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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 163    20
Total shares held : 
 19,020,962  
% of shares held : 
 84.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   63  
Amount of shares held : 
 5,064,888  
% of shares held change : 
   22.51%  
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 :
27
 843,534
 4.43%
 
Increased Positions :
75
 4,981,024
 26.19%
 
Unchanged Positions :
29
 604,239
 3.18%
 
Decreased Positions :
32
-658,625
-3.46%
 
Closed Positions :
7
-101,045
-0.53%
 
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
   ALLIANCEBERNSTEIN L.P. 209 - 2023-12-31 5,377,693 $188,757,000 1,956,220
   Strategic Wealth Partners Group LLC 7 - 2024-03-31 1,083,141 $39,641,000 -60,575
   Brookstone Capital Management 31 - 2024-03-31 1,030,365 $37,709,000 -259,924
   Penserra Capital Management LLC 31 - 2023-12-31 869,719 $30,527,000 184,743
   HIGHTOWER ADVISORS, LLC 435 - 2024-03-31 615,683 $22,532,000 -2,968
   COMMONWEALTH EQUITY SERVICES LLC. 486 - 2024-03-31 557,662 $20,409,000 -14,546
   Advisor Group Holdings Inc. 416 - 2024-03-31 532,753 $19,498,000 -28,034
   Cetera Investment Advisers 157 - 2023-12-31 432,261 $15,172,000 16,500
   BLAIR WILLIAM & CO/IL 280 - 2024-03-31 378,698 $13,860,000 -364
   STEPHENS INC /AR/ 104 - 2023-12-31 386,108 $13,552,000 -6,400
   MBL Wealth LLC 17 - 2024-03-31 360,679 $13,200,000 -11,480
   Global Strategic Investment Solutions LLC 20 - 2024-03-31 336,487 $12,315,000 -7,098
   ENVESTNET ASSET MANAGEMENT INC 1340 - 2023-12-31 332,001 $11,653,000 30,540
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 783 - 2024-03-31 282,601 $10,343,000 1,929
   BB&T CORP 604 - 2023-12-31 285,560 $10,023,000 28,796
   LINCOLN NATIONAL CORP 91 - 2024-03-31 263,664 $9,650,000 -2,215
   TOWNSQUARE CAPITAL LLC 137 - 2023-12-31 238,099 $8,357,000 122,849
   LPL FINANCIAL CORP 1489 - 2024-03-31 208,766 $7,640,000 116,742
   Beacon Pointe Advisors LLC 208 - 2023-12-31 207,025 $7,267,000 61,416
   Kestra Advisory Services LLC 398 - 2023-12-31 169,397 $5,946,000 95,078
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 668 - 2024-03-31 159,293 $5,830,000 -8,161
   AE Wealth Management LLC 548 - 2023-12-31 162,352 $5,781,000 51,057
   BKD WEALTH ADVISORS LLC 97 - 2024-03-31 119,397 $4,370,000 -5,959
   JANNEY MONTGOMERY SCOTT LLC 810 - 2024-03-31 119,283 $4,365,000 -7,913
   GILL CAPITAL PARTNERS LLC 20 - 2024-03-31 118,655 $4,299,000 -1,655
   FINANCIAL NETWORK 646 - 2023-12-31 120,025 $4,213,000 32,925
   MULTIFINANCIAL SECURITIES CORP 332 - 2023-12-31 113,765 $3,993,000 17,952
   Pathstone Holdings LLC 501 - 2023-12-31 109,606 $3,847,000 0
   CoreCap Advisors LLC 87 - 2023-12-31 101,334 $3,557,000 48,709
   Castle Rock Wealth Management LLC 18 - 2023-12-31 95,905 $3,336,000 74,563
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 778 - 2024-03-31 89,732 $3,284,000 -2,565
   Feltz Wealth PLAN Inc. 97 - 2024-03-31 81,693 $2,990,000 22,564
   YARGER WEALTH STRATEGIES LLC 15 - 2024-03-31 81,065 $2,967,000 -6,289
   MML INVESTORS SERVICES LLC 838 - 2023-12-31 82,300 $2,889,000 13,577
   KFG WEALTH MANAGEMENT LLC 24 - 2024-03-31 78,388 $2,869,000 978
   Sigma Planning Corp 233 - 2024-03-31 76,103 $2,785,000 15,459
   Compass Advisory Group LLC 16 - 2024-03-31 73,572 $2,693,000 -900
   MILESTONE ASSET MANAGEMENT LLC 33 - 2024-03-31 72,752 $2,663,000 -254
   Goss Wealth Management LLC 563 - 2023-12-31 73,016 $2,592,000 20,705
   Tradition Wealth Management LLC 67 - 2023-12-31 71,686 $2,508,000 651
   Steward Partners Investment Advisory LLC 448 - 2023-12-31 70,295 $2,467,000 0
   Foundations Investment Advisors LLC 205 - 2023-12-31 68,083 $2,424,000 -2,474
   Bellwether Advisors LLC 48 - 2024-03-31 66,050 $2,417,000 112
   Pillar Wealth Advisors LLC 13 - 2024-03-31 64,116 $2,347,000 -771
   AlphaCore Capital LLC 56 - 2023-12-31 65,800 $2,310,000 0
