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Get Institutions for : 
Innovator S (BNOV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 74    5
Total shares held : 
 1,809,635  
% of shares held : 
 20.11%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -35  
Amount of shares held : 
 -257,493  
% of shares held change : 
   -2.86%  
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 :
3
 31,796
 1.76%
 
Increased Positions :
6
 87,024
 4.81%
 
Unchanged Positions :
29
 280,163
 15.48%
 
Decreased Positions :
36
-261,543
-14.45%
 
Closed Positions :
8
-114,770
-6.34%
 
Guru Positions :
0
 0%
 
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 period: 12-31-2023 View holdings for period: 3-31-2024 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
   Penserra Capital Management LLC 157 - 2024-06-30 262,473 $9,812,000 29,875
   COMMONWEALTH EQUITY SERVICES LLC. 1044 - 2024-06-30 168,525 $6,300,000 -16,671
   Buska Wealth Management LLC 12 - 2024-03-31 148,901 $5,566,000 0
   RAYMOND JAMES & ASSOCIATES 1662 - 2024-06-30 117,141 $4,379,000 -334
   LPL FINANCIAL CORP 2032 - 2024-06-30 103,946 $3,886,000 -1,512
   Advisor Group Holdings Inc. 1259 - 2024-06-30 90,164 $3,370,000 24,301
   THOROUGHBRED FINANCIAL SERVICES LLC 114 - 2024-06-30 68,866 $2,574,000 14,887
   KESTRA PRIVATE WEALTH SERVICES LLC 356 - 2024-06-30 62,683 $2,343,000 -15,444
   My Personal CFO LLC 26 - 2024-06-30 50,950 $1,905,000 0
   Cetera Investment Advisers 1668 - 2024-06-30 46,440 $1,736,000 -4,450
   Fragasso Group Inc. 92 - 2024-06-30 44,077 $1,648,000 0
   CoreCap Advisors LLC 122 - 2024-06-30 41,618 $1,556,000 -14,364
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1493 - 2024-06-30 39,164 $1,464,000 -543
   JANE STREET GROUP LLC 3279 - 2024-06-30 32,525 $1,216,000 17,574
   MULTIFINANCIAL SECURITIES CORP 1085 - 2024-03-31 31,987 $1,167,000 1,044
   MERCER GLOBAL ADVISORS INC /ADV 906 - 2024-06-30 30,854 $1,153,000 -464
   ENVESTNET ASSET MANAGEMENT INC 2917 - 2024-06-30 30,783 $1,151,000 -53,880
   Cresset Asset Management LLC 976 - 2024-06-30 30,238 $1,130,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2006 - 2024-06-30 29,273 $1,094,000 -968
   WEDBUSH MORGAN SECURITIES INC 351 - 2024-06-30 29,071 $1,087,000 -1,666
   Steward Financial Group LLC 23 - 2023-09-30 31,318 $1,025,000 0
   Sigma Planning Corp 478 - 2024-06-30 27,108 $1,013,000 -479
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 273 - 2024-06-30 24,848 $929,000 -940
   INTEGRAL INVESTMENT ADVISORS INC. 64 - 2024-06-30 24,635 $920,000 -999
   OLD MISSION CAPITAL LLC 362 *New 2024-06-30 24,121 $902,000 24,121
   Kestra Advisory Services LLC 1394 - 2024-06-30 23,274 $870,000 -977
   Beacon Pointe Advisors LLC 681 - 2024-06-30 23,031 $861,000 -2,731
   HIGHTOWER ADVISORS, LLC 1968 - 2024-06-30 20,767 $775,000 -16,666
   Berkshire Money Management Inc. 32 - 2024-06-30 19,425 $726,000 -14
   BENJAMIN F. EDWARDS & COMPANY INC. 600 - 2024-06-30 19,325 $722,000 -150
   Valtinson Bruner Financial Planning LLC 69 - 2024-06-30 17,851 $667,000 0
   JANNEY MONTGOMERY SCOTT LLC 1699 - 2024-06-30 17,242 $645,000 -30,106
   FINANCIAL NETWORK 1774 - 2024-03-31 17,123 $625,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 141 - 2024-06-30 15,301 $572,000 -50
   HPM Partners LLC 1498 - 2024-06-30 14,840 $555,000 -22,034
   RFG Advisory Group LLC 472 - 2024-06-30 14,826 $554,000 -2,635
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 109 - 2024-06-30 14,514 $543,000 -1,615
