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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  
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            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
   Penserra Capital Management LLC 38 - 2023-12-31 809,856 $30,159,000 163,721
   LINCOLN NATIONAL CORP 34 - 2023-12-31 784,755 $29,224,000 19,331
   COMMONWEALTH EQUITY SERVICES LLC. 415 - 2023-12-31 616,070 $22,942,000 29,721
   Range Financial Group LLC 1 - 2024-03-31 501,948 $19,631,000 494,054
   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
   JANNEY MONTGOMERY SCOTT LLC 373 - 2023-12-31 402,382 $14,985,000 334,884
   BKD WEALTH ADVISORS LLC 50 - 2024-03-31 318,011 $12,437,000 60,911
   Strategic Wealth Partners Group LLC 14 - 2023-12-31 315,688 $11,756,000 99,177
   FINANCIAL NETWORK 319 - 2023-12-31 298,273 $11,108,000 233,178
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 402 - 2023-12-31 268,738 $10,008,000 3,937
   Advisor Group Holdings Inc. 815 - 2023-12-31 264,361 $9,845,000 -62,928
   Stuart Chaussee & Associates Inc. 6 - 2023-12-31 226,040 $8,418,000 183,045
   Goss Wealth Management LLC 233 - 2023-12-31 222,137 $8,379,000 204,999
   Bellwether Advisors LLC 8 - 2023-12-31 220,543 $8,213,000 57,828
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 835 - 2023-12-31 219,274 $8,166,000 27,598
   CITY HOLDING CO 24 - 2024-03-31 171,100 $6,692,000 -4,865
   AA Financial Advisors LLC 7 - 2023-12-31 168,548 $6,277,000 0
   ENVESTNET ASSET MANAGEMENT INC 1748 - 2023-12-31 165,088 $6,148,000 -29,098
   HIGHTOWER ADVISORS, LLC 927 - 2023-12-31 143,404 $5,343,000 6,856
   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
   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 20 - 2023-12-31 88,137 $3,282,000 1,344
   Long Island Wealth Management Inc. 11 - 2023-12-31 87,564 $3,261,000 0
   Pallas Capital Advisors LLC 122 *New 2024-03-31 80,387 $3,144,000 80,387
   IFP Advisors Inc 155 - 2023-12-31 77,811 $2,898,000 -906
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - 2023-12-31 73,809 $2,749,000 -178
   CAPTRUST FINANCIAL ADVISORS 798 - 2023-12-31 70,480 $2,625,000 4,040
   Compass Advisory Group LLC 17 - 2023-12-31 70,065 $2,609,000 -37,262
   LPL FINANCIAL CORP 2169 - 2023-12-31 69,152 $2,575,000 22,183
   AE Wealth Management LLC 826 - 2023-12-31 65,785 $2,491,000 -62,340
   Alera Investment Advisors LLC - 2023-12-31 66,683 $2,483,000 -2,138
   Nikulski Financial Inc. 39 - 2024-03-31 62,835 $2,457,000 1,700
   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
   AYRSHIRE ASSOCIATES INC 31 - 2023-12-31 57,703 $2,149,000 52,803
   Apollon Wealth Management LLC 248 - 2023-12-31 56,200 $2,093,000 0
   Resources Investment Advisors Inc. 307 - 2023-12-31 55,189 $2,055,000 -2,494
   CWM LLC 610 - 2024-03-31 51,650 $2,020,000 4,482
   Wealth Alliance 70 - 2023-12-31 52,986 $1,973,000 -24
   Diligent Investors LLC 35 - 2023-12-31 52,525 $1,956,000 0
   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
   Sugarloaf Wealth Management LLC 38 - 2023-12-31 43,365 $1,615,000 1,300
