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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  
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. 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 - 2023-12-31 694,229 $24,133,000 2,848
   COMMONWEALTH EQUITY SERVICES LLC. 410 - 2023-12-31 668,962 $23,255,000 8,422
   Advisor Group Holdings Inc. 544 - 2023-12-31 480,484 $16,703,000 -32,291
   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
   MCCORMACK ADVISORS INTERNATIONAL 117 - 2023-12-31 353,926 $12,303,000 -64,608
   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 729 - 2023-12-31 253,511 $8,811,000 19,981
   Strategic Wealth Partners Group LLC 21 *New 2023-12-31 231,766 $8,057,000 231,766
   Beacon Pointe Advisors LLC 198 - 2023-12-31 220,463 $7,664,000 20,503
   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
   LPL FINANCIAL CORP 1607 - 2023-12-31 162,562 $5,651,000 109,504
   Kestra Advisory Services LLC 425 - 2023-12-31 154,134 $5,358,000 72,997
   LINCOLN NATIONAL CORP 129 - 2023-12-31 150,528 $5,233,000 7,786
   BB&T CORP 854 - 2023-12-31 143,343 $4,983,000 604
   FINANCIAL NETWORK 588 - 2023-12-31 140,023 $4,868,000 -15,201
   YARGER WEALTH STRATEGIES LLC 8 - 2023-12-31 137,137 $4,767,000 -5,611
   TOWNSQUARE CAPITAL LLC 233 - 2023-12-31 136,188 $4,734,000 7,061
   Bellwether Advisors LLC 26 - 2023-12-31 133,268 $4,633,000 -161
   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
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 851 - 2024-03-31 112,959 $4,123,000 -9,878
   Advisory Alpha LLC - 2023-12-31 113,512 $3,946,000 7,403
   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
   MULTIFINANCIAL SECURITIES CORP 387 - 2023-12-31 87,561 $3,044,000 2,168
   BLAIR WILLIAM & CO/IL 581 - 2023-12-31 83,883 $2,916,000 0
   Pillar Wealth Advisors LLC 10 - 2023-12-31 83,481 $2,902,000 0
   JANNEY MONTGOMERY SCOTT LLC 953 - 2023-12-31 82,182 $2,857,000 -137,112
   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
   CAMELOT PORTFOLIOS, LLC - 2023-12-31 70,831 $2,462,000 9,635
   Visionary Wealth Advisors 140 - 2023-12-31 69,171 $2,405,000 -3,002
   Diligent Investors LLC 28 - 2023-12-31 66,930 $2,327,000 5,065
   Valtinson Bruner Financial Planning LLC 29 - 2023-12-31 66,759 $2,321,000 2,224
   BERSON & CORRADO INVESTMENT ADVISORS, LLC 17 - 2023-12-31 65,680 $2,283,000 -3,103
   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
   Keystone Wealth Services LLC 41 - 2024-03-31 55,103 $2,011,000 -433
   BCS Wealth Management 42 - 2024-03-31 52,962 $1,933,000 -5,678
   BCGM Wealth Management LLC 39 - 2023-12-31 53,576 $1,862,000 0
   CITY HOLDING CO 98 - 2024-03-31 48,930 $1,786,000 -300
   Resources Investment Advisors Inc. 336 - 2023-12-31 50,873 $1,768,000 11,000
   Cape Investment Advisory Inc. 25 - 2023-12-31 49,190 $1,710,000 0
   H D Vest Advisory Services 554 - 2023-12-31 48,447 $1,684,000 -21,700
   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 361 - 2023-12-31 38,000 $1,321,000 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
   FINANCIAL ARCHITECTS INC 137 - 2023-06-30 32,077 $1,049,000 -1,100
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2752 - 2023-12-31 29,880 $1,039,000 15,563
   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
   Sugarloaf Wealth Management LLC 62 - 2024-03-31 24,289 $887,000 0
   Bedel Financial Consulting Inc. 80 - 2023-12-31 24,899 $866,000 0
   BEDEL FINANCIAL CONSULTING INC 75 - 2023-09-30 24,899 $807,000 0
   Straight Path Wealth Management *New 2023-12-31 22,711 $789,000 22,711
   Patriot Financial Group Insurance Agency LLC 167 - 2023-12-31 21,914 $762,000 4,240
   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
   Wealth Alliance 206 - 2023-12-31 19,659 $683,000 4,761
   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
   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
   Certified Advisory Corp 155 - 2023-12-31 18,541 $645,000 764
   Kingsview Wealth Management LLC 590 - 2023-12-31 17,899 $622,000 2,137
   VALMARK ADVISERS INC 312 - 2023-12-31 17,524 $609,000 0
   ARS Wealth Advisors Group LLC 86 - 2023-12-31 17,082 $594,000 0
   Beacon Financial Advisory LLC - 2023-12-31 17,056 $593,000 1,710
   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
   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
   BENJAMIN F. EDWARDS & COMPANY INC. 622 - 2023-12-31 14,425 $501,000 -6,080
   Compass Advisory Group LLC 49 - 2023-12-31 14,278 $496,000 0
   U.S. Capital Wealth Advisors LLC 456 - 2023-12-31 14,217 $494,000 2,397
   Weaver Consulting Group 101 - 2024-03-31 13,540 $494,000 -22
  100 Records found
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