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Get Institutions for : 
Innovator Loup Frontier Tech Etf (LOUP)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 29    0
Total shares held : 
 476,393  
% of shares held : 
 5.29%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -2  
Amount of shares held : 
 17,572  
% of shares held change : 
   0.2%  
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 :
2
 24,338
 5.11%
 
Increased Positions :
8
 39,186
 8.23%
 
Unchanged Positions :
9
 1,487
 0.31%
 
Decreased Positions :
10
-38,411
-8.06%
 
Closed Positions :
2
-7,541
-1.58%
 
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
   Tradition Wealth Management LLC 30 - 2023-12-31 196,228 $8,594,000 6,980
   EPIQ PARTNERS LLC 13 - 2024-03-31 77,984 $3,724,000 10,901
   JANE STREET GROUP LLC 2166 - 2023-12-31 57,873 $2,535,000 9,716
   ROYAL BANK OF CANADA 2992 - 2023-12-31 26,121 $1,144,000 5,938
   SYNOVUS FINANCIAL CORP 418 *New 2023-12-31 24,290 $1,064,000 24,290
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2032 - 2024-03-31 13,550 $647,000 87
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3730 - 2023-12-31 11,770 $515,000 4,295
   Advisor Group Holdings Inc. 3203 - 2023-12-31 10,688 $468,000 -1,724
   COMMONWEALTH EQUITY SERVICES LLC. 2854 - 2024-03-31 9,556 $456,000 31
   BANK OF MONTREAL /CAN/ 2095 - 2023-12-31 10,058 $447,000 10,058
   DORSEY & WHITNEY TRUST CO LLC 367 - 2023-12-31 10,000 $438,000 1,000
   QUANTITATIVE ADVANTAGE LLC 101 - 2023-03-31 11,229 $398,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2688 - 2024-03-31 7,956 $380,000 0
   CAPTRUST FINANCIAL ADVISORS 2002 - 2023-12-31 7,927 $347,000 -3,311
   LPL FINANCIAL CORP 3934 - 2023-12-31 7,658 $335,000 -1,229
   Toroso Investments LLC 1282 - 2023-12-31 5,002 $219,000 -860
   CREATIVE FINANCIAL DESIGNS INC /ADV 641 - 2024-03-31 1,450 $69,000 400
   UBS Group AG 5148 - 2023-12-31 1,462 $64,000 959
   Capital Investment Advisory Services LLC 638 - 2024-03-31 1,177 $56,000 6
   Asset Dedication LLC 578 - 2024-03-31 436 $21,000 0
   CWM LLC 2882 - 2024-03-31 410 $20,000 0
   MORGAN STANLEY 6391 - 2023-12-31 257 $11,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 555 - 2024-03-31 131 $6,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 1844 - 2024-03-31 100 $5,000 0
   HARBOUR INVESTMENTS INC. 2447 - 2023-12-31 100 $4,000 0
   Global Retirement Partners LLC 2820 - 2024-03-31 43 $2,000 0
   Venturi Wealth Management LLC 1373 *Closed 2024-03-31 0 $0 -48
   CITADEL ADVISORS LLC 5719 *Closed 2023-12-31 0 $0 -6,341
   PROEQUITIES INC. 8774 - 2024-03-31 0 $0 0
   DHJJ Financial Advisors Ltd. 777 - 2024-03-31 10 $0 0
   Triumph Capital Management 239 *Closed 2024-03-31 0 $0 -5,533
  31 Records found
  1    
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