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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

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            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
   Penserra Capital Management LLC 31 - 2023-12-31 869,719 $30,527,000 184,743
   Cetera Investment Advisers 157 - 2023-12-31 432,261 $15,172,000 16,500
   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
   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
   AE Wealth Management LLC 548 - 2023-12-31 162,352 $5,781,000 51,057
   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
   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
   Feltz Wealth PLAN Inc. 97 - 2024-03-31 81,693 $2,990,000 22,564
   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
   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
   Bellwether Advisors LLC 48 - 2024-03-31 66,050 $2,417,000 112
   Atria Wealth Solutions Inc. 625 - 2023-12-31 51,937 $1,823,000 44,925
   BROWN WEALTH MANAGEMENT LLC 33 - 2023-12-31 33,748 $1,185,000 9,219
   Resources Investment Advisors Inc. 501 - 2024-03-31 27,712 $1,014,000 158
   Patriot Financial Group Insurance Agency LLC 156 - 2024-03-31 26,387 $966,000 1,900
   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
   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
   Visionary Wealth Advisors 265 - 2023-12-31 20,145 $707,000 2,789
   IFP Advisors Inc 470 - 2023-12-31 19,096 $670,000 288
   COLDSTREAM CAPITAL MANAGEMENT INC 430 - 2023-12-31 16,860 $592,000 500
   InterOcean Capital Group LLC 269 - 2023-12-31 15,580 $547,000 6,050
   SRS Capital Advisors Inc. 149 - 2023-12-31 14,132 $496,000 1,288
   Waterloo Capital L.P. 221 - 2023-12-31 13,479 $473,000 640
   CYPRESS FINANCIAL PLANNING LLC 37 - 2024-03-31 12,670 $464,000 6,538
   Cedar Brook Financial Partners LLC 229 - 2024-03-31 11,730 $429,000 175
   NATIONAL ASSET MANAGEMENT, INC. 961 - 2023-12-31 10,551 $370,000 2,262
   HARBOUR INVESTMENTS INC. 650 - 2023-12-31 10,230 $359,000 1,507
   Frisch Financial Group Inc. 95 - 2023-12-31 8,332 $292,000 1,721
   AXXCESS WEALTH MANAGEMENT LLC 681 - 2023-12-31 7,550 $265,000 7,550
   PCA Investment Advisory Services Inc. 107 - 2024-03-31 6,808 $249,000 53
   TRUSTCORE FINANCIAL SERVICES LLC 261 - 2022-12-31 7,572 $226,000 362
   Cape Investment Advisory Inc. 135 - 2023-12-31 6,200 $218,000 200
   CWM LLC 1531 - 2024-03-31 5,157 $189,000 167
   PRINCIPAL SECURITIES INC. 1148 - 2024-03-31 3,797 $139,000 550
   ABSOLUTE INVESTMENT MANAGEMENT LLC 181 - 2024-03-31 626 $23,000 44
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2697 - 2023-12-31 207 $7,000 207

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