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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    2
Total shares held : 
 7,533,237  
% of shares held : 
 83.7%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -12  
Amount of shares held : 
 -647,399  
% of shares held change : 
   -7.19%  
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 :
8
 30,422
 0.4%
 
Increased Positions :
22
 340,086
 4.51%
 
Unchanged Positions :
35
 487,612
 6.47%
 
Decreased Positions :
32
-319,456
-4.24%
 
Closed Positions :
10
-698,451
-9.27%
 
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
   Berkshire Money Management Inc. 2 - 2023-12-31 2,207,847 $83,081,000 110,524
   COMMONWEALTH EQUITY SERVICES LLC. 476 - 2023-12-31 494,405 $18,604,000 9,166
   Wealthquest Corp 15 - 2023-12-31 365,583 $13,757,000 -89,528
   INTEGRAL INVESTMENT ADVISORS INC. 3 - 2023-12-31 235,037 $8,844,000 4,769
   Penserra Capital Management LLC 132 - 2023-12-31 161,473 $6,076,000 22,948
   HIGHTOWER ADVISORS, LLC 872 - 2023-12-31 160,995 $6,059,000 -2,337
   Advisor Group Holdings Inc. 1240 - 2023-12-31 123,769 $4,657,000 -54,382
   Valtinson Bruner Financial Planning LLC 23 - 2023-12-31 77,497 $2,916,000 -1,313
   Bellwether Advisors LLC 38 - 2023-12-31 75,642 $2,846,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 36 - 2024-03-31 57,888 $2,335,000 -1,236
   JANNEY MONTGOMERY SCOTT LLC 1030 - 2023-12-31 61,683 $2,321,000 -9,058
   ENVESTNET ASSET MANAGEMENT INC 2407 - 2023-12-31 58,124 $2,187,000 -28,893
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1210 - 2024-03-31 53,090 $2,141,000 -32,324
   HPM Partners LLC - 2023-12-31 47,941 $1,804,000 5,671
   Aurum Wealth Management Group LLC 62 - 2024-03-31 42,481 $1,713,000 -123,073
   TRUSTCORE FINANCIAL SERVICES LLC 83 - 2022-12-31 53,915 $1,667,000 3,315
   LINCOLN NATIONAL CORP 325 - 2023-12-31 44,175 $1,662,000 12,471
   My Personal CFO LLC 34 - 2024-03-31 37,020 $1,493,000 -300
   Stratos Wealth Advisors LLC 250 - 2024-03-31 35,660 $1,438,000 3,037
   FINANCIAL NETWORK 1141 - 2023-12-31 37,993 $1,430,000 150
   CAPTRUST FINANCIAL ADVISORS 1085 - 2023-12-31 36,648 $1,379,000 0
   MULTIFINANCIAL SECURITIES CORP 655 - 2023-12-31 35,805 $1,347,000 1,094
   Snowden Capital Advisors LLC 358 - 2023-12-31 35,341 $1,330,000 7,000
   Spire Wealth Management 318 - 2024-03-31 32,300 $1,303,000 2
   GRADIENT INVESTMENTS LLC 176 - 2024-03-31 30,092 $1,214,000 -1,826,674
   ABSOLUTE INVESTMENT MANAGEMENT LLC 20 - 2023-12-31 31,746 $1,195,000 -1,120
   TOWNSQUARE CAPITAL LLC 561 - 2023-12-31 30,238 $1,138,000 -11,842
   BLAIR WILLIAM & CO/IL 836 - 2023-12-31 28,381 $1,068,000 0
   DHJJ Financial Advisors Ltd. 42 - 2024-03-31 26,432 $1,066,000 -405
   Sigma Planning Corp 268 - 2023-12-31 26,684 $1,004,000 -37,270
   Cornerstone Wealth Group LLC 123 - 2024-03-31 24,847 $1,002,000 -2,344
   Global Trust Asset Management LLC 64 - 2024-03-31 24,450 $986,000 0
   Fragasso Group Inc. 123 - 2024-03-31 23,862 $962,000 0
   Lantz Financial LLC 86 - 2024-03-31 22,970 $926,000 0
   BCGM Wealth Management LLC 61 - 2023-12-31 21,452 $807,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2187 - 2024-03-31 19,512 $787,000 -170
   BCS Wealth Management 93 - 2024-03-31 18,549 $748,000 -2,365
   SageView Advisory Group LLC 269 - 2023-12-31 19,358 $745,000 0
   RFG Advisory Group LLC 414 *New 2024-03-31 18,154 $732,000 18,154
   AE Wealth Management LLC 1286 - 2023-12-31 17,873 $685,000 -10,393
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1407 - 2024-03-31 16,743 $675,000 8,234
   MML INVESTORS SERVICES LLC 1596 - 2023-12-31 17,315 $652,000 438
   Beacon Pointe Advisors LLC 801 - 2023-12-31 16,600 $625,000 -1,145
   Delta Investment Management LLC 92 - 2023-12-31 16,523 $622,000 -25,385
