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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    10
Total shares held : 
 4,390,106  
% of shares held : 
 48.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 1,612,311  
% of shares held change : 
   17.91%  
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 :
17
 1,340,090
 30.53%
 
Increased Positions :
17
 760,809
 17.33%
 
Unchanged Positions :
26
 469,610
 10.7%
 
Decreased Positions :
25
-317,844
-7.24%
 
Closed Positions :
7
-170,744
-3.89%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   PFS Partners LLC 1 - 2024-03-31 520,282 $18,402,000 255,052
   Compass Advisory Group LLC 3 - 2023-12-31 511,248 $17,541,000 352,748
   Berkshire Money Management Inc. 13 - 2023-12-31 478,419 $16,415,000 -157,072
   Legacy CG LLC 4 *New 2024-03-31 460,368 $16,283,000 460,368
   ODonnell Financial Services LLC 4 - 2024-03-31 433,926 $15,348,000 38,069
   MBL Wealth LLC 19 - 2024-03-31 331,203 $11,715,000 63,245
   Long Island Wealth Management Inc. 3 - 2023-12-31 308,832 $10,596,000 0
   GRADIENT INVESTMENTS LLC 121 - 2024-03-31 276,145 $9,767,000 275,277
   SMI Advisory Services LLC 32 - 2024-03-31 109,616 $3,835,000 -486,975
   Bullseye Investment Management LLC 16 *New 2023-12-31 111,266 $3,818,000 111,266
   COMMONWEALTH EQUITY SERVICES LLC. 1248 - 2023-12-31 110,551 $3,793,000 20,812
   AdvisorNet Financial Inc 62 - 2024-03-31 106,061 $3,751,000 -156
   Brookstone Capital Management 271 - 2024-03-31 101,060 $3,574,000 60,059
   DAVID R. RAHN & ASSOCIATES INC. 23 *New 2024-03-31 96,068 $3,398,000 96,068
   Advisor Group Holdings Inc. 1554 - 2023-12-31 85,442 $2,931,000 -62,244
   RFG Advisory Group LLC 174 *New 2024-03-31 77,308 $2,734,000 77,308
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1509 *New 2024-03-31 71,936 $2,544,000 71,936
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1134 - 2024-03-31 69,953 $2,474,000 52,788
   Sunbelt Securities Inc. 78 - 2024-03-31 69,050 $2,442,000 13,470
   IFP Advisors Inc 195 - 2023-12-31 70,383 $2,415,000 30,506
   Aurum Wealth Management Group LLC 53 *New 2024-03-31 58,535 $2,070,000 58,535
   Kestra Advisory Services LLC 826 - 2023-12-31 53,249 $1,827,000 25,256
   Pallas Capital Advisors LLC 162 *New 2024-03-31 51,145 $1,809,000 51,145
   BKD WEALTH ADVISORS LLC 176 - 2024-03-31 46,087 $1,630,000 -6,481
   FINANCIAL NETWORK 1099 - 2023-12-31 45,209 $1,551,000 -8,090
   DHJJ Financial Advisors Ltd. 33 - 2024-03-31 40,906 $1,447,000 1,222
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 43 - 2023-12-31 40,100 $1,376,000 -2,021
   Stuart Chaussee & Associates Inc. 12 *New 2023-12-31 38,451 $1,319,000 38,451
   RAYMOND JAMES & ASSOCIATES 2447 *New 2024-03-31 34,906 $1,235,000 34,906
   AE Wealth Management LLC 1078 - 2023-12-31 35,300 $1,198,000 26,670
   Weaver Consulting Group 53 *New 2024-03-31 32,657 $1,155,000 32,657
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1167 - 2024-03-31 32,504 $1,150,000 727
   H D Vest Advisory Services 689 - 2023-12-31 30,547 $1,048,000 -38,522
   LPL FINANCIAL CORP 2985 *New 2023-12-31 29,682 $1,018,000 29,682
   HIGHTOWER ADVISORS, LLC 1812 - 2023-12-31 27,948 $959,000 -346
   Benchmark Investment Advisors LLC 131 *New 2023-12-31 27,798 $954,000 27,798
   BCJ Capital Management LLC 129 *New 2023-12-31 27,798 $954,000 27,798
   Global Trust Asset Management LLC 65 *New 2024-03-31 26,500 $937,000 26,500
   Capital Analysts Inc. 241 - 2023-12-31 26,037 $893,000 0
   Koshinski Asset Management Inc. 211 - 2023-12-31 23,205 $796,000 10,865
   JANNEY MONTGOMERY SCOTT LLC 1591 - 2023-12-31 22,461 $771,000 -2,934
   Maltin Wealth Management Inc. 64 *New 2024-03-31 20,359 $720,000 20,359
   Strategic Blueprint LLC 316 - 2024-03-31 19,477 $689,000 10,486
