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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Maltin Wealth Management Inc. 6 - 2024-03-31 182,981 $5,138,000 16,731
   Onyx Bridge Wealth Group LLC 46 - 2024-03-31 96,126 $2,606,000 11,472
   PRINCIPAL SECURITIES INC. 301 - 2024-03-31 62,681 $1,760,000 65
   FINANCIAL NETWORK 1177 - 2023-12-31 50,196 $1,359,000 7,485
   Kestra Advisory Services LLC 1051 - 2023-12-31 41,888 $1,134,000 17,471
   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
   LPL FINANCIAL CORP 3607 - 2024-03-31 20,083 $564,000 2,732
   BB&T CORP 1930 - 2023-12-31 18,327 $496,000 1,145
   Kingsview Wealth Management LLC 860 - 2024-03-31 9,425 $265,000 679
   BANK OF MONTREAL /CAN/ 3074 - 2023-12-31 1,300 $35,000 300

  11 Records found
  1    
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