Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Laddered Fd Of Us Eqty Power Buffer Etfs (BUFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 83    7
Total shares held : 
 14,057,800  
% of shares held : 
 15.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   27  
Amount of shares held : 
 9,629,131  
% of shares held change : 
   10.7%  
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 :
11
 1,285,168
 9.14%
 
Increased Positions :
36
 8,596,305
 61.15%
 
Unchanged Positions :
20
 461,488
 3.28%
 
Decreased Positions :
16
-197,874
-1.41%
 
Closed Positions :
4
-54,468
-0.39%
 
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
   Kingsview Wealth Management LLC 10 - 2024-03-31 1,474,194 $61,533,000 690,882
   ENVESTNET ASSET MANAGEMENT INC 816 - 2023-12-31 770,212 $30,870,000 201,322
   Foundations Investment Advisors LLC 37 *New 2023-12-31 562,391 $22,839,000 562,391
   KFG WEALTH MANAGEMENT LLC 4 - 2024-03-31 331,916 $13,854,000 8,865
   Advisor Group Holdings Inc. 600 - 2024-03-31 283,819 $11,847,000 41,592
   COMMONWEALTH EQUITY SERVICES LLC. 719 - 2024-03-31 273,706 $11,424,000 16,499
   FINANCIAL NETWORK 322 - 2023-12-31 276,154 $11,068,000 27,237
   REGAL INVESTMENT ADVISORS, LLC 24 - 2023-12-31 269,142 $10,787,000 186,841
   Cetera Investment Advisers 220 - 2023-12-31 258,542 $10,362,000 54,721
   Southland Equity Partners LLC 9 - 2024-03-31 173,590 $7,246,000 -3,775
   Mutual Advisors LLC 93 - 2024-03-31 162,244 $6,772,000 90,351
   Philip James Wealth Mangement LLC 9 - 2024-03-31 137,723 $5,749,000 6,719
   Guardian Financial Partners LLC 13 - 2024-03-31 105,967 $4,423,000 45,934
   Garden State Investment Advisory Services LLC 17 - 2023-12-31 101,695 $4,076,000 74,769
   BKD WEALTH ADVISORS LLC 106 - 2024-03-31 94,790 $3,957,000 31,620
   TOWNSQUARE CAPITAL LLC 284 - 2023-12-31 93,611 $3,752,000 -3,269
   Financial Network Wealth Advisors LLC 3 - 2023-12-31 92,573 $3,710,000 0
   CoreCap Advisors LLC 83 *New 2023-12-31 90,819 $3,640,000 90,819
   HIGHTOWER ADVISORS, LLC 1103 - 2024-03-31 85,366 $3,561,000 12,299
   Brookstone Capital Management 279 - 2024-03-31 79,632 $3,324,000 -57,493
   MILESTONE ASSET MANAGEMENT LLC 30 - 2024-03-31 79,599 $3,322,000 -488,847
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 988 - 2024-03-31 77,720 $3,244,000 3,118
   Davies Financial Advisors Inc. 10 - 2024-03-31 75,106 $3,135,000 0
   Visionary Wealth Advisors 121 - 2023-12-31 72,489 $2,905,000 13,860
   JANNEY MONTGOMERY SCOTT LLC 1019 - 2024-03-31 62,882 $2,625,000 23,107
   Andina Capital Management LLC 15 - 2024-03-31 58,977 $2,462,000 -80,550
   IFG Advisory LLC 158 - 2024-03-31 58,512 $2,442,000 2,087
   LPL FINANCIAL CORP 2520 - 2024-03-31 46,558 $1,943,000 27,729
   Goss Wealth Management LLC 669 - 2023-12-31 47,296 $1,911,000 18,746
   KINGSWOOD WEALTH ADVISORS LLC 108 *New 2024-03-31 45,715 $1,908,000 45,715
   Focus Financial Network Inc. 164 - 2024-03-31 46,069 $1,895,000 0
   ADVISORY SERVICES NETWORK, LLC 467 - 2024-03-31 45,273 $1,890,000 4,118
   Delta Investment Management LLC 45 - 2024-03-31 45,191 $1,886,000 27,887
   CITADEL ADVISORS LLC 2411 - 2023-12-31 44,562 $1,786,000 44,562
   Geneos Wealth Management Inc. 270 - 2024-03-31 42,417 $1,770,000 39,585
   Kestra Advisory Services LLC 851 - 2023-12-31 43,474 $1,742,000 1,262
   Diligent Investors LLC 58 - 2024-03-31 41,064 $1,714,000 25,294
   FOCUS FINANCIAL NETWORK INC /ADV 233 - 2023-12-31 41,522 $1,664,000 0
   H D Vest Advisory Services 609 *New 2024-03-31 37,385 $1,560,000 37,385
   SageView Advisory Group LLC 149 - 2024-03-31 39,825 $1,447,000 -7,404,506
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1090 - 2024-03-31 33,656 $1,405,000 405
   Sound View Wealth Advisors Group LLC 133 - 2024-03-31 33,459 $1,397,000 -71,786
