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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 142    3
Total shares held : 
 11,291,632  
% of shares held : 
 9.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -52  
Amount of shares held : 
 -1,752,714  
% of shares held change : 
   -1.5%  
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 :
7
 66,096
 0.59%
 
Increased Positions :
20
 1,172,349
 10.38%
 
Unchanged Positions :
46
 953,677
 8.45%
 
Decreased Positions :
69
-2,690,506
-23.83%
 
Closed Positions :
10
-300,653
-2.66%
 
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. 440 - 2023-12-31 2,603,925 $86,919,000 -156,384
   Penserra Capital Management LLC 39 - 2023-12-31 902,663 $30,130,000 201,709
   JANE STREET GROUP LLC 464 - 2023-12-31 719,982 $24,033,000 658,637
   COMMONWEALTH EQUITY SERVICES LLC. 463 - 2023-12-31 581,410 $19,407,000 -224,090
   Vantage Financial Partners Ltd. Inc. 8 - 2023-12-31 368,480 $12,300,000 -7,177
   Lineweaver Wealth Advisors LLC 6 - 2023-12-31 343,496 $11,466,000 -7,086
   McAdam LLC 31 - 2024-03-31 236,803 $8,174,000 0
   Strategic Wealth Partners Group LLC 20 - 2023-12-31 242,436 $8,093,000 -16,329
   Advisor Group Holdings Inc. 986 - 2023-12-31 210,978 $7,042,000 -108,970
   Brookstone Capital Management 189 - 2024-03-31 187,927 $6,487,000 -57,471
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 1016 - 2023-12-31 175,384 $5,854,000 167,883
   HIGHTOWER ADVISORS, LLC 922 - 2023-12-31 162,534 $5,425,000 -568
   BB&T CORP 838 - 2023-12-31 161,601 $5,394,000 1,720
   BLAIR WILLIAM & CO/IL 480 - 2023-12-31 135,043 $4,508,000 -500
   YARGER WEALTH STRATEGIES LLC 11 - 2023-12-31 131,184 $4,379,000 -621
   LINCOLN NATIONAL CORP 164 - 2023-12-31 122,801 $4,099,000 9,026
   Bellwether Advisors LLC 29 - 2023-12-31 120,063 $4,008,000 -384
   Andina Capital Management LLC 9 - 2024-03-31 113,825 $3,929,000 -8,744
   BKD WEALTH ADVISORS LLC 107 - 2024-03-31 112,274 $3,876,000 -900
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 1287 - 2024-03-31 109,879 $3,793,000 -6,286
   ENVESTNET ASSET MANAGEMENT INC 2079 - 2023-12-31 111,985 $3,738,000 -13,987
   Southland Equity Partners LLC 24 - 2024-03-31 102,390 $3,535,000 -74
   Weaver Consulting Group 19 - 2024-03-31 99,362 $3,430,000 -760
   Kestra Advisory Services LLC 611 - 2023-12-31 96,438 $3,219,000 26,221
   AE Wealth Management LLC 737 - 2023-12-31 93,846 $3,173,000 -722,383
   Beacon Pointe Advisors LLC 380 - 2023-12-31 94,482 $3,154,000 -14,662
   InterOcean Capital Group LLC 120 - 2023-12-31 91,447 $3,053,000 -45,056
   TOWNSQUARE CAPITAL LLC 348 - 2023-12-31 84,466 $2,819,000 -1,731
   JANNEY MONTGOMERY SCOTT LLC 963 - 2023-12-31 83,785 $2,797,000 -11,786
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1098 - 2024-03-31 75,883 $2,619,000 -8,872
   FINANCIAL NETWORK 849 - 2023-12-31 76,716 $2,561,000 -5,543
   CoreCap Advisors LLC 121 - 2023-12-31 75,297 $2,513,000 2,393
   Strategic Blueprint LLC 122 - 2024-03-31 68,548 $2,366,000 -3,060
   MULTIFINANCIAL SECURITIES CORP 451 - 2023-12-31 69,835 $2,331,000 7,770
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 914 - 2024-03-31 61,934 $2,138,000 -27,482
   Balboa Wealth Partners 24 - 2023-12-31 61,013 $2,037,000 -27,185
   Stratos Wealth Advisors LLC 205 - 2024-03-31 54,463 $1,880,000 -2,515
   KFG WEALTH MANAGEMENT LLC 31 - 2024-03-31 52,552 $1,814,000 -3,203
   Advisory Alpha LLC - 2023-12-31 54,291 $1,812,000 -1,590
   Wealth Alliance 92 - 2023-12-31 49,816 $1,663,000 0
   Certified Advisory Corp 104 - 2023-12-31 48,823 $1,630,000 0
   BENJAMIN F. EDWARDS & COMPANY INC. 378 - 2023-12-31 48,290 $1,612,000 4,038
   Castle Rock Wealth Management LLC 54 - 2023-12-31 48,004 $1,594,000 0
   LPL FINANCIAL CORP 2612 - 2023-12-31 46,875 $1,565,000 34,105
   Resources Investment Advisors Inc. 367 - 2023-12-31 45,028 $1,503,000 -9,605
   Cape Investment Advisory Inc. 29 - 2023-12-31 43,250 $1,444,000 -140