   Snowden Capital Advisors LLC 718 - 2024-06-30 13,765 $515,000 0
   Krilogy Financial LLC 189 - 2024-06-30 13,677 $511,000 -4,050
   DHJJ Financial Advisors Ltd. 84 - 2024-06-30 13,372 $500,000 -2,578
   SRS Capital Advisors Inc. 194 - 2024-06-30 13,336 $499,000 -53
   Brookstone Capital Management 650 - 2024-06-30 13,185 $495,000 -3,737
   PRINCIPAL SECURITIES INC. 716 - 2024-06-30 12,703 $475,000 -2,257
   McAdam LLC 184 - 2024-06-30 12,359 $462,000 0
   MML INVESTORS SERVICES LLC 1834 - 2024-06-30 12,315 $460,000 -53,605
   AXXCESS WEALTH MANAGEMENT LLC 547 - 2024-06-30 11,877 $444,000 -12
   CRA Financial Services LLC 143 - 2024-06-30 11,505 $430,000 -225
   Beacon Financial Advisory LLC 170 - 2024-06-30 11,131 $416,000 0
   ACAS LLC 53 - 2024-06-30 9,861 $371,000 -711
   Bellwether Advisors LLC 94 - 2024-06-30 9,871 $369,000 0
   BB&T CORP 2163 - 2024-06-30 9,490 $355,000 -625
   TOWNSQUARE CAPITAL LLC 1000 - 2024-06-30 9,458 $354,000 3
   BCS Wealth Management 116 - 2024-06-30 8,906 $333,000 0
   RETIREMENT PLANNING GROUP 188 - 2024-06-30 8,753 $327,000 0
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 518 - 2024-06-30 8,565 $320,000 0
   FSA Advisors Inc. 95 - 2024-06-30 8,179 $306,000 0
   Vantage Financial Partners LLC 110 - 2024-06-30 8,095 $303,000 -3,098
   AdvisorNet Financial Inc 420 - 2024-06-30 7,098 $265,000 0
   MORGAN STANLEY 5375 *New 2024-06-30 6,742 $252,000 6,742
   Retirement Income Solutions Inc 120 - 2024-06-30 6,459 $241,000 0
   HARBOUR INVESTMENTS INC. 877 - 2024-06-30 6,346 $237,000 0
   Lion Street Advisors LLC 238 - 2024-06-30 6,113 $229,000 0
   Stratos Wealth Advisors LLC 632 - 2024-06-30 6,073 $227,000 0
   Lantz Financial LLC 201 - 2024-06-30 5,591 $209,000 0
   Parallel Advisors LLC 1055 - 2024-06-30 3,390 $127,000 0
   Steward Partners Investment Advisory LLC 1669 - 2024-06-30 3,290 $123,000 0
   Sugarloaf Wealth Management LLC 225 - 2024-06-30 2,919 $109,000 0
   Emerald Investment Partners LLC 335 - 2024-06-30 2,300 $86,000 0
   TRUSTCORE FINANCIAL SERVICES LLC 379 *New 2022-12-31 2,725 $81,000 2,725
   Chris Bulman Inc 197 - 2024-06-30 1,759 $66,000 0
   IFP Advisors Inc 1770 - 2024-06-30 1,020 $38,000 0
   Global Trust Asset Management LLC 277 - 2024-06-30 1,000 $37,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 837 - 2024-06-30 1,000 $37,000 0
   Orion Capital Management LLC 262 - 2024-06-30 940 $35,000 0
   Financial Network Wealth Advisors LLC 342 *New 2024-06-30 933 $35,000 933
   Sunbelt Securities Inc. 1035 - 2024-06-30 720 $27,000 -1,910
   KISTLERTIFFANY COMPANIES, LLC 603 - 2023-06-30 680 $23,000 0
   UBS Group AG 5954 - 2024-06-30 607 $23,000 384
   Clear Point Advisors Inc. 270 - 2024-06-30 500 $19,000 -1,000
   ROYAL BANK OF CANADA 5802 - 2024-06-30 243 $9,000 -3,065
   Sound Income Strategies LLC 819 - 2024-06-30 220 $8,000 0
   WOLVERINE TRADING LLC 1210 *Closed 2024-06-30 0 $0 -7,930
   Spire Wealth Management 2255 *Closed 2024-06-30 0 $0 -4,134
   Capital Analysts Inc. 1193 *Closed 2024-06-30 0 $0 -674
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6000 *Closed 2024-06-30 0 $0 -14,772
   CITADEL ADVISORS LLC 5956 *Closed 2024-06-30 0 $0 -7,011
   SageView Advisory Group LLC 739 *Closed 2024-06-30 0 $0 -46,580
   PROEQUITIES INC. 8072 - 2024-06-30 0 $0 0
   LINCOLN NATIONAL CORP 1066 *Closed 2024-06-30 0 $0 -33,663
   CWM LLC 5023 *Closed 2024-06-30 0 $0 -6
  90 Records found
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