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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 91    4
Total shares held : 
 3,948,564  
% of shares held : 
 43.87%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 -193,036  
% of shares held change : 
   -2.14%  
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 :
7
 45,362
 1.15%
 
Increased Positions :
24
 410,353
 10.39%
 
Unchanged Positions :
32
 392,348
 9.94%
 
Decreased Positions :
28
-629,229
-15.94%
 
Closed Positions :
3
-19,522
-0.49%
 
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. 12 - 2023-12-31 468,357 $17,179,000 6,548
   Lantz Financial LLC 2 - 2024-03-31 302,025 $11,864,000 -6,609
   COMMONWEALTH EQUITY SERVICES LLC. 658 - 2023-12-31 321,459 $11,791,000 674
   Vantage Financial Partners LLC 15 - 2023-12-31 180,556 $6,623,000 -43,474
   Penserra Capital Management LLC 134 - 2023-12-31 165,284 $6,062,000 24,340
   Advisor Group Holdings Inc. 1087 - 2023-12-31 158,572 $5,816,000 -64,288
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1202 - 2024-03-31 111,073 $4,363,000 -2,294
   Diligent Investors LLC 16 - 2023-12-31 94,490 $3,466,000 0
   Cresset Asset Management LLC 413 - 2023-12-31 88,452 $3,244,000 2,689
   Valtinson Bruner Financial Planning LLC 25 - 2023-12-31 77,836 $2,855,000 598
   Steward Partners Investment Advisory LLC 439 - 2023-12-31 69,293 $2,542,000 4,207
   MULTIFINANCIAL SECURITIES CORP 495 - 2023-12-31 55,690 $2,043,000 1,750
   Goss Wealth Management LLC 644 - 2023-12-31 54,612 $2,036,000 -13,726
   Kestra Advisory Services LLC 784 - 2023-12-31 54,318 $1,992,000 11,506
   Outlook Wealth Advisors LLC 36 - 2024-03-31 49,317 $1,937,000 -365
   SAGEWORTH TRUST CO 37 - 2024-03-31 49,050 $1,927,000 -16,350
   LINCOLN NATIONAL CORP 298 - 2023-12-31 51,237 $1,879,000 2,387
   HIGHTOWER ADVISORS, LLC 1455 - 2023-12-31 49,765 $1,823,000 -7,097
   Feltz Wealth PLAN Inc. 124 - 2023-12-31 48,550 $1,781,000 2,936
   CAPITAL WEALTH MANAGEMENT LLC 20 - 2024-03-31 45,303 $1,780,000 -622
   DHJJ Financial Advisors Ltd. 26 - 2024-03-31 43,526 $1,710,000 -805
   ENVESTNET ASSET MANAGEMENT INC 2565 - 2023-12-31 46,377 $1,701,000 1,686
   HPM Partners LLC - 2023-12-31 42,449 $1,557,000 9,382
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 57 - 2024-03-31 36,538 $1,435,000 -911
   Strategic Blueprint LLC 201 - 2024-03-31 33,471 $1,315,000 0
   Snowden Capital Advisors LLC 377 - 2023-12-31 33,933 $1,245,000 6,070
   THOROUGHBRED FINANCIAL SERVICES LLC 207 - 2023-12-31 31,921 $1,170,000 0
   Maltin Wealth Management Inc. 49 - 2024-03-31 29,592 $1,162,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1684 - 2024-03-31 26,954 $1,059,000 -5,657
   INTEGRAL INVESTMENT ADVISORS INC. 31 - 2023-12-31 24,727 $907,000 0
   JANNEY MONTGOMERY SCOTT LLC 1579 - 2023-12-31 21,446 $787,000 -1,700
   Garden State Investment Advisory Services LLC 73 - 2023-12-31 21,250 $779,000 0
   Bellwether Advisors LLC 71 - 2023-12-31 21,022 $771,000 -402
   Lion Street Advisors LLC 73 - 2024-03-31 20,423 $749,000 0
   Fragasso Group Inc. 138 - 2024-03-31 18,590 $730,000 0
   My Personal CFO LLC 50 - 2024-03-31 18,230 $716,000 0
   TOWNSQUARE CAPITAL LLC 681 - 2023-12-31 19,525 $716,000 4,376
   BCS Wealth Management 97 - 2024-03-31 18,068 $710,000 -7,411
   AE Wealth Management LLC 1280 - 2023-12-31 18,665 $699,000 -1,212
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 334 - 2024-03-31 17,397 $683,000 -4
   Chicago Partners Investment Group LLC 386 - 2024-03-31 17,216 $664,000 0
   Stratos Wealth Advisors LLC 411 - 2024-03-31 16,281 $640,000 0
   MML INVESTORS SERVICES LLC 1623 - 2023-12-31 16,968 $622,000 -66
