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 (POCT)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 155    21
Total shares held : 
 16,290,335  
% of shares held : 
 18.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   70  
Amount of shares held : 
 6,697,092  
% of shares held change : 
   7.44%  
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 :
26
 3,344,516
 20.53%
 
Increased Positions :
75
 3,834,936
 23.54%
 
Unchanged Positions :
28
 305,639
 1.88%
 
Decreased Positions :
26
-427,037
-2.62%
 
Closed Positions :
5
-55,323
-0.34%
 
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
   Stuart Chaussee & Associates Inc. 2 *New 2023-12-31 2,623,091 $94,746,000 2,623,091
   ALLIANCEBERNSTEIN L.P. 540 - 2023-12-31 1,630,288 $58,886,000 -252,812
   COMMONWEALTH EQUITY SERVICES LLC. 298 - 2023-12-31 946,909 $34,202,000 343,958
   Global Strategic Investment Solutions LLC 5 - 2023-12-31 912,098 $32,945,000 700,704
   Penserra Capital Management LLC 41 - 2023-12-31 832,463 $30,068,000 154,990
   Advisor Group Holdings Inc. 514 - 2023-12-31 502,986 $18,168,000 145,239
   BKD WEALTH ADVISORS LLC 49 - 2024-03-31 335,631 $12,583,000 -3,430
   TOWNSQUARE CAPITAL LLC 95 - 2023-12-31 338,417 $12,224,000 246,842
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 716 - 2024-03-31 317,647 $11,909,000 -106,400
   STEPHENS INC /AR/ 140 - 2023-12-31 268,062 $9,682,000 3,821
   BROWN WEALTH MANAGEMENT LLC 6 - 2023-12-31 239,302 $8,644,000 227,381
   WPWealth LLP 10 - 2023-12-31 225,674 $8,151,000 -12,320
   HIGHTOWER ADVISORS, LLC 751 - 2023-12-31 224,681 $8,110,000 81,156
   CAPTRUST FINANCIAL ADVISORS 439 - 2023-12-31 203,706 $7,358,000 126,813
   ENVESTNET ASSET MANAGEMENT INC 1640 - 2023-12-31 199,921 $7,221,000 10,467
   BCJ Capital Management LLC 41 - 2023-12-31 194,793 $7,036,000 18,244
   Benchmark Investment Advisors LLC 41 *New 2023-12-31 194,793 $7,036,000 194,793
   Brookstone Capital Management 179 - 2024-03-31 186,570 $6,995,000 -721,213
   Beacon Pointe Advisors LLC 217 - 2023-12-31 193,279 $6,981,000 67,093
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 584 - 2024-03-31 183,590 $6,883,000 -2,212
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 616 - 2024-03-31 173,514 $6,505,000 -186,128
   AA Financial Advisors LLC 6 - 2023-12-31 174,487 $6,302,000 0
   LPL FINANCIAL CORP 1540 - 2023-12-31 173,088 $6,252,000 76,050
   Strategic Wealth Partners Group LLC 26 *New 2023-12-31 171,165 $6,182,000 171,165
   Valtinson Bruner Financial Planning LLC 8 - 2023-12-31 154,597 $5,584,000 -630
   Kestra Advisory Services LLC 429 - 2023-12-31 146,561 $5,294,000 84,913
   InterOcean Capital Group LLC 98 - 2023-12-31 137,895 $4,981,000 2,325
   Cresset Asset Management LLC 348 - 2023-12-31 130,127 $4,700,000 64,662
   Goss Wealth Management LLC 393 - 2023-12-31 117,079 $4,280,000 98,769
   JANNEY MONTGOMERY SCOTT LLC 803 - 2023-12-31 112,834 $4,076,000 16,208
   BB&T CORP 952 - 2023-12-31 107,781 $3,893,000 6,283
   Change Path LLC 84 - 2023-12-31 106,562 $3,849,000 72,557
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 21 - 2024-03-31 101,105 $3,790,000 -1,957
   FINANCIAL ARCHITECTS INC 38 - 2023-06-30 112,038 $3,750,000 -1,895
   Pillar Wealth Advisors LLC 8 - 2023-12-31 100,823 $3,642,000 -41
   FINANCIAL NETWORK 715 - 2023-12-31 100,610 $3,634,000 33,316
   CoreCap Advisors LLC 85 - 2023-12-31 99,432 $3,591,000 6,520
   AE Wealth Management LLC 722 - 2023-12-31 89,867 $3,288,000 16,281
   KFG WEALTH MANAGEMENT LLC 21 - 2024-03-31 86,922 $3,259,000 1,065
   BLAIR WILLIAM & CO/IL 555 - 2023-12-31 89,569 $3,235,000 89,179
   MML INVESTORS SERVICES LLC 806 - 2023-12-31 83,716 $3,024,000 16,591
   Orion Portfolio Solutions LLC 486 *New 2023-12-31 74,426 $2,691,000 74,426
   MERCER GLOBAL ADVISORS INC /ADV 650 *New 2023-12-31 72,460 $2,617,000 72,460
   LINCOLN NATIONAL CORP 234 - 2023-12-31 72,401 $2,615,000 17,310
   TRUSTCORE FINANCIAL SERVICES LLC 61 *New 2022-12-31 76,542 $2,302,000 76,542
