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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 85    5
Total shares held : 
 3,040,421  
% of shares held : 
 33.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -6  
Amount of shares held : 
 -590,127  
% of shares held change : 
   -6.56%  
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 :
12
 81,460
 2.68%
 
Increased Positions :
18
 135,480
 4.46%
 
Unchanged Positions :
26
 291,622
 9.59%
 
Decreased Positions :
29
-768,903
-25.29%
 
Closed Positions :
7
-38,164
-1.26%
 
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
   ALTFEST L J & CO INC 4 - 2024-03-31 446,560 $25,744,000 -31,202
   Tradition Wealth Management LLC 24 - 2023-12-31 216,366 $10,639,000 -3,290
   PERSONAL CFO SOLUTIONS LLC 15 - 2023-12-31 111,158 $6,125,000 -838
   Advisor Group Holdings Inc. 998 - 2024-03-31 90,794 $5,233,000 -122,286
   COMMONWEALTH EQUITY SERVICES LLC. 1134 - 2024-03-31 90,450 $5,214,000 -72,290
   BB&T CORP 881 - 2023-12-31 84,407 $4,651,000 -1,560
   LPL FINANCIAL CORP 1883 - 2024-03-31 75,247 $4,338,000 1,134
   Outlook Wealth Advisors LLC 18 - 2024-03-31 68,325 $3,939,000 8,332
   Kestra Advisory Services LLC 597 - 2023-12-31 60,114 $3,313,000 18,297
   Onyx Bridge Wealth Group LLC 42 - 2024-03-31 52,632 $3,024,000 6,039
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1031 - 2024-03-31 51,599 $2,975,000 -12,415
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1399 - 2024-03-31 49,513 $2,854,000 35,445
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1471 - 2024-03-31 47,144 $2,718,000 -3,426
   Strategic Blueprint LLC 118 - 2024-03-31 43,784 $2,524,000 -407
   MULTIFINANCIAL SECURITIES CORP 481 - 2023-12-31 38,622 $2,128,000 48
   Cypress Wealth Services LLC 49 - 2024-03-31 35,917 $2,071,000 0
   ODonnell Financial Services LLC 17 - 2024-03-31 34,835 $2,008,000 -14,206
   Goss Wealth Management LLC 673 - 2023-12-31 33,898 $1,902,000 -343
   Sequoia Financial Advisors LLC 338 - 2024-03-31 32,426 $1,869,000 -1,367
   ENVESTNET ASSET MANAGEMENT INC 2523 - 2023-12-31 33,012 $1,819,000 -6,910
   Diligent Investors LLC 51 - 2024-03-31 30,673 $1,768,000 0
   PRINCIPAL SECURITIES INC. 345 - 2024-03-31 25,439 $1,467,000 195
   DHJJ Financial Advisors Ltd. 35 - 2024-03-31 24,609 $1,419,000 -554
   FIRST HEARTLAND CONSULTANTS INC 139 *New 2024-03-31 23,526 $1,356,000 23,526
   FINANCIAL NETWORK 1181 - 2023-12-31 24,595 $1,355,000 -3,873
   WOLVERINE TRADING LLC 351 *New 2023-12-31 23,859 $1,315,000 23,859
   JANNEY MONTGOMERY SCOTT LLC 1361 - 2024-03-31 22,577 $1,302,000 12,544
   Steward Partners Investment Advisory LLC 653 - 2023-12-31 22,672 $1,249,000 1,013
   Valtinson Bruner Financial Planning LLC 49 - 2024-03-31 20,165 $1,162,000 0
   HIGHTOWER ADVISORS, LLC 1746 - 2024-03-31 18,176 $1,048,000 -5,725
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1218 - 2024-03-31 17,750 $1,023,000 -3,390
   CREATIVE FINANCIAL DESIGNS INC /ADV 171 - 2024-03-31 16,340 $942,000 500
   Berkshire Money Management Inc. 35 - 2024-03-31 16,208 $934,000 -165,544
   LINCOLN NATIONAL CORP 549 - 2024-03-31 15,578 $898,000 0
   AE Wealth Management LLC 1192 - 2023-12-31 15,983 $897,000 -13,859
   Cetera Investment Advisers 1167 - 2023-12-31 16,092 $887,000 -4,830
   BLAIR WILLIAM & CO/IL 918 - 2024-03-31 14,713 $848,000 0
   Pillar Wealth Advisors LLC 38 - 2024-03-31 12,995 $749,000 0
   CoreCap Advisors LLC 291 - 2023-12-31 13,013 $717,000 560
   ASSET MANAGEMENT CORP /IL/ /ADV 45 - 2023-03-31 14,263 $683,000 0
   CRA Financial Services LLC 116 - 2024-03-31 9,672 $558,000 -1,900
   Atria Wealth Solutions Inc. 1150 - 2023-12-31 9,911 $546,000 5,503