   LPL FINANCIAL CORP 3456 - 2023-12-31 16,216 $610,000 2,329
   Outlook Wealth Advisors LLC 116 - 2024-03-31 14,942 $603,000 -797
   CoreCap Advisors LLC 326 - 2023-12-31 15,635 $588,000 750
   Kestra Advisory Services LLC 1472 - 2023-12-31 14,329 $539,000 5,118
   CENTAURUS FINANCIAL INC. 350 - 2023-12-31 14,190 $534,000 -863
   Cresset Asset Management LLC 1184 - 2023-12-31 14,011 $527,000 0
   Alera Investment Advisors LLC - 2023-12-31 13,904 $523,000 0
   Kathmere Capital Management LLC 168 - 2024-03-31 12,187 $492,000 -27
   SRS Capital Advisors Inc. 154 - 2023-12-31 12,835 $483,000 -518
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 124 - 2023-12-31 12,799 $482,000 0
   HARBOUR INVESTMENTS INC. 552 - 2023-12-31 12,568 $473,000 4,319
   Strategic Blueprint LLC 401 - 2024-03-31 11,074 $447,000 -1,495
   Resources Investment Advisors Inc. 768 - 2023-12-31 11,375 $428,000 -1,150
   OLD MISSION CAPITAL LLC 655 *New 2023-12-31 11,289 $425,000 11,289
   CRA Financial Services LLC 153 - 2024-03-31 8,900 $359,000 0
   RAYMOND JAMES & ASSOCIATES 3245 - 2024-03-31 8,712 $351,000 -300
   Schulz Wealth LTD. 40 - 2024-03-31 8,515 $343,000 0
   Spectrum Investment Advisors Inc. 23 - 2023-12-31 9,074 $341,000 0
   Sugarloaf Wealth Management LLC 108 - 2024-03-31 8,350 $337,000 0
   Arkadios Wealth Advisors - 2023-12-31 8,687 $327,000 94
   Beacon Financial Advisory LLC - 2023-12-31 8,224 $309,000 0
   Southland Equity Partners LLC 158 - 2024-03-31 7,479 $302,000 0
   Steward Partners Investment Advisory LLC 1220 - 2023-12-31 7,843 $295,000 -1,416
   NATIONAL ASSET MANAGEMENT, INC. 1079 - 2023-12-31 7,550 $284,000 0
   Collaborative Wealth Managment Inc. 124 - 2023-12-31 7,491 $282,000 0
   ACAS LLC 59 - 2023-12-31 7,455 $281,000 -400
   Brookstone Capital Management 779 - 2024-03-31 6,805 $274,000 -201,650
   PFG Advisors 511 - 2023-12-31 7,225 $272,000 0
   Orion Capital Management LLC 105 - 2023-12-31 6,500 $245,000 0
   Atria Wealth Solutions Inc. 1628 - 2023-12-31 6,478 $244,000 95
   Ausdal Financial Partners Inc. 412 - 2024-03-31 5,855 $236,000 0
   D.B. Root & Company LLC 162 - 2024-03-31 5,795 $234,000 0
   4J Wealth Management LLC 78 - 2024-03-31 5,750 $232,000 0
   Benchmark Investment Advisors LLC 280 *New 2023-12-31 6,050 $228,000 6,050
   BCJ Capital Management LLC 270 - 2023-12-31 6,050 $228,000 0
   Chicago Partners Investment Group LLC 675 - 2024-03-31 5,449 $216,000 -234
   PCA Investment Advisory Services Inc. 109 - 2023-12-31 5,630 $212,000 -212
   Vantage Financial Partners LLC 118 *New 2023-12-31 5,634 $212,000 5,634
   Retirement Income Solutions Inc 139 *New 2023-12-31 5,368 $202,000 5,368
   EverSource Wealth Advisors LLC 470 - 2023-12-31 4,552 $171,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 421 - 2023-12-31 4,500 $169,000 500
   Larson Financial Group LLC 411 - 2023-12-31 3,963 $149,000 -175
   PRINCIPAL SECURITIES INC. 1016 - 2023-12-31 3,919 $147,000 0
   Sunbelt Securities Inc. 671 - 2024-03-31 2,815 $114,000 -96
   IFP Advisors Inc 1211 - 2023-12-31 2,734 $103,000 75
   BENJAMIN F. EDWARDS & COMPANY INC. 1078 - 2023-12-31 2,400 $90,000 0
   UBS Group AG 5428 *New 2023-12-31 987 $37,000 987
   US BANCORP 2803 *New 2023-12-31 932 $35,000 932
   CWM LLC 2534 - 2024-03-31 849 $34,000 68
   Castleview Partners LLC 416 - 2023-12-31 600 $23,000 0
   HANSON MCCLAIN, INC. 1747 - 2024-03-31 514 $21,000 -38,019
   MORGAN STANLEY 6367 - 2023-12-31 311 $12,000 194
   Archer Investment Corp 639 - 2023-12-31 248 $9,000 0
   Capital Investment Advisory Services LLC 847 - 2024-03-31 160 $6,000 0
   ADVISORY SERVICES NETWORK, LLC 3024 *New 2023-12-31 150 $6,000 150
   J P MORGAN CHASE & CO 5450 - 2023-12-31 16 $1,000 -827
  100 Records found
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