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Get Institutions for : 
Innovator S&p 500 Buffer Etf (BJAN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    3
Total shares held : 
 2,857,050  
% of shares held : 
 69.68%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 274,473  
% of shares held change : 
   6.69%  
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 :
4
 329,702
 11.54%
 
Increased Positions :
17
 169,758
 5.94%
 
Unchanged Positions :
31
 443,700
 15.53%
 
Decreased Positions :
31
-158,514
-5.55%
 
Closed Positions :
7
-66,473
-2.33%
 
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. 471 - 2024-03-31 485,853 $21,154,000 47,814
   Crown Wealth Group LLC - 2024-03-31 322,745 $14,052,000 27,846
   INTEGRAL INVESTMENT ADVISORS INC. - 2024-03-31 224,404 $9,766,000 49,914
   Brookstone Capital Management 150 *New 2024-03-31 216,195 $9,413,000 216,195
   Aurum Wealth Management Group LLC 21 - 2024-03-31 147,814 $6,436,000 141,321
   Penserra Capital Management LLC 126 - 2023-12-31 151,002 $6,169,000 22,461
   HIGHTOWER ADVISORS, LLC 952 - 2023-12-31 123,278 $5,038,000 -1,221
   U.S. Capital Wealth Advisors LLC 119 - 2023-12-31 121,238 $4,953,000 61,391
   JANNEY MONTGOMERY SCOTT LLC 792 - 2024-03-31 105,418 $4,590,000 429
   Stuart Chaussee & Associates Inc. 8 - 2023-12-31 109,000 $4,453,000 0
   Advisor Group Holdings Inc. 1325 - 2023-12-31 101,738 $4,157,000 -54,392
   Maltin Wealth Management Inc. 10 - 2024-03-31 85,686 $3,731,000 9,777
   DHJJ Financial Advisors Ltd. 14 - 2024-03-31 72,730 $3,167,000 -53
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1457 - 2024-03-31 63,916 $2,783,000 20,286
   Opes Wealth Management LLC 40 - 2024-03-31 58,145 $2,532,000 -400
   FINANCIAL NETWORK 940 - 2023-12-31 50,650 $2,069,000 -7,452
   My Personal CFO LLC 23 - 2024-03-31 47,390 $2,063,000 10,050
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1281 - 2024-03-31 44,304 $1,929,000 11,884
   ENVESTNET ASSET MANAGEMENT INC 2533 - 2023-12-31 43,593 $1,781,000 -28,007
   Strategic Blueprint LLC 162 - 2024-03-31 40,753 $1,774,000 3,781
   RFG Advisory Group LLC 247 - 2024-03-31 40,689 $1,772,000 32,297
   Bellwether Advisors LLC 51 - 2023-12-31 39,259 $1,604,000 0
   BB&T CORP 1357 - 2023-12-31 38,457 $1,571,000 -3,160
   Schulz Wealth LTD. 16 - 2024-03-31 31,710 $1,381,000 0
   LPL FINANCIAL CORP 2719 *New 2023-12-31 33,810 $1,381,000 33,810
   Kestra Advisory Services LLC 963 - 2023-12-31 33,809 $1,381,000 2,012
   TOWNSQUARE CAPITAL LLC 514 - 2023-12-31 33,175 $1,355,000 13,929
   Sigma Planning Corp - 2024-03-31 29,277 $1,275,000 23,427
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 63 - 2024-03-31 28,892 $1,258,000 452
   CoreCap Advisors LLC 224 - 2023-12-31 30,766 $1,257,000 -1,221
   MULTIFINANCIAL SECURITIES CORP 722 - 2023-12-31 27,859 $1,138,000 -700
   LINCOLN NATIONAL CORP - 2024-03-31 24,762 $1,078,000 6,721
   CAPTRUST FINANCIAL ADVISORS 1222 - 2023-12-31 25,887 $1,058,000 0
   Kathmere Capital Management LLC 109 - 2024-03-31 22,477 $979,000 -1,536
   J P MORGAN CHASE & CO 3334 - 2023-12-31 23,809 $973,000 -14,217
   Sunbelt Securities Inc. 186 - 2024-03-31 21,985 $957,000 0
   Berkshire Money Management Inc. 32 - 2023-12-31 23,376 $955,000 -94
   Lantz Financial LLC 87 - 2024-03-31 21,198 $923,000 567
   Resources Investment Advisors Inc. 522 - 2023-12-31 21,671 $885,000 -1,506
   Collaborative Wealth Managment Inc. 55 - 2023-12-31 21,234 $868,000 -707
   Stratos Wealth Advisors LLC 365 - 2024-03-31 18,665 $813,000 3,681
   HPM Partners LLC - 2023-12-31 18,690 $764,000 1,000
   Orion Capital Management LLC 52 - 2023-12-31 16,295 $666,000 0
   CRA Financial Services LLC 111 - 2024-03-31 13,659 $595,000 0