   H D Vest Advisory Services 908 - 2023-12-31 16,140 $592,000 -1,849
   U.S. Capital Wealth Advisors LLC 438 - 2023-12-31 14,823 $544,000 -650
   Beacon Pointe Advisors LLC 853 - 2023-12-31 14,690 $539,000 -2,468
   CoreCap Advisors LLC 335 - 2023-12-31 14,639 $537,000 1,545
   Pinnacle Wealth Management Group Inc. 52 - 2024-03-31 13,660 $537,000 -5,680
   Brookstone Capital Management 605 - 2024-03-31 13,625 $535,000 -198,950
   Capital Investment Advisory Services LLC 281 - 2024-03-31 13,573 $533,000 0
   LPL FINANCIAL CORP 3581 *New 2023-12-31 14,164 $520,000 14,164
   FINANCIAL NETWORK 1849 - 2023-12-31 14,045 $515,000 -9,734
   OLD MISSION CAPITAL LLC 634 - 2023-12-31 12,817 $470,000 12,817
   SRS Capital Advisors Inc. 168 - 2023-12-31 12,426 $456,000 -499
   RFG Advisory Group LLC 533 *New 2024-03-31 10,883 $428,000 10,883
   HARBOUR INVESTMENTS INC. 590 - 2023-12-31 11,425 $419,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4029 - 2023-12-31 11,112 $408,000 11,112
   RETIREMENT PLANNING GROUP 152 - 2024-03-31 10,056 $395,000 -145
   Beacon Financial Advisory LLC - 2023-12-31 10,288 $377,000 0
   BCGM Wealth Management LLC 94 - 2023-12-31 10,000 $367,000 0
   RAYMOND JAMES & ASSOCIATES 3225 - 2024-03-31 9,255 $364,000 -27
   CITADEL ADVISORS LLC 3959 - 2023-12-31 9,288 $341,000 -32,883
   PRINCIPAL SECURITIES INC. 745 - 2023-12-31 9,270 $340,000 0
   Lewis Asset Management LLC - 2023-12-31 9,206 $338,000 0
   Benchmark Investment Advisors LLC 232 *New 2023-12-31 9,175 $337,000 9,175
   BCJ Capital Management LLC 225 - 2023-12-31 9,175 $337,000 0
   Visionary Wealth Advisors 392 - 2023-12-31 8,048 $295,000 0
   Cetera Investment Advisers 1791 - 2023-12-31 7,942 $291,000 -21
   Financial Network Wealth Advisors LLC 84 - 2023-12-31 7,882 $289,000 0
   Claro Advisors LLC 333 - 2024-03-31 7,084 $278,000 -967
   Kathmere Capital Management LLC 251 - 2024-03-31 6,669 $262,000 -1,689
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 230 - 2023-12-31 6,789 $249,000 -903
   Spire Wealth Management 728 - 2024-03-31 6,078 $239,000 0
   Share Andrew L. 10 - 2023-12-31 6,480 $238,000 0
   Sunbelt Securities Inc. 485 - 2024-03-31 5,995 $235,000 -363
   Sound View Wealth Advisors Group LLC 346 - 2023-12-31 6,096 $224,000 0
   Pensionmark Financial Group LLC 351 *New 2023-12-31 6,196 $220,000 6,196
   Soltis Investment Advisors LLC *New 2023-12-31 5,716 $210,000 5,716
   IFP Advisors Inc 1015 - 2023-12-31 4,504 $165,000 0
   Sugarloaf Wealth Management LLC 199 - 2024-03-31 3,531 $139,000 0
   ROYAL BANK OF CANADA 4915 - 2023-12-31 2,893 $106,000 -609
   AdvisorNet Financial Inc 651 - 2024-03-31 2,335 $92,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1101 - 2023-12-31 2,300 $84,000 0
   Cape Investment Advisory Inc. 273 - 2023-12-31 2,138 $78,000 0
   Emerald Investment Partners LLC - 2023-12-31 2,100 $77,000 0
   Tradition Wealth Management LLC 532 *New 2023-12-31 2,001 $76,000 2,001
   Archer Investment Corp 325 - 2023-12-31 2,008 $74,000 0
   Orion Capital Management LLC 211 - 2023-12-31 1,630 $60,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 751 - 2023-12-31 1,000 $37,000 0
   EverSource Wealth Advisors LLC 1291 - 2023-12-31 491 $18,000 0
   SageView Advisory Group LLC 568 - 2023-12-31 264,555 $7,000 257,517
   CWM LLC 3709 - 2024-03-31 109 $4,000 0
   US BANCORP 3646 *New 2023-12-31 59 $2,000 59
   Sigma Planning Corp 1088 *Closed 2023-12-31 0 $0 -11,911
   FMR LLC 5509 *Closed 2023-12-31 0 $0 -3
   PROEQUITIES INC. 10178 - 2023-12-31 0 $0 0
  96 Records found
  1    
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