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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
   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
   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
   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
   LINCOLN NATIONAL CORP 91 - 2024-03-31 263,664 $9,650,000 -2,215
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 668 - 2024-03-31 159,293 $5,830,000 -8,161
   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
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 778 - 2024-03-31 89,732 $3,284,000 -2,565
   YARGER WEALTH STRATEGIES LLC 15 - 2024-03-31 81,065 $2,967,000 -6,289
   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
   Foundations Investment Advisors LLC 205 - 2023-12-31 68,083 $2,424,000 -2,474
   Pillar Wealth Advisors LLC 13 - 2024-03-31 64,116 $2,347,000 -771
   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
   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
   MCCORMACK ADVISORS INTERNATIONAL 391 - 2024-03-31 47,142 $1,725,000 -223,013
   RAYMOND JAMES & ASSOCIATES 2307 - 2024-03-31 42,225 $1,545,000 -5,194
   CITY HOLDING CO 126 - 2024-03-31 34,128 $1,249,000 -2,480
   ADVISORY SERVICES NETWORK, LLC 656 - 2024-03-31 29,237 $1,070,000 -4,744
   Advisory Alpha LLC 153 - 2024-03-31 27,560 $1,009,000 -135
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 266 - 2024-03-31 25,821 $945,000 -6,387
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2831 - 2024-03-31 21,715 $795,000 -59,454
   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
   WEALTHSOURCE PARTNERS LLC 248 - 2023-12-31 19,950 $700,000 -200
   Firestone Capital Management 75 - 2024-03-31 15,967 $584,000 -334
   DHJJ Financial Advisors Ltd. 82 - 2024-03-31 13,422 $491,000 -170
   Spire Wealth Management 517 - 2024-03-31 13,359 $489,000 -1
   Crown Wealth Group LLC 48 - 2024-03-31 13,130 $481,000 -8,552
   Soltis Investment Advisors LLC 209 - 2024-03-31 12,378 $453,000 -2
   OLD MISSION CAPITAL LLC 659 - 2023-12-31 11,891 $417,000 -4,444
   Sound View Wealth Advisors Group LLC 262 - 2024-03-31 10,902 $399,000 -9,368
   Valtinson Bruner Financial Planning LLC 88 - 2024-03-31 9,475 $347,000 -4,211
   Sunbelt Securities Inc. 475 - 2024-03-31 6,602 $242,000 -38
   Beacon Financial Advisory LLC 219 - 2024-03-31 6,024 $220,000 -300
   BENJAMIN F. EDWARDS & COMPANY INC. 924 - 2024-03-31 5,020 $184,000 -1,660
   ROYAL BANK OF CANADA 4973 - 2023-12-31 2,721 $96,000 -1,853
   Larson Financial Group LLC 1197 - 2024-03-31 145 $5,000 -391
  48 Records found
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