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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf (PAPR)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 152    5
Total shares held : 
12,995,725  
% of shares held : 
84.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -55  
Amount of shares held : 
-1,338,504  
% of shares held change : 
  -8.71%  
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 :
5
 31,509
 0.24%
 
Increased Positions :
20
 352,238
 2.71%
 
Unchanged Positions :
57
 1,192,991
 9.18%
 
Decreased Positions :
70
-1,498,469
-11.53%
 
Closed Positions :
10
-223,782
-1.72%
 
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
   ALLIANCEBERNSTEIN L.P. 396 - 2023-12-31 3,123,570 $102,110,000 -49,362
   Miracle Mile Advisors LLC 27 - 2024-03-31 1,205,481 $40,492,000 -264,124
   Penserra Capital Management LLC 37 - 2023-12-31 923,656 $30,194,000 193,043
   COMMONWEALTH EQUITY SERVICES LLC. 562 - 2024-03-31 496,473 $16,677,000 -103,584
   SageView Advisory Group LLC 23 - 2024-03-31 304,177 $12,696,000 175,974
   Advisor Group Holdings Inc. 579 - 2024-03-31 370,101 $12,431,000 12,871
   BKD WEALTH ADVISORS LLC 57 - 2024-03-31 292,293 $9,818,000 -71
   Bedel Financial Consulting Inc. 10 - 2024-03-31 242,956 $8,161,000 -7,545
   Strategic Wealth Partners Group LLC 25 - 2024-03-31 233,206 $7,833,000 135,319
   BEDEL FINANCIAL CONSULTING INC 9 - 2023-09-30 250,501 $7,668,000 0
   HIGHTOWER ADVISORS, LLC 790 - 2024-03-31 225,419 $7,574,000 -149,359
   Bellwether Advisors LLC 14 - 2024-03-31 216,030 $7,256,000 6,983
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 601 - 2024-03-31 200,229 $6,726,000 -17,553
   AA Financial Advisors LLC 8 - 2024-03-31 191,520 $6,433,000 186
   ENVESTNET ASSET MANAGEMENT INC 1728 - 2023-12-31 195,963 $6,406,000 -41,634
   Southland Equity Partners LLC 12 - 2024-03-31 179,061 $6,015,000 4,405
   GILL CAPITAL PARTNERS LLC 14 - 2024-03-31 170,142 $5,599,000 114,795
   JANNEY MONTGOMERY SCOTT LLC 723 - 2024-03-31 164,578 $5,528,000 -10,983
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1119 - 2024-03-31 153,321 $5,150,000 15,776
   LPL FINANCIAL CORP 1826 - 2024-03-31 139,150 $4,674,000 30,223
   Outlook Wealth Advisors LLC 16 *New 2024-03-31 129,247 $4,341,000 129,247
   Beacon Pointe Advisors LLC 326 - 2023-12-31 124,252 $4,062,000 -11,886
   BLAIR WILLIAM & CO/IL 528 - 2024-03-31 115,306 $3,873,000 3,057
   Pinnacle Wealth Management Group Inc. 11 - 2024-03-31 111,687 $3,752,000 -240
   LINCOLN NATIONAL CORP 204 - 2024-03-31 109,113 $3,665,000 -15,009
   KFG WEALTH MANAGEMENT LLC 18 - 2024-03-31 106,197 $3,567,000 6,391
   Nikulski Financial Inc. 25 - 2024-03-31 102,594 $3,446,000 -5,275
   MULTIFINANCIAL SECURITIES CORP 366 - 2023-12-31 102,957 $3,366,000 9,305
   Kestra Advisory Services LLC 594 - 2023-12-31 102,206 $3,341,000 17,954
   FINANCIAL NETWORK 777 - 2023-12-31 95,967 $3,137,000 -33,361
   TOWNSQUARE CAPITAL LLC 332 - 2023-12-31 93,158 $3,045,000 8,128
   MML INVESTORS SERVICES LLC 811 - 2023-12-31 92,227 $3,015,000 4,061
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 833 - 2024-03-31 80,881 $2,717,000 -35,562
   BB&T CORP 1161 - 2023-12-31 73,321 $2,397,000 -212
   LAKE STREET FINANCIAL LLC 82 - 2024-03-31 70,502 $2,368,000 -957
   Brookstone Capital Management 329 - 2024-03-31 70,343 $2,363,000 -49,905
   NovaPoint Capital LLC 49 *New 2024-03-31 65,817 $2,211,000 65,817
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 25 - 2024-03-31 62,251 $2,091,000 33,489
   CAPTRUST FINANCIAL ADVISORS 889 - 2023-12-31 63,725 $2,083,000 0
   CENTAURUS FINANCIAL INC. 143 - 2023-12-31 59,617 $1,949,000 -1,274
   AE Wealth Management LLC 913 - 2023-12-31 58,278 $1,925,000 -40,992
   CoreCap Advisors LLC 169 - 2023-12-31 57,990 $1,896,000 2,220
   Apollon Wealth Management LLC 310 - 2024-03-31 55,000 $1,847,000 -300
   Strategic Blueprint LLC 159 - 2024-03-31 54,375 $1,826,000 -783
