Sign in:
 Email
 Password  save:
  
 Company Reports 
 
 
Membership is free, please Sign Up.
  
My Recent Searches
  Help
  
   
 
 
Get Institutions for : 
Innovator S&p 500 Power Buffer Etf - May (PMAY)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 150    4
Total shares held : 
 10,462,099  
% of shares held : 
 11.62%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -73  
Amount of shares held : 
 -1,595,483  
% of shares held change : 
   -1.77%  
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 :
6
 61,686
 0.59%
 
Increased Positions :
15
 448,626
 4.29%
 
Unchanged Positions :
45
 931,280
 8.9%
 
Decreased Positions :
84
-1,523,744
-14.56%
 
Closed Positions :
10
-582,051
-5.56%
 
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. 499 - 2023-12-31 2,283,076 $71,859,000 -183,303
   Penserra Capital Management LLC 40 - 2023-12-31 957,028 $30,121,000 205,423
   Advisor Group Holdings Inc. 607 - 2024-03-31 360,553 $11,707,000 -57,628
   COMMONWEALTH EQUITY SERVICES LLC. 748 - 2024-03-31 334,455 $10,860,000 -36,259
   FINANCIAL NETWORK 380 - 2023-12-31 282,133 $8,880,000 -12,521
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 925 - 2024-03-31 231,177 $7,506,000 754
   Brookstone Capital Management 182 - 2024-03-31 213,778 $6,941,000 -17,289
   LINCOLN NATIONAL CORP 135 - 2024-03-31 178,104 $5,783,000 -6,853
   Strategic Wealth Partners Group LLC 32 - 2024-03-31 158,838 $5,158,000 -8,494
   Southland Equity Partners LLC 16 - 2024-03-31 157,735 $5,122,000 -105
   RAYMOND JAMES & ASSOCIATES 1563 - 2024-03-31 156,178 $5,071,000 -32,743
   KFG WEALTH MANAGEMENT LLC 9 - 2024-03-31 155,176 $5,039,000 -8,931
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 710 - 2024-03-31 128,639 $4,177,000 -72,943
   AE Wealth Management LLC 658 - 2023-12-31 127,665 $4,066,000 -44,574
   ENVESTNET ASSET MANAGEMENT INC 2059 - 2023-12-31 122,572 $3,858,000 -11,271
   JANNEY MONTGOMERY SCOTT LLC 863 - 2024-03-31 115,384 $3,747,000 -44,739
   Beacon Pointe Advisors LLC 357 - 2023-12-31 110,873 $3,490,000 -14,499
   ATTICUS WEALTH MANAGEMENT LLC 18 - 2024-03-31 100,514 $3,264,000 0
   HIGHTOWER ADVISORS, LLC 1158 - 2024-03-31 98,925 $3,209,000 -28,830
   BB&T CORP 1024 - 2023-12-31 101,220 $3,186,000 -12,941
   LPL FINANCIAL CORP 2138 - 2024-03-31 94,618 $3,072,000 37,363
   Stuart Chaussee & Associates Inc. 9 - 2024-03-31 91,830 $2,982,000 0
   Pinnacle Wealth Management Group Inc. 17 - 2024-03-31 90,295 $2,932,000 -8,210
   CoreCap Advisors LLC 110 - 2023-12-31 93,119 $2,931,000 167
   InterOcean Capital Group LLC 125 - 2023-12-31 89,937 $2,831,000 -23,943
   Castle Rock Wealth Management LLC 20 - 2023-12-31 88,069 $2,757,000 -125
   IFP Advisors Inc 168 - 2023-12-31 85,564 $2,693,000 -4,832
   Cetera Investment Advisers 724 - 2023-12-31 74,992 $2,360,000 -5,632
   McAlister Sweet & Associates Inc. 14 - 2024-03-31 64,255 $2,086,000 13,155
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1274 - 2024-03-31 59,641 $1,937,000 -4,579
   GILL CAPITAL PARTNERS LLC 32 - 2024-03-31 58,533 $1,911,000 -159,256
   BKD WEALTH ADVISORS LLC 163 - 2024-03-31 58,279 $1,892,000 -905
   TOWNSQUARE CAPITAL LLC 425 - 2023-12-31 59,953 $1,887,000 -1,264
   Visionary Wealth Advisors 162 - 2023-12-31 58,666 $1,846,000 -1,901
   MCCORMACK ADVISORS INTERNATIONAL 382 - 2024-03-31 55,096 $1,789,000 -14,077
   HARBOUR INVESTMENTS INC. 246 - 2023-12-31 56,633 $1,782,000 -165
   Kestra Advisory Services LLC 845 - 2023-12-31 56,066 $1,765,000 3,708
   Pillar Wealth Advisors LLC 19 - 2024-03-31 53,854 $1,749,000 -5,205
   MML INVESTORS SERVICES LLC 1065 - 2023-12-31 55,352 $1,742,000 -276
   Wealth Alliance 94 - 2024-03-31 53,060 $1,723,000 0
   Lineweaver Wealth Advisors LLC 50 - 2024-03-31 51,995 $1,688,000 0
   Wealthquest Corp 35 - 2024-03-31 50,917 $1,653,000 0
   MULTIFINANCIAL SECURITIES CORP 585 - 2023-12-31 50,344 $1,585,000 -7,203
   Resources Investment Advisors Inc. 414 - 2024-03-31 43,047 $1,398,000 0
   OLD MISSION CAPITAL LLC 365 - 2023-12-31 41,727 $1,313,000 -27,491
