Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator Msci Emerging Markets Pb Etf - July (EJUL)  
$23.75 0.01 (0.03%) as of 4:30 Wed 5/1


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 54    3
Total shares held : 
 2,382,999  
% of shares held : 
 26.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -447,733  
% of shares held change : 
   -4.97%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 $22.47  
Last Quarter's Ending Price : 
 $23.63  
Last Quarter's Average Price : 
 $22.78  
Change from last quarter's     
avg. price to the last closing  : 
0.97 (4.25%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 61,337
 2.57%
 
Increased Positions :
15
 163,676
 6.87%
 
Unchanged Positions :
17
 280,156
 11.76%
 
Decreased Positions :
17
-532,274
-22.34%
 
Closed Positions :
8
-140,472
-5.89%
 
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
   PERSONAL CFO SOLUTIONS LLC 27 - 2023-12-31 176,718 $4,176,000 6,025
   Ferguson Shapiro LLC 14 *New 2024-03-31 141,809 $3,375,000 141,809
   Berger Financial Group Inc 97 - 2024-03-31 118,469 $2,820,000 -4,350
   Kestra Advisory Services LLC 670 - 2023-12-31 113,691 $2,687,000 -6,355
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 28 - 2023-12-31 83,992 $1,985,000 3,870
   COMMONWEALTH EQUITY SERVICES LLC. 1707 - 2023-12-31 79,201 $1,872,000 32,262
   Apollon Wealth Management LLC 281 - 2023-12-31 78,200 $1,848,000 -1,000
   Advisor Group Holdings Inc. 1925 - 2023-12-31 77,710 $1,836,000 -30,286
   Stratos Wealth Advisors LLC 212 - 2024-03-31 75,498 $1,797,000 34,895
   Beacon Financial Advisory LLC - 2023-12-31 75,999 $1,796,000 7,404
   Onyx Bridge Wealth Group LLC 50 - 2023-12-31 70,394 $1,663,000 1,532
   PRINCIPAL SECURITIES INC. 296 - 2023-12-31 65,948 $1,558,000 0
   Cypress Wealth Services LLC 70 - 2024-03-31 50,012 $1,190,000 0
   Diligent Investors LLC 90 - 2023-12-31 49,272 $1,164,000 3,000
   Pillar Wealth Advisors LLC 28 - 2023-12-31 47,357 $1,119,000 -1,799
   CWM LLC 896 - 2024-03-31 37,910 $902,000 2,304
   Cetera Investment Advisers 1162 - 2023-12-31 37,828 $894,000 -448
   Global Strategic Investment Solutions LLC 70 - 2023-12-31 37,604 $889,000 -399,232
   BKD WEALTH ADVISORS LLC 229 - 2024-03-31 34,517 $822,000 -6,867
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3193 - 2023-12-31 31,707 $749,000 22,635
   H D Vest Advisory Services 877 - 2023-12-31 27,175 $642,000 -16,765
   Tradition Wealth Management LLC 164 - 2023-12-31 25,045 $592,000 -767
   SageView Advisory Group LLC 308 - 2023-12-31 25,602 $589,000 0
   HIGHTOWER ADVISORS, LLC 2185 - 2023-12-31 23,837 $557,000 -150
   AE Wealth Management LLC 1376 - 2023-12-31 23,653 $548,000 8,743
   TRUSTCORE FINANCIAL SERVICES LLC 175 - 2022-12-31 21,212 $484,000 0
   WorthPointe LLC 47 - 2023-12-31 19,924 $471,000 0
   FINANCIAL NETWORK 1921 - 2023-12-31 19,822 $468,000 -1,419
   IFRAH FINANCIAL SERVICES INC 125 - 2023-12-31 19,090 $451,000 -1,332
   SECURED RETIREMENT ADVISORS LLC 70 - 2023-12-31 18,222 $431,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2659 - 2024-03-31 16,580 $395,000 -3,011
   CAPTRUST FINANCIAL ADVISORS 1936 - 2023-12-31 16,122 $381,000 0
   ENVESTNET ASSET MANAGEMENT INC 3475 - 2023-12-31 15,485 $366,000 -16,495
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 494 - 2024-03-31 15,215 $362,000 -4,300
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1809 - 2024-03-31 14,500 $345,000 0
   Long Island Wealth Management Inc. 62 - 2023-12-31 13,849 $327,000 0
   JANNEY MONTGOMERY SCOTT LLC 2144 - 2023-12-31 13,739 $325,000 999
   Capital Analysts Inc. 371 - 2023-12-31 12,283 $290,000 0
   LINCOLN NATIONAL CORP 870 - 2023-12-31 12,208 $288,000 0
   GRADIENT INVESTMENTS LLC 267 - 2024-03-31 10,830 $258,000 -638,856
   Cape Investment Advisory Inc. 119 - 2023-12-31 10,748 $254,000 3,407
   LPL FINANCIAL CORP 4198 *New 2023-12-31 9,868 $233,000 9,868
   NorthCrest Asset Manangement LLC 479 - 2024-03-31 9,640 $229,000 0
   Resources Investment Advisors Inc. 1034 - 2023-12-31 9,050 $214,000 0
   BCJ Capital Management LLC 290 - 2023-12-31 8,496 $201,000 -47,572
   Benchmark Investment Advisors LLC 302 *New 2023-12-31 8,496 $201,000 8,496
   Sunbelt Securities Inc. 569 - 2024-03-31 7,071 $168,000 -1,830
   Steward Partners Investment Advisory LLC 1824 - 2023-12-31 3,000 $71,000 0
   Capital Investment Advisory Services LLC 624 - 2024-03-31 2,700 $64,000 760
   UBS Group AG 5297 *New 2023-12-31 1,941 $46,000 1,941
   DHJJ Financial Advisors Ltd. 277 - 2024-03-31 1,865 $44,000 0
   Sugarloaf Wealth Management LLC 356 - 2024-03-31 1,200 $29,000 -1,000
   HARBOUR INVESTMENTS INC. 1996 - 2023-12-31 641 $15,000 0
   IFP Advisors Inc 2173 *New 2023-12-31 429 $10,000 429
   AdvisorNet Financial Inc 1303 - 2024-03-31 391 $9,000 0
   CITADEL ADVISORS LLC 5706 *Closed 2023-12-31 0 $0 -34,873
   ACCUVEST GLOBAL ADVISORS 87 *Closed 2023-12-31 0 $0 -49,845
   U.S. Capital Wealth Advisors LLC 675 *Closed 2023-12-31 0 $0 -11,254
   BANK OF AMERICA CORP /DE/ 6741 *Closed 2023-12-31 0 $0 -1,250
   Balboa Wealth Partners 252 *Closed 2023-12-31 0 $0 -16,828
   OLD MISSION CAPITAL LLC 1211 *Closed 2023-12-31 0 $0 -10,846
   PROEQUITIES INC. 10257 - 2023-12-31 0 $0 0
  62 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