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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 185    9
Total shares held : 
 23,260,490  
% of shares held : 
 25.84%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 1,398,278  
% of shares held change : 
   1.55%  
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 :
21
 521,474
 2.24%
 
Increased Positions :
63
 3,093,550
 13.3%
 
Unchanged Positions :
37
 1,243,244
 5.34%
 
Decreased Positions :
64
-1,566,932
-6.74%
 
Closed Positions :
12
-649,814
-2.79%
 
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. 437 - 2023-12-31 2,641,948 $88,162,000 -66,094
   Brookstone Capital Management 28 - 2024-03-31 1,115,666 $39,472,000 -166,272
   Advisor Group Holdings Inc. 273 - 2023-12-31 1,133,107 $37,812,000 -348,311
   COMMONWEALTH EQUITY SERVICES LLC. 300 - 2024-03-31 1,048,068 $37,081,000 -31,225
   ENVESTNET ASSET MANAGEMENT INC 966 - 2023-12-31 674,567 $22,510,000 -50,921
   Ascent Wealth Partners LLC 7 - 2024-03-31 493,210 $17,450,000 -7,771
   PERSONAL CFO SOLUTIONS LLC 3 - 2023-12-31 517,873 $17,281,000 -2,828
   SAGEWORTH TRUST CO 16 - 2024-03-31 440,102 $15,571,000 -365,398
   Cresset Asset Management LLC 152 - 2023-12-31 448,496 $14,966,000 -48,397
   INTEGRAL INVESTMENT ADVISORS INC. 9 - 2024-03-31 249,210 $8,815,000 -34,853
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 902 - 2024-03-31 228,261 $8,076,000 -5,809
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 552 - 2024-03-31 215,480 $7,624,000 -39,097
   WEST MICHIGAN ADVISORS LLC 6 - 2023-12-31 224,719 $7,499,000 -2,375
   Beacon Pointe Advisors LLC 226 - 2023-12-31 199,444 $6,655,000 -27,142
   Strategic Wealth Partners Group LLC 30 - 2024-03-31 175,641 $6,214,000 -9,969
   LINCOLN NATIONAL CORP 146 - 2024-03-31 148,211 $5,244,000 -26,638
   Belpointe Asset Management LLC 40 - 2023-12-31 148,846 $4,967,000 -2,051
   GILL CAPITAL PARTNERS LLC 17 - 2023-12-31 137,187 $4,578,000 -9,987
   KFG WEALTH MANAGEMENT LLC 13 - 2024-03-31 125,763 $4,449,000 -4,278
   CoreCap Advisors LLC 74 - 2023-12-31 122,057 $4,073,000 -7,518
   Capital Investment Advisory Services LLC 48 - 2024-03-31 113,897 $4,030,000 -1,405
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 3 - 2023-12-31 115,531 $3,855,000 -3,819
   Keystone Wealth Services LLC 18 - 2024-03-31 97,895 $3,464,000 -8,605
   Capital Analysts Inc. 110 - 2023-12-31 101,816 $3,397,000 -7,213
   YARGER WEALTH STRATEGIES LLC 13 - 2024-03-31 92,869 $3,286,000 -146
   Atria Wealth Solutions Inc. 459 - 2023-12-31 91,121 $3,041,000 -8,373
   Lineweaver Wealth Advisors LLC 34 - 2024-03-31 76,568 $2,709,000 -5,735
   DHJJ Financial Advisors Ltd. 17 - 2024-03-31 75,636 $2,676,000 -4,069
   Bellwether Advisors LLC 39 - 2023-12-31 78,743 $2,628,000 -1,404
   Catalina Capital Group LLC 21 - 2024-03-31 67,213 $2,378,000 -62,864
   Global Strategic Investment Solutions LLC 46 - 2024-03-31 64,918 $2,297,000 -25,326
   Resources Investment Advisors Inc. 293 - 2023-12-31 66,503 $2,219,000 -5,088
   Pillar Wealth Advisors LLC 14 - 2023-12-31 66,042 $2,204,000 -570
   BKD WEALTH ADVISORS LLC 155 - 2024-03-31 60,849 $2,153,000 -3,466
   BCS Wealth Management 39 - 2024-03-31 58,823 $2,081,000 -5,654
   John W. Brooker & Co. CPAs 27 - 2024-03-31 56,281 $1,991,000 -2,665
   FIRST CITY CAPITAL MANAGEMENT INC 26 - 2023-12-31 50,220 $1,676,000 -215
   AYRSHIRE ASSOCIATES INC 38 - 2023-12-31 49,700 $1,658,000 -20,417
   TRUSTCORE FINANCIAL SERVICES LLC 85 - 2022-12-31 57,232 $1,623,000 -12,000
   VALMARK ADVISERS INC 193 - 2023-12-31 44,355 $1,480,000 -240
   FINANCIAL ARCHITECTS INC 100 - 2023-06-30 45,517 $1,420,000 -2,400