   Nelson Van Denburg & Campbell Wealth Management Gr 425 - 2024-03-31 9,337 $538,000 0
   AdvisorNet Financial Inc 289 - 2024-03-31 9,287 $535,000 -88,901
   FOUNDERS FINANCIAL SECURITIES LLC 263 - 2024-03-31 8,617 $497,000 -13,715
   Arlington Capital Management Inc. 56 - 2024-03-31 8,070 $465,000 794
   Capital Analysts Inc. 320 - 2023-12-31 8,344 $460,000 -582
   CITADEL ADVISORS LLC 3698 *New 2023-12-31 8,216 $453,000 8,216
   Visionary Wealth Advisors 330 - 2023-12-31 8,159 $450,000 0
   BCS Wealth Management 154 - 2024-03-31 7,176 $414,000 -377
   S.C. Financial Services Inc. 52 - 2022-12-31 9,337 $397,000 0
   Focus Financial Network Inc. 429 - 2024-03-31 6,888 $391,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 508 - 2023-12-31 7,088 $391,000 0
   Csenge Advisory Group 500 - 2024-03-31 6,475 $373,000 -600
   Keystone Wealth Services LLC 156 - 2024-03-31 6,100 $352,000 0
   Long Island Wealth Management Inc. 61 - 2023-12-31 6,152 $339,000 0
   H D Vest Advisory Services 1242 - 2024-03-31 5,692 $328,000 0
   HPM Partners LLC - 2023-12-31 5,871 $324,000 -3,194
   KFG WEALTH MANAGEMENT LLC 114 - 2024-03-31 5,515 $318,000 5,515
   Sunbelt Securities Inc. 420 - 2024-03-31 5,387 $311,000 -885
   Spectrum Investment Advisors Inc. 27 - 2024-03-31 5,121 $295,000 0
   Leading Edge Financial Planning LLC 38 - 2024-03-31 5,106 $294,000 -957
   MCCORMACK ADVISORS INTERNATIONAL 895 - 2024-03-31 5,105 $294,000 -58,276
   LEVEL FOUR ADVISORY SERVICES LLC 632 - 2023-12-31 4,984 $275,000 -1,895
   COLDSTREAM CAPITAL MANAGEMENT INC 741 - 2023-12-31 4,910 $271,000 0
   Stratos Wealth Advisors LLC 581 - 2024-03-31 4,510 $260,000 -3,720
   OLD MISSION CAPITAL LLC 766 *New 2023-12-31 4,699 $259,000 4,699
   PRW Wealth Management LLC 85 - 2023-09-30 5,000 $251,000 -13,800
   Cedar Brook Financial Partners LLC 368 - 2024-03-31 4,201 $242,000 -2,340
   CENTAURUS FINANCIAL INC. 553 - 2023-12-31 4,223 $233,000 -109
   Sigma Planning Corp 1067 - 2024-03-31 3,975 $229,000 3,975
   PFG Advisors 608 - 2024-03-31 3,718 $214,000 -1,914
   Snowden Capital Advisors LLC 1039 *New 2023-12-31 3,862 $213,000 3,862
   JANE STREET GROUP LLC 4731 *New 2023-12-31 3,741 $206,000 3,741
   WEDBUSH MORGAN SECURITIES INC 968 - 2023-12-31 3,647 $201,000 -400
   GRADIENT INVESTMENTS LLC 316 - 2024-03-31 2,615 $151,000 -157,568
   CWM LLC 1814 - 2024-03-31 1,881 $108,000 0
   SILVER OAK SECURITIES Inc 421 - 2024-03-31 1,787 $103,000 -6,415
   MORGAN STANLEY 5743 - 2023-12-31 1,825 $101,000 0
   IFP Advisors Inc 1282 - 2023-12-31 1,578 $87,000 -3,309
   UBS Group AG 5059 *New 2023-12-31 1,427 $79,000 1,427
   HARBOUR INVESTMENTS INC. 1248 - 2023-12-31 1,391 $77,000 0
   US BANCORP 2829 - 2024-03-31 625 $36,000 0
   Sugarloaf Wealth Management LLC 430 - 2024-03-31 300 $17,000 0
   Caitlin John LLC 758 - 2023-12-31 11 $1,000 0
   Arkadios Wealth Advisors 703 *Closed 2024-03-31 0 $0 -4,862
   ACCUVEST GLOBAL ADVISORS 110 *Closed 2023-12-31 0 $0 -10,970
   CASTLE WEALTH MANAGEMENT LLC 124 *Closed 2024-03-31 0 $0 -7,013
   Brookstone Capital Management 922 *Closed 2024-03-31 0 $0 -33,779
   FMR LLC 5187 *Closed 2023-12-31 0 $0 -2
   PROEQUITIES INC. 9075 - 2024-03-31 0 $0 0
   RFG Advisory Group LLC 746 *Closed 2024-03-31 0 $0 -36,122
   ST GERMAIN D J CO INC 836 *Closed 2024-03-31 0 $0 -3
   Comprehensive Financial Consultants Institutional 163 *Closed 2024-03-31 0 $0 -3,651
   SageView Advisory Group LLC 816 *Closed 2024-03-31 0 $0 -4,756
   Ameritas Advisory Services LLC 826 *Closed 2023-12-31 0 $0 -4,480
  96 Records found
  1    
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