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Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - April (KAPR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    3
Total shares held : 
 3,284,022  
% of shares held : 
 3.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -15  
Amount of shares held : 
 -611,064  
% of shares held change : 
   -0.68%  
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 :
4
 36,437
 1.11%
 
Increased Positions :
19
 523,203
 15.93%
 
Unchanged Positions :
28
 392,460
 11.95%
 
Decreased Positions :
31
-963,310
-29.33%
 
Closed Positions :
7
-207,394
-6.32%
 
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
   COMMONWEALTH EQUITY SERVICES LLC. 587 - 2023-12-31 475,530 $13,872,000 348,242
   ODonnell Financial Services LLC 12 - 2024-03-31 174,265 $5,430,000 -4,547
   Advisor Group Holdings Inc. 1170 - 2023-12-31 181,198 $5,286,000 -107,327
   Valtinson Bruner Financial Planning LLC 11 - 2023-12-31 162,196 $4,732,000 -1,375
   Spectrum Investment Advisors Inc. 9 - 2023-12-31 146,416 $4,271,000 0
   Brookstone Capital Management 263 - 2024-03-31 119,215 $3,715,000 108,704
   SageView Advisory Group LLC 82 - 2023-12-31 101,823 $2,948,000 14,497
   LINCOLN NATIONAL CORP 259 - 2023-12-31 79,957 $2,333,000 7,426
   FINANCIAL NETWORK 938 - 2023-12-31 71,458 $2,085,000 -10,252
   Kestra Advisory Services LLC 789 - 2023-12-31 67,944 $1,982,000 -2,791
   BKD WEALTH ADVISORS LLC 161 - 2024-03-31 61,854 $1,927,000 -4,936
   Stegent Equity Advisors Inc. 16 - 2023-12-31 61,488 $1,794,000 -230
   Atria Wealth Solutions Inc. 656 - 2023-12-31 57,215 $1,669,000 49,278
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1421 - 2024-03-31 49,511 $1,543,000 27,509
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1953 - 2024-03-31 37,435 $1,166,000 2,252
   CWM LLC 799 - 2024-03-31 36,510 $1,138,000 1,831
   COLDSTREAM CAPITAL MANAGEMENT INC 276 - 2023-12-31 37,094 $1,082,000 -1,028
   Cetera Investment Advisers 1093 - 2023-12-31 35,343 $1,031,000 -2,471
   H D Vest Advisory Services 703 - 2023-12-31 34,617 $1,010,000 -95,426
   Pensionmark Financial Group LLC 144 - 2023-12-31 34,228 $997,000 34,228
   HBW Advisory Services LLC 129 - 2024-03-31 33,992 $992,000 0
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 320 - 2023-12-31 33,940 $990,000 -95,381
   Pillar Wealth Advisors LLC 34 - 2023-12-31 30,621 $893,000 -5,460
   Capital Analysts Inc. 254 - 2023-12-31 28,039 $818,000 0
   Encompass More Asset Management 32 - 2023-12-31 26,708 $779,000 0
   Diligent Investors LLC 128 - 2023-12-31 25,248 $737,000 0
   MULTIFINANCIAL SECURITIES CORP 913 - 2023-12-31 25,090 $732,000 -375
   WOLVERINE TRADING LLC 548 - 2023-12-31 24,518 $715,000 15,096
   Wealth Alliance 218 - 2023-12-31 22,231 $649,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 364 - 2024-03-31 19,803 $617,000 -1,195
   VIMA LLC 18 - 2023-12-31 20,798 $607,000 0
   Fragasso Group Inc. 148 - 2024-03-31 19,241 $600,000 -750
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 61 - 2023-12-31 19,110 $557,000 -1,335
   DHJJ Financial Advisors Ltd. 75 - 2024-03-31 17,881 $557,000 -600
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3672 - 2023-12-31 18,343 $535,000 18,343
   OLD MISSION CAPITAL LLC 602 - 2023-12-31 17,878 $522,000 7,485
   LPL FINANCIAL CORP 3577 *New 2023-12-31 17,893 $522,000 17,893
   JANNEY MONTGOMERY SCOTT LLC 1862 - 2023-12-31 17,473 $510,000 -3,420
