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Get Institutions for : 
Innovator Msci Emerging Markets Pb Etf - January (EJAN)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    18
Total shares held : 
12,088,450  
% of shares held : 
95.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  19  
Amount of shares held : 
5,368,330  
% of shares held change : 
  42.61%  
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 :
24
 3,049,232
 25.22%
 
Increased Positions :
20
 2,532,621
 20.95%
 
Unchanged Positions :
19
 284,941
 2.36%
 
Decreased Positions :
19
-68,723
-0.57%
 
Closed Positions :
6
-144,800
-1.2%
 
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
   3EDGE Asset Management LP 1 - 2023-12-31 6,380,460 $182,928,000 1,376,393
   TOWNSQUARE CAPITAL LLC 45 *New 2023-12-31 983,736 $28,204,000 983,736
   HIGHTOWER ADVISORS, LLC 582 - 2023-12-31 472,508 $13,557,000 397,675
   ALTFEST L J & CO INC - 2024-03-31 465,667 $13,476,000 14,560
   GRADIENT INVESTMENTS LLC - 2024-03-31 328,793 $9,515,000 328,293
   LINCOLN NATIONAL CORP 85 - 2023-12-31 296,417 $8,498,000 -829
   HPM Partners LLC *New 2023-12-31 286,062 $8,201,000 286,062
   COMMONWEALTH EQUITY SERVICES LLC. 837 - 2023-12-31 275,411 $7,896,000 255,343
   Orion Portfolio Solutions LLC 265 *New 2023-12-31 213,596 $6,030,000 213,596
   EisnerAmper Wealth Management Corporate Benefits L 15 *New 2023-12-31 163,361 $4,684,000 163,361
   Alliance Wealth Advisors LLC /UT 10 *New 2023-12-31 147,981 $4,243,000 147,981
   MBL Wealth LLC 39 - 2023-12-31 139,645 $4,004,000 7,230
   Wallace Advisory Group LLC 5 *New 2024-03-31 125,689 $3,604,000 125,689
   Arete Wealth Advisors LLC 81 *New 2023-12-31 120,209 $3,446,000 120,209
   BAKER TILLY FINANCIAL LLC 43 *New 2023-12-31 95,520 $2,739,000 95,520
   Long Island Wealth Management Inc. 17 - 2023-12-31 83,735 $2,401,000 0
   Kestra Advisory Services LLC 737 - 2023-12-31 79,214 $2,271,000 3,903
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 18 - 2023-12-31 77,714 $2,228,000 -3,111
   OLD MISSION CAPITAL LLC 259 *New 2023-12-31 69,318 $1,987,000 69,318
   NORDEN GROUP LLC 384 - 2024-03-31 62,628 $1,812,000 38,658
   MERCER GLOBAL ADVISORS INC /ADV 802 *New 2023-12-31 54,616 $1,566,000 54,616
   Strategic Blueprint LLC - 2023-12-31 50,512 $1,448,000 32,370
   Financial Network Wealth Advisors LLC 14 - 2023-12-31 49,107 $1,408,000 0
   Advisor Group Holdings Inc. 2424 - 2023-12-31 38,039 $1,091,000 -3,015
   DFPG INVESTMENTS INC. 219 - 2023-12-31 38,314 $1,087,000 6,819
   Compass Advisory Group LLC 33 - 2023-12-31 35,060 $1,005,000 -7,934
   My Personal CFO LLC - 2023-12-31 33,890 $972,000 0
   CAPTRUST FINANCIAL ADVISORS 1354 - 2023-12-31 30,560 $876,000 0
   AdvisorNet Financial Inc 226 - 2024-03-31 29,708 $860,000 0
   CWM LLC 924 - 2024-03-31 28,795 $833,000 1,901
   LPL FINANCIAL CORP 3169 *New 2023-12-31 28,862 $827,000 28,862
   MATHER GROUP, INC. 250 - 2024-03-31 28,632 $821,000 -5,738
   Cypress Wealth Services LLC 93 - 2024-03-31 28,190 $816,000 0
   Sunbelt Securities Inc. 210 - 2024-03-31 28,056 $812,000 4,783
   AE Wealth Management LLC 1226 *New 2023-12-31 28,506 $800,000 28,506
   BKD WEALTH ADVISORS LLC 236 - 2024-03-31 26,502 $767,000 -7,894
   Pillar Wealth Advisors LLC 37 - 2023-12-31 26,337 $755,000 -2,266
   Wealth Alliance 199 - 2023-12-31 24,465 $701,000 0
   IFP Advisors Inc 458 - 2023-12-31 24,415 $700,000 1,939
   JANNEY MONTGOMERY SCOTT LLC 1663 - 2023-12-31 24,110 $691,000 -4,075