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 36 - 2023-12-31 41,645 $1,311,000 -54
   JANE STREET GROUP LLC 2960 - 2023-12-31 38,959 $1,226,000 38,959
   Advisory Alpha LLC 141 - 2024-03-31 36,945 $1,200,000 0
   Michael S. Ryan Inc. 14 - 2024-03-31 36,748 $1,193,000 -640
   DHJJ Financial Advisors Ltd. 40 - 2024-03-31 35,649 $1,158,000 -4,046
   MARINER WEALTH ADVISORS, LLC 1355 - 2023-12-31 35,641 $1,122,000 1,168
   Allegiance Financial Group Advisory Services LLC 34 - 2024-03-31 33,591 $1,091,000 0
   Schulz Wealth LTD. 20 - 2024-03-31 33,469 $1,087,000 -1,526
   VALMARK ADVISERS INC 261 - 2024-03-31 31,547 $1,024,000 -6,927
   Vishria Bird Financial Group LLC 30 - 2024-03-31 30,411 $987,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 324 - 2023-12-31 30,964 $975,000 0
   Patriot Financial Group Insurance Agency LLC 154 - 2024-03-31 29,873 $970,000 -405
   Weaver Consulting Group 62 - 2024-03-31 28,458 $924,000 -3,216
   Sequoia Financial Advisors LLC 494 - 2024-03-31 28,280 $918,000 0
   Frisch Financial Group Inc. 46 - 2023-12-31 28,761 $905,000 -10,751
   BENJAMIN F. EDWARDS & COMPANY INC. 539 - 2024-03-31 26,357 $856,000 -27,320
   Focus Financial Network Inc. 280 - 2024-03-31 25,869 $842,000 0
   RETIREMENT GUYS FORMULA LLC 68 - 2024-03-31 25,663 $833,000 -89
   Fragasso Group Inc. 131 - 2024-03-31 25,139 $816,000 0
   Stratos Wealth Advisors LLC 370 - 2024-03-31 24,314 $789,000 -661
   LAKE STREET FINANCIAL LLC 167 - 2024-03-31 23,923 $777,000 0
   Outlook Wealth Advisors LLC 85 - 2024-03-31 23,506 $763,000 -2,911
   Bellwether Advisors LLC 83 - 2024-03-31 23,037 $748,000 -85,080
   Chicago Partners Investment Group LLC 380 - 2024-03-31 21,260 $694,000 0
   Lakeridge Wealth Management LLC 44 - 2024-03-31 21,255 $690,000 0
   STEPHENS INC /AR/ 658 - 2023-12-31 20,650 $650,000 -7,100
   Kingsview Wealth Management LLC 602 - 2024-03-31 19,899 $646,000 -1,448
   BECK CAPITAL MANAGEMENT LLC 91 - 2023-12-31 19,555 $615,000 -825
   Benchmark Investment Advisors LLC 171 *New 2023-12-31 18,868 $594,000 18,868
   BCJ Capital Management LLC 164 - 2023-12-31 18,868 $594,000 -470
   Keystone Wealth Services LLC 114 - 2024-03-31 18,076 $587,000 -100
   RETIREMENT PLANNING GROUP 130 - 2024-03-31 17,797 $578,000 -22,639
   Sigma Planning Corp 705 - 2024-03-31 17,654 $573,000 8,548
   Cape Investment Advisory Inc. 69 - 2023-12-31 18,141 $571,000 -100
   ROYAL BANK OF CANADA 3556 - 2023-12-31 18,102 $570,000 18,102
   Castleview Partners LLC 70 - 2024-03-31 17,434 $566,000 -2,564
   Main Street Financial Solutions LLC 287 - 2024-03-31 17,320 $562,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3367 - 2024-03-31 16,212 $526,000 -29,336
   Steward Partners Investment Advisory LLC 985 - 2023-12-31 16,504 $519,000 -750
   Secure Asset Management LLC 132 *New 2024-03-31 15,180 $493,000 15,180
   Smith Anglin Financial LLC 110 - 2024-03-31 15,066 $489,000 0
   Capital Analysts Inc. 317 - 2023-12-31 15,361 $483,000 -1,060
   Spire Wealth Management 522 - 2024-03-31 14,785 $480,000 0
   Bedel Financial Consulting Inc. 139 - 2024-03-31 14,508 $471,000 0
   Foundations Investment Advisors LLC 445 - 2023-12-31 14,598 $466,000 491
   HPM Partners LLC - 2023-12-31 14,800 $466,000 0
   Orion Capital Management LLC 71 - 2024-03-31 14,200 $461,000 0
   Crown Wealth Group LLC 52 - 2024-03-31 13,642 $443,000 -7,641
   Strategic Blueprint LLC 403 - 2024-03-31 13,617 $442,000 -2,302
   RFG Advisory Group LLC 524 *New 2024-03-31 13,599 $442,000 13,599
   MERCER GLOBAL ADVISORS INC /ADV 1398 *New 2023-12-31 13,844 $436,000 13,844
   MILESTONE ASSET MANAGEMENT LLC 116 - 2024-03-31 13,345 $433,000 -303
   SRS Capital Advisors Inc. 180 - 2023-12-31 13,715 $432,000 0
   WorthPointe LLC 48 - 2023-12-31 13,721 $432,000 -51
   Retirement Income Solutions Inc 88 - 2024-03-31 13,244 $430,000 0
  100 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results

  
    
    Copyright © 2024 j3sg.com | Disclaimer & Terms of use          Products & Service  About Us  Contact Us