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


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 151    1
Total shares held : 
 16,091,401  
% of shares held : 
 13.1%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   8  
Amount of shares held : 
 623,850  
% of shares held change : 
   0.51%  
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 :
11
 310,047
 1.93%
 
Increased Positions :
52
 1,106,930
 6.88%
 
Unchanged Positions :
43
 692,474
 4.3%
 
Decreased Positions :
45
-691,705
-4.3%
 
Closed Positions :
10
-101,422
-0.63%
 
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. 256 - 2023-12-31 4,392,181 $152,683,000 -92,538
   Penserra Capital Management LLC 34 - 2023-12-31 870,442 $30,258,000 170,506
   Stuart Chaussee & Associates Inc. 4 - 2024-03-31 692,594 $25,280,000 -1,635
   COMMONWEALTH EQUITY SERVICES LLC. 441 - 2024-03-31 640,791 $23,389,000 -28,171
   Advisor Group Holdings Inc. 509 - 2024-03-31 412,837 $15,068,000 -67,647
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 638 - 2024-03-31 392,093 $14,311,000 -33,249
   Joseph Group Capital Management 4 - 2023-12-31 389,010 $13,523,000 14,117
   Cresset Asset Management LLC 178 - 2023-12-31 361,357 $12,562,000 -8,929
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 494 - 2024-03-31 256,542 $9,364,000 -14,891
   MBL Wealth LLC 24 - 2024-03-31 243,134 $8,874,000 -8,393
   HIGHTOWER ADVISORS, LLC 751 - 2024-03-31 227,628 $8,306,000 -25,883
   Strategic Wealth Partners Group LLC 23 - 2024-03-31 219,834 $8,024,000 -11,932
   Beacon Pointe Advisors LLC 198 - 2023-12-31 220,463 $7,664,000 20,503
   LPL FINANCIAL CORP 1519 - 2024-03-31 200,759 $7,328,000 38,197
   AE Wealth Management LLC 482 - 2023-12-31 203,155 $7,169,000 -15,300
   ENVESTNET ASSET MANAGEMENT INC 1782 - 2023-12-31 167,648 $5,828,000 -13,797
   Garden State Investment Advisory Services LLC 12 - 2023-12-31 165,308 $5,747,000 222
   Kestra Advisory Services LLC 425 - 2023-12-31 154,134 $5,358,000 72,997
   LINCOLN NATIONAL CORP 151 - 2024-03-31 142,065 $5,185,000 -8,463
   BB&T CORP 854 - 2023-12-31 143,343 $4,983,000 604
   YARGER WEALTH STRATEGIES LLC 11 - 2024-03-31 134,693 $4,916,000 -2,444
   FINANCIAL NETWORK 588 - 2023-12-31 140,023 $4,868,000 -15,201
   Bellwether Advisors LLC 25 - 2024-03-31 133,036 $4,856,000 -232
   TOWNSQUARE CAPITAL LLC 233 - 2023-12-31 136,188 $4,734,000 7,061
   BKD WEALTH ADVISORS LLC 93 - 2024-03-31 124,819 $4,556,000 -2,195
   Brookstone Capital Management 234 - 2024-03-31 120,009 $4,380,000 -808,004
   Advisory Alpha LLC 73 - 2024-03-31 113,362 $4,138,000 -150
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 851 - 2024-03-31 112,959 $4,123,000 -9,878
   Steward Financial Group LLC 13 - 2023-09-30 109,928 $3,561,000 -27,252
   MERCER GLOBAL ADVISORS INC /ADV 561 - 2023-12-31 102,034 $3,547,000 93,034
   KFG WEALTH MANAGEMENT LLC 19 - 2024-03-31 96,059 $3,506,000 -14,191
   CoreCap Advisors LLC 95 - 2023-12-31 93,307 $3,244,000 9,389
   BLAIR WILLIAM & CO/IL 583 - 2024-03-31 83,883 $3,062,000 0
   Pillar Wealth Advisors LLC 12 - 2024-03-31 83,481 $3,047,000 0
   MULTIFINANCIAL SECURITIES CORP 387 - 2023-12-31 87,561 $3,044,000 2,168
   MCCORMACK ADVISORS INTERNATIONAL 304 - 2024-03-31 79,425 $2,899,000 -274,501
   InterOcean Capital Group LLC 131 - 2023-12-31 77,200 $2,684,000 -2,055
   BECK CAPITAL MANAGEMENT LLC 44 - 2023-12-31 73,378 $2,551,000 -1,013
   Diligent Investors LLC 31 - 2024-03-31 66,930 $2,443,000 0
   Visionary Wealth Advisors 140 - 2023-12-31 69,171 $2,405,000 -3,002
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 18 - 2024-03-31 63,364 $2,313,000 -2,316
   JANNEY MONTGOMERY SCOTT LLC 1087 - 2024-03-31 62,603 $2,285,000 -19,579
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 19 - 2023-12-31 65,310 $2,270,000 2,263
   Goss Wealth Management LLC 622 - 2023-12-31 61,286 $2,158,000 50,752
   ALTFEST L J & CO INC 58 - 2024-03-31 58,101 $2,121,000 -1,166