   GILL CAPITAL PARTNERS LLC 55 - 2023-12-31 23,955 $687,000 7,099
   FINANCIAL NETWORK 1651 - 2023-12-31 23,309 $668,000 -6,193
   ENVESTNET ASSET MANAGEMENT INC 3165 - 2023-12-31 22,854 $655,000 -3,862
   Koshinski Asset Management Inc. 238 - 2023-12-31 22,232 $637,000 6,827
   Diligent Investors LLC 150 - 2023-12-31 20,732 $594,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC - 2024-03-31 19,764 $572,000 -336,914
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1523 - 2024-03-31 18,783 $544,000 -51,785
   Benchmark Investment Advisors LLC 192 *New 2023-12-31 17,485 $501,000 17,485
   BCJ Capital Management LLC 186 *New 2023-12-31 17,485 $501,000 17,485
   Feltz Wealth PLAN Inc. 219 - 2023-12-31 16,344 $469,000 16,344
   Cetera Investment Advisers 1514 - 2023-12-31 16,370 $469,000 1,160
   Matrix Trust Co 52 *New 2023-12-31 15,819 $454,000 15,819
   REGIMEN WEALTH LLC 41 *New 2023-12-31 15,219 $436,000 15,219
   Tradition Wealth Management LLC 240 - 2023-12-31 13,406 $384,000 -747
   H D Vest Advisory Services 1106 - 2023-12-31 13,326 $382,000 -12,306
   WPWealth LLP 46 *New 2023-12-31 13,315 $382,000 13,315
   Continuum Advisory LLC 342 *New 2023-12-31 12,401 $356,000 12,401
   Weaver Consulting Group 154 - 2024-03-31 10,251 $297,000 0
   BCGM Wealth Management LLC 107 - 2023-12-31 10,215 $293,000 -88
   Alera Investment Advisors LLC - 2023-12-31 9,755 $280,000 -1,168
   U.S. Capital Wealth Advisors LLC 572 - 2023-12-31 9,311 $267,000 -5,546
   Resources Investment Advisors Inc. 952 - 2023-12-31 9,278 $266,000 -8,278
   FINANCIAL ADVISORY CORP /UT/ /ADV - 2024-03-31 8,796 $255,000 736
   MML INVESTORS SERVICES LLC 2234 *New 2023-12-31 7,860 $225,000 7,860
   SageView Advisory Group LLC 525 - 2023-12-31 7,489 $209,000 7,489
   Apollon Wealth Management LLC 998 - 2023-12-31 7,050 $202,000 7,050
   DHJJ Financial Advisors Ltd. 151 - 2024-03-31 5,995 $173,000 -5
   BENJAMIN F. EDWARDS & COMPANY INC. 1059 - 2023-12-31 3,300 $95,000 0
   Capital Investment Advisory Services LLC - 2024-03-31 2,110 $61,000 0
   TFO-TDC LLC 55 - 2023-12-31 2,083 $60,000 0
   BANK OF MONTREAL /CAN/ 3046 - 2023-12-31 1,400 $40,000 0
   COMERICA BANK 2815 - 2023-12-31 1,152 $33,000 0
   Archer Investment Corp 478 *New 2023-12-31 828 $24,000 828
   FMR LLC 3759 - 2023-12-31 736 $21,000 734
   HARBOUR INVESTMENTS INC. 2016 - 2023-12-31 490 $14,000 0
   NBC SECURITIES INC. 1657 *New 2024-03-31 350 $11,000 350
   Geneos Wealth Management Inc. - 2023-12-31 300 $9,000 0
   PRINCIPAL SECURITIES INC. 2330 - 2023-12-31 287 $8,000 0
   Global Trust Asset Management LLC 396 *New 2024-03-31 100 $3,000 100
   Cape Investment Advisory Inc. 858 - 2023-12-31 100 $3,000 50
   BANK OF AMERICA CORP /DE/ 5958 *New 2023-12-31 68 $2,000 68
   Kingsview Wealth Management LLC 957 *Closed 2023-12-31 0 $0 -7,411
   Fortitude Family Office LLC 950 *Closed 2024-03-31 0 $0 -2,627
   FirstPurpose Wealth LLC 208 *Closed 2024-03-31 0 $0 -32,783
   CITADEL ADVISORS LLC 5701 *Closed 2023-12-31 0 $0 -24,747
   PROEQUITIES INC. 4985 - 2023-12-31 0 $0 0
   Global Strategic Investment Solutions LLC 142 *Closed 2023-12-31 0 $0 -16,187
   Michael S. Ryan Inc. 50 *Closed 2024-03-31 0 $0 -32,623
   UBS Group AG 7974 *Closed 2023-12-31 0 $0 -1,657
   Valtinson Bruner Financial Planning LLC 114 *Closed 2023-12-31 0 $0 -91,248
   Portside Wealth Group LLC 369 *Closed 2024-03-31 0 $0 -247,538
   Caitlin John LLC 848 - 2023-12-31 13 $0 0

  92 Records found
  1    
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