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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 197    8
Total shares held : 
 22,832,994  
% of shares held : 
 25.37%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -20  
Amount of shares held : 
 901,943  
% of shares held change : 
   1%  
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 :
16
 492,974
 2.16%
 
Increased Positions :
47
 3,082,471
 13.5%
 
Unchanged Positions :
59
 1,206,027
 5.28%
 
Decreased Positions :
75
-1,901,515
-8.33%
 
Closed Positions :
8
-771,987
-3.38%
 
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. 304 - 2023-12-31 3,761,118 $136,115,000 -123,924
   AE Wealth Management LLC 83 - 2023-12-31 1,272,908 $46,741,000 214,811
   Penserra Capital Management LLC 33 - 2023-12-31 837,601 $30,312,000 159,914
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 253 - 2024-03-31 740,327 $28,118,000 -10,157
   HIGHTOWER ADVISORS, LLC 421 - 2024-03-31 631,818 $23,990,000 -20,917
   COMMONWEALTH EQUITY SERVICES LLC. 465 - 2024-03-31 567,082 $21,538,000 -115,101
   ENVESTNET ASSET MANAGEMENT INC 1144 - 2023-12-31 456,712 $16,528,000 -12,568
   JANE STREET GROUP LLC 636 - 2023-12-31 449,559 $16,270,000 432,044
   Advisor Group Holdings Inc. 487 - 2024-03-31 420,483 $15,970,000 -855,853
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 680 - 2024-03-31 344,233 $13,074,000 2,009
   Miracle Mile Advisors LLC 64 - 2024-03-31 316,551 $12,023,000 -17,288
   BKD WEALTH ADVISORS LLC 54 - 2024-03-31 281,953 $10,709,000 -1,884
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 493 - 2024-03-31 235,229 $8,934,000 -36,066
   Strategic Wealth Partners Group LLC 27 - 2024-03-31 187,350 $7,116,000 -13,403
   Brookstone Capital Management 178 - 2024-03-31 184,380 $7,003,000 -951,155
   LPL FINANCIAL CORP 1557 - 2024-03-31 181,179 $6,881,000 27,518
   AA Financial Advisors LLC 9 - 2024-03-31 167,390 $6,357,000 -44
   JANNEY MONTGOMERY SCOTT LLC 675 - 2024-03-31 162,800 $6,183,000 11,714
   Advisory Alpha LLC 56 - 2024-03-31 161,884 $6,148,000 -4,645
   Financial Services Advisory Inc 21 - 2024-03-31 157,742 $5,991,000 969
   Stuart Chaussee & Associates Inc. 6 - 2024-03-31 155,129 $5,892,000 0
   CoreCap Advisors LLC 56 - 2023-12-31 159,433 $5,770,000 28,746
   Kestra Advisory Services LLC 424 - 2023-12-31 150,880 $5,460,000 40,265
   LINCOLN NATIONAL CORP 155 - 2024-03-31 132,795 $5,044,000 -2,853
   MML INVESTORS SERVICES LLC 590 - 2023-12-31 139,311 $5,042,000 36,206
   WealthPlan Investment Management LLC 53 - 2023-12-31 136,270 $4,932,000 20,003
   MERCER GLOBAL ADVISORS INC /ADV 480 *New 2023-12-31 132,877 $4,809,000 132,877
   Southland Equity Partners LLC 18 - 2024-03-31 122,099 $4,637,000 2,486
   Weaver Consulting Group 12 - 2024-03-31 121,968 $4,632,000 -2,029
   Global Strategic Investment Solutions LLC 34 - 2024-03-31 121,633 $4,620,000 8,409
   Steward Financial Group LLC 9 *New 2023-09-30 136,367 $4,595,000 136,367
   CAPTRUST FINANCIAL ADVISORS 600 - 2023-12-31 120,721 $4,369,000 -24
   BB&T CORP 910 - 2023-12-31 119,210 $4,314,000 -871
   FINANCIAL NETWORK 669 - 2023-12-31 111,896 $4,050,000 -5,344
   MULTIFINANCIAL SECURITIES CORP 333 - 2023-12-31 109,888 $3,977,000 39,221
   MBL Wealth LLC 46 - 2024-03-31 103,261 $3,922,000 2,545
   Beacon Pointe Advisors LLC 342 - 2023-12-31 103,546 $3,747,000 -2,185
   McAdam LLC 58 - 2024-03-31 93,010 $3,533,000 -1,270
   CAPROCK Group Inc. 78 - 2024-03-31 87,754 $3,333,000 0
   TOWNSQUARE CAPITAL LLC 317 - 2023-12-31 90,553 $3,277,000 -23,337
   HARBOUR INVESTMENTS INC. 140 - 2023-12-31 89,504 $3,239,000 369
   Pensionmark Financial Group LLC 59 - 2023-12-31 83,678 $3,028,000 -1,303
   CENTAURUS FINANCIAL INC. 100 - 2023-12-31 83,075 $3,006,000 -3,393
   Delta Investment Management LLC 30 - 2024-03-31 75,988 $2,886,000 -328,929
   Goss Wealth Management LLC 537 *New 2023-12-31 77,175 $2,828,000 77,175
   Pathstone Holdings LLC 611 - 2023-12-31 78,044 $2,824,000 0
