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Get Institutions for : 
Innovator S&p 500 Power Buffer Etf (PJAN)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 157    7
Total shares held : 
 13,532,624  
% of shares held : 
 14.71%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 1,525,980  
% of shares held change : 
   1.66%  
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 :
20
 257,414
 1.9%
 
Increased Positions :
50
 2,112,020
 15.61%
 
Unchanged Positions :
33
 771,188
 5.7%
 
Decreased Positions :
54
-673,875
-4.98%
 
Closed Positions :
13
-169,579
-1.25%
 
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  
Free Registration Required For Full Results

            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   ALLIANCEBERNSTEIN L.P. 310 - 2023-12-31 3,605,700 $134,276,000 362,810
   Brookstone Capital Management 22 - 2024-03-31 1,186,831 $46,417,000 1,087,008
   COMMONWEALTH EQUITY SERVICES LLC. 260 - 2024-03-31 1,090,442 $42,647,000 474,372
   Advisor Group Holdings Inc. 231 - 2024-03-31 970,358 $37,950,000 705,997
   Penserra Capital Management LLC 38 - 2023-12-31 809,856 $30,159,000 163,721
   LINCOLN NATIONAL CORP 38 - 2024-03-31 760,263 $29,734,000 -24,492
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 407 - 2024-03-31 702,839 $27,488,000 483,565
   Range Financial Group LLC 1 - 2024-03-31 501,948 $19,631,000 494,054
   JANNEY MONTGOMERY SCOTT LLC 350 - 2024-03-31 475,575 $18,600,000 73,193
   Southland Equity Partners LLC 4 - 2024-03-31 468,143 $18,309,000 3,709
   Carnick & Kubik Group LLC 15 *New 2024-03-31 432,186 $16,903,000 432,186
   Legacy CG LLC 5 *New 2024-03-31 366,965 $14,352,000 366,965
   Strategic Wealth Partners Group LLC 15 - 2024-03-31 322,311 $12,606,000 6,623
   BKD WEALTH ADVISORS LLC 50 - 2024-03-31 318,011 $12,437,000 60,911
   FINANCIAL NETWORK 319 - 2023-12-31 298,273 $11,108,000 233,178
   Bellwether Advisors LLC 9 - 2024-03-31 277,380 $10,848,000 56,837
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 432 - 2024-03-31 275,891 $10,790,000 7,153
   Goss Wealth Management LLC 233 - 2023-12-31 222,137 $8,379,000 204,999
   HIGHTOWER ADVISORS, LLC 798 - 2024-03-31 191,001 $7,474,000 47,597
   CITY HOLDING CO 24 - 2024-03-31 171,100 $6,692,000 -4,865
   AA Financial Advisors LLC 6 - 2024-03-31 169,860 $6,643,000 1,312
   ENVESTNET ASSET MANAGEMENT INC 1748 - 2023-12-31 165,088 $6,148,000 -29,098
   LPL FINANCIAL CORP 1729 - 2024-03-31 133,570 $5,224,000 64,418
   BENJAMIN F. EDWARDS & COMPANY INC. 216 - 2024-03-31 125,771 $4,919,000 85,617
   TOWNSQUARE CAPITAL LLC 245 - 2023-12-31 120,994 $4,506,000 40,757
   MML INVESTORS SERVICES LLC 677 - 2023-12-31 112,983 $4,207,000 -226
   MCCORMACK ADVISORS INTERNATIONAL 265 - 2024-03-31 102,006 $3,989,000 80,853
   Pathstone Holdings LLC 508 - 2023-12-31 102,306 $3,810,000 0
   Beacon Pointe Advisors LLC 344 - 2023-12-31 100,245 $3,733,000 21,791
   Kestra Advisory Services LLC 551 - 2023-12-31 100,013 $3,724,000 16,742
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 744 - 2024-03-31 94,667 $3,702,000 7,622
   CoreCap Advisors LLC 84 - 2023-12-31 97,287 $3,623,000 -369
   CRA Financial Services LLC 28 - 2024-03-31 88,048 $3,444,000 33,016
   BCGM Wealth Management LLC 23 - 2024-03-31 87,599 $3,426,000 -538
   Long Island Wealth Management Inc. 11 - 2023-12-31 87,564 $3,261,000 0
   Sigma Planning Corp 206 - 2024-03-31 80,991 $3,168,000 71,839
   Pallas Capital Advisors LLC 122 *New 2024-03-31 80,387 $3,144,000 80,387
   RAYMOND JAMES & ASSOCIATES 1891 - 2024-03-31 77,828 $3,044,000 39,026
   Outlook Wealth Advisors LLC 24 *New 2024-03-31 77,733 $3,040,000 77,733
   IFP Advisors Inc 155 - 2023-12-31 77,811 $2,898,000 -906
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 28 - 2024-03-31 72,688 $2,843,000 -1,121
   CAPTRUST FINANCIAL ADVISORS 798 - 2023-12-31 70,480 $2,625,000 4,040
   Wealth Alliance 55 - 2024-03-31 66,998 $2,620,000 14,012
   Compass Advisory Group LLC 17 - 2024-03-31 65,930 $2,579,000 -4,135
   AE Wealth Management LLC 826 - 2023-12-31 65,785 $2,491,000 -62,340
