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Get Institutions for : 
Innovator Russell 2000 Power Buffer Etf - October (KOCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 78    20
Total shares held : 
 2,064,688  
% of shares held : 
 22.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   44  
Amount of shares held : 
 852,401  
% of shares held change : 
   9.47%  
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 :
23
 299,549
 14.51%
 
Increased Positions :
33
 683,935
 33.13%
 
Unchanged Positions :
13
 145,147
 7.03%
 
Decreased Positions :
9
-65,517
-3.17%
 
Closed Positions :
3
-65,566
-3.18%
 
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
   Global Strategic Investment Solutions LLC 28 - 2023-12-31 286,932 $7,896,000 251,301
   Valtinson Bruner Financial Planning LLC 17 - 2023-12-31 132,530 $3,647,000 3,556
   Advisor Group Holdings Inc. 1496 - 2023-12-31 117,512 $3,234,000 78,231
   COMMONWEALTH EQUITY SERVICES LLC. 1494 - 2023-12-31 93,085 $2,562,000 50,531
   BB&T CORP 1163 - 2023-12-31 86,947 $2,393,000 66,057
   ENVESTNET ASSET MANAGEMENT INC 2450 - 2023-12-31 74,153 $2,041,000 62,011
   DHJJ Financial Advisors Ltd. 28 - 2024-03-31 58,310 $1,660,000 -48
   BKD WEALTH ADVISORS LLC 183 - 2024-03-31 53,554 $1,524,000 -4,764
   InterOcean Capital Group LLC 166 - 2023-12-31 48,620 $1,338,000 0
   Bullseye Investment Management LLC 25 *New 2023-12-31 48,518 $1,335,000 48,518
   FINANCIAL NETWORK 1191 - 2023-12-31 48,371 $1,331,000 11,919
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1535 - 2024-03-31 46,133 $1,313,000 -2,356
   Beacon Financial Advisory LLC - 2023-12-31 45,546 $1,253,000 4,775
   Stratos Wealth Advisors LLC 290 - 2024-03-31 43,990 $1,252,000 19,714
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 67 - 2024-03-31 42,275 $1,203,000 -1,722
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 53 - 2023-12-31 37,411 $1,030,000 17,921
   We Are One Seven LLC 365 *New 2023-12-31 30,300 $834,000 30,300
   CWM LLC 926 - 2024-03-31 29,197 $831,000 1,953
   LPL FINANCIAL CORP 3274 *New 2023-12-31 26,900 $740,000 26,900
   H D Vest Advisory Services 828 - 2023-12-31 26,613 $732,000 -49,919
   U.S. Capital Wealth Advisors LLC 390 - 2023-12-31 26,082 $718,000 -312
   Sunbelt Securities Inc. 237 - 2024-03-31 24,281 $691,000 -12,387
   Maltin Wealth Management Inc. 67 - 2024-03-31 24,209 $689,000 10,910
   HIGHTOWER ADVISORS, LLC 2074 - 2023-12-31 24,048 $662,000 14,382
   Cetera Investment Advisers 1356 - 2023-12-31 23,321 $642,000 6,895
   Epic Trust Investment Advisors LLC 32 - 2024-03-31 22,523 $641,000 0
   LINCOLN NATIONAL CORP 582 - 2023-12-31 23,209 $639,000 5,485
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 361 - 2024-03-31 21,934 $624,000 -2,238
   Compass Advisory Group LLC 40 - 2023-12-31 22,643 $623,000 1,078
   Brookstone Capital Management 594 - 2024-03-31 19,385 $552,000 -38,606
   Long Island Wealth Management Inc. 51 - 2023-12-31 19,360 $533,000 0
   SageView Advisory Group LLC 326 - 2023-12-31 19,328 $531,000 19,328
   Fragasso Group Inc. 160 - 2024-03-31 18,542 $528,000 0
   CITADEL ADVISORS LLC 3635 - 2023-12-31 17,617 $485,000 -779
   Kestra Advisory Services LLC 1552 - 2023-12-31 17,097 $471,000 6,915
   BCS Wealth Management 149 - 2024-03-31 15,040 $428,000 0