   H D Vest Advisory Services 618 - 2023-12-31 40,459 $1,350,000 -13,670
   Orion Capital Management LLC 29 - 2023-12-31 40,035 $1,336,000 -2,690
   BENJAMIN F. EDWARDS & COMPANY INC. 453 - 2024-03-31 35,819 $1,267,000 -9,944
   Patriot Financial Group Insurance Agency LLC 119 - 2024-03-31 35,779 $1,266,000 -1,254
   Cornerstone Wealth Group LLC 116 - 2024-03-31 34,766 $1,230,000 -235
   ATTICUS WEALTH MANAGEMENT LLC 37 - 2024-03-31 34,000 $1,203,000 -100
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 227 - 2024-03-31 33,663 $1,191,000 -698
   Strategic Blueprint LLC 221 - 2024-03-31 33,252 $1,176,000 -5,990
   CITY HOLDING CO 140 - 2024-03-31 29,793 $1,054,000 -200
   Schulz Wealth LTD. 21 - 2024-03-31 26,780 $947,000 -1,085
   Weaver Consulting Group 66 - 2024-03-31 25,109 $888,000 -413
   RETIREMENT PLANNING GROUP 113 - 2024-03-31 22,766 $805,000 -2,083
   Outlook Wealth Advisors LLC 83 - 2024-03-31 22,504 $796,000 -71,114
   Foundations Investment Advisors LLC 345 - 2023-12-31 22,479 $764,000 -34,656
   LEVEL FOUR ADVISORY SERVICES LLC 357 - 2023-12-31 22,605 $754,000 -6,560
   Cape Investment Advisory Inc. 56 - 2023-12-31 22,590 $754,000 -50
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3228 - 2023-12-31 21,910 $731,000 -13,963
   Valtinson Bruner Financial Planning LLC 62 - 2024-03-31 20,600 $729,000 -4,490
   ALTFEST L J & CO INC 153 - 2024-03-31 19,521 $691,000 -696
   MILESTONE ASSET MANAGEMENT LLC 87 - 2024-03-31 19,237 $681,000 -1,356
   AXXCESS WEALTH MANAGEMENT LLC 437 - 2023-12-31 20,412 $681,000 -143
   Beacon Financial Advisory LLC 94 - 2024-03-31 18,920 $669,000 -368
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 94 - 2024-03-31 18,792 $665,000 -508
   RAYMOND JAMES & ASSOCIATES 2878 - 2024-03-31 17,763 $628,000 -548
   IFP Advisors Inc 501 - 2023-12-31 18,433 $615,000 -752
   Crown Wealth Group LLC 43 - 2024-03-31 17,368 $614,000 -4,745
   Pinnacle Wealth Management Group Inc. 48 - 2024-03-31 16,410 $581,000 -10,000
   Parker Financial LLC 30 - 2024-03-31 16,027 $567,000 -6,456
   Chicago Partners Investment Group LLC 464 - 2024-03-31 13,359 $466,000 -6,229
   Kingsview Wealth Management LLC 649 - 2023-12-31 13,867 $463,000 -1,290
   PRINCIPAL SECURITIES INC. 709 - 2024-03-31 12,505 $442,000 -605
   Sound View Wealth Advisors Group LLC 248 - 2023-12-31 12,641 $422,000 -1,289
   JANE STREET GROUP LLC 4282 - 2023-12-31 10,568 $353,000 -51,034
   HPM Partners LLC - 2023-12-31 10,500 $350,000 -34,200
   Cedar Brook Financial Partners LLC 302 - 2024-03-31 8,800 $311,000 -6,165
   J.W. COLE ADVISORS INC. 683 - 2024-03-31 8,680 $307,000 -291
   Carnick & Kubik Group LLC 184 - 2024-03-31 8,333 $295,000 -137,554
   U.S. Capital Wealth Advisors LLC 557 - 2023-12-31 8,747 $292,000 -3,340
   Sugarloaf Wealth Management LLC 123 - 2024-03-31 7,083 $251,000 -467
   NATIONAL ASSET MANAGEMENT, INC. 1137 - 2023-12-31 7,436 $248,000 -1,600
   CASTLE WEALTH MANAGEMENT LLC 112 - 2024-03-31 6,321 $224,000 -11,251
   ROYAL BANK OF CANADA 4816 - 2023-12-31 3,678 $123,000 -2,085
   MORGAN STANLEY 5749 - 2023-12-31 3,000 $100,000 -165
   OPTIMUM INVESTMENT ADVISORS 319 - 2024-03-31 2,000 $71,000 -2,000
   AdvisorNet Financial Inc 753 - 2024-03-31 1,685 $60,000 -625
   Emerald Investment Partners LLC 416 - 2024-03-31 350 $12,000 -3,500
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 381 - 2023-12-31 348 $12,000 -83
   J P MORGAN CHASE & CO 5037 - 2023-12-31 356 $12,000 -21
   Larson Financial Group LLC 1206 - 2024-03-31 154 $5,000 -415
   Impact Partnership Wealth LLC 630 - 2023-12-31 92 $3,000 -4,658
  91 Records found
  1    
  Page 1 of 1
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