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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 71    4
Total shares held : 
 1,715,072  
% of shares held : 
 19.06%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -22  
Amount of shares held : 
 -428,896  
% of shares held change : 
   -4.77%  
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 :
2
 121
 0.01%
 
Increased Positions :
11
 46,391
 2.7%
 
Unchanged Positions :
29
 318,313
 18.56%
 
Decreased Positions :
29
-317,215
-18.5%
 
Closed Positions :
6
-158,193
-9.22%
 
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
   KICKSTAND VENTURES LLC. 19 - 2023-12-31 176,974 $6,317,000 -63,570
   Penserra Capital Management LLC 138 - 2023-12-31 169,314 $6,043,000 27,602
   Advisor Group Holdings Inc. 1167 - 2023-12-31 148,835 $5,313,000 -27,449
   COMMONWEALTH EQUITY SERVICES LLC. 1261 - 2024-03-31 113,958 $4,285,000 -24
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 22 - 2024-03-31 96,016 $3,610,000 -1,654
   HPM Partners LLC - 2023-12-31 55,169 $1,969,000 -1,224
   HIGHTOWER ADVISORS, LLC 1409 - 2023-12-31 54,991 $1,963,000 7,700
   Capital Investment Advisory Services LLC 115 - 2024-03-31 49,420 $1,858,000 -5,597
   Maltin Wealth Management Inc. 35 - 2024-03-31 45,834 $1,723,000 -604
   Fragasso Group Inc. 92 - 2024-03-31 41,148 $1,547,000 -933
   ENVESTNET ASSET MANAGEMENT INC 2736 - 2023-12-31 35,800 $1,278,000 -1,554
   PFG Investments LLC 295 *New 2024-03-31 31,303 $1,177,000 31,303
   Consolidated Portfolio Review Corp 83 - 2024-03-31 31,303 $1,177,000 -578
   AE Wealth Management LLC 1110 - 2023-12-31 30,668 $1,114,000 -14,192
   Outlook Wealth Advisors LLC 60 - 2024-03-31 29,296 $1,102,000 171
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 46 - 2023-12-31 30,677 $1,095,000 43
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 256 - 2024-03-31 27,335 $1,028,000 -9
   Resources Investment Advisors Inc. 480 - 2023-12-31 27,902 $996,000 -4,156
   JANNEY MONTGOMERY SCOTT LLC 1541 - 2024-03-31 25,296 $951,000 -3,654
   INTEGRAL INVESTMENT ADVISORS INC. 57 - 2024-03-31 23,810 $895,000 -358
   BCS Wealth Management 84 - 2024-03-31 22,972 $864,000 -2,818
   CoreCap Advisors LLC 264 - 2023-12-31 24,106 $861,000 2,159
   Focus Financial Network Inc. 279 - 2024-03-31 22,929 $852,000 0
   My Personal CFO LLC 44 - 2024-03-31 21,900 $823,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 357 - 2023-12-31 22,929 $818,000 0
   Stratos Wealth Advisors LLC 369 - 2024-03-31 21,008 $790,000 -190
   DHJJ Financial Advisors Ltd. 54 - 2024-03-31 20,470 $770,000 -314
   CAPTRUST FINANCIAL ADVISORS 1457 - 2023-12-31 20,929 $747,000 0
   MULTIFINANCIAL SECURITIES CORP 995 - 2023-12-31 17,579 $628,000 -5,554
   Sigma Planning Corp 676 - 2024-03-31 16,141 $607,000 16,141
   Kestra Advisory Services LLC 1424 - 2023-12-31 16,180 $578,000 366
   Retirement Income Solutions Inc 73 - 2024-03-31 15,080 $567,000 -104
   FINANCIAL ARCHITECTS INC 194 *New 2023-06-30 16,909 $567,000 16,909
   Beacon Pointe Advisors LLC 843 - 2023-12-31 15,593 $557,000 -3,974
   Southland Equity Partners LLC 107 - 2024-03-31 12,578 $473,000 0
