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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 139    15
Total shares held : 
 19,083,830  
% of shares held : 
 87.54%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   34  
Amount of shares held : 
 3,677,083  
% of shares held change : 
   16.87%  
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 :
22
 807,146
 4.23%
 
Increased Positions :
54
 3,335,723
 17.48%
 
Unchanged Positions :
28
 328,738
 1.72%
 
Decreased Positions :
35
-317,133
-1.66%
 
Closed Positions :
7
-148,653
-0.78%
 
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
   ALLIANCEBERNSTEIN L.P. 192 - 2023-12-31 6,319,141 $217,631,000 1,049,756
   Stuart Chaussee & Associates Inc. 1 - 2023-12-31 3,859,728 $132,929,000 979,917
   Requisite Capital Management LLC 5 - 2024-03-31 951,942 $33,842,000 -45,363
   Penserra Capital Management LLC 44 - 2023-12-31 850,298 $29,284,000 175,346
   COMMONWEALTH EQUITY SERVICES LLC. 577 - 2023-12-31 410,465 $14,136,000 76,421
   LPL FINANCIAL CORP 1071 - 2023-12-31 386,553 $13,313,000 61,697
   Advisor Group Holdings Inc. 703 - 2023-12-31 341,507 $11,761,000 -27,355
   CAPROCK Group Inc. 23 *New 2023-12-31 291,035 $10,023,000 291,035
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 833 - 2024-03-31 260,289 $9,253,000 -3,626
   MULTIFINANCIAL SECURITIES CORP 195 - 2023-12-31 215,186 $7,411,000 -5,143
   TOWNSQUARE CAPITAL LLC 155 - 2023-12-31 208,650 $7,186,000 139,905
   HIGHTOWER ADVISORS, LLC 809 - 2023-12-31 206,860 $7,129,000 33,527
   Beacon Pointe Advisors LLC 221 - 2023-12-31 195,825 $6,744,000 38,117
   Strategic Wealth Partners Group LLC 24 - 2023-12-31 190,807 $6,571,000 189,479
   Asset Management Resources LLC *New 2023-12-31 187,390 $6,454,000 187,390
   LINCOLN NATIONAL CORP 142 - 2023-12-31 139,750 $4,813,000 54,290
   TRUSTCORE FINANCIAL SERVICES LLC 31 - 2022-12-31 156,886 $4,736,000 152,001
   Keystone Wealth Services LLC 14 - 2024-03-31 130,897 $4,653,000 -1
   ENVESTNET ASSET MANAGEMENT INC 1960 - 2023-12-31 132,052 $4,548,000 28,659
   Brookstone Capital Management 230 - 2024-03-31 125,822 $4,473,000 -12,168
   BB&T CORP 946 - 2023-12-31 114,824 $3,955,000 9,959
   Kestra Advisory Services LLC 545 - 2023-12-31 109,950 $3,787,000 52,409
   Bellwether Advisors LLC 31 - 2023-12-31 109,434 $3,769,000 -1,958
   CAPTRUST FINANCIAL ADVISORS 668 - 2023-12-31 105,785 $3,643,000 815
   CoreCap Advisors LLC 90 - 2023-12-31 100,449 $3,459,000 25,594
   Goss Wealth Management LLC 449 - 2023-12-31 99,425 $3,456,000 17,677
   Pillar Wealth Advisors LLC 9 - 2023-12-31 95,969 $3,305,000 -792
   RFG Advisory Group LLC 145 - 2024-03-31 92,693 $3,295,000 82,736
   AE Wealth Management LLC 731 - 2023-12-31 92,183 $3,212,000 9,955
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 844 - 2024-03-31 74,980 $2,666,000 -11,969
   Advisory Alpha LLC - 2023-12-31 76,146 $2,622,000 -985
   FINANCIAL NETWORK 851 - 2023-12-31 74,156 $2,554,000 12,437
   JANNEY MONTGOMERY SCOTT LLC 1015 - 2023-12-31 70,509 $2,428,000 1,144
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1174 - 2024-03-31 64,454 $2,291,000 -45,403
   MCCORMACK ADVISORS INTERNATIONAL 289 - 2023-12-31 59,553 $2,051,000 -1,516
   ATTICUS WEALTH MANAGEMENT LLC 27 - 2024-03-31 57,355 $2,039,000 0
   McAlister Sweet & Associates Inc. 15 - 2024-03-31 56,959 $2,025,000 8,166
   SFMG, LLC 65 - 2023-12-31 57,030 $1,964,000 -2,858
   GILL CAPITAL PARTNERS LLC 32 - 2023-12-31 56,590 $1,949,000 -345
   BKD WEALTH ADVISORS LLC 160 - 2024-03-31 54,715 $1,945,000 -1,201
   FINANCIAL ARCHITECTS INC 74 - 2023-06-30 57,250 $1,941,000 0
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 43 - 2024-03-31 54,013 $1,920,000 -1,181
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 29 - 2023-12-31 54,284 $1,870,000 54,284
   WPWealth LLP 18 - 2023-12-31 51,218 $1,764,000 -9,331
   Wealth Alliance 86 - 2023-12-31 50,859 $1,752,000 0
   CRA Financial Services LLC 54 - 2024-03-31 46,382 $1,649,000 -4,405
