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Get Institutions for : 
Innovator ETFs Tr (KJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 82    9
Total shares held : 
 5,685,180  
% of shares held : 
 63.17%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   2  
Amount of shares held : 
 -585,882  
% of shares held change : 
   -6.51%  
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 :
13
 522,662
 9.19%
 
Increased Positions :
21
 349,719
 6.15%
 
Unchanged Positions :
20
 483,390
 8.5%
 
Decreased Positions :
28
-1,370,808
-24.11%
 
Closed Positions :
4
-87,455
-1.54%
 
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
   HIGHTOWER ADVISORS, LLC 514 - 2023-12-31 636,226 $17,218,000 -61,383
   COMMONWEALTH EQUITY SERVICES LLC. 653 - 2023-12-31 438,115 $11,865,000 32,097
   PERSONAL CFO SOLUTIONS LLC 8 - 2023-12-31 383,493 $10,386,000 -2,616
   Tradition Wealth Management LLC 41 - 2023-12-31 220,767 $6,385,000 -2,067
   Maltin Wealth Management Inc. 6 - 2024-03-31 182,981 $5,138,000 16,731
   CARY STREET PARTNER INVESTMENT ADVISORY LLC 127 - 2023-12-31 169,814 $4,599,000 169,574
   Advisor Group Holdings Inc. 1505 - 2023-12-31 116,874 $3,165,000 -63,404
   Berger Financial Group Inc 104 - 2024-03-31 87,635 $2,461,000 -4,444
   Onyx Bridge Wealth Group LLC 37 - 2023-12-31 84,654 $2,293,000 2,915
   Fragasso Group Inc. 81 - 2024-03-31 68,374 $1,920,000 -2,334
   BKD WEALTH ADVISORS LLC 165 - 2024-03-31 65,928 $1,851,000 -776
   Diligent Investors LLC 41 - 2023-12-31 67,488 $1,828,000 5,750
   PRINCIPAL SECURITIES INC. 276 - 2023-12-31 62,616 $1,696,000 0
   ODonnell Financial Services LLC 18 - 2024-03-31 59,593 $1,673,000 -8,935
   Long Island Wealth Management Inc. 24 - 2023-12-31 56,238 $1,523,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1089 - 2024-03-31 50,618 $1,421,000 0
   Cypress Wealth Services LLC 65 - 2024-03-31 49,481 $1,389,000 0
   FINANCIAL NETWORK 1177 - 2023-12-31 50,196 $1,359,000 7,485
   PRIVATE CLIENT SERVICES LLC 27 - 2023-12-31 43,709 $1,184,000 0
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1611 - 2024-03-31 41,603 $1,168,000 -2,932
   Pillar Wealth Advisors LLC 27 - 2023-12-31 43,093 $1,167,000 5,871
   BLAIR WILLIAM & CO/IL 809 - 2023-12-31 42,799 $1,159,000 0
   LINCOLN NATIONAL CORP 420 - 2023-12-31 42,021 $1,138,000 6,583
   Kestra Advisory Services LLC 1051 - 2023-12-31 41,888 $1,134,000 17,471
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1979 - 2024-03-31 39,511 $1,109,000 -6,742
   Capital Investment Advisory Services LLC 184 - 2024-03-31 39,226 $1,101,000 0
   SageView Advisory Group LLC 201 - 2023-12-31 39,883 $1,072,000 0
   Compass Advisory Group LLC 31 - 2023-12-31 38,604 $1,045,000 -554,939
   H D Vest Advisory Services 702 - 2023-12-31 37,378 $1,012,000 -63,249
   GILL CAPITAL PARTNERS LLC 49 - 2023-12-31 35,180 $953,000 -1,406
   WorthPointe LLC 30 - 2023-12-31 33,098 $896,000 -7
   InterOcean Capital Group LLC 215 - 2023-12-31 30,640 $830,000 -10,680
   Crown Wealth Group LLC - 2023-12-31 26,307 $712,000 -3,993
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 90 - 2024-03-31 25,158 $706,000 -2,474
   Cetera Investment Advisers 1307 - 2023-12-31 25,973 $703,000 -5,463
   DHJJ Financial Advisors Ltd. 63 - 2024-03-31 24,126 $677,000 -500
   Global Strategic Investment Solutions LLC 77 - 2023-12-31 24,821 $672,000 -129,418
   JANE STREET GROUP LLC 3627 *New 2023-12-31 24,636 $667,000 24,636
