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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
   Penserra Capital Management LLC 34 - 2023-12-31 870,442 $30,258,000 170,506
   Joseph Group Capital Management 4 - 2023-12-31 389,010 $13,523,000 14,117
   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
   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
   BB&T CORP 854 - 2023-12-31 143,343 $4,983,000 604
   TOWNSQUARE CAPITAL LLC 233 - 2023-12-31 136,188 $4,734,000 7,061
   MERCER GLOBAL ADVISORS INC /ADV 561 - 2023-12-31 102,034 $3,547,000 93,034
   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
   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
   Atria Wealth Solutions Inc. 588 - 2023-12-31 59,394 $2,065,000 16,777
   MML INVESTORS SERVICES LLC 1148 - 2023-12-31 42,771 $1,487,000 5,751
   BROWN WEALTH MANAGEMENT LLC 32 - 2023-12-31 37,440 $1,302,000 5,755
   OLD MISSION CAPITAL LLC 399 - 2023-12-31 32,976 $1,146,000 32,976
   Patriot Financial Group Insurance Agency LLC 176 - 2024-03-31 22,214 $811,000 300
   Sigma Planning Corp 645 - 2024-03-31 18,345 $670,000 11,568
   CITADEL ADVISORS LLC 3425 - 2023-12-31 17,019 $592,000 5,953
   SRS Capital Advisors Inc. 143 - 2023-12-31 14,996 $521,000 83
   Change Path LLC 362 - 2023-12-31 14,523 $505,000 14,523
   CYPRESS FINANCIAL PLANNING LLC 35 - 2024-03-31 13,453 $491,000 84
   Continuum Advisory LLC 292 - 2023-12-31 13,499 $469,000 3,319
   HARBOUR INVESTMENTS INC. 660 - 2023-12-31 10,135 $352,000 584
   PRINCIPAL SECURITIES INC. 852 - 2024-03-31 8,195 $299,000 40
   Sutton Wealth Advisors Inc. 174 - 2023-09-30 2,840 $92,000 306
   UBS Group AG 5279 - 2023-12-31 1,389 $48,000 1,389
  28 Records found
  1    
  Page 1 of 1
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