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Get Institutions for : 
Innovator Nasdaq-100 Power Buffer Etf - October (NOCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 75    17
Total shares held : 
 2,383,054  
% of shares held : 
 26.48%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   47  
Amount of shares held : 
 1,547,585  
% of shares held change : 
   17.2%  
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 :
20
 175,402
 7.36%
 
Increased Positions :
36
 1,396,186
 58.59%
 
Unchanged Positions :
13
 141,756
 5.95%
 
Decreased Positions :
6
-12,288
-0.52%
 
Closed Positions :
3
-11,715
-0.49%
 
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
   Advisor Group Holdings Inc. 210 - 2023-12-31 1,117,035 $51,158,000 969,981
   COMMONWEALTH EQUITY SERVICES LLC. 1203 - 2023-12-31 88,689 $4,062,000 47,437
   Atria Wealth Solutions Inc. 464 - 2023-12-31 65,139 $2,983,000 48,930
   BB&T CORP 1185 - 2023-12-31 48,951 $2,242,000 13,067
   Pillar Wealth Advisors LLC 18 - 2023-12-31 40,271 $1,844,000 0
   Valtinson Bruner Financial Planning LLC 37 - 2023-12-31 37,382 $1,712,000 935
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1364 - 2024-03-31 35,861 $1,706,000 -138,579
   InterOcean Capital Group LLC 154 - 2023-12-31 35,462 $1,624,000 0
   OLD MISSION CAPITAL LLC 317 *New 2023-12-31 34,593 $1,584,000 34,593
   LPL FINANCIAL CORP 2686 - 2023-12-31 31,193 $1,429,000 16,875
   Strategic Blueprint LLC 210 - 2024-03-31 26,529 $1,262,000 -616
   Diligent Investors LLC 81 - 2023-12-31 27,406 $1,255,000 11,175
   AE Wealth Management LLC 1072 *New 2023-12-31 26,493 $1,234,000 26,493
   FINANCIAL NETWORK 1269 - 2023-12-31 25,584 $1,172,000 7,734
   Brookstone Capital Management 452 - 2024-03-31 24,233 $1,153,000 -26,680
   ENVESTNET ASSET MANAGEMENT INC 2839 - 2023-12-31 24,525 $1,123,000 13,320
   DHJJ Financial Advisors Ltd. 41 - 2024-03-31 22,924 $1,091,000 -245
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2673 - 2023-12-31 23,794 $1,090,000 23,794
   CWM LLC 835 - 2024-03-31 21,515 $1,024,000 1,161
   CoreCap Advisors LLC 255 - 2023-12-31 22,047 $1,010,000 4,372
   CENTAURUS FINANCIAL INC. 235 - 2023-12-31 21,969 $1,006,000 3,865
   Cetera Investment Advisers 1103 - 2023-12-31 21,728 $995,000 -5,238
   JANNEY MONTGOMERY SCOTT LLC 1461 - 2023-12-31 20,895 $957,000 10,085
   Kestra Advisory Services LLC 1146 - 2023-12-31 20,598 $943,000 10,330
   CREATIVE FINANCIAL DESIGNS INC /ADV 186 - 2023-12-31 17,800 $815,000 0
   Visionary Wealth Advisors 251 *New 2023-12-31 17,513 $802,000 17,513
   CITADEL ADVISORS LLC 3396 - 2023-12-31 13,374 $613,000 638
   Sigma Planning Corp 398 *New 2023-12-31 13,197 $604,000 13,197
   TOWNSQUARE CAPITAL LLC 751 - 2023-12-31 12,285 $563,000 -150
   BROWN WEALTH MANAGEMENT LLC 50 - 2023-12-31 12,285 $563,000 -150
   Sunbelt Securities Inc. 296 - 2024-03-31 11,737 $558,000 -4,157
   Focus Financial Network Inc. 371 - 2024-03-31 11,145 $523,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 451 - 2023-12-31 11,145 $510,000 0
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 309 - 2024-03-31 10,870 $498,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2505 - 2024-03-31 10,390 $494,000 -2,048