   MULTIFINANCIAL SECURITIES CORP 984 - 2023-12-31 23,707 $642,000 192
   RAYMOND JAMES & ASSOCIATES 2872 - 2024-03-31 22,588 $634,000 1,950
   CASTLE WEALTH MANAGEMENT LLC 70 *New 2023-12-31 20,113 $545,000 20,113
   SECURED RETIREMENT ADVISORS LLC 62 - 2023-12-31 19,959 $541,000 0
   Aurum Wealth Management Group LLC 186 - 2024-03-31 18,759 $527,000 -66,367
   Chicago Partners Investment Group LLC 441 - 2024-03-31 18,622 $505,000 0
   BB&T CORP 1930 - 2023-12-31 18,327 $496,000 1,145
   Global Trust Asset Management LLC 98 - 2024-03-31 17,500 $491,000 0
   ENVESTNET ASSET MANAGEMENT INC 3338 - 2023-12-31 17,532 $475,000 -14,056
   LPL FINANCIAL CORP 3650 *New 2023-12-31 17,351 $470,000 17,351
   Valtinson Bruner Financial Planning LLC 79 - 2023-12-31 17,037 $461,000 385
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3921 *New 2023-12-31 16,488 $447,000 16,488
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 65 - 2023-12-31 15,520 $420,000 -466
   WOLVERINE TRADING LLC 795 *New 2023-12-31 13,886 $376,000 13,886
   Capital Analysts Inc. 350 - 2023-12-31 13,502 $366,000 0
   Sunbelt Securities Inc. 387 - 2024-03-31 12,840 $361,000 -3,885
   Outlook Wealth Advisors LLC 178 - 2024-03-31 12,711 $357,000 -959
   NorthCrest Asset Manangement LLC 425 - 2024-03-31 12,524 $352,000 0
   GRADIENT INVESTMENTS LLC 253 - 2024-03-31 10,688 $300,000 -634,199
   COLDSTREAM CAPITAL MANAGEMENT INC 726 - 2023-12-31 10,389 $281,000 0
   BCS Wealth Management 191 - 2024-03-31 9,918 $278,000 -775
   Wealth Alliance 411 - 2023-12-31 9,985 $270,000 0
   ALTFEST L J & CO INC 273 - 2024-03-31 9,493 $267,000 -2,689
   Brookstone Capital Management 784 - 2024-03-31 9,516 $267,000 -93,965
   U.S. Capital Wealth Advisors LLC 588 - 2023-12-31 9,078 $246,000 -161
   Atria Wealth Solutions Inc. 1618 *New 2023-12-31 9,091 $246,000 9,091
   JANNEY MONTGOMERY SCOTT LLC 2327 *New 2023-12-31 9,005 $244,000 9,005
   PFG Advisors 544 - 2023-12-31 8,967 $243,000 122
   Kingsview Wealth Management LLC 838 - 2023-12-31 8,746 $237,000 77
   TWO SIGMA SECURITIES LLC 780 *New 2023-12-31 8,594 $233,000 8,594
   BCGM Wealth Management LLC 129 *New 2023-12-31 7,610 $206,000 7,610
   OLD MISSION CAPITAL LLC 823 *New 2023-12-31 7,557 $205,000 7,557
   Sugarloaf Wealth Management LLC 180 - 2024-03-31 5,875 $165,000 0
   TFO-TDC LLC 42 - 2023-12-31 5,410 $147,000 0
   HARBOUR INVESTMENTS INC. 1017 - 2023-12-31 4,942 $134,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1022 - 2023-12-31 4,100 $111,000 0
   HANSON MCCLAIN, INC. 1148 - 2024-03-31 2,509 $70,000 -296,839
   ADVISORY SERVICES NETWORK, LLC 1953 *New 2023-12-31 2,000 $54,000 2,000
   Steward Partners Investment Advisory LLC 1985 - 2023-12-31 1,832 $50,000 -1,500
   BANK OF MONTREAL /CAN/ 3074 - 2023-12-31 1,300 $35,000 300
   PFS Partners LLC 158 - 2024-03-31 1,182 $33,000 -189,739
   CREATIVE FINANCIAL DESIGNS INC /ADV 1366 - 2023-12-31 100 $3,000 0
   AE Wealth Management LLC 2108 *Closed 2023-12-31 0 $0 -23,280
   ACCUVEST GLOBAL ADVISORS 111 *Closed 2023-12-31 0 $0 -36,987
   PROEQUITIES INC. 6101 - 2023-12-31 0 $0 0
   IFP Advisors Inc 3120 *Closed 2023-12-31 0 $0 -26,743
   Legacy CG LLC 44 *Closed 2024-03-31 0 $0 -370,812
   UBS Group AG 8635 *Closed 2023-12-31 0 $0 -445
   Triumph Capital Management 265 *Closed 2024-03-31 0 $0 -15,519
  87 Records found
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