   Beacon Financial Advisory LLC 128 - 2024-03-31 11,945 $449,000 -278
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3923 - 2023-12-31 12,481 $446,000 120
   SRS Capital Advisors Inc. 179 - 2023-12-31 12,108 $432,000 -4
   Arkadios Wealth Advisors 434 - 2024-03-31 10,947 $412,000 -8,804
   Brookstone Capital Management 673 - 2024-03-31 10,574 $398,000 -5,270
   Secure Asset Management LLC 148 *New 2024-03-31 10,180 $383,000 10,180
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2692 - 2024-03-31 10,054 $378,000 0
   MML INVESTORS SERVICES LLC 1907 - 2023-12-31 10,500 $375,000 -358
   Alera Investment Advisors LLC - 2023-12-31 9,569 $342,000 0
   TOWNSQUARE CAPITAL LLC 880 - 2023-12-31 9,484 $339,000 0
   McAdam LLC 215 - 2024-03-31 8,672 $326,000 0
   RFG Advisory Group LLC 599 - 2024-03-31 8,492 $319,000 -919
   OLD MISSION CAPITAL LLC 733 - 2023-12-31 8,708 $311,000 -174
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2706 - 2024-03-31 7,741 $291,000 -3,649
   Lantz Financial LLC 168 - 2024-03-31 7,689 $289,000 -2
   LINCOLN NATIONAL CORP 969 - 2024-03-31 7,620 $287,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 822 - 2024-03-31 6,859 $258,000 0
   Orion Capital Management LLC 103 - 2023-12-31 7,000 $250,000 0
   H D Vest Advisory Services 1338 - 2023-12-31 6,883 $246,000 -1,243
   CRA Financial Services LLC 223 - 2024-03-31 6,025 $227,000 -1,900
   BB&T CORP 2399 - 2023-12-31 6,342 $226,000 0
   Atria Wealth Solutions Inc. 1694 - 2023-12-31 6,190 $221,000 6,190
   ROYAL BANK OF CANADA 4404 - 2023-12-31 6,064 $216,000 642
   ADVISORY SERVICES NETWORK, LLC 1308 - 2023-12-31 5,234 $187,000 -7,669
   AdvisorNet Financial Inc 493 - 2024-03-31 4,847 $182,000 0
   Steward Financial Group LLC 75 - 2023-09-30 5,380 $176,000 0
   HARBOUR INVESTMENTS INC. 1030 - 2023-12-31 3,655 $130,000 0
   Emerald Investment Partners LLC 307 - 2024-03-31 3,150 $118,000 -5,150
   Spire Wealth Management 951 - 2024-03-31 3,030 $114,000 0
   Sunbelt Securities Inc. 759 - 2024-03-31 2,100 $79,000 -434
   PRINCIPAL SECURITIES INC. 1465 - 2024-03-31 1,625 $61,000 0
   IFP Advisors Inc 1526 - 2023-12-31 1,362 $49,000 -472
   UBS Group AG 5392 - 2023-12-31 1,087 $39,000 1,087
   Sugarloaf Wealth Management LLC 379 - 2024-03-31 625 $24,000 0
   Steward Partners Investment Advisory LLC 2350 - 2023-12-31 619 $22,000 0
   GRADIENT INVESTMENTS LLC 634 - 2024-03-31 260 $10,000 -655
   Archer Investment Corp 638 - 2023-12-31 250 $9,000 0
   Integrity Financial Corp /WA 196 - 2024-03-31 63 $2,000 0
   US BANCORP 3648 *New 2023-12-31 61 $2,000 61
   Berkshire Money Management Inc. 41 *Closed 2023-12-31 0 $0 -42,986
   TRUSTCORE FINANCIAL SERVICES LLC 982 *Closed 2022-12-31 0 $0 -8,176
   Pinnacle Wealth Management Group Inc. 110 *Closed 2024-03-31 0 $0 -6,300
   ACCUVEST GLOBAL ADVISORS 90 *Closed 2023-12-31 0 $0 -74,896
   PROEQUITIES INC. 5602 - 2024-03-31 0 $0 0
   FMR LLC 5225 *Closed 2023-12-31 0 $0 -3
   Global Trust Asset Management LLC 474 - 2024-03-31 0 $0 -60
  81 Records found
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