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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
   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
   COMMONWEALTH EQUITY SERVICES LLC. 496 - 2024-03-31 579,165 $19,784,000 274,595
   JANNEY MONTGOMERY SCOTT LLC 339 - 2024-03-31 564,807 $19,294,000 211,615
   Advisor Group Holdings Inc. 431 - 2024-03-31 550,369 $18,798,000 227,686
   LINCOLN NATIONAL CORP 66 - 2024-03-31 455,538 $15,561,000 55,256
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 398 - 2024-03-31 384,485 $13,134,000 337,864
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 841 - 2024-03-31 265,094 $9,056,000 88,986
   Strategic Wealth Partners Group LLC 22 - 2024-03-31 237,590 $8,116,000 123,402
   HIGHTOWER ADVISORS, LLC 918 - 2024-03-31 158,274 $5,405,000 80,281
   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
   Sigma Planning Corp 145 - 2024-03-31 132,336 $4,521,000 85,140
   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
   MCCORMACK ADVISORS INTERNATIONAL 261 - 2024-03-31 119,403 $4,079,000 96,682
   Weaver Consulting Group 18 - 2024-03-31 109,392 $3,737,000 11,859
   LPL FINANCIAL CORP 2103 - 2024-03-31 94,631 $3,233,000 44,864
   CoreCap Advisors LLC 160 - 2023-12-31 60,874 $1,988,000 996
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 37 - 2024-03-31 55,084 $1,882,000 55,084
   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
   ADVISORY SERVICES NETWORK, LLC 492 - 2024-03-31 50,842 $1,737,000 26,314
   Global Strategic Investment Solutions LLC 55 - 2024-03-31 48,419 $1,654,000 181
   GILL CAPITAL PARTNERS LLC 43 - 2024-03-31 45,062 $1,521,000 1,746
   MULTIFINANCIAL SECURITIES CORP 610 - 2023-12-31 45,777 $1,495,000 3,601
   H D Vest Advisory Services 648 - 2024-03-31 40,134 $1,371,000 3,366
   OLD MISSION CAPITAL LLC 367 - 2023-12-31 39,951 $1,304,000 8,546
   Betterment LLC 183 - 2024-03-31 37,294 $1,274,000 15,530
   MML INVESTORS SERVICES LLC 1238 - 2023-12-31 37,157 $1,213,000 2,374
   Patriot Financial Group Insurance Agency LLC 129 - 2024-03-31 32,974 $1,126,000 3,751
   Diligent Investors LLC 103 - 2024-03-31 31,988 $1,093,000 11,220
   BCGM Wealth Management LLC 63 - 2024-03-31 29,693 $1,014,000 3,090
   CRA Financial Services LLC 77 - 2024-03-31 29,490 $1,007,000 18,525
   ATTICUS WEALTH MANAGEMENT LLC 49 - 2024-03-31 25,949 $886,000 982
   Resources Investment Advisors Inc. 577 - 2024-03-31 22,995 $786,000 6,500
   Goss Wealth Management LLC 1069 - 2023-12-31 22,697 $747,000 4,295
   RFG Advisory Group LLC 424 - 2024-03-31 20,709 $707,000 14,368
   DHJJ Financial Advisors Ltd. 67 - 2024-03-31 18,498 $632,000 7,600
   Kingsview Wealth Management LLC 628 - 2024-03-31 16,735 $572,000 1,397
   BLAIR WILLIAM & CO/IL 1063 - 2024-03-31 15,888 $543,000 605
   Orion Capital Management LLC 66 - 2024-03-31 15,500 $529,000 500
   Spire Wealth Management 535 - 2024-03-31 13,685 $467,000 2
   Sugarloaf Wealth Management LLC 97 - 2024-03-31 12,934 $442,000 6,339
   VALMARK ADVISERS INC 395 - 2024-03-31 12,755 $436,000 3,617
   Pillar Wealth Advisors LLC 50 - 2024-03-31 12,529 $428,000 2,242
   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
   CYPRESS FINANCIAL PLANNING LLC 44 - 2024-03-31 10,777 $368,000 3,040
   Outlook Wealth Advisors LLC 181 - 2024-03-31 10,340 $353,000 4,042
   TWO SIGMA SECURITIES LLC 667 - 2023-12-31 8,431 $275,000 8,431
   Catalina Capital Group LLC 191 - 2024-03-31 7,950 $272,000 600
   Dynamic Advisors Solutions LLC 824 - 2024-03-31 6,663 $228,000 393
   MILESTONE ASSET MANAGEMENT LLC 164 - 2024-03-31 5,944 $203,000 5,944
   AdvisorNet Financial Inc 545 - 2024-03-31 4,029 $138,000 1,954
   ROYAL BANK OF CANADA 4788 - 2023-12-31 3,957 $129,000 3,957
   UBS Group AG 5085 - 2023-12-31 2,285 $75,000 223
  61 Records found
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