   Sugarloaf Wealth Management LLC 90 - 2024-03-31 10,097 $480,000 0
   Arlington Capital Management Inc. 57 - 2024-03-31 9,745 $464,000 3,956
   ADVISORY SERVICES NETWORK, LLC 939 - 2023-12-31 9,761 $447,000 4,656
   MULTIFINANCIAL SECURITIES CORP 1203 *New 2023-12-31 9,620 $441,000 9,620
   Outlook Wealth Advisors LLC 154 - 2024-03-31 9,147 $435,000 -139
   H D Vest Advisory Services 1049 - 2023-12-31 9,423 $432,000 -5,521
   Global Trust Asset Management LLC 109 - 2024-03-31 9,050 $431,000 0
   Crown Wealth Group LLC *New 2023-12-31 9,273 $425,000 9,273
   THOROUGHBRED FINANCIAL SERVICES LLC 391 - 2023-12-31 9,043 $414,000 1,151
   Hartland & Co. LLC 338 - 2023-12-31 9,000 $412,000 0
   CRA Financial Services LLC 139 - 2024-03-31 8,520 $405,000 0
   HARBOUR INVESTMENTS INC. 626 - 2023-12-31 8,354 $383,000 935
   LINCOLN NATIONAL CORP 780 - 2023-12-31 7,992 $366,000 578
   U.S. Capital Wealth Advisors LLC 516 - 2023-12-31 7,925 $363,000 3,211
   Benchmark Investment Advisors LLC 227 *New 2023-12-31 7,677 $352,000 7,677
   BCJ Capital Management LLC 219 *New 2023-12-31 7,677 $352,000 7,677
   JANE STREET GROUP LLC 4320 *New 2023-12-31 7,350 $337,000 7,350
   Arkadios Wealth Advisors - 2023-12-31 6,936 $318,000 -415
   HIGHTOWER ADVISORS, LLC 2695 - 2023-12-31 6,135 $280,000 365
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1977 - 2024-03-31 5,560 $265,000 0
   Capital Analysts Inc. 387 - 2023-12-31 5,691 $261,000 -814
   Sequoia Financial Advisors LLC - 2023-12-31 5,668 $260,000 811
   MCCORMACK ADVISORS INTERNATIONAL 855 *New 2023-12-31 5,580 $256,000 5,580
   GOLDMAN SACHS GROUP INC/ 4127 *New 2023-12-31 5,303 $243,000 5,303
   WEDBUSH MORGAN SECURITIES INC 868 - 2023-12-31 5,265 $241,000 0
   Arete Wealth Advisors LLC 611 *New 2023-12-31 5,189 $238,000 5,189
   PERSONAL CFO SOLUTIONS LLC 441 *New 2023-12-31 5,171 $237,000 5,171
   BCS Wealth Management 210 - 2024-03-31 4,910 $234,000 0
   Leading Edge Financial Planning LLC 54 - 2023-12-31 4,948 $227,000 4,948
   PCA Investment Advisory Services Inc. 107 *New 2023-12-31 4,700 $215,000 4,700
   IFP Advisors Inc 911 - 2023-12-31 4,494 $206,000 839
   Archer Investment Corp 224 - 2023-12-31 4,025 $184,000 0
   Steward Partners Investment Advisory LLC 1429 - 2023-12-31 3,794 $174,000 2,386
   PRINCIPAL SECURITIES INC. 977 - 2023-12-31 3,660 $168,000 0
   AdvisorNet Financial Inc 528 - 2024-03-31 3,193 $152,000 0
   Ambassador Advisors LLC 192 *New 2023-12-31 1,022 $48,000 1,022
   Householder Group Estate & Retirement Specialist L *New 2023-12-31 512 $23,000 512
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 473 - 2024-03-31 361 $17,000 0
   GENWORTH FINANCIAL WEALTH MANAGEMENT INC 1329 *New 2023-12-31 303 $14,000 303
   Caitlin John LLC 497 - 2023-12-31 157 $7,000 0
   Venturi Wealth Management LLC 1273 - 2024-03-31 36 $2,000 3
   MML INVESTORS SERVICES LLC 2434 *Closed 2023-12-31 0 $0 -6,692
   PROEQUITIES INC. 5853 - 2023-12-31 0 $0 0
   MORGAN STANLEY 7575 *Closed 2023-12-31 0 $0 -4,000
   UBS Group AG 8591 *Closed 2023-12-31 0 $0 -1,023
  80 Records found
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