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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   COMMONWEALTH EQUITY SERVICES LLC. 688 - 2024-03-31 313,146 $12,301,000 -8,313
   Lantz Financial LLC 2 - 2024-03-31 302,025 $11,864,000 -6,609
   Vantage Financial Partners LLC 15 - 2024-03-31 173,066 $6,798,000 -7,490
   Advisor Group Holdings Inc. 985 - 2024-03-31 137,773 $5,412,000 -20,799
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1202 - 2024-03-31 111,073 $4,363,000 -2,294
   Goss Wealth Management LLC 644 - 2023-12-31 54,612 $2,036,000 -13,726
   LINCOLN NATIONAL CORP 327 - 2024-03-31 50,873 $1,998,000 -364
   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
   Feltz Wealth PLAN Inc. 118 - 2024-03-31 48,211 $1,894,000 -339
   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
   HIGHTOWER ADVISORS, LLC 1499 - 2024-03-31 42,134 $1,655,000 -7,631
   Berkshire Money Management Inc. 27 - 2024-03-31 38,504 $1,513,000 -429,853
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 57 - 2024-03-31 36,538 $1,435,000 -911
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1684 - 2024-03-31 26,954 $1,059,000 -5,657
   THOROUGHBRED FINANCIAL SERVICES LLC 198 - 2024-03-31 24,772 $973,000 -7,149
   Valtinson Bruner Financial Planning LLC 56 - 2024-03-31 22,270 $875,000 -55,566
   JANNEY MONTGOMERY SCOTT LLC 1633 - 2024-03-31 20,716 $814,000 -730
   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
   H D Vest Advisory Services 933 - 2024-03-31 16,040 $630,000 -100
   MML INVESTORS SERVICES LLC 1623 - 2023-12-31 16,968 $622,000 -66
   Beacon Pointe Advisors LLC 853 - 2023-12-31 14,690 $539,000 -2,468
   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
   FINANCIAL NETWORK 1849 - 2023-12-31 14,045 $515,000 -9,734
   SRS Capital Advisors Inc. 168 - 2023-12-31 12,426 $456,000 -499
   RETIREMENT PLANNING GROUP 152 - 2024-03-31 10,056 $395,000 -145
   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
   Cetera Investment Advisers 1791 - 2023-12-31 7,942 $291,000 -21
   Claro Advisors LLC 333 - 2024-03-31 7,084 $278,000 -967
   Beacon Financial Advisory LLC 189 - 2024-03-31 6,893 $271,000 -3,395
   U.S. Capital Wealth Advisors LLC 590 - 2024-03-31 6,822 $268,000 -8,001
   Kathmere Capital Management LLC 251 - 2024-03-31 6,669 $262,000 -1,689
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 290 - 2024-03-31 6,351 $249,000 -438
   Sunbelt Securities Inc. 485 - 2024-03-31 5,995 $235,000 -363
   Sound View Wealth Advisors Group LLC 350 - 2024-03-31 5,392 $212,000 -704
   ROYAL BANK OF CANADA 4915 - 2023-12-31 2,893 $106,000 -609
   Archer Investment Corp 360 - 2024-03-31 1,787 $70,000 -221
  42 Records found
  1    
  Page 1 of 1
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