   RAYMOND JAMES & ASSOCIATES 2273 - 2024-03-31 46,097 $1,639,000 -11,287
   Retirement Income Solutions Inc 38 - 2023-12-31 41,188 $1,419,000 587
   Southland Equity Partners LLC 46 - 2024-03-31 39,692 $1,411,000 3,013
   MML INVESTORS SERVICES LLC 1174 - 2023-12-31 40,781 $1,404,000 12,923
   Steward Financial Group LLC 19 - 2023-09-30 41,785 $1,381,000 0
   Truadvice LLC 59 - 2023-09-30 39,048 $1,298,000 -640
   Cape Investment Advisory Inc. 33 - 2023-12-31 37,700 $1,298,000 0
   Castle Rock Wealth Management LLC 68 - 2023-12-31 36,999 $1,270,000 13,750
   KFG WEALTH MANAGEMENT LLC 40 - 2024-03-31 35,695 $1,269,000 -1,134
   Apollon Wealth Management LLC 384 - 2023-12-31 35,700 $1,230,000 0
   BCS Wealth Management 58 - 2024-03-31 34,560 $1,229,000 0
   Sugarloaf Wealth Management LLC 49 - 2024-03-31 33,292 $1,184,000 0
   MERCER GLOBAL ADVISORS INC /ADV 910 *New 2023-12-31 34,093 $1,174,000 34,093
   Fragasso Group Inc. 105 - 2024-03-31 31,954 $1,136,000 -1,493
   ARS Wealth Advisors Group LLC 60 *New 2023-12-31 32,200 $1,109,000 32,200
   InterOcean Capital Group LLC 180 - 2023-12-31 31,980 $1,101,000 -3,340
   Diligent Investors LLC 94 - 2023-12-31 30,300 $1,044,000 -2,000
   Global Strategic Investment Solutions LLC 64 - 2023-12-31 29,432 $1,014,000 1,916
   Resources Investment Advisors Inc. 479 - 2023-12-31 28,936 $997,000 650
   Cardinal Point Wealth Management Partners LLC 27 - 2023-03-31 30,880 $982,000 0
   BCJ Capital Management LLC 126 - 2023-12-31 28,497 $981,000 5,100
   Benchmark Investment Advisors LLC 129 *New 2023-12-31 28,497 $981,000 28,497
   Patriot Financial Group Insurance Agency LLC 140 - 2023-12-31 27,231 $938,000 10,729
   Cresset Asset Management LLC 916 *New 2023-12-31 26,228 $903,000 26,228
   Cetera Investment Advisers 1164 - 2023-12-31 25,865 $891,000 -600
   GOLDMAN SACHS GROUP INC/ 3581 *New 2023-12-31 25,000 $861,000 25,000
   Csenge Advisory Group 272 - 2023-12-31 24,281 $836,000 -6,883
   Crown Wealth Group LLC - 2023-12-31 23,901 $823,000 -8,159
   Bedel Financial Consulting Inc. 86 - 2023-12-31 23,250 $801,000 0
   Orion Capital Management LLC 46 - 2023-12-31 22,536 $776,000 0
   Change Path LLC 290 *New 2023-12-31 22,325 $769,000 22,325
   BEDEL FINANCIAL CONSULTING INC 78 - 2023-09-30 23,250 $769,000 0
   FOCUS FINANCIAL NETWORK INC /ADV 382 - 2023-12-31 20,442 $704,000 0
   Spire Wealth Management 444 - 2024-03-31 19,455 $692,000 0
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3332 - 2023-12-31 19,668 $677,000 -4,218
   Focus Financial Network Inc. 318 - 2024-03-31 18,672 $659,000 0
   Steward Partners Investment Advisory LLC 886 - 2023-12-31 18,576 $640,000 0
   Koshinski Asset Management Inc. 248 - 2023-12-31 17,899 $616,000 1,139
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 111 - 2023-12-31 16,709 $575,000 5,428
   Cardinal Point Capital Management ULC 41 - 2024-03-31 15,460 $550,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 397 - 2024-03-31 15,133 $538,000 0
   SRS Capital Advisors Inc. 145 - 2023-12-31 14,903 $513,000 1,331
   CITY HOLDING CO 192 - 2024-03-31 14,300 $508,000 0
   Outlook Wealth Advisors LLC 136 - 2024-03-31 14,136 $503,000 -223,111
   BECK CAPITAL MANAGEMENT LLC 96 - 2023-12-31 14,188 $489,000 -1,086
   Berkshire Money Management Inc. 38 - 2023-12-31 14,114 $486,000 -106
   YARGER WEALTH STRATEGIES LLC 41 *New 2023-12-31 13,605 $469,000 13,605
   H D Vest Advisory Services 1032 - 2023-12-31 13,277 $457,000 -9,405
   Valtinson Bruner Financial Planning LLC 81 - 2023-12-31 13,187 $454,000 0
   CYPRESS FINANCIAL PLANNING LLC 39 - 2024-03-31 12,553 $446,000 5,117
   BROWN WEALTH MANAGEMENT LLC 57 - 2023-12-31 12,767 $440,000 -23
   COLDSTREAM CAPITAL MANAGEMENT INC 557 - 2023-12-31 12,586 $433,000 -93,428
   Pinnacle Wealth Management Group Inc. 68 - 2024-03-31 10,800 $384,000 -3,840
   John W. Brooker & Co. CPAs 61 - 2024-03-31 10,353 $368,000 -330
  100 Records found
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