   WealthPlan Investment Management LLC 71 *New 2023-12-31 59,692 $2,095,000 59,692
   RFG Advisory Group LLC 213 *New 2024-03-31 56,901 $2,082,000 56,901
   BCS Wealth Management 40 - 2024-03-31 55,000 $2,013,000 -946
   Outlook Wealth Advisors LLC 37 - 2024-03-31 51,818 $1,896,000 -964
   Retirement Income Solutions Inc 32 - 2024-03-31 51,272 $1,876,000 0
   Diligent Investors LLC 43 - 2024-03-31 51,232 $1,875,000 0
   CRA Financial Services LLC 49 - 2024-03-31 51,086 $1,870,000 -3,000
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 42 - 2024-03-31 49,907 $1,826,000 -1,516
   Atria Wealth Solutions Inc. 625 - 2023-12-31 51,937 $1,823,000 44,925
   Cresset Asset Management LLC 634 *New 2023-12-31 49,933 $1,753,000 49,933
   ATTICUS WEALTH MANAGEMENT LLC 31 - 2024-03-31 47,728 $1,747,000 0
   MCCORMACK ADVISORS INTERNATIONAL 391 - 2024-03-31 47,142 $1,725,000 -223,013
   Weaver Consulting Group 44 - 2024-03-31 43,466 $1,591,000 0
   RAYMOND JAMES & ASSOCIATES 2307 - 2024-03-31 42,225 $1,545,000 -5,194
   MERCER GLOBAL ADVISORS INC /ADV 859 *New 2023-12-31 38,538 $1,353,000 38,538
   CITY HOLDING CO 126 - 2024-03-31 34,128 $1,249,000 -2,480
   Long Island Wealth Management Inc. 32 - 2023-12-31 35,309 $1,239,000 0
   Pinnacle Wealth Management Group Inc. 30 - 2024-03-31 33,570 $1,229,000 0
   GOFEN & GLOSSBERG LLC /IL/ 220 *New 2022-12-31 39,695 $1,186,000 39,695
   BROWN WEALTH MANAGEMENT LLC 33 - 2023-12-31 33,748 $1,185,000 9,219
   Steward Financial Group LLC 21 - 2023-09-30 36,120 $1,168,000 0
   Wealth Alliance 150 - 2024-03-31 29,499 $1,080,000 0
   VALMARK ADVISERS INC 252 - 2024-03-31 29,257 $1,071,000 0
   ADVISORY SERVICES NETWORK, LLC 656 - 2024-03-31 29,237 $1,070,000 -4,744
   Resources Investment Advisors Inc. 501 - 2024-03-31 27,712 $1,014,000 158
   Advisory Alpha LLC 153 - 2024-03-31 27,560 $1,009,000 -135
   JANE STREET GROUP LLC 3206 *New 2023-12-31 28,026 $984,000 28,026
   Keystone Wealth Services LLC 82 - 2024-03-31 26,505 $970,000 0
   Patriot Financial Group Insurance Agency LLC 156 - 2024-03-31 26,387 $966,000 1,900
   Southland Equity Partners LLC 66 - 2024-03-31 26,321 $963,000 0
   WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 239 - 2024-03-31 26,147 $957,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 266 - 2024-03-31 25,821 $945,000 -6,387
   Benchmark Investment Advisors LLC 132 *New 2023-12-31 26,809 $941,000 26,809
   BCJ Capital Management LLC 130 - 2023-12-31 26,809 $941,000 26,809
   Capital Analysts Inc. 236 - 2023-12-31 25,949 $911,000 154
   PERSONAL CFO SOLUTIONS LLC 136 *New 2023-12-31 25,965 $911,000 25,965
   WEDBUSH MORGAN SECURITIES INC 347 - 2023-12-31 25,918 $910,000 7,536
   WPWealth LLP 27 - 2023-12-31 24,992 $877,000 15,253
   ASSET MANAGEMENT CORP /IL/ /ADV 36 - 2023-03-31 25,968 $817,000 4,941
   ARS Wealth Advisors Group LLC 73 *New 2023-12-31 23,275 $817,000 23,275
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2831 - 2024-03-31 21,715 $795,000 -59,454
   Continuum Advisory LLC 210 *New 2023-12-31 22,233 $780,000 22,233
   Change Path LLC 291 *New 2023-12-31 21,903 $769,000 21,903
   Strategic Blueprint LLC 291 - 2024-03-31 20,975 $768,000 -42
   H D Vest Advisory Services 854 - 2024-03-31 20,911 $765,000 -1,305
   Horan Capital Advisors LLC. 62 - 2024-03-31 20,636 $755,000 -38,691
   Orion Capital Management LLC 51 - 2024-03-31 20,500 $750,000 0
   AdvisorNet Financial Inc 249 - 2024-03-31 19,998 $732,000 0
   Visionary Wealth Advisors 265 - 2023-12-31 20,145 $707,000 2,789
   WEALTHSOURCE PARTNERS LLC 248 - 2023-12-31 19,950 $700,000 -200
   IFP Advisors Inc 470 - 2023-12-31 19,096 $670,000 288
   Sugarloaf Wealth Management LLC 71 - 2024-03-31 18,283 $669,000 0
   Csenge Advisory Group 355 - 2024-03-31 18,186 $666,000 0
   CAPTRUST FINANCIAL ADVISORS 1528 - 2023-12-31 18,812 $660,000 0
   SageView Advisory Group LLC 276 *New 2024-03-31 16,831 $631,000 16,831
  100 Records found
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