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 335 - 2024-03-31 19,239 $680,000 -100
   LINCOLN NATIONAL CORP 567 - 2023-12-31 19,355 $664,000 2,819
   Wealth Alliance 213 - 2023-12-31 19,243 $660,000 0
   ENVESTNET ASSET MANAGEMENT INC 3158 - 2023-12-31 19,163 $657,000 -7,951
   BB&T CORP 1844 - 2023-12-31 17,247 $592,000 0
   MULTIFINANCIAL SECURITIES CORP 1067 - 2023-12-31 16,168 $555,000 -170
   SageView Advisory Group LLC 317 - 2023-12-31 16,254 $554,000 3,037
   CITADEL ADVISORS LLC 3604 *New 2023-12-31 14,609 $501,000 14,609
   MML INVESTORS SERVICES LLC 1784 *New 2023-12-31 13,731 $471,000 13,731
   Cedar Brook Financial Partners LLC 212 *New 2024-03-31 13,301 $470,000 13,301
   Sugarloaf Wealth Management LLC 93 - 2024-03-31 13,011 $460,000 7,436
   ACAS LLC 45 - 2023-12-31 12,215 $419,000 -1,763
   Cetera Investment Advisers 1593 - 2023-12-31 11,910 $409,000 41
   Collaborative Wealth Managment Inc. 97 - 2023-12-31 11,224 $385,000 0
   Resources Investment Advisors Inc. 819 - 2023-12-31 11,159 $383,000 -6,333
   TFB Advisors LLC 101 - 2023-12-31 11,165 $383,000 -1,345
   Apollon Wealth Management LLC 754 - 2023-12-31 11,000 $377,000 0
   Ambassador Advisors LLC 136 *New 2023-12-31 10,692 $359,000 10,692
   BANK OF MONTREAL /CAN/ 2271 - 2023-12-31 9,950 $348,000 0
   Cypress Wealth Services LLC 177 - 2024-03-31 9,793 $346,000 0
   Valtinson Bruner Financial Planning LLC 90 - 2023-12-31 9,942 $341,000 0
   CoreCap Advisors LLC 424 - 2023-12-31 9,753 $335,000 -569
   BCGM Wealth Management LLC 100 - 2023-12-31 9,611 $330,000 288
   CAPTRUST FINANCIAL ADVISORS 2075 - 2023-12-31 9,060 $311,000 0
   Arete Wealth Advisors LLC 563 *New 2023-12-31 8,368 $287,000 8,368
   Alera Investment Advisors LLC - 2023-12-31 8,237 $283,000 -1,727
   Diligent Investors LLC 250 - 2023-12-31 7,947 $273,000 0
   Main Street Financial Solutions LLC 435 - 2024-03-31 7,480 $265,000 0
   Stratos Wealth Advisors LLC 574 *New 2024-03-31 7,469 $264,000 7,469
   BCS Wealth Management 198 *New 2024-03-31 7,317 $259,000 7,317
   Berger Financial Group Inc 317 - 2024-03-31 7,006 $248,000 990
   Truadvice LLC 197 - 2023-09-30 8,300 $248,000 0
   Keystone Wealth Services LLC 191 *New 2024-03-31 6,930 $245,000 6,930
   WEDBUSH MORGAN SECURITIES INC 885 - 2023-12-31 6,695 $230,000 0
   CASTLE WEALTH MANAGEMENT LLC 106 *New 2023-12-31 6,450 $221,000 6,450
   1776 WEALTH LLC 123 - 2023-12-31 6,350 $218,000 6,350
   J P MORGAN CHASE & CO 4152 *New 2023-12-31 6,301 $216,000 6,301
   InterOcean Capital Group LLC 422 - 2023-12-31 6,170 $212,000 -1,800
   STEPHENS INC /AR/ 1070 - 2023-12-31 6,030 $207,000 -600
   HANSON MCCLAIN, INC. 817 - 2024-03-31 4,947 $175,000 3,747
   Capital Investment Advisory Services LLC 538 - 2024-03-31 3,361 $119,000 1,025
   HARBOUR INVESTMENTS INC. 1159 - 2023-12-31 2,702 $93,000 -238
   MORGAN STANLEY 5793 - 2023-12-31 2,500 $86,000 0
   TFO-TDC LLC 51 - 2023-12-31 2,188 $75,000 0
   Archer Investment Corp 334 - 2023-12-31 2,000 $69,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1161 - 2023-12-31 2,000 $69,000 0
   PRINCIPAL SECURITIES INC. 1390 - 2023-12-31 1,713 $59,000 0
   CWM LLC 2180 - 2024-03-31 1,628 $58,000 0
   Steward Partners Investment Advisory LLC 2083 - 2023-12-31 1,123 $39,000 86
   US BANCORP 3015 - 2023-12-31 572 $20,000 0
   UBS Group AG 5829 - 2023-12-31 513 $18,000 -1,427
   NBC SECURITIES INC. 1583 - 2024-03-31 382 $13,000 214
   WHITTIER TRUST CO 1278 - 2023-12-31 200 $7,000 0
   BAYSTATE WEALTH MANAGEMENT LLC 861 - 2023-12-31 182 $6,000 0
   PROEQUITIES INC. 6239 - 2023-12-31 0 $0 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 6477 *Closed 2023-12-31 0 $0 -15,054
   Vista Private Wealth Partners. LLC 88 *Closed 2023-12-31 0 $0 -20,619
  100 Records found
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