   Atria Wealth Solutions Inc. 588 - 2023-12-31 59,394 $2,065,000 16,777
   Pathway Financial Advisors LLC 29 - 2024-03-31 55,450 $2,024,000 -140
   Valtinson Bruner Financial Planning LLC 35 - 2024-03-31 55,123 $2,012,000 -11,636
   Keystone Wealth Services LLC 41 - 2024-03-31 55,103 $2,011,000 -433
   CAMELOT PORTFOLIOS, LLC 5 - 2024-03-31 54,238 $1,980,000 -16,593
   BCS Wealth Management 42 - 2024-03-31 52,962 $1,933,000 -5,678
   BCGM Wealth Management LLC 41 - 2024-03-31 52,075 $1,901,000 -1,501
   Resources Investment Advisors Inc. 354 - 2024-03-31 50,061 $1,827,000 -812
   CITY HOLDING CO 98 - 2024-03-31 48,930 $1,786,000 -300
   Cape Investment Advisory Inc. 25 - 2023-12-31 49,190 $1,710,000 0
   H D Vest Advisory Services 581 - 2024-03-31 46,158 $1,685,000 -2,289
   Pinnacle Wealth Management Group Inc. 25 - 2024-03-31 43,645 $1,593,000 -11,250
   MML INVESTORS SERVICES LLC 1148 - 2023-12-31 42,771 $1,487,000 5,751
   Apollon Wealth Management LLC 373 - 2024-03-31 38,000 $1,387,000 0
   BROWN WEALTH MANAGEMENT LLC 32 - 2023-12-31 37,440 $1,302,000 5,755
   CAPTRUST FINANCIAL ADVISORS 1152 - 2023-12-31 35,155 $1,222,000 -120
   OLD MISSION CAPITAL LLC 399 - 2023-12-31 32,976 $1,146,000 32,976
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2470 - 2024-03-31 29,195 $1,066,000 -685
   FINANCIAL ARCHITECTS INC 137 - 2023-06-30 32,077 $1,049,000 -1,100
   RFG Advisory Group LLC 356 *New 2024-03-31 27,620 $1,008,000 27,620
   Cetera Investment Advisers 1101 - 2023-12-31 28,731 $999,000 -31,725
   Outlook Wealth Advisors LLC 65 - 2024-03-31 27,291 $996,000 -168,682
   TRUSTCORE FINANCIAL SERVICES LLC 119 - 2022-12-31 32,225 $943,000 0
   Bedel Financial Consulting Inc. 81 - 2024-03-31 24,744 $903,000 -155
   Sugarloaf Wealth Management LLC 62 - 2024-03-31 24,289 $887,000 0
   Straight Path Wealth Management 24 - 2024-03-31 22,711 $829,000 0
   Patriot Financial Group Insurance Agency LLC 176 - 2024-03-31 22,214 $811,000 300
   BEDEL FINANCIAL CONSULTING INC 75 - 2023-09-30 24,899 $807,000 0
   Wealth Alliance 204 - 2024-03-31 19,659 $718,000 0
   COLDSTREAM CAPITAL MANAGEMENT INC 375 - 2023-12-31 20,127 $700,000 0
   Focus Financial Network Inc. 308 - 2024-03-31 19,472 $699,000 0
   Chicago Partners Investment Group LLC 385 - 2024-03-31 18,849 $682,000 0
   Capital Analysts Inc. 280 - 2023-12-31 19,475 $677,000 -2,461
   STEPHENS INC /AR/ 648 - 2023-12-31 19,308 $671,000 -3,000
   Sigma Planning Corp 645 - 2024-03-31 18,345 $670,000 11,568
   FOCUS FINANCIAL NETWORK INC /ADV 395 - 2023-12-31 19,027 $661,000 0
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 344 - 2024-03-31 18,001 $657,000 -37
   VALMARK ADVISERS INC 333 - 2024-03-31 17,524 $640,000 0
   ARS Wealth Advisors Group LLC 86 - 2023-12-31 17,082 $594,000 0
   CITADEL ADVISORS LLC 3425 - 2023-12-31 17,019 $592,000 5,953
   Stratos Wealth Advisors LLC 435 - 2024-03-31 15,400 $562,000 -130
   BigSur Wealth Management LLC 78 *New 2023-12-31 16,000 $556,000 16,000
   IFP Advisors Inc 533 - 2023-12-31 15,950 $554,000 -6,768
   Strategic Blueprint LLC 361 - 2024-03-31 15,024 $548,000 -1,100
   SRS Capital Advisors Inc. 143 - 2023-12-31 14,996 $521,000 83
   Compass Advisory Group LLC 53 - 2024-03-31 14,278 $521,000 0
   WPWealth LLP 40 - 2023-12-31 14,982 $521,000 -12,079
   Requisite Capital Management LLC 43 - 2024-03-31 14,166 $517,000 0
   Cardinal Point Capital Management ULC 43 - 2024-03-31 13,950 $509,000 0
   Change Path LLC 362 - 2023-12-31 14,523 $505,000 14,523
   Weaver Consulting Group 101 - 2024-03-31 13,540 $494,000 -22
   CYPRESS FINANCIAL PLANNING LLC 35 - 2024-03-31 13,453 $491,000 84
   THOROUGHBRED FINANCIAL SERVICES LLC 289 - 2024-03-31 13,200 $481,000 0
   RAYMOND JAMES & ASSOCIATES 3052 - 2024-03-31 12,937 $472,000 -45
   Continuum Advisory LLC 292 - 2023-12-31 13,499 $469,000 3,319
  100 Records found
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