|
|
|
| 
|
|
|
My Recent Searches
|
|
|
|
|
|
|
|
|
|
Innovator S&p 500 Power Buffer Etf - September (PSEP) |
|
|
$ 0.00 (0.00%) as of 4:30 Fri 2/14
|
|
Download |
|
| |
Institutional
Holders
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:
|
|
|
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 :
|
|
|
|
(%) |
|
|
|
|
|
|
|
|
|
Free Registration Required For Full Results
|
Institution Name |
Portfolio
Position |
New/Closed
Position |
Filing Date |
Total Shares |
Total Value |
Change in Shares |
File |
  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 |
|
| Diligent Investors LLC |
31 |
- |
2024-03-31 |
66,930 |
$2,443,000 |
0 |
|
| Cape Investment Advisory Inc. |
25 |
- |
2023-12-31 |
49,190 |
$1,710,000 |
0 |
|
| Apollon Wealth Management LLC |
373 |
- |
2024-03-31 |
38,000 |
$1,387,000 |
0 |
|
| 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 |
|
| Straight Path Wealth Management |
24 |
- |
2024-03-31 |
22,711 |
$829,000 |
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 |
|
| Chicago Partners Investment Group LLC |
385 |
- |
2024-03-31 |
18,849 |
$682,000 |
0 |
|
| 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 |
|
| Compass Advisory Group LLC |
53 |
- |
2024-03-31 |
14,278 |
$521,000 |
0 |
|
| 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 |
|
| THOROUGHBRED FINANCIAL SERVICES LLC |
289 |
- |
2024-03-31 |
13,200 |
$481,000 |
0 |
|
| NCM Capital Management LLC |
89 |
- |
2023-12-31 |
13,454 |
$468,000 |
0 |
|
| BCJ Capital Management LLC |
198 |
- |
2023-12-31 |
12,925 |
$449,000 |
0 |
|
| Worth Financial Advisory Group LLC |
82 |
- |
2024-03-31 |
11,995 |
$438,000 |
0 |
|
| Orion Capital Management LLC |
74 |
- |
2024-03-31 |
11,850 |
$433,000 |
0 |
|
| Steward Partners Investment Advisory LLC |
1066 |
- |
2023-12-31 |
12,101 |
$421,000 |
0 |
|
| C2P Capital Advisory Group LLC d.b.a. Prosperity C |
249 |
- |
2024-03-31 |
9,035 |
$330,000 |
0 |
|
| Retirement Income Solutions Inc |
105 |
- |
2024-03-31 |
8,825 |
$322,000 |
0 |
|
| CREATIVE FINANCIAL DESIGNS INC /ADV |
337 |
- |
2024-03-31 |
8,100 |
$296,000 |
0 |
|
| MITCHELL CAPITAL MANAGEMENT CO |
109 |
- |
2024-03-31 |
8,074 |
$295,000 |
0 |
|
| RESTON WEALTH MANAGEMENT LLC |
43 |
- |
2024-03-31 |
7,390 |
$270,000 |
0 |
|
| SMITH SHELLNUT WILSON LLC /ADV |
111 |
- |
2024-03-31 |
7,000 |
$256,000 |
0 |
|
| Southland Equity Partners LLC |
193 |
- |
2024-03-31 |
6,331 |
$231,000 |
0 |
|
| Spire Wealth Management |
859 |
- |
2024-03-31 |
4,200 |
$153,000 |
0 |
|
| Parallel Advisors LLC |
1116 |
- |
2024-03-31 |
3,000 |
$110,000 |
0 |
|
| COMERICA BANK |
2525 |
- |
2023-12-31 |
2,564 |
$89,000 |
0 |
|
| DHJJ Financial Advisors Ltd. |
215 |
- |
2024-03-31 |
2,300 |
$84,000 |
0 |
|
| Wagner Wealth Management LLC |
148 |
- |
2024-03-31 |
1,990 |
$73,000 |
0 |
|
| AdvisorNet Financial Inc |
717 |
- |
2024-03-31 |
1,915 |
$70,000 |
0 |
|
| Archer Investment Corp |
370 |
- |
2024-03-31 |
1,743 |
$64,000 |
0 |
|
| Capital Investment Advisory Services LLC |
628 |
- |
2024-03-31 |
1,735 |
$63,000 |
0 |
|
| Truvestments Capital LLC |
303 |
- |
2023-12-31 |
1,670 |
$58,000 |
0 |
|
| CWM LLC |
2208 |
- |
2024-03-31 |
1,502 |
$55,000 |
0 |
|
| AlphaCore Capital LLC |
269 |
- |
2023-12-31 |
1,500 |
$52,000 |
0 |
|
| Integrity Financial Corp /WA |
166 |
- |
2024-03-31 |
646 |
$24,000 |
0 |
|
| HAZLETT BURT & WATSON INC. |
530 |
- |
2024-03-31 |
251 |
$9,000 |
0 |
|
| TSFG LLC |
698 |
- |
2024-03-31 |
18 |
$1,000 |
0 |
|
| PROEQUITIES INC. |
5607 |
- |
2024-03-31 |
0 |
$0 |
0 |
|
|
44 Records found
|
1
|
Page 1 of 1 |
|
Download: (Current
Quarter Only)
|
|
|
Download only Institutional Holders.
(Default)
Download only
Summary Infomation.
Download
both Summary and Institutional Data
|
|
|
|
Free Registration Required For Full Results
|
|
|
|
