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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - February (PFEB)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 133    1
Total shares held : 
 10,103,699  
% of shares held : 
 63.94%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -32  
Amount of shares held : 
 -499,766  
% of shares held change : 
   -3.16%  
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 :
9
 690,781
 6.84%
 
Increased Positions :
26
 801,944
 7.94%
 
Unchanged Positions :
39
 523,802
 5.18%
 
Decreased Positions :
59
-1,868,101
-18.49%
 
Closed Positions :
8
-124,390
-1.23%
 
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. 460 - 2023-12-31 2,550,904 $83,287,000 -734,479
   GRADIENT INVESTMENTS LLC 10 - 2024-03-31 2,168,548 $74,078,000 2,166,427
   Brookstone Capital Management 32 - 2024-03-31 1,091,833 $37,297,000 974,209
   Penserra Capital Management LLC 35 - 2023-12-31 925,275 $30,210,000 190,023
   J P MORGAN CHASE & CO 1737 - 2023-12-31 475,000 $15,509,000 421,964
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 398 - 2024-03-31 384,485 $13,134,000 337,864
   LINCOLN NATIONAL CORP 64 - 2023-12-31 400,282 $13,069,000 14,557
   Steward Financial Group LLC 6 - 2023-09-30 406,081 $12,369,000 -257,720
   JANNEY MONTGOMERY SCOTT LLC 459 - 2023-12-31 353,192 $11,532,000 -12,069
   Advisor Group Holdings Inc. 775 - 2023-12-31 322,683 $10,536,000 -131,781
   COMMONWEALTH EQUITY SERVICES LLC. 732 - 2023-12-31 304,570 $9,944,000 -228,020
   MERCER GLOBAL ADVISORS INC /ADV 314 *New 2023-12-31 301,176 $9,833,000 301,176
   Soltis Investment Advisors LLC *New 2023-12-31 283,877 $9,269,000 283,877
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 841 - 2024-03-31 265,094 $9,056,000 88,986
   Miracle Mile Advisors LLC 80 - 2024-03-31 259,598 $8,868,000 -10,627
   Southland Equity Partners LLC 15 - 2024-03-31 152,665 $5,215,000 10,497
   Kestra Advisory Services LLC 443 - 2023-12-31 154,697 $5,051,000 76,793
   BCS Wealth Management 14 - 2024-03-31 141,645 $4,839,000 82,847
   BKD WEALTH ADVISORS LLC 102 - 2024-03-31 123,012 $4,202,000 21,578
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 844 - 2024-03-31 122,001 $4,168,000 32,666
   Belpointe Asset Management LLC 52 - 2023-12-31 117,004 $3,820,000 -10,388
   Weaver Consulting Group 18 - 2024-03-31 109,392 $3,737,000 11,859
   Strategic Wealth Partners Group LLC 32 - 2023-12-31 114,188 $3,728,000 -15,982
   STEPHENS INC /AR/ 290 - 2023-12-31 107,765 $3,519,000 -57,788
   FINANCIAL NETWORK 731 - 2023-12-31 107,549 $3,511,000 -2,796
   Beacon Pointe Advisors LLC 360 - 2023-12-31 105,893 $3,457,000 -4,384
   TOWNSQUARE CAPITAL LLC 330 - 2023-12-31 94,167 $3,075,000 -3,381
   Stratos Wealth Advisors LLC 148 - 2024-03-31 79,903 $2,729,000 -1,058
   HIGHTOWER ADVISORS, LLC 1282 - 2023-12-31 77,993 $2,547,000 -1,968
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 39 - 2024-03-31 62,174 $2,124,000 -310
   CoreCap Advisors LLC 160 - 2023-12-31 60,874 $1,988,000 996
   KFG WEALTH MANAGEMENT LLC 30 - 2024-03-31 54,922 $1,876,000 24,261
   ENVESTNET ASSET MANAGEMENT INC 2509 - 2023-12-31 57,289 $1,870,000 3,204
   McAlister Sweet & Associates Inc. 16 - 2024-03-31 52,826 $1,805,000 3,341
   BB&T CORP 1291 - 2023-12-31 54,017 $1,764,000 7
   WEALTHSOURCE PARTNERS LLC 141 - 2023-12-31 53,070 $1,733,000 -6,600
   Castle Rock Wealth Management LLC 50 - 2023-12-31 51,871 $1,691,000 0
   Sequoia Financial Advisors LLC - 2023-12-31 51,616 $1,685,000 0
   WorthPointe LLC 17 - 2023-12-31 50,503 $1,649,000 -32
   LPL FINANCIAL CORP 2577 - 2023-12-31 49,767 $1,625,000 7,622
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2134 - 2023-12-31 48,781 $1,593,000 12,932
   Global Strategic Investment Solutions LLC 56 - 2023-12-31 48,238 $1,575,000 -937
   Visionary Wealth Advisors 184 - 2023-12-31 47,248 $1,543,000 -515
   Sigma Planning Corp 182 - 2023-12-31 47,196 $1,541,000 -79,292