   Outlook Wealth Advisors LLC 48 - 2024-03-31 39,922 $1,378,000 -296,167
   Cetera Investment Advisers 983 - 2023-12-31 36,842 $1,230,000 -1,244
   Cardinal Point Capital Management ULC 26 - 2024-03-31 35,240 $1,216,000 0
   Chicago Partners Investment Group LLC 289 - 2024-03-31 33,660 $1,164,000 -1,624
   RFG Advisory Group LLC 321 - 2024-03-31 33,706 $1,164,000 24,025
   MML INVESTORS SERVICES LLC 1307 - 2023-12-31 32,287 $1,078,000 822
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 51 - 2023-12-31 31,701 $1,058,000 -2,037
   BROWN WEALTH MANAGEMENT LLC 37 - 2023-12-31 31,267 $1,044,000 -1,717
   Berkshire Money Management Inc. 30 - 2023-12-31 31,096 $1,038,000 0
   BCS Wealth Management 71 - 2024-03-31 29,865 $1,031,000 -2,477
   THOROUGHBRED FINANCIAL SERVICES LLC 235 - 2023-12-31 29,505 $984,000 0
   OLD MISSION CAPITAL LLC 444 - 2023-12-31 28,033 $936,000 18,014
   HARBOUR INVESTMENTS INC. 386 - 2023-12-31 26,986 $901,000 -37
   FINANCIAL ARCHITECTS INC 153 *New 2023-06-30 27,806 $881,000 27,806
   MARINER WEALTH ADVISORS, LLC 1558 *New 2023-12-31 25,103 $838,000 25,103
   ARS Wealth Advisors Group LLC 72 - 2023-12-31 24,552 $820,000 -1,491
   SageView Advisory Group LLC 247 - 2023-12-31 24,133 $817,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 346 - 2023-12-31 23,785 $794,000 0
   Pinnacle Wealth Management Group Inc. 38 - 2024-03-31 22,980 $793,000 -2,300
   AXXCESS WEALTH MANAGEMENT LLC 406 - 2023-12-31 23,464 $783,000 -18,845
   Patriot Financial Group Insurance Agency LLC 161 - 2023-12-31 23,466 $783,000 800
   Fragasso Group Inc. 135 - 2024-03-31 22,494 $776,000 0
   CRA Financial Services LLC 103 - 2024-03-31 20,195 $697,000 -1,425
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 331 - 2024-03-31 19,964 $689,000 -650
   Cornerstone Wealth Group LLC 140 *New 2024-03-31 19,952 $689,000 19,952
   Cypress Wealth Services LLC 107 - 2024-03-31 19,826 $684,000 -3,283
   CAPTRUST FINANCIAL ADVISORS 1517 - 2023-12-31 20,243 $676,000 0
   Focus Financial Network Inc. 315 - 2024-03-31 19,489 $671,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 391 - 2023-12-31 19,982 $667,000 0
   Change Path LLC 313 *New 2023-12-31 19,797 $661,000 19,797
   Garden State Investment Advisory Services LLC 90 - 2023-12-31 18,050 $603,000 0
   Spire Wealth Management 488 - 2024-03-31 16,863 $582,000 -117
   Pensionmark Financial Group LLC 202 - 2023-12-31 17,252 $576,000 -400
   IFP Advisors Inc 523 - 2023-12-31 17,121 $571,000 -1,042
   Sutton Wealth Advisors Inc. 59 - 2023-09-30 18,196 $570,000 -318
   ROYAL BANK OF CANADA 3564 - 2023-12-31 16,877 $563,000 13,605
   MCCORMACK ADVISORS INTERNATIONAL 605 - 2023-12-31 16,799 $561,000 -77,396
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 114 - 2023-12-31 16,716 $558,000 0
   Goss Wealth Management LLC 1222 - 2023-12-31 16,357 $546,000 -134,223
   BECK CAPITAL MANAGEMENT LLC 94 - 2023-12-31 15,999 $534,000 -1,541
   Sequoia Financial Advisors LLC - 2023-12-31 15,964 $533,000 -2,932
   DHJJ Financial Advisors Ltd. 77 - 2024-03-31 15,159 $523,000 -2,301
   NATIONAL ASSET MANAGEMENT, INC. 790 - 2023-12-31 15,557 $519,000 -2,300
   Atria Wealth Solutions Inc. 1183 - 2023-12-31 15,219 $508,000 1,485
   Global Strategic Investment Solutions LLC 90 - 2023-12-31 14,413 $481,000 -439,758
   GILL CAPITAL PARTNERS LLC 66 - 2023-12-31 13,859 $463,000 -3,114
   Nikulski Financial Inc. 89 - 2024-03-31 13,370 $462,000 -75
   TRUSTCORE FINANCIAL SERVICES LLC 179 - 2022-12-31 15,335 $456,000 0
   SRS Capital Advisors Inc. 172 - 2023-12-31 13,332 $445,000 0
   Feltz Wealth PLAN Inc. 230 - 2023-12-31 12,921 $431,000 -74
   VALMARK ADVISERS INC 370 - 2023-12-31 12,494 $417,000 -9,825
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 126 - 2024-03-31 11,996 $414,000 -34
   Orion Capital Management LLC 76 - 2023-12-31 12,070 $403,000 0
   HPM Partners LLC - 2023-12-31 11,750 $392,000 0
  100 Records found
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