   ACAS LLC 24 - 2024-03-31 32,096 $1,340,000 -2,290
   MML INVESTORS SERVICES LLC 1241 - 2023-12-31 30,138 $1,208,000 -2,190
   FOUNDERS FINANCIAL SECURITIES LLC 145 - 2024-03-31 27,965 $1,167,000 -1,500
   Lineweaver Wealth Advisors LLC 74 - 2024-03-31 26,994 $1,127,000 10,479
   THRIVENT FINANCIAL FOR LUTHERANS 1699 - 2023-12-31 28,056 $1,124,000 1,553
   FINANCIAL ARCHITECTS INC 131 - 2023-06-30 28,612 $1,084,000 7,623
   Private Advisor Group LLC 1139 *New 2024-03-31 25,022 $1,044,000 25,022
   QUANTITATIVE ADVANTAGE LLC 87 - 2023-03-31 27,470 $987,000 -1,825
   Stegent Equity Advisors Inc. 41 - 2024-03-31 20,301 $847,000 -4,593
   Soltis Investment Advisors LLC 162 - 2024-03-31 18,518 $773,000 9,628
   Atria Wealth Solutions Inc. 1011 - 2023-12-31 17,792 $713,000 12,253
   CAPTRUST FINANCIAL ADVISORS 1512 - 2023-12-31 16,999 $681,000 -7,001
   Patriot Financial Group Insurance Agency LLC 225 - 2024-03-31 14,950 $624,000 1,100
   Sigma Planning Corp 670 *New 2024-03-31 14,602 $610,000 14,602
   SOUTHERN CAPITAL ADVISORS LLC 37 - 2024-03-31 14,119 $589,000 4,335
   J.W. COLE ADVISORS INC. 494 - 2024-03-31 13,951 $582,000 5,805
   Wealthcare Advisory Partners LLC 509 - 2024-03-31 13,515 $564,000 -769
   Truadvice LLC 117 - 2023-09-30 14,497 $555,000 -144
   HARBOUR INVESTMENTS INC. 533 - 2023-12-31 12,593 $505,000 5,149
   LINCOLN NATIONAL CORP 791 *New 2024-03-31 10,399 $434,000 10,399
   Bellwether Advisors LLC 101 - 2024-03-31 8,396 $350,000 2,396
   INTEGRAL INVESTMENT ADVISORS INC. 109 - 2024-03-31 8,375 $348,000 0
   Straight Path Wealth Management 55 - 2024-03-31 7,994 $334,000 113
   AdvisorNet Financial Inc 382 - 2024-03-31 7,495 $313,000 -2,700
   Benchmark Investment Advisors LLC 246 *New 2023-12-31 7,521 $301,000 7,521
   BCJ Capital Management LLC 238 - 2023-12-31 7,521 $301,000 0
   IFP Advisors Inc 763 - 2023-12-31 7,288 $292,000 -26,809
   Compass Advisory Group LLC 66 - 2024-03-31 6,790 $283,000 363
   Feltz Wealth PLAN Inc. 264 - 2024-03-31 6,583 $275,000 0
   DHJJ Financial Advisors Ltd. 121 - 2024-03-31 6,362 $266,000 -1,220
   Capital Investment Advisory Services LLC 425 - 2024-03-31 6,225 $260,000 0
   EQIS CAPITAL MANAGEMENT, INC. 656 - 2023-12-31 6,159 $247,000 -3,719
   AlphaStar Capital Management LLC 259 *New 2024-03-31 5,850 $244,000 5,850
   Capstone Triton Financial Group LLC 92 - 2024-03-31 5,364 $224,000 -848
   HAZLETT BURT & WATSON INC. 158 - 2024-03-31 5,220 $219,000 1,672
   Orion Capital Management LLC 121 - 2024-03-31 4,946 $206,000 0
   Castleview Partners LLC 215 - 2024-03-31 3,394 $142,000 1,577
   CWM LLC 1681 *New 2024-03-31 3,278 $137,000 3,278
   HARBOR INVESTMENT ADVISORY LLC 402 - 2024-03-31 3,135 $131,000 -318
   MORGAN STANLEY 5679 - 2023-12-31 3,000 $120,000 0
   J P MORGAN CHASE & CO 4424 - 2024-03-31 2,734 $114,000 141
   Steward Partners Investment Advisory LLC 1758 - 2023-12-31 2,094 $84,000 0
   Global Retirement Partners LLC 1206 *New 2024-03-31 1,769 $74,000 1,769
   Sugarloaf Wealth Management LLC 270 - 2024-03-31 1,503 $63,000 0
   FMR LLC 3499 - 2023-12-31 914 $37,000 660
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 415 - 2024-03-31 720 $30,000 0
   PRIVATE TRUST CO NA 1415 - 2024-03-31 500 $21,000 0
   UBS Group AG 5854 - 2023-12-31 420 $17,000 76
   Capital Advisors Ltd. LLC 677 - 2024-03-31 285 $12,000 0
   Sunbelt Securities Inc. 1223 - 2024-03-31 250 $10,000 0
   VisionPoint Advisory Group LLC 591 *New 2024-03-31 95 $4,000 95
   WELLS FARGO & CO/MN 5834 - 2024-03-31 0 $0 0
   PNC FINANCIAL SERVICES GROUP INC 4673 *Closed 2024-03-31 0 $0 -837
   PROEQUITIES INC. 9811 - 2024-03-31 0 $0 0
   RiverTree Advisors LLC 31 *Closed 2024-03-31 0 $0 -29,731
  97 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us