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Get Institutions for : 
Innovator Laddered Allocation Buffer Etf (BUFB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 36    9
Total shares held : 
 1,539,253  
% of shares held : 
 1.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 293,941  
% of shares held change : 
   0.33%  
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 :
9
 323,351
 21.01%
 
Increased Positions :
7
 92,127
 5.99%
 
Unchanged Positions :
7
 29,160
 1.89%
 
Decreased Positions :
13
-121,537
-7.9%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Advisor Group Holdings Inc. 916 - 2024-03-31 207,743 $6,103,000 89,855
   ENVESTNET ASSET MANAGEMENT INC 1823 - 2023-12-31 197,959 $5,495,000 -63,475
   Pensionmark Financial Group LLC 33 - 2023-12-31 163,878 $4,549,000 -2,154
   THRIVENT FINANCIAL FOR LUTHERANS 837 - 2023-12-31 161,373 $4,479,000 3,574
   HIGHTOWER ADVISORS, LLC 1010 - 2024-03-31 149,199 $4,387,000 12,759
   4J Wealth Management LLC 9 *New 2024-03-31 116,670 $3,428,000 116,670
   BB&T CORP 1021 *New 2023-12-31 115,477 $3,205,000 115,477
   Visionary Wealth Advisors 124 - 2023-12-31 103,013 $2,859,000 -7,668
   Kathmere Capital Management LLC 53 - 2024-03-31 92,123 $2,707,000 -9,194
   CAPITAL WEALTH MANAGEMENT LLC 19 - 2024-03-31 68,797 $2,021,000 -2,693
   SageView Advisory Group LLC 129 - 2024-03-31 61,135 $1,729,000 -53,409
   FINANCIAL ARCHITECTS INC 89 - 2023-06-30 65,029 $1,699,000 13,484
   Syntegra Private Wealth Group LLC 36 - 2024-03-31 54,477 $1,601,000 9,240
   Delta Investment Management LLC 49 - 2024-03-31 54,212 $1,593,000 27,873
   Diligent Investors LLC 100 - 2024-03-31 38,695 $1,137,000 13,330
   Bedel Financial Consulting Inc. 77 - 2024-03-31 33,491 $984,000 -9,893
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2756 - 2024-03-31 28,902 $849,000 -258
   PRINCIPAL SECURITIES INC. 493 - 2024-03-31 28,734 $844,000 13,822
   KFG WEALTH MANAGEMENT LLC 69 - 2024-03-31 23,310 $685,000 3,430
   CENTAURUS FINANCIAL INC. 315 - 2023-12-31 22,940 $637,000 799
   BEDEL FINANCIAL CONSULTING INC 100 - 2023-09-30 24,269 $619,000 0
   ACAS LLC 39 - 2024-03-31 18,471 $543,000 72
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2218 - 2024-03-31 17,931 $527,000 -35
   CONTINUUM WEALTH ADVISORS LLC 23 - 2023-12-31 16,862 $468,000 4,754
   LPL FINANCIAL CORP 3883 *New 2024-03-31 13,691 $402,000 13,691
   D.B. Root & Company LLC 125 - 2024-03-31 13,553 $398,000 113
   Coastal Investment Advisors Inc. 282 - 2024-03-31 12,840 $377,000 2,940
   FINANCIAL NETWORK 2114 *New 2023-12-31 12,858 $357,000 12,858
   ADVISORY SERVICES NETWORK, LLC 1132 - 2024-03-31 10,666 $313,000 -489
   RFG Advisory Group LLC 609 - 2024-03-31 10,145 $298,000 -144
   COMMONWEALTH EQUITY SERVICES LLC. 3259 *New 2024-03-31 9,944 $292,000 9,944
   Schechter Investment Advisors LLC 538 - 2024-03-31 8,114 $238,000 0
   OLD MISSION CAPITAL LLC 792 *New 2023-12-31 8,436 $234,000 8,436
   Capital Investment Advisory Services LLC 480 - 2024-03-31 6,980 $205,000 535
   Kestra Advisory Services LLC 2084 *New 2023-12-31 7,289 $202,000 7,289
   HAZLETT BURT & WATSON INC. 246 - 2024-03-31 3,360 $99,000 0
   PROEQUITIES INC. 1048 - 2024-03-31 2,377 $70,000 2,377
   Tradition Wealth Management LLC 553 - 2023-12-31 2,439 $68,000 -200
   HARBOUR INVESTMENTS INC. 1358 - 2023-12-31 2,232 $62,000 0
   Steward Partners Investment Advisory LLC 1964 *New 2023-12-31 1,888 $52,000 1,888
   AdvisorNet Financial Inc 821 - 2024-03-31 1,600 $47,000 300
   J P MORGAN CHASE & CO 4746 *New 2024-03-31 1,428 $42,000 1,428
   Global Retirement Partners LLC 1550 *New 2024-03-31 1,200 $35,000 1,200
   BENJAMIN F. EDWARDS & COMPANY INC. 1410 *New 2024-03-31 1,046 $31,000 1,046
   CREATIVE FINANCIAL DESIGNS INC /ADV 868 *New 2024-03-31 1,000 $29,000 1,000
   WASHINGTON TRUST CO 596 *New 2024-03-31 539 $16,000 539
   CWM LLC 3317 *New 2024-03-31 331 $10,000 331
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 536 - 2024-03-31 317 $9,000 0
   DHJJ Financial Advisors Ltd. 481 - 2024-03-31 225 $7,000 0
  49 Records found
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