   ENVESTNET ASSET MANAGEMENT INC 3298 - 2023-12-31 17,294 $505,000 -9,758
   Compass Advisory Group LLC 48 - 2023-12-31 17,210 $502,000 0
   AdvisorNet Financial Inc 326 - 2024-03-31 14,193 $442,000 0
   My Personal CFO LLC 68 - 2024-03-31 13,731 $428,000 0
   Donald L. Hagan LLC 76 - 2024-03-31 13,636 $425,000 -98,822
   HIGHTOWER ADVISORS, LLC 2394 - 2023-12-31 14,156 $413,000 -121
   InterOcean Capital Group LLC 314 - 2023-12-31 14,075 $411,000 3,680
   Straight Path Wealth Management - 2023-12-31 13,340 $389,000 5,290
   Weaver Consulting Group 128 - 2024-03-31 12,294 $383,000 0
   Stratos Wealth Advisors LLC 513 - 2024-03-31 12,264 $382,000 -820
   Kingsview Wealth Management LLC 702 - 2023-12-31 13,069 $381,000 -329
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1753 - 2024-03-31 11,971 $373,000 -1,643
   Main Street Financial Solutions LLC 369 - 2024-03-31 11,950 $372,000 0
   Financial Network Wealth Advisors LLC 67 - 2023-12-31 12,289 $359,000 0
   TOWNSQUARE CAPITAL LLC 860 - 2023-12-31 12,289 $359,000 132
   Epic Trust Investment Advisors LLC 61 - 2024-03-31 11,345 $354,000 0
   Long Island Wealth Management Inc. 59 - 2023-12-31 11,890 $347,000 0
   BLAIR WILLIAM & CO/IL 1193 - 2023-12-31 11,628 $339,000 0
   Goss Wealth Management LLC 1513 *New 2023-12-31 10,942 $315,000 10,942
   Archer Investment Corp 176 - 2023-12-31 10,492 $306,000 0
   PFG Advisors 484 - 2023-12-31 10,238 $299,000 -488
   BCS Wealth Management 186 - 2024-03-31 9,562 $298,000 -38
   ACAS LLC 57 - 2023-12-31 9,868 $288,000 -802
   RAYMOND JAMES & ASSOCIATES 3422 - 2024-03-31 8,200 $256,000 0
   Sunbelt Securities Inc. 474 - 2024-03-31 7,783 $243,000 -3,135
   Cardinal Point Capital Management ULC 67 - 2024-03-31 7,360 $229,000 0
   Arete Wealth Advisors LLC 657 *New 2023-12-31 7,300 $213,000 7,300
   UBS Group AG 4615 - 2023-12-31 6,150 $179,000 6,069
   SIGNATUREFD, LLC 1005 - 2023-12-31 4,148 $121,000 0
   BANK OF MONTREAL /CAN/ 2812 - 2023-12-31 3,800 $112,000 0
   Sugarloaf Wealth Management LLC 227 - 2024-03-31 3,258 $102,000 0
   TFO-TDC LLC 47 - 2023-12-31 2,930 $85,000 0
   Steward Partners Investment Advisory LLC 1805 - 2023-12-31 2,583 $75,000 0
   Global Trust Asset Management LLC 252 - 2024-03-31 2,000 $62,000 1,200
   MORGAN STANLEY 5902 - 2023-12-31 2,000 $58,000 0
   IFP Advisors Inc 1687 - 2023-12-31 1,119 $33,000 0
   PFS Partners LLC 180 - 2024-03-31 782 $24,000 -413,402
   Capital Investment Advisory Services LLC 771 - 2024-03-31 512 $16,000 0
   First Capital Advisors Group LLC. 470 *New 2023-06-30 559 $15,000 559
   PRINCIPAL SECURITIES INC. 2103 - 2023-12-31 435 $13,000 0
   ADVISORY SERVICES NETWORK, LLC 2877 - 2023-12-31 320 $9,000 320
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2628 *New 2023-12-31 302 $9,000 302
   HARBOUR INVESTMENTS INC. 2512 - 2023-12-31 138 $4,000 0
   DAVID R. RAHN & ASSOCIATES INC. 105 *Closed 2024-03-31 0 $0 -121,477
   Larson Financial Group LLC 1756 *Closed 2023-12-31 0 $0 -636
   BCJ Capital Management LLC 317 *Closed 2023-12-31 0 $0 -86,377
   PROEQUITIES INC. 6100 - 2023-12-31 0 $0 0
   J P MORGAN CHASE & CO 6108 *Closed 2023-12-31 0 $0 -5
   Global Strategic Investment Solutions LLC 144 *Closed 2023-12-31 0 $0 -29,323
   BANK OF AMERICA CORP /DE/ 6818 *Closed 2023-12-31 0 $0 -5
   STEPHENS INC /AR/ 1238 *Closed 2023-12-31 0 $0 -90,900
  89 Records found
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