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Get Institutions for : 
Innovator Laddered Fd Of Us Eqty Power Buffer Etfs (BUFF)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Kingsview Wealth Management LLC 15 - 2023-12-31 783,312 $31,395,000 292,671
   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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 718 - 2023-12-31 257,207 $10,309,000 70,088
   Advisor Group Holdings Inc. 826 - 2023-12-31 242,227 $9,708,000 16,461
   Southland Equity Partners LLC 9 - 2024-03-31 173,590 $7,246,000 -3,775
   Philip James Wealth Mangement LLC 9 - 2023-12-31 131,004 $5,251,000 0
   Guardian Financial Partners LLC 13 - 2024-03-31 105,967 $4,423,000 45,934
   Sound View Wealth Advisors Group LLC 50 - 2023-12-31 105,245 $4,218,000 19,992
   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
   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
   HIGHTOWER ADVISORS, LLC 1209 - 2023-12-31 73,067 $2,926,000 8,412
   Visionary Wealth Advisors 121 - 2023-12-31 72,489 $2,905,000 13,860
   Mutual Advisors LLC 198 - 2023-12-31 71,893 $2,881,000 15,675
   Andina Capital Management LLC 15 - 2024-03-31 58,977 $2,462,000 -80,550
   IFG Advisory LLC 160 - 2023-12-31 56,425 $2,262,000 3,157
   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
   CITADEL ADVISORS LLC 2411 - 2023-12-31 44,562 $1,786,000 44,562
   Kestra Advisory Services LLC 851 - 2023-12-31 43,474 $1,742,000 1,262
   FOCUS FINANCIAL NETWORK INC /ADV 233 - 2023-12-31 41,522 $1,664,000 0
   ADVISORY SERVICES NETWORK, LLC 483 - 2023-12-31 41,155 $1,650,000 21,769
   JANNEY MONTGOMERY SCOTT LLC 1206 - 2023-12-31 39,775 $1,594,000 15,110
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1090 - 2024-03-31 33,656 $1,405,000 405
   ACAS LLC 20 - 2023-12-31 34,386 $1,378,000 -4,473
   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
   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
   Stegent Equity Advisors Inc. 32 - 2023-12-31 24,894 $998,000 -21,007
   QUANTITATIVE ADVANTAGE LLC 87 - 2023-03-31 27,470 $987,000 -1,825
   LPL FINANCIAL CORP 3256 - 2023-12-31 18,829 $755,000 4,106
   Atria Wealth Solutions Inc. 1011 - 2023-12-31 17,792 $713,000 12,253
   Delta Investment Management LLC 84 *New 2023-12-31 17,304 $694,000 17,304
   CAPTRUST FINANCIAL ADVISORS 1512 - 2023-12-31 16,999 $681,000 -7,001
   Lineweaver Wealth Advisors LLC 90 - 2023-12-31 16,515 $662,000 8,798
   Diligent Investors LLC 145 *New 2023-12-31 15,770 $632,000 15,770
   Wealthcare Advisory Partners LLC 509 - 2024-03-31 13,515 $564,000 -769
   Patriot Financial Group Insurance Agency LLC 231 - 2023-12-31 13,850 $555,000 1,700
   Truadvice LLC 117 - 2023-09-30 14,497 $555,000 -144
   HARBOUR INVESTMENTS INC. 533 - 2023-12-31 12,593 $505,000 5,149
   SOUTHERN CAPITAL ADVISORS LLC - 2023-12-31 9,784 $392,000 -85
   Soltis Investment Advisors LLC *New 2023-12-31 8,890 $356,000 8,890
   INTEGRAL INVESTMENT ADVISORS INC. 63 - 2023-12-31 8,375 $336,000 0
   J.W. COLE ADVISORS INC. 609 - 2023-12-31 8,146 $326,000 0
   Straight Path Wealth Management - 2023-12-31 7,881 $316,000 190
   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
   DHJJ Financial Advisors Ltd. 121 - 2024-03-31 6,362 $266,000 -1,220
   Feltz Wealth PLAN Inc. 273 - 2023-12-31 6,583 $264,000 0
   Capital Investment Advisory Services LLC 425 - 2024-03-31 6,225 $260,000 0
   Compass Advisory Group LLC 62 *New 2023-12-31 6,427 $258,000 6,427
   EQIS CAPITAL MANAGEMENT, INC. 656 - 2023-12-31 6,159 $247,000 -3,719
   Bellwether Advisors LLC 106 - 2023-12-31 6,000 $240,000 0
   Capstone Triton Financial Group LLC 92 - 2024-03-31 5,364 $224,000 -848
   Orion Capital Management LLC 122 *New 2023-12-31 4,946 $198,000 4,946
   SageView Advisory Group LLC 538 - 2023-12-31 7,444,331 $184,000 7,319,191
   HAZLETT BURT & WATSON INC. - 2023-12-31 3,548 $143,000 0
   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
   Geneos Wealth Management Inc. - 2023-12-31 2,832 $114,000 0
   J P MORGAN CHASE & CO 4479 - 2023-12-31 2,593 $104,000 -6,677
   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
   Castleview Partners LLC 242 *New 2023-12-31 1,817 $73,000 1,817
   Sugarloaf Wealth Management LLC 270 - 2024-03-31 1,503 $63,000 0
   FMR LLC 3499 - 2023-12-31 914 $37,000 660
   PNC FINANCIAL SERVICES GROUP INC 3138 *New 2023-12-31 837 $34,000 837
   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
   WELLS FARGO & CO/MN 5726 - 2023-12-31 0 $0 0
   PROEQUITIES INC. 3859 - 2023-12-31 0 $0 0
   SILVER OAK SECURITIES Inc 529 *Closed 2023-12-31 0 $0 -6,384
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6534 *Closed 2023-12-31 0 $0 -23,071
   RiverTree Advisors LLC 31 *Closed 2024-03-31 0 $0 -29,731
  93 Records found
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