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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
   Advisor Group Holdings Inc. 231 - 2023-12-31 1,276,336 $46,190,000 -394,499
   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
   COMMONWEALTH EQUITY SERVICES LLC. 392 - 2023-12-31 682,183 $24,688,000 -15,168
   HIGHTOWER ADVISORS, LLC 422 - 2023-12-31 652,735 $23,622,000 33,502
   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
   Delta Investment Management LLC 6 - 2023-12-31 404,917 $14,654,000 -63,990
   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 22 - 2023-12-31 200,753 $7,265,000 -4,477
   Brookstone Capital Management 178 - 2024-03-31 184,380 $7,003,000 -951,155
   AA Financial Advisors LLC 10 - 2023-12-31 167,434 $6,059,000 0
   Advisory Alpha LLC - 2023-12-31 166,529 $6,027,000 17,074
   CoreCap Advisors LLC 56 - 2023-12-31 159,433 $5,770,000 28,746
   Financial Services Advisory Inc 19 - 2023-12-31 156,773 $5,674,000 38,879
   Stuart Chaussee & Associates Inc. 7 *New 2023-12-31 155,129 $5,614,000 155,129
   LPL FINANCIAL CORP 1615 - 2023-12-31 153,661 $5,561,000 41,977
   JANNEY MONTGOMERY SCOTT LLC 695 - 2023-12-31 151,086 $5,468,000 -4,518
   Kestra Advisory Services LLC 424 - 2023-12-31 150,880 $5,460,000 40,265
   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
   LINCOLN NATIONAL CORP 139 - 2023-12-31 135,648 $4,909,000 53,736
   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
   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
   Global Strategic Investment Solutions LLC 38 - 2023-12-31 113,224 $4,098,000 -15,982
   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
   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
   CAPROCK Group Inc. 73 - 2023-12-31 87,754 $3,176,000 -89,064
   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
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1543 - 2023-12-31 78,976 $2,858,000 51,391
   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
   Feltz Wealth PLAN Inc. 98 - 2023-12-31 70,433 $2,549,000 11,206
   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
   MCCORMACK ADVISORS INTERNATIONAL 295 - 2023-12-31 53,768 $1,946,000 -173,190
   Certified Advisory Corp 96 - 2023-12-31 53,154 $1,924,000 0
   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 20 - 2023-12-31 49,620 $1,796,000 0
   PRINCIPAL SECURITIES INC. 268 - 2023-12-31 49,131 $1,778,000 0
   Resources Investment Advisors Inc. 343 - 2023-12-31 48,140 $1,742,000 8,265
   BENJAMIN F. EDWARDS & COMPANY INC. 372 - 2023-12-31 45,542 $1,648,000 6,845
   Berkshire Money Management Inc. 28 - 2023-12-31 44,760 $1,620,000 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
   Sigma Planning Corp 185 - 2023-12-31 41,635 $1,507,000 -23,180
   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
   Lakeridge Wealth Management LLC 21 - 2023-12-31 38,311 $1,386,000 0
   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
   LAKE STREET FINANCIAL LLC 130 - 2024-03-31 33,750 $1,282,000 -1,735
   Diligent Investors LLC 79 - 2023-12-31 35,119 $1,271,000 7,500
   Bellwether Advisors LLC 59 - 2023-12-31 35,124 $1,271,000 0
   GRADIENT INVESTMENTS LLC 174 - 2024-03-31 33,477 $1,271,000 -1,181,154
   H D Vest Advisory Services 650 - 2023-12-31 33,356 $1,207,000 -15,691
   Patriot Financial Group Insurance Agency LLC 108 - 2023-12-31 33,099 $1,198,000 3,762
   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
   Koshinski Asset Management Inc. 164 - 2023-12-31 31,285 $1,132,000 11,600
   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 52 - 2023-12-31 28,580 $1,034,000 -467
   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
   ABSOLUTE INVESTMENT MANAGEMENT LLC 26 - 2023-12-31 28,446 $1,029,000 -505
   ADVISORY SERVICES NETWORK, LLC 625 - 2023-12-31 28,239 $1,022,000 393
   ATTICUS WEALTH MANAGEMENT LLC 44 - 2024-03-31 26,190 $995,000 0
   Wealth Alliance 151 - 2023-12-31 26,955 $976,000 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
  100 Records found
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