   BCS Wealth Management 37 - 2024-03-31 61,333 $2,299,000 -891
   MULTIFINANCIAL SECURITIES CORP 455 - 2023-12-31 63,171 $2,282,000 29,796
   Wealth Alliance 61 - 2023-12-31 59,516 $2,150,000 0
   Cape Investment Advisory Inc. 17 - 2023-12-31 52,870 $1,910,000 17,600
   Steward Financial Group LLC 17 - 2023-09-30 56,208 $1,908,000 -822
   Outlook Wealth Advisors LLC 38 - 2024-03-31 50,521 $1,894,000 200
   RFG Advisory Group LLC 231 *New 2024-03-31 50,496 $1,893,000 50,496
   Sigma Planning Corp 145 *New 2023-12-31 51,764 $1,870,000 51,764
   Southland Equity Partners LLC 37 - 2024-03-31 49,473 $1,855,000 8,078
   Diligent Investors LLC 43 - 2023-12-31 50,387 $1,820,000 17,000
   RAYMOND JAMES & ASSOCIATES 2229 - 2024-03-31 47,086 $1,765,000 -6,302
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 36 *New 2023-12-31 46,436 $1,677,000 46,436
   Retirement Income Solutions Inc 33 - 2023-12-31 43,759 $1,581,000 4,866
   Capital Analysts Inc. 185 - 2023-12-31 42,868 $1,549,000 411
   ARS Wealth Advisors Group LLC 51 - 2023-12-31 42,879 $1,549,000 -1,983
   CENTAURUS FINANCIAL INC. 172 - 2023-12-31 42,698 $1,542,000 22,087
   Bedel Financial Consulting Inc. 50 - 2023-12-31 41,692 $1,506,000 0
   HPM Partners LLC - 2023-12-31 41,062 $1,483,000 9,117
   BEDEL FINANCIAL CONSULTING INC 46 - 2023-09-30 41,692 $1,416,000 0
   Sugarloaf Wealth Management LLC 43 - 2024-03-31 36,741 $1,377,000 0
   IFP Advisors Inc 332 - 2023-12-31 35,486 $1,282,000 10,983
   Atria Wealth Solutions Inc. 764 - 2023-12-31 34,850 $1,259,000 21,280
   MCCORMACK ADVISORS INTERNATIONAL 383 - 2023-12-31 33,597 $1,214,000 23,372
   INTERNATIONAL ASSETS INVESTMENT MANAGEMENT LLC 177 - 2024-03-31 31,637 $1,187,000 0
   Epic Trust Investment Advisors LLC 13 - 2024-03-31 30,202 $1,132,000 0
   AXXCESS WEALTH MANAGEMENT LLC 331 - 2023-12-31 31,000 $1,120,000 300
   Patriot Financial Group Insurance Agency LLC 120 - 2023-12-31 30,197 $1,091,000 8,115
   Castle Rock Wealth Management LLC 82 - 2023-12-31 29,231 $1,050,000 5,575
   OLD MISSION CAPITAL LLC 418 - 2023-12-31 28,647 $1,035,000 28,647
   FOCUS FINANCIAL NETWORK INC /ADV 319 - 2023-12-31 27,786 $1,004,000 0
   Orion Capital Management LLC 37 - 2023-12-31 27,588 $996,000 5,404
   Focus Financial Network Inc. 259 - 2024-03-31 26,638 $989,000 0
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 54 - 2023-12-31 26,731 $966,000 4,555
   VALMARK ADVISERS INC 256 - 2023-12-31 26,380 $953,000 651
   U.S. Capital Wealth Advisors LLC 342 - 2023-12-31 26,231 $947,000 -2,697
   CITY HOLDING CO 151 - 2024-03-31 24,882 $933,000 -1,290
   Cornerstone Wealth Group LLC 128 - 2024-03-31 24,574 $921,000 3,431
   Strategic Blueprint LLC 262 - 2024-03-31 23,435 $879,000 -928
   Bellwether Advisors LLC 69 - 2023-12-31 24,080 $870,000 0
   Beacon Financial Advisory LLC - 2023-12-31 24,012 $867,000 -920
   WorthPointe LLC 33 - 2023-12-31 23,707 $856,000 9,906
   Resources Investment Advisors Inc. 537 - 2023-12-31 22,900 $827,000 5,000
   Sound View Wealth Advisors Group LLC 181 - 2023-12-31 21,892 $791,000 -146
   H D Vest Advisory Services 810 - 2023-12-31 21,378 $772,000 -27,039
   Elmwood Wealth Management Inc. 56 - 2023-12-31 20,130 $727,000 -51,840
   CYPRESS FINANCIAL PLANNING LLC 27 - 2024-03-31 18,582 $697,000 4,054
   Fragasso Group Inc. 140 - 2024-03-31 18,490 $693,000 0
   THOROUGHBRED FINANCIAL SERVICES LLC 304 - 2023-12-31 19,087 $689,000 19,087
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 355 - 2024-03-31 17,070 $640,000 0
   SageView Advisory Group LLC 298 - 2023-12-31 16,831 $618,000 0
   Clay Northam Wealth Management LLC 34 - 2024-03-31 16,158 $606,000 0
   Cetera Investment Advisers 1401 - 2023-12-31 16,285 $588,000 -7,977
   AdvisorNet Financial Inc 292 - 2024-03-31 14,163 $531,000 -400
   Long Island Wealth Management Inc. 52 - 2023-12-31 13,925 $503,000 0
   SRS Capital Advisors Inc. 159 - 2023-12-31 13,056 $472,000 1,767
  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