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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 67    0
Total shares held : 
 1,290,219  
% of shares held : 
 14.34%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -24  
Amount of shares held : 
 -109,904  
% of shares held change : 
   -1.22%  
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 :
6
 19,414
 1.5%
 
Increased Positions :
8
 44,494
 3.45%
 
Unchanged Positions :
21
 289,352
 22.43%
 
Decreased Positions :
32
-124,074
-9.62%
 
Closed Positions :
6
-49,738
-3.86%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Outlook Wealth Advisors LLC 1 *New 2024-03-31 364,499 $15,188,000 364,499
   Brookstone Capital Management 142 *New 2024-03-31 234,442 $9,769,000 234,442
   Penserra Capital Management LLC 136 - 2023-12-31 152,926 $6,057,000 22,515
   RETIREMENT PLANNING GROUP 33 - 2024-03-31 129,689 $5,404,000 118,209
   Valtinson Bruner Financial Planning LLC 18 - 2023-12-31 86,448 $3,424,000 -3,409
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1029 - 2024-03-31 71,691 $2,987,000 31,219
   Advisor Group Holdings Inc. 1566 - 2023-12-31 73,006 $2,892,000 -36,063
   My Personal CFO LLC 19 - 2024-03-31 52,310 $2,180,000 17,110
   HIGHTOWER ADVISORS, LLC 1375 - 2023-12-31 53,355 $2,112,000 215
   COMMONWEALTH EQUITY SERVICES LLC. 1660 - 2023-12-31 50,871 $2,015,000 0
   Fragasso Group Inc. 82 - 2024-03-31 45,559 $1,898,000 486
   Main Street Financial Solutions LLC 104 - 2024-03-31 44,832 $1,868,000 0
   JANNEY MONTGOMERY SCOTT LLC 1127 - 2023-12-31 46,789 $1,853,000 -6,875
   WPWealth LLP 19 - 2023-12-31 44,012 $1,743,000 0
   Spire Wealth Management 291 - 2024-03-31 35,542 $1,481,000 10,344
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 56 - 2024-03-31 35,458 $1,477,000 -551
   TOWNSQUARE CAPITAL LLC 529 - 2023-12-31 32,314 $1,280,000 3,589
   BECK CAPITAL MANAGEMENT LLC 79 - 2023-12-31 30,198 $1,196,000 -1,373
   RAYMOND JAMES & ASSOCIATES 2488 - 2024-03-31 27,399 $1,142,000 899
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1989 *New 2024-03-31 26,278 $1,095,000 26,278
   RFG Advisory Group LLC 340 - 2024-03-31 25,629 $1,068,000 18,422
   ENVESTNET ASSET MANAGEMENT INC 2939 - 2023-12-31 24,474 $969,000 -143
   AE Wealth Management LLC 1158 - 2023-12-31 24,052 $969,000 -1,620
   INTEGRAL INVESTMENT ADVISORS INC. 29 - 2023-12-31 23,600 $935,000 0
   OLD MISSION CAPITAL LLC 450 - 2023-12-31 23,181 $918,000 -16,663
   Strategic Blueprint LLC 266 - 2024-03-31 20,522 $855,000 449
   PFG Investments LLC 371 *New 2024-03-31 20,106 $838,000 20,106
   Lantz Financial LLC 95 - 2024-03-31 17,631 $735,000 3,201
   DHJJ Financial Advisors Ltd. 64 - 2024-03-31 15,872 $661,000 -2,321
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 108 - 2023-12-31 15,172 $601,000 -7,953
   CoreCap Advisors LLC 320 - 2023-12-31 15,002 $594,000 675
   Snowden Capital Advisors LLC 628 - 2023-12-31 14,625 $579,000 0
   BCS Wealth Management 120 *New 2024-03-31 13,699 $571,000 13,699
   Stratos Wealth Advisors LLC 430 *New 2024-03-31 13,695 $571,000 13,695
   Bellwether Advisors LLC 85 - 2023-12-31 14,196 $562,000 -895
   Ausdal Financial Partners Inc. 251 *New 2024-03-31 13,156 $548,000 13,156