   Diligent Investors LLC 73 - 2024-03-31 44,898 $1,508,000 0
   Elmwood Wealth Management Inc. 29 - 2023-12-31 45,482 $1,487,000 -57,247
   Lloyd Advisory Services LLC. 50 *New 2024-03-31 40,179 $1,436,000 40,179
   CITY HOLDING CO 113 - 2024-03-31 42,700 $1,434,000 0
   RFG Advisory Group LLC 304 - 2024-03-31 39,063 $1,312,000 32,362
   John W. Brooker & Co. CPAs 37 - 2024-03-31 37,750 $1,268,000 -430
   Castle Rock Wealth Management LLC 72 - 2023-12-31 37,929 $1,234,000 0
   Goss Wealth Management LLC 838 - 2023-12-31 37,031 $1,222,000 21,306
   Patriot Financial Group Insurance Agency LLC 124 - 2024-03-31 36,385 $1,222,000 -2,601
   Cetera Investment Advisers 1018 - 2023-12-31 35,808 $1,171,000 -3,498
   DHJJ Financial Advisors Ltd. 39 - 2024-03-31 34,508 $1,159,000 -21,630
   VALMARK ADVISERS INC 242 - 2024-03-31 34,300 $1,152,000 -2,795
   Spire Wealth Management 356 - 2024-03-31 32,543 $1,093,000 -6,594
   WorthPointe LLC 24 - 2023-12-31 33,342 $1,090,000 -43
   Pillar Wealth Advisors LLC 30 - 2024-03-31 32,304 $1,085,000 0
   BCS Wealth Management 67 - 2024-03-31 31,972 $1,074,000 -25,634
   PALO ALTO WEALTH ADVISORS LLC 20 - 2024-03-31 30,866 $1,037,000 -460
   Cornerstone Wealth Group LLC 125 *New 2024-03-31 28,708 $964,000 28,708
   WPWealth LLP 25 - 2023-12-31 29,340 $959,000 -4,111
   Lineweaver Wealth Advisors LLC 81 - 2024-03-31 27,972 $940,000 -4,204
   Sound View Wealth Advisors Group LLC 167 - 2024-03-31 27,586 $927,000 -2,490
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 75 - 2024-03-31 27,462 $922,000 -632
   Sugarloaf Wealth Management LLC 56 - 2024-03-31 27,368 $919,000 0
   FINANCIAL ARCHITECTS INC 150 - 2023-06-30 29,301 $905,000 18,201
   Wealth Alliance 174 - 2024-03-31 26,437 $888,000 0
   Valtinson Bruner Financial Planning LLC 55 - 2024-03-31 26,115 $877,000 0
   H D Vest Advisory Services 832 - 2024-03-31 23,945 $804,000 -1,841
   Atria Wealth Solutions Inc. 963 - 2023-12-31 24,274 $794,000 -4,900
   Sutton Wealth Advisors Inc. 47 - 2023-09-30 25,839 $791,000 0
   INTEGRAL INVESTMENT ADVISORS INC. 66 - 2024-03-31 22,692 $762,000 3,932
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 287 - 2024-03-31 22,300 $729,000 0
   Pensionmark Financial Group LLC 181 - 2023-12-31 21,634 $707,000 0
   JANE STREET GROUP LLC 3566 - 2023-12-31 21,563 $705,000 2,572
   Straight Path Wealth Management 28 - 2024-03-31 20,701 $695,000 0
   ATTICUS WEALTH MANAGEMENT LLC 57 - 2024-03-31 20,013 $672,000 3,250
   Main Street Financial Solutions LLC 259 - 2024-03-31 19,686 $661,000 -36
   M HOLDINGS SECURITIES, INC. 147 - 2023-12-31 20,171 $659,000 0
   Foundations Investment Advisors LLC 376 - 2023-12-31 19,520 $645,000 -1,968
   Focus Financial Network Inc. 330 - 2024-03-31 19,293 $632,000 0
   Sequoia Financial Advisors LLC 610 - 2024-03-31 18,774 $631,000 0
   Weaver Consulting Group 80 - 2024-03-31 18,748 $630,000 150
   HARBOUR INVESTMENTS INC. 483 - 2023-12-31 18,431 $603,000 3,794
   Benchmark Investment Advisors LLC 174 *New 2023-12-31 17,920 $586,000 17,920
   BCJ Capital Management LLC 167 - 2023-12-31 17,920 $586,000 5,424
   AdvisorNet Financial Inc 280 - 2024-03-31 17,393 $584,000 1,163
   Schulz Wealth LTD. 28 - 2024-03-31 15,515 $521,000 0
   InterOcean Capital Group LLC 277 - 2023-12-31 15,900 $520,000 -11,391
   Alera Investment Advisors LLC 115 - 2024-03-31 15,430 $518,000 -2,904
   Continuum Advisory LLC 274 - 2023-12-31 15,767 $515,000 3,927
   Visionary Wealth Advisors 307 - 2023-12-31 15,642 $511,000 -2,362
   IFP Advisors Inc 569 - 2023-12-31 15,016 $491,000 -750
   OLD MISSION CAPITAL LLC 633 - 2023-12-31 14,437 $472,000 -345
   ADVISORY SERVICES NETWORK, LLC 984 - 2024-03-31 13,885 $466,000 -540
   CLS INVESTMENT FIRM LLC 1010 - 2022-12-31 16,409 $461,000 -84
   SRS Capital Advisors Inc. 167 - 2023-12-31 13,967 $457,000 -20
   Waterloo Capital L.P. 225 - 2023-12-31 13,925 $455,000 0

  100 Records found
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