment Group LLC 551 - 2024-03-31 8,279 $320,000 0
   Focus Financial Network Inc. 493 - 2024-03-31 7,786 $299,000 0
   CENTRAL VALLEY ADVISORS LLC 114 - 2024-03-31 7,341 $288,000 -937
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 540 - 2024-03-31 7,114 $279,000 1,560
   Orion Capital Management LLC 99 - 2023-12-31 7,200 $264,000 0
   Global Trust Asset Management LLC 145 - 2024-03-31 6,450 $253,000 3,950
   John W. Brooker & Co. CPAs 68 *New 2024-03-31 6,400 $251,000 6,400
   Bluesphere Advisors LLC 84 - 2024-03-31 6,200 $244,000 0
   LPL FINANCIAL CORP 4238 *New 2023-12-31 6,046 $221,000 6,046
   Evolution Wealth Advisors LLC 122 - 2024-03-31 5,580 $219,000 0
   Vantage Financial Partners LLC 117 - 2023-12-31 5,798 $212,000 -309
   Larson Financial Group LLC 412 - 2023-12-31 4,070 $149,000 -180
   Archer Investment Corp 244 - 2023-12-31 4,000 $147,000 0
   Steward Financial Group LLC 85 - 2023-09-30 4,154 $138,000 -49,860
   ADVISORY SERVICES NETWORK, LLC 1537 *New 2023-12-31 3,164 $116,000 3,164
   AlphaCore Capital LLC 242 - 2023-12-31 3,000 $110,000 0
   Spire Wealth Management 1054 - 2024-03-31 2,065 $81,000 0
   Sugarloaf Wealth Management LLC 250 - 2024-03-31 1,970 $77,000 203
   Sunbelt Securities Inc. 773 - 2024-03-31 1,825 $72,000 0
   Goss Wealth Management LLC 2116 - 2023-12-31 1,747 $64,000 0
   Emerald Investment Partners LLC - 2023-12-31 1,600 $59,000 0
   Integrity Financial Corp /WA 134 - 2023-12-31 1,595 $58,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1219 - 2023-12-31 1,450 $53,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 703 - 2023-12-31 1,250 $46,000 0
   UBS Group AG 5605 - 2023-12-31 745 $27,000 -228
   HANSON MCCLAIN, INC. 1603 *New 2024-03-31 665 $26,000 665
   AdvisorNet Financial Inc 1015 - 2024-03-31 620 $24,000 0
   JDM Financial Group LLC 109 - 2023-12-31 450 $16,000 0
   HARBOUR INVESTMENTS INC. 2029 - 2023-12-31 362 $13,000 0
   US BANCORP 3653 *New 2023-12-31 59 $2,000 59
   Sigma Planning Corp 856 *Closed 2023-12-31 0 $0 -8,075
   GOODMAN & COMPANY INVESTMENT COUNSEL LTD. 870 *Closed 2023-12-31 0 $0 -200
   MORGAN STANLEY 7066 *Closed 2023-12-31 0 $0 -2,500
   Mutual Advisors LLC 1004 *Closed 2023-12-31 0 $0 -48,873
   ACCUVEST GLOBAL ADVISORS 85 *Closed 2023-12-31 0 $0 -181,207
   PROEQUITIES INC. 4621 - 2023-12-31 0 $0 0
   FMR LLC 5223 *Closed 2023-12-31 0 $0 -3
   SILVER OAK SECURITIES Inc 528 *Closed 2023-12-31 0 $0 -7,047
   MARINER WEALTH ADVISORS, LLC 3177 *Closed 2023-12-31 0 $0 -122,253
   J P MORGAN CHASE & CO 6470 *Closed 2023-12-31 0 $0 -3,008
  89 Records found
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