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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
   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
   Advisor Group Holdings Inc. 487 - 2024-03-31 420,483 $15,970,000 -855,853
   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
   AA Financial Advisors LLC 9 - 2024-03-31 167,390 $6,357,000 -44
   Advisory Alpha LLC 56 - 2024-03-31 161,884 $6,148,000 -4,645
   LINCOLN NATIONAL CORP 155 - 2024-03-31 132,795 $5,044,000 -2,853
   Weaver Consulting Group 12 - 2024-03-31 121,968 $4,632,000 -2,029
   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
   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
   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
   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
   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
   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
   Resources Investment Advisors Inc. 371 - 2024-03-31 45,335 $1,722,000 -2,805
   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
   ODonnell Financial Services LLC 20 - 2024-03-31 35,388 $1,344,000 -18,592
   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
   Cypress Wealth Services LLC 72 - 2024-03-31 30,554 $1,160,000 -4,979
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 534 - 2024-03-31 23,107 $878,000 -22,435
   SILVER OAK SECURITIES Inc 164 - 2024-03-31 22,688 $862,000 -542
   Sigma Planning Corp 572 - 2024-03-31 21,031 $799,000 -20,604
   Ameritas Advisory Services LLC 337 - 2023-12-31 21,759 $787,000 -26,476
   U.S. Capital Wealth Advisors LLC 388 - 2024-03-31 20,325 $772,000 -610
   Koshinski Asset Management Inc. 250 - 2024-03-31 19,829 $753,000 -11,456
   BECK CAPITAL MANAGEMENT LLC 89 - 2023-12-31 20,435 $740,000 -560
   Alera Investment Advisors LLC 94 - 2024-03-31 18,614 $707,000 -2,487
   OLD MISSION CAPITAL LLC 527 - 2023-12-31 18,755 $679,000 -2,363
   Compass Advisory Group LLC 40 - 2024-03-31 17,538 $666,000 -989
   GILL CAPITAL PARTNERS LLC 58 - 2024-03-31 17,431 $657,000 -1,016
   DHJJ Financial Advisors Ltd. 73 - 2024-03-31 15,443 $587,000 -1,100
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 371 - 2024-03-31 15,374 $584,000 -60
   Schulz Wealth LTD. 27 - 2024-03-31 14,831 $563,000 -90
   Lineweaver Wealth Advisors LLC 100 - 2024-03-31 14,139 $537,000 -585
   ALTFEST L J & CO INC 189 - 2024-03-31 13,624 $517,000 -362
   Nikulski Financial Inc. 86 - 2024-03-31 13,520 $513,000 -35
   RAYMOND JAMES & ASSOCIATES 3127 - 2024-03-31 11,120 $422,000 -2,146
   ADVISORY SERVICES NETWORK, LLC 1035 - 2024-03-31 10,503 $399,000 -17,736
   PFG Advisors 458 - 2024-03-31 10,353 $393,000 -567
   MCCORMACK ADVISORS INTERNATIONAL 829 - 2024-03-31 9,559 $363,000 -44,209
   YARGER WEALTH STRATEGIES LLC 57 - 2024-03-31 9,382 $356,000 -2,438
   HPM Partners LLC - 2023-12-31 9,717 $352,000 -325
   S.C. Financial Services Inc. 65 - 2022-12-31 11,298 $341,000 -6,217
   LEVEL FOUR ADVISORY SERVICES LLC 572 - 2023-12-31 9,260 $335,000 -1,295
   TRUSTCORE FINANCIAL SERVICES LLC 212 - 2022-12-31 11,025 $333,000 -1,664
   Certified Advisory Corp 214 - 2024-03-31 8,704 $331,000 -44,450
   HANSON MCCLAIN, INC. 645 - 2024-03-31 8,446 $321,000 -244,388
   My Personal CFO LLC 78 - 2024-03-31 8,227 $312,000 -588
   DAVID R. RAHN & ASSOCIATES INC. 72 - 2024-03-31 8,089 $307,000 -397
   Cedar Brook Financial Partners LLC 330 - 2024-03-31 7,426 $282,000 -2,140
   CITY HOLDING CO 217 - 2024-03-31 7,430 $282,000 -90
   RETIREMENT PLANNING GROUP 194 - 2024-03-31 6,520 $248,000 -686
   Kingsview Wealth Management LLC 902 - 2024-03-31 6,302 $239,000 -9,124
   Sequoia Financial Advisors LLC 994 - 2024-03-31 5,925 $225,000 -1,463
   Valtinson Bruner Financial Planning LLC 111 - 2024-03-31 5,848 $222,000 -70
   ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC 126 - 2024-03-31 5,549 $211,000 -2,930
   ROYAL BANK OF CANADA 5373 - 2023-12-31 1,123 $41,000 -4,853
   UBS Group AG 5697 - 2023-12-31 624 $23,000 -27
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 337 - 2023-12-31 477 $17,000 -27
   Larson Financial Group LLC 1123 - 2024-03-31 190 $7,000 -95
   Impact Partnership Wealth LLC 632 - 2023-12-31 83 $3,000 -6,507
  86 Records found
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