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3679 - 2023-12-31 13,429 $532,000 2,649
   Beacon Pointe Advisors LLC 874 - 2023-12-31 13,045 $517,000 -1,854
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1567 - 2024-03-31 12,193 $508,000 3,366
   HPM Partners LLC - 2023-12-31 12,655 $501,000 -1,330
   MULTIFINANCIAL SECURITIES CORP 1138 - 2023-12-31 12,310 $488,000 -2,855
   LINCOLN NATIONAL CORP 691 - 2023-12-31 11,839 $469,000 -3,595
   SRS Capital Advisors Inc. 166 - 2023-12-31 11,558 $458,000 -1,101
   MML INVESTORS SERVICES LLC 1807 - 2023-12-31 11,425 $453,000 -85
   Orion Capital Management LLC 72 - 2023-12-31 10,760 $426,000 -1,000
   ROYAL BANK OF CANADA 3855 - 2023-12-31 9,939 $394,000 5,719
   Pinnacle Wealth Management Group Inc. 70 - 2024-03-31 8,800 $367,000 0
   LPL FINANCIAL CORP 3866 *New 2023-12-31 9,090 $360,000 9,090
   BENJAMIN F. EDWARDS & COMPANY INC. 698 - 2023-12-31 8,954 $355,000 0
   BROWN WEALTH MANAGEMENT LLC 62 - 2023-12-31 8,878 $352,000 0
   Vantage Financial Partners LLC 91 - 2023-12-31 8,683 $344,000 -619
   Weaver Consulting Group 141 - 2024-03-31 8,094 $337,000 -958
   SILVER OAK SECURITIES Inc 354 - 2023-12-31 8,401 $333,000 3,692
   Beacon Financial Advisory LLC - 2023-12-31 6,886 $273,000 0
   Sunbelt Securities Inc. 457 - 2024-03-31 6,250 $260,000 1,250
   CITADEL ADVISORS LLC 4246 - 2023-12-31 6,179 $245,000 -20,284
   Cetera Investment Advisers 1954 - 2023-12-31 5,700 $226,000 0
   Mutual Advisors LLC 914 - 2023-12-31 5,602 $222,000 -65
   Continuum Advisory LLC 424 *New 2023-12-31 5,508 $218,000 5,508
   Kestra Advisory Services LLC 2049 - 2023-12-31 5,440 $215,000 5,440
   Integrity Financial Corp /WA 97 - 2023-12-31 5,183 $205,000 -734
   Keystone Wealth Services LLC 213 *New 2024-03-31 4,857 $202,000 4,857
   Larson Financial Group LLC 407 - 2023-12-31 3,814 $151,000 -169
   HARBOUR INVESTMENTS INC. 970 - 2023-12-31 3,818 $151,000 0
   UBS Group AG 4869 *New 2023-12-31 2,863 $113,000 2,863
   IFP Advisors Inc 1235 - 2023-12-31 2,448 $97,000 -1,940
   Sugarloaf Wealth Management LLC 261 *New 2024-03-31 1,664 $69,000 1,664
   Castleview Partners LLC 250 *New 2023-12-31 1,722 $68,000 1,722
   Cape Investment Advisory Inc. 369 - 2023-12-31 1,100 $44,000 0
   Capital Investment Advisory Services LLC 691 - 2024-03-31 874 $36,000 -76
   CREATIVE FINANCIAL DESIGNS INC /ADV 916 - 2023-12-31 500 $20,000 0
   AdvisorNet Financial Inc 1109 - 2024-03-31 443 $18,000 0
   Steward Partners Investment Advisory LLC 2598 - 2023-12-31 299 $12,000 0
   ADVISORY SERVICES NETWORK, LLC 2951 *New 2023-12-31 176 $7,000 176
   NBC SECURITIES INC. 1765 *New 2024-03-31 180 $7,000 180
   US BANCORP 3616 *New 2023-12-31 55 $2,000 55
   Lido Advisors LLC 1147 *Closed 2023-12-31 0 $0 -5,602
   PROEQUITIES INC. 4921 - 2023-12-31 0 $0 0
   CWM LLC 4539 *New 2024-03-31 9 $0 9
   FMR LLC 5170 *Closed 2023-12-31 0 $0 -5
   M HOLDINGS SECURITIES, INC. 184 *Closed 2023-12-31 0 $0 -11,010
   Sigma Planning Corp 1151 *Closed 2023-12-31 0 $0 -7,221
   TUCKER ASSET MANAGEMENT LLC 1122 - 2023-12-31 9 $0 0
   J P MORGAN CHASE & CO 6321 *Closed 2023-12-31 0 $0 -14,710
  84 Records found
  1    
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