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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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   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
   Cresset Asset Management LLC 634 *New 2023-12-31 49,933 $1,753,000 49,933
   MERCER GLOBAL ADVISORS INC /ADV 859 *New 2023-12-31 38,538 $1,353,000 38,538
   GOFEN & GLOSSBERG LLC /IL/ 220 *New 2022-12-31 39,695 $1,186,000 39,695
   JANE STREET GROUP LLC 3206 *New 2023-12-31 28,026 $984,000 28,026
   Benchmark Investment Advisors LLC 132 *New 2023-12-31 26,809 $941,000 26,809
   PERSONAL CFO SOLUTIONS LLC 136 *New 2023-12-31 25,965 $911,000 25,965
   ARS Wealth Advisors Group LLC 73 *New 2023-12-31 23,275 $817,000 23,275
   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
   SageView Advisory Group LLC 276 *New 2024-03-31 16,831 $631,000 16,831
   Cornerstone Wealth Group LLC 148 *New 2024-03-31 15,985 $585,000 15,985
   Pensionmark Financial Group LLC 265 *New 2023-12-31 11,070 $384,000 11,070
   M HOLDINGS SECURITIES, INC. 164 *New 2023-12-31 10,433 $366,000 10,433
   BLB&B ADVISORS LLC 231 *New 2024-03-31 8,015 $293,000 8,015
   HANSON MCCLAIN, INC. 757 *New 2024-03-31 5,969 $218,000 5,969
   BROWN BROTHERS HARRIMAN & CO 509 *New 2024-03-31 5,766 $211,000 5,766
   U.S. Capital Wealth Advisors LLC 640 *New 2024-03-31 5,583 $204,000 5,583
   WELLS FARGO & CO/MN 5029 *New 2024-03-31 455 $17,000 455
   Anfield Capital Management LLC 133 *New 2024-03-31 322 $12,000 322
   Impact Partnership Wealth LLC 628 *New 2023-12-31 86 $3,000 86
  22 Records found
  1    
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