   HBW Advisory Services LLC 55 - 2024-03-31 75,989 $2,750,000 0
   Strategic Blueprint LLC 113 - 2024-03-31 68,733 $2,610,000 1,775
   Elmwood Wealth Management Inc. 16 - 2023-12-31 71,230 $2,578,000 -94,119
   WorthPointe LLC 14 - 2023-12-31 69,121 $2,501,000 -3,404
   Spire Wealth Management 220 - 2024-03-31 65,398 $2,484,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 35 - 2024-03-31 61,846 $2,349,000 -1,270
   Atria Wealth Solutions Inc. 557 - 2023-12-31 63,025 $2,281,000 -11,813
   Long Island Wealth Management Inc. 22 - 2023-12-31 57,670 $2,087,000 0
   InterOcean Capital Group LLC 143 - 2023-12-31 56,875 $2,058,000 -10,204
   CRA Financial Services LLC 45 - 2024-03-31 52,415 $1,991,000 -3,850
   CWM LLC 630 - 2024-03-31 49,808 $1,892,000 -643
   KFG WEALTH MANAGEMENT LLC 29 - 2024-03-31 49,760 $1,890,000 219
   Pillar Wealth Advisors LLC 17 - 2024-03-31 49,620 $1,885,000 0
   PRINCIPAL SECURITIES INC. 287 - 2024-03-31 49,165 $1,867,000 34
   Resources Investment Advisors Inc. 371 - 2024-03-31 45,335 $1,722,000 -2,805
   Berkshire Money Management Inc. 26 - 2024-03-31 44,760 $1,700,000 0
   BCJ Capital Management LLC 101 - 2023-12-31 43,790 $1,585,000 12,358
   Benchmark Investment Advisors LLC 105 *New 2023-12-31 43,790 $1,585,000 43,790
   Chicago Partners Investment Group LLC 241 - 2024-03-31 41,192 $1,556,000 496
   RFG Advisory Group LLC 271 *New 2024-03-31 40,980 $1,556,000 40,980
   H D Vest Advisory Services 623 - 2024-03-31 39,016 $1,482,000 5,660
   Lakeridge Wealth Management LLC 22 - 2024-03-31 38,311 $1,455,000 0
   Steward Partners Investment Advisory LLC 606 - 2023-12-31 39,023 $1,412,000 -450
   BCS Wealth Management 53 - 2024-03-31 37,075 $1,408,000 -2,706
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2164 - 2024-03-31 36,730 $1,395,000 -42,246
   Cardinal Point Wealth Management Partners LLC 22 - 2023-03-31 43,065 $1,363,000 8,200
   ODonnell Financial Services LLC 20 - 2024-03-31 35,388 $1,344,000 -18,592
   Keystone Wealth Services LLC 55 - 2024-03-31 35,215 $1,337,000 0
   Diligent Investors LLC 84 - 2024-03-31 35,119 $1,334,000 0
   Bellwether Advisors LLC 65 - 2024-03-31 34,901 $1,326,000 -223
   LAKE STREET FINANCIAL LLC 130 - 2024-03-31 33,750 $1,282,000 -1,735
   GRADIENT INVESTMENTS LLC 174 - 2024-03-31 33,477 $1,271,000 -1,181,154
   Patriot Financial Group Insurance Agency LLC 123 - 2024-03-31 32,237 $1,224,000 -862
   IFP Advisors Inc 344 - 2023-12-31 32,328 $1,170,000 13,710
   Capital Analysts Inc. 215 - 2023-12-31 32,147 $1,164,000 0
   Cypress Wealth Services LLC 72 - 2024-03-31 30,554 $1,160,000 -4,979
   FOCUS FINANCIAL NETWORK INC /ADV 292 - 2023-12-31 31,681 $1,147,000 0
   STEPHENS INC /AR/ 514 - 2023-12-31 30,653 $1,109,000 0
   Outlook Wealth Advisors LLC 59 - 2024-03-31 29,094 $1,105,000 -195,377
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 64 - 2024-03-31 28,511 $1,083,000 -69
   Cetera Investment Advisers 1092 - 2023-12-31 28,489 $1,031,000 -27,578
   Fragasso Group Inc. 114 - 2024-03-31 27,134 $1,031,000 0
   Wealth Alliance 158 - 2024-03-31 26,955 $1,024,000 0
   ATTICUS WEALTH MANAGEMENT LLC 44 - 2024-03-31 26,190 $995,000 0
   Castle Rock Wealth Management LLC 92 - 2023-12-31 27,075 $969,000 3,327
   Focus Financial Network Inc. 268 - 2024-03-31 25,302 $949,000 0
   Cardinal Point Capital Management ULC 29 - 2024-03-31 24,465 $929,000 0
   VALMARK ADVISERS INC 282 - 2024-03-31 23,358 $887,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 534 - 2024-03-31 23,107 $878,000 -22,435
   Change Path LLC 271 - 2023-12-31 24,242 $877,000 24,242
   SILVER OAK SECURITIES Inc 164 - 2024-03-31 22,688 $862,000 -542
   BROWN BROTHERS HARRIMAN & CO 291 *New 2024-03-31 22,461 $853,000 22,461
   LaSalle St. Investment Advisors LLC 36 - 2023-09-30 25,013 $842,000 0
   RENAISSANCE TECHNOLOGIES LLC 2521 *New 2023-12-31 23,183 $839,000 23,183
  100 Records found
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