   KFG WEALTH MANAGEMENT LLC 35 - 2024-03-31 40,151 $1,570,000 17,842
   BENJAMIN F. EDWARDS & COMPANY INC. 393 - 2023-12-31 40,154 $1,495,000 21,142
   Jessup Wealth Management Inc 34 *New 2024-03-31 38,218 $1,495,000 38,218
   RAYMOND JAMES & ASSOCIATES 2276 *New 2023-12-31 38,802 $1,445,000 38,802
   MULTIFINANCIAL SECURITIES CORP 623 - 2023-12-31 38,559 $1,436,000 21,936
   Orion Capital Management LLC 27 - 2023-12-31 37,044 $1,380,000 2,250
   Continuum Advisory LLC 133 - 2023-12-31 36,767 $1,369,000 24,129
   Strategic Blueprint LLC - 2023-12-31 36,477 $1,358,000 -117
   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
   BB&T CORP 1482 - 2023-12-31 31,945 $1,190,000 1,529
   Crown Wealth Group LLC *New 2023-12-31 31,633 $1,178,000 31,633
   Patriot Financial Group Insurance Agency LLC 110 - 2023-12-31 31,446 $1,171,000 1,128
   Chicago Partners Investment Group LLC 281 - 2023-12-31 30,700 $1,158,000 12,321
   Lineweaver Wealth Advisors LLC 67 - 2023-12-31 31,050 $1,156,000 -5,620
   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
   BCS Wealth Management 68 - 2024-03-31 26,966 $1,055,000 8,106
   ARS Wealth Advisors Group LLC 64 *New 2023-12-31 27,706 $1,032,000 27,706
   Kathmere Capital Management LLC 103 - 2024-03-31 25,550 $999,000 -27
   WorthPointe LLC 29 - 2023-12-31 25,287 $942,000 3,119
   Soltis Investment Advisors LLC - 2023-12-31 25,200 $938,000 -1,181
   Clay Northam Wealth Management LLC - 2023-12-31 25,135 $936,000 0
   Keystone Wealth Services LLC 85 - 2024-03-31 23,718 $928,000 -954
   Koshinski Asset Management Inc. 195 - 2023-12-31 24,588 $916,000 -3,399
   Retirement Income Solutions Inc 50 - 2023-12-31 24,449 $910,000 0
   Stratos Wealth Advisors LLC 348 - 2024-03-31 23,149 $905,000 -1,932
   3EDGE Asset Management LP 36 - 2023-12-31 23,571 $878,000 -19,510
   Belpointe Asset Management LLC 239 - 2023-12-31 23,113 $861,000 -3,064
   Bedel Financial Consulting Inc. 83 - 2023-12-31 22,720 $846,000 -229
   ADVISORY SERVICES NETWORK, LLC 696 - 2023-12-31 22,614 $842,000 -17,160
   Schulz Wealth LTD. 23 - 2024-03-31 21,135 $827,000 -5,985
   Weaver Consulting Group 70 - 2024-03-31 21,037 $823,000 12,457
   Sunbelt Securities Inc. 212 - 2024-03-31 20,592 $805,000 -3,273
   BEDEL FINANCIAL CONSULTING INC 76 - 2023-09-30 22,949 $799,000 0
   MCCORMACK ADVISORS INTERNATIONAL 498 - 2023-12-31 21,153 $788,000 3,640
   Valtinson Bruner Financial Planning LLC 61 - 2023-12-31 20,934 $780,000 -24
   Castle Rock Wealth Management LLC 117 - 2023-12-31 20,325 $750,000 0
   Smith Anglin Financial LLC 86 - 2023-12-31 20,116 $749,000 0
   Cetera Investment Advisers 1280 - 2023-12-31 19,672 $733,000 -853
   Benchmark Investment Advisors LLC 151 *New 2023-12-31 19,681 $733,000 19,681
   BCJ Capital Management LLC 146 - 2023-12-31 19,681 $733,000 9,553
   CASTLE WEALTH MANAGEMENT LLC 56 *New 2023-12-31 19,653 $732,000 19,653
   H D Vest Advisory Services 845 - 2023-12-31 18,870 $703,000 -27,602
   My Personal CFO LLC - 2023-12-31 18,469 $688,000 -936
  100 Records found
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