   ADVISORY SERVICES NETWORK, LLC 971 *New 2023-12-31 14,954 $412,000 14,954
   PERSONAL CFO SOLUTIONS LLC 285 *New 2023-12-31 14,684 $404,000 14,684
   Diligent Investors LLC 207 *New 2023-12-31 14,083 $388,000 14,083
   Wealth Alliance 320 - 2023-12-31 13,609 $375,000 986
   MULTIFINANCIAL SECURITIES CORP 1329 - 2023-12-31 12,598 $347,000 0
   WEALTHSOURCE PARTNERS LLC 390 - 2023-12-31 12,295 $338,000 475
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4285 *New 2023-12-31 12,242 $337,000 12,242
   CRA Financial Services LLC 175 - 2024-03-31 10,620 $302,000 325
   Outlook Wealth Advisors LLC 219 - 2024-03-31 9,785 $279,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 152 - 2023-12-31 9,975 $275,000 0
   Atria Wealth Solutions Inc. 1548 - 2023-12-31 9,850 $271,000 9,850
   Cypress Wealth Services LLC 208 - 2024-03-31 9,480 $270,000 0
   JANE STREET GROUP LLC 4508 *New 2023-12-31 9,799 $270,000 9,799
   Berger Financial Group Inc 297 - 2024-03-31 9,372 $267,000 -976
   Capital Analysts Inc. 389 - 2023-12-31 9,437 $260,000 347
   CAPTRUST FINANCIAL ADVISORS 2206 - 2023-12-31 9,300 $256,000 0
   ACAS LLC 65 - 2023-12-31 9,311 $256,000 -907
   TOWNSQUARE CAPITAL LLC 987 - 2023-12-31 8,843 $243,000 -108
   BROWN WEALTH MANAGEMENT LLC 73 - 2023-12-31 8,843 $243,000 -108
   RAYMOND JAMES & ASSOCIATES 3461 - 2024-03-31 8,416 $240,000 -15,111
   BCJ Capital Management LLC 266 *New 2023-12-31 8,715 $240,000 8,715
   Benchmark Investment Advisors LLC 276 *New 2023-12-31 8,715 $240,000 8,715
   Truadvice LLC 203 - 2023-09-30 9,500 $239,000 0
   Goss Wealth Management LLC 1642 *New 2023-12-31 8,302 $227,000 8,302
   Pillar Wealth Advisors LLC 63 - 2023-12-31 8,010 $220,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 3028 *New 2024-03-31 7,559 $215,000 7,559
   PRINCIPAL SECURITIES INC. 941 - 2023-12-31 6,691 $184,000 0
   IFP Advisors Inc 1036 - 2023-12-31 5,814 $160,000 2,683
   Sugarloaf Wealth Management LLC 185 - 2024-03-31 5,479 $156,000 0
   Cape Investment Advisory Inc. 188 *New 2023-12-31 4,725 $130,000 4,725
   NBC SECURITIES INC. 901 - 2024-03-31 3,846 $119,000 0
   HANSON MCCLAIN, INC. 959 *New 2024-03-31 4,060 $116,000 4,060
   AdvisorNet Financial Inc 647 - 2024-03-31 3,306 $94,000 0
   UBS Group AG 4964 - 2023-12-31 3,389 $93,000 3,029
   BANK OF MONTREAL /CAN/ 2872 - 2023-12-31 3,100 $86,000 1,400
   Global Trust Asset Management LLC 245 - 2024-03-31 2,500 $71,000 0
   Steward Partners Investment Advisory LLC 1929 *New 2023-12-31 2,039 $56,000 2,039
   Ambassador Advisors LLC 193 *New 2023-12-31 1,757 $48,000 1,757
   HARBOUR INVESTMENTS INC. 1656 - 2023-12-31 1,176 $32,000 597
   Capital Investment Advisory Services LLC 912 - 2024-03-31 60 $2,000 0
   MORGAN STANLEY 6968 *New 2023-12-31 1 $0 1
   PROEQUITIES INC. 5868 - 2023-12-31 0 $0 0
   Pensionmark Financial Group LLC 400 *Closed 2023-12-31 0 $0 -33,797
   OLD MISSION CAPITAL LLC 1062 *Closed 2023-12-31 0 $0 -31,509
   Aurum Wealth Management Group LLC 377 *Closed 2024-03-31 0 $0 -7,942
   ROYAL BANK OF CANADA 6781 *Closed 2023-12-31 0 $0 -260
   PFS Partners LLC 482 *Closed 2024-03-31 0 $0 -792
   Caitlin John LLC 851 - 2023-12-31 11 $0 0
  84 Records found
  1    
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