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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
   Diligent Investors LLC 42 - 2024-03-31 67,488 $1,895,000 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
   Pillar Wealth Advisors LLC 27 - 2024-03-31 43,093 $1,210,000 0
   BLAIR WILLIAM & CO/IL 811 - 2024-03-31 42,799 $1,202,000 0
   Capital Investment Advisory Services LLC 184 - 2024-03-31 39,226 $1,101,000 0
   GILL CAPITAL PARTNERS LLC 51 - 2024-03-31 35,180 $944,000 0
   Chicago Partners Investment Group LLC 441 - 2024-03-31 18,622 $505,000 0
   Global Trust Asset Management LLC 98 - 2024-03-31 17,500 $491,000 0
   Valtinson Bruner Financial Planning LLC 76 - 2024-03-31 17,037 $478,000 0
   Capital Analysts Inc. 350 - 2023-12-31 13,502 $366,000 0
   NorthCrest Asset Manangement LLC 425 - 2024-03-31 12,524 $352,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 726 - 2023-12-31 10,389 $281,000 0
   Wealth Alliance 416 - 2024-03-31 9,985 $280,000 0
   U.S. Capital Wealth Advisors LLC 600 - 2024-03-31 9,078 $255,000 0
   JANNEY MONTGOMERY SCOTT LLC 2423 - 2024-03-31 9,005 $253,000 0
   BCGM Wealth Management LLC 140 - 2024-03-31 7,610 $214,000 0
   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. 1048 - 2024-03-31 4,100 $115,000 0
   CREATIVE FINANCIAL DESIGNS INC /ADV 1422 - 2024-03-31 100 $3,000 0
   PROEQUITIES INC. 9076 - 2024-03-31 0 $0 0
  23 Records found
  1    
  Page 1 of 1
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