   Alera Investment Advisors LLC 26 - 2024-03-31 63,256 $2,474,000 -3,427
   Nikulski Financial Inc. 39 - 2024-03-31 62,835 $2,457,000 1,700
   Diligent Investors LLC 34 - 2024-03-31 59,725 $2,336,000 7,200
   Integrated Wealth Concepts LLC 420 - 2023-12-31 62,139 $2,314,000 -410
   WealthPlan Investment Management LLC 68 - 2023-12-31 60,040 $2,236,000 -40,332
   Apollon Wealth Management LLC 263 - 2024-03-31 56,200 $2,198,000 0
   PRIVATE CLIENT SERVICES LLC 20 *New 2024-03-31 56,181 $2,197,000 56,181
   3EDGE Asset Management LP 25 - 2024-03-31 56,094 $2,194,000 32,523
   Resources Investment Advisors Inc. 315 - 2024-03-31 55,864 $2,185,000 675
   Strategic Blueprint LLC 132 - 2024-03-31 55,829 $2,183,000 19,352
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 23 *New 2024-03-31 55,134 $2,156,000 55,134
   AYRSHIRE ASSOCIATES INC 31 - 2023-12-31 57,703 $2,149,000 52,803
   Stuart Chaussee & Associates Inc. 10 - 2024-03-31 54,390 $2,127,000 -171,650
   CWM LLC 610 - 2024-03-31 51,650 $2,020,000 4,482
   Certified Advisory Corp 98 *New 2024-03-31 49,761 $1,946,000 49,761
   Feltz Wealth PLAN Inc. 124 - 2024-03-31 45,016 $1,761,000 27,237
   AdvisorNet Financial Inc 141 - 2024-03-31 44,937 $1,757,000 0
   RFG Advisory Group LLC 253 - 2024-03-31 43,664 $1,708,000 34,667
   CENTAURUS FINANCIAL INC. 156 - 2023-12-31 45,226 $1,684,000 -1,133
   YARGER WEALTH STRATEGIES LLC 26 *New 2024-03-31 42,040 $1,644,000 42,040
   Sugarloaf Wealth Management LLC 38 - 2024-03-31 41,230 $1,612,000 -2,135
   KFG WEALTH MANAGEMENT LLC 35 - 2024-03-31 40,151 $1,570,000 17,842
   Patriot Financial Group Insurance Agency LLC 99 - 2024-03-31 39,599 $1,549,000 8,153
   Jessup Wealth Management Inc 34 *New 2024-03-31 38,218 $1,495,000 38,218
   Orion Capital Management LLC 25 - 2024-03-31 37,182 $1,454,000 138
   U.S. Capital Wealth Advisors LLC 279 - 2024-03-31 36,732 $1,437,000 25,715
   MULTIFINANCIAL SECURITIES CORP 623 - 2023-12-31 38,559 $1,436,000 21,936
   GILL CAPITAL PARTNERS LLC 46 - 2024-03-31 36,982 $1,428,000 21,009
   Continuum Advisory LLC 133 - 2023-12-31 36,767 $1,369,000 24,129
   HARBOUR INVESTMENTS INC. 303 - 2023-12-31 35,586 $1,325,000 1,148
   AXXCESS WEALTH MANAGEMENT LLC 311 *New 2023-12-31 34,590 $1,288,000 34,590
   Ameritas Advisory Services LLC 240 - 2023-12-31 34,466 $1,284,000 -47,138
   OConnor Financial Group LLC 24 *New 2024-03-31 32,300 $1,263,000 32,300
   Crown Wealth Group LLC 25 - 2024-03-31 32,222 $1,260,000 589
   BB&T CORP 1482 - 2023-12-31 31,945 $1,190,000 1,529
   Lineweaver Wealth Advisors LLC 71 - 2024-03-31 29,550 $1,156,000 -1,500
   Chicago Partners Investment Group LLC 292 - 2024-03-31 29,406 $1,138,000 -1,294
   FIRST CITY CAPITAL MANAGEMENT INC 43 - 2023-12-31 30,200 $1,125,000 4,800
   FOCUS FINANCIAL NETWORK INC /ADV 298 - 2023-12-31 29,529 $1,100,000 0
   ADVISORY SERVICES NETWORK, LLC 652 - 2024-03-31 27,518 $1,076,000 4,904
   Focus Financial Network Inc. 245 - 2024-03-31 27,681 $1,062,000 0
   BCS Wealth Management 68 - 2024-03-31 26,966 $1,055,000 8,106
   CASTLE WEALTH MANAGEMENT LLC 49 - 2024-03-31 26,390 $1,032,000 6,737
   ARS Wealth Advisors Group LLC 64 *New 2023-12-31 27,706 $1,032,000 27,706
   H D Vest Advisory Services 739 - 2024-03-31 25,833 $1,010,000 6,963
   Belpointe Asset Management LLC 261 - 2024-03-31 25,663 $1,004,000 2,550
   Kathmere Capital Management LLC 103 - 2024-03-31 25,550 $999,000 -27
   Orion Portfolio Solutions LLC 988 - 2024-03-31 25,194 $985,000 17,854
   Clay Northam Wealth Management LLC 21 - 2024-03-31 25,135 $983,000 0
   Lakeridge Wealth Management LLC 32 *New 2024-03-31 24,878 $973,000 24,878
   WorthPointe LLC 29 - 2023-12-31 25,287 $942,000 3,119
   Keystone Wealth Services LLC 85 - 2024-03-31 23,718 $928,000 -954
   J P MORGAN CHASE & CO 3415 - 2024-03-31 23,515 $920,000 23,515
   Global Strategic Investment Solutions LLC 73 - 2024-03-31 23,273 $910,000 9,863
   Stratos Wealth Advisors LLC 348 - 2024-03-31 23,149 $905,000 -1,932
  100 Records found
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