   Cetera Investment Advisers 906 - 2023-12-31 46,175 $1,508,000 -799
   MULTIFINANCIAL SECURITIES CORP 610 - 2023-12-31 45,777 $1,495,000 3,601
   GILL CAPITAL PARTNERS LLC 43 - 2023-12-31 43,316 $1,414,000 -3,192
   AE Wealth Management LLC 1044 - 2023-12-31 40,889 $1,349,000 -30,110
   Change Path LLC 207 *New 2023-12-31 40,795 $1,332,000 40,795
   OLD MISSION CAPITAL LLC 367 - 2023-12-31 39,951 $1,304,000 8,546
   Lineweaver Wealth Advisors LLC 62 - 2023-12-31 38,216 $1,248,000 -5,402
   MML INVESTORS SERVICES LLC 1238 - 2023-12-31 37,157 $1,213,000 2,374
   H D Vest Advisory Services 652 - 2023-12-31 36,768 $1,200,000 -15,899
   Cornerstone Wealth Group LLC 117 *New 2024-03-31 33,308 $1,138,000 33,308
   Wealth Alliance 129 - 2023-12-31 34,354 $1,122,000 0
   Apollon Wealth Management LLC 419 - 2023-12-31 33,700 $1,100,000 0
   Keystone Wealth Services LLC 72 - 2024-03-31 31,089 $1,062,000 -12
   CRA Financial Services LLC 77 - 2024-03-31 29,490 $1,007,000 18,525
   Patriot Financial Group Insurance Agency LLC 137 - 2023-12-31 29,223 $954,000 0
   Cape Investment Advisory Inc. 47 - 2023-12-31 28,700 $937,000 -3,100
   Sutton Wealth Advisors Inc. 42 - 2023-09-30 30,322 $924,000 0
   ATTICUS WEALTH MANAGEMENT LLC 49 - 2024-03-31 25,949 $886,000 982
   BCGM Wealth Management LLC 59 - 2023-12-31 26,603 $869,000 0
   HPM Partners LLC - 2023-12-31 26,440 $863,000 -851
   Bellwether Advisors LLC 70 - 2023-12-31 25,507 $833,000 -82,120
   ADVISORY SERVICES NETWORK, LLC 719 - 2023-12-31 24,528 $801,000 0
   DFPG INVESTMENTS INC. 299 - 2023-12-31 23,335 $760,000 0
   Goss Wealth Management LLC 1069 - 2023-12-31 22,697 $747,000 4,295
   MCCORMACK ADVISORS INTERNATIONAL 522 - 2023-12-31 22,721 $742,000 -21,366
   ASSET MANAGEMENT CORP /IL/ /ADV 43 *New 2023-03-31 24,530 $717,000 24,530
   Betterment LLC 205 - 2023-12-31 21,764 $711,000 1,170
   RFG Advisory Group LLC 424 - 2024-03-31 20,709 $707,000 14,368
   Diligent Investors LLC 141 - 2023-12-31 20,768 $678,000 -266
   Continuum Advisory LLC 238 *New 2023-12-31 20,275 $662,000 20,275
   RAYMOND JAMES & ASSOCIATES 2851 *New 2024-03-31 19,197 $656,000 19,197
   Pinnacle Wealth Management Group Inc. 44 *New 2024-03-31 19,031 $650,000 19,031
   DHJJ Financial Advisors Ltd. 67 - 2024-03-31 18,498 $632,000 7,600
   Bedel Financial Consulting Inc. 111 - 2023-12-31 18,559 $606,000 -1,085
   BEDEL FINANCIAL CONSULTING INC 102 - 2023-09-30 19,644 $598,000 0
   CWM LLC 1077 - 2024-03-31 16,464 $562,000 -3,854
   KINGSWOOD WEALTH ADVISORS LLC 323 *New 2024-03-31 15,908 $543,000 15,908
   Resources Investment Advisors Inc. 684 - 2023-12-31 16,495 $539,000 -10,750
   Cardinal Point Capital Management ULC 42 - 2024-03-31 15,490 $529,000 0
   Valtinson Bruner Financial Planning LLC 72 - 2023-12-31 15,910 $519,000 0
   Kingsview Wealth Management LLC 631 - 2023-12-31 15,338 $501,000 -10,898
   BLAIR WILLIAM & CO/IL 1067 - 2023-12-31 15,283 $499,000 0
   Focus Financial Network Inc. 377 - 2024-03-31 14,798 $496,000 0
   Orion Capital Management LLC 64 - 2023-12-31 15,000 $490,000 0
   Firestone Capital Management 79 - 2023-12-31 14,377 $469,000 0
   Spire Wealth Management 535 - 2024-03-31 13,685 $467,000 2
   HANSON MCCLAIN, INC. 561 *New 2024-03-31 13,495 $461,000 13,495
   FOCUS FINANCIAL NETWORK INC /ADV 474 - 2023-12-31 14,028 $458,000 0
   Cardinal Point Wealth Management Partners LLC 55 *New 2023-03-31 15,490 $453,000 15,490
   Foundry Financial Group Inc. - 2023-12-31 13,700 $447,000 0
   New Republic Capital LLC 78 *New 2023-12-31 13,548 $442,000 13,548
   Sugarloaf Wealth Management LLC 97 - 2024-03-31 12,934 $442,000 6,339
   BENJAMIN F. EDWARDS & COMPANY INC. 661 - 2023-12-31 13,458 $439,000 -81
   Alera Investment Advisors LLC - 2023-12-31 13,396 $437,000 4,771
   Chicago Partners Investment Group LLC 489 - 2024-03-31 12,624 $426,000 885
   Strategic Blueprint LLC 409 - 2024-03-31 12,219 $417,000 30
  100 Records found
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