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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  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   MERCER GLOBAL ADVISORS INC /ADV 480 *New 2023-12-31 132,877 $4,809,000 132,877
   Steward Financial Group LLC 9 *New 2023-09-30 136,367 $4,595,000 136,367
   Goss Wealth Management LLC 537 *New 2023-12-31 77,175 $2,828,000 77,175
   Benchmark Investment Advisors LLC 105 *New 2023-12-31 43,790 $1,585,000 43,790
   RFG Advisory Group LLC 271 *New 2024-03-31 40,980 $1,556,000 40,980
   BROWN BROTHERS HARRIMAN & CO 291 *New 2024-03-31 22,461 $853,000 22,461
   RENAISSANCE TECHNOLOGIES LLC 2521 *New 2023-12-31 23,183 $839,000 23,183
   MARINER WEALTH ADVISORS, LLC 1676 *New 2023-12-31 19,898 $720,000 19,898
   Continuum Advisory LLC 331 *New 2023-12-31 10,230 $370,000 10,230
   Cornerstone Wealth Group LLC 186 *New 2024-03-31 8,319 $316,000 8,319
   J P MORGAN CHASE & CO 4057 *New 2024-03-31 7,162 $272,000 7,162
   HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 417 *New 2024-03-31 5,964 $227,000 5,964
   TUCKER ASSET MANAGEMENT LLC 319 *New 2023-12-31 742 $27,000 742
   Anfield Capital Management LLC 135 *New 2024-03-31 319 $12,000 319
   NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 2651 *New 2023-12-31 213 $8,000 213
   Atlantic Trust Group LLC 2788 *New 2024-03-31 60 $2,000 60

  16 Records found
  1    
  Page 1 of 1
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