   CITADEL ADVISORS LLC 3471 - 2023-12-31 13,860 $566,000 -757
   Focus Financial Network Inc. 358 - 2024-03-31 13,164 $558,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 386 - 2024-03-31 12,737 $555,000 2,480
   Chicago Partners Investment Group LLC 429 - 2024-03-31 12,186 $522,000 0
   Vantage Financial Partners LLC - 2024-03-31 11,951 $520,000 3,693
   Pinnacle Wealth Management Group Inc. 53 - 2024-03-31 11,850 $516,000 -1,000
   Atria Wealth Solutions Inc. 1203 - 2023-12-31 12,117 $495,000 -7
   Wealthquest Corp 76 - 2023-12-31 11,914 $487,000 -1,448
   SRS Capital Advisors Inc. 156 - 2023-12-31 11,765 $481,000 -126
   Valtinson Bruner Financial Planning LLC - 2024-03-31 11,025 $480,000 -1,588
   IFP Advisors Inc 579 - 2023-12-31 11,487 $469,000 0
   MML INVESTORS SERVICES LLC 1880 - 2023-12-31 9,682 $396,000 5
   HARBOUR INVESTMENTS INC. 614 - 2023-12-31 9,659 $395,000 3,164
   FOCUS FINANCIAL NETWORK INC /ADV 523 - 2023-12-31 8,974 $367,000 0
   BCS Wealth Management 168 *New 2024-03-31 8,408 $366,000 8,408
   BEDEL FINANCIAL CONSULTING INC 154 - 2023-09-30 9,774 $359,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 211 *New 2022-12-31 10,080 $333,000 10,080
   Bedel Financial Consulting Inc. 176 - 2023-12-31 7,904 $323,000 -1,870
   BCGM Wealth Management LLC 106 - 2023-12-31 7,225 $295,000 0
   Retirement Income Solutions Inc - 2024-03-31 6,757 $294,000 0
   Secure Asset Management LLC *New 2024-03-31 6,595 $287,000 6,595
   Cetera Investment Advisers 1804 - 2023-12-31 6,930 $283,000 -297
   AE Wealth Management LLC 1754 - 2023-12-31 6,486 $271,000 624
   CYPRESS FINANCIAL PLANNING LLC 58 - 2024-03-31 6,227 $271,000 0
   Lewis Asset Management LLC - 2024-03-31 6,044 $263,000 118
   Dominguez Wealth Management Solutions Inc. 54 - 2024-03-31 5,892 $257,000 0
   Spire Wealth Management 737 - 2024-03-31 5,208 $227,000 0
   Waterloo Capital L.P. 345 - 2023-12-31 5,350 $219,000 5,350
   Beacon Financial Advisory LLC 225 *New 2024-03-31 4,815 $210,000 4,815
   KFG WEALTH MANAGEMENT LLC 151 *New 2024-03-31 4,703 $205,000 4,703
   PCA Investment Advisory Services Inc. 119 - 2023-12-31 4,928 $201,000 4,928
   Sugarloaf Wealth Management LLC 188 - 2024-03-31 3,500 $152,000 -800
   Global Trust Asset Management LLC 184 - 2024-03-31 3,500 $152,000 0
   CENTAURUS FINANCIAL INC. 674 - 2023-12-31 3,486 $142,000 0
   MORGAN STANLEY 5645 - 2023-12-31 3,225 $132,000 0
   Joseph Group Capital Management 54 - 2023-12-31 2,385 $97,000 -210
   BENJAMIN F. EDWARDS & COMPANY INC. 1177 - 2024-03-31 1,716 $75,000 0
   PRINCIPAL SECURITIES INC. 1598 - 2023-12-31 884 $36,000 0
   ADVISORY SERVICES NETWORK, LLC 2348 *New 2023-12-31 645 $26,000 645
   US BANCORP 2954 - 2023-12-31 560 $23,000 54
   AdvisorNet Financial Inc 1032 - 2024-03-31 535 $23,000 -575
   Castleview Partners LLC 480 *New 2023-12-31 348 $14,000 348
   Larson Financial Group LLC - 2024-03-31 246 $11,000 0
   Archer Investment Corp 626 - 2023-12-31 248 $10,000 0
   Caitlin John LLC 476 - 2023-12-31 192 $8,000 0
   Sutton Wealth Advisors Inc. 573 - 2023-09-30 134 $5,000 0
   Cape Investment Advisory Inc. 809 - 2023-12-31 100 $4,000 0
   Long Island Wealth Management Inc. 287 - 2023-12-31 97 $4,000 0
   CWM LLC 3926 *New 2024-03-31 44 $2,000 44
   HANSON MCCLAIN, INC. 2909 - 2024-03-31 41 $2,000 -140
   ROYAL BANK OF CANADA 6299 *Closed 2023-12-31 0 $0 -753
   FMR LLC 4798 *Closed 2023-12-31 0 $0 -3
   ACCUVEST GLOBAL ADVISORS 105 *Closed 2023-12-31 0 $0 -15,500
   OLD MISSION CAPITAL LLC 1004 *Closed 2023-12-31 0 $0 -41,145
   Outlook Wealth Advisors LLC 277 *Closed 2024-03-31 0 $0 -6,247
   BANK OF AMERICA CORP /DE/ 6598 *Closed 2023-12-31 0 $0 -5
  100 Records found
  1    
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