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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
   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
   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
   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
   LINCOLN NATIONAL CORP 151 - 2024-03-31 142,065 $5,185,000 -8,463
   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
   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
   KFG WEALTH MANAGEMENT LLC 19 - 2024-03-31 96,059 $3,506,000 -14,191
   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
   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
   ALTFEST L J & CO INC 58 - 2024-03-31 58,101 $2,121,000 -1,166
   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
   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
   CAPTRUST FINANCIAL ADVISORS 1152 - 2023-12-31 35,155 $1,222,000 -120
   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
   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
   Bedel Financial Consulting Inc. 81 - 2024-03-31 24,744 $903,000 -155
   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
   NATIONS FINANCIAL GROUP INC /IA/ /ADV 344 - 2024-03-31 18,001 $657,000 -37
   Stratos Wealth Advisors LLC 435 - 2024-03-31 15,400 $562,000 -130
   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
   WPWealth LLP 40 - 2023-12-31 14,982 $521,000 -12,079
   Weaver Consulting Group 101 - 2024-03-31 13,540 $494,000 -22
   RAYMOND JAMES & ASSOCIATES 3052 - 2024-03-31 12,937 $472,000 -45
   HPM Partners LLC - 2023-12-31 13,015 $452,000 -30
   BENJAMIN F. EDWARDS & COMPANY INC. 675 - 2024-03-31 12,199 $445,000 -2,226
   Cornerstone Wealth Group LLC 167 - 2024-03-31 11,926 $435,000 -79
   M HOLDINGS SECURITIES, INC. 159 - 2023-12-31 12,314 $428,000 -30
   Beacon Financial Advisory LLC 132 - 2024-03-31 11,686 $427,000 -5,370
   Truadvice LLC 146 - 2023-09-30 12,923 $427,000 -37
   CRA Financial Services LLC 140 - 2024-03-31 11,055 $404,000 -14,232
   NATIONAL ASSET MANAGEMENT, INC. 978 - 2023-12-31 10,119 $352,000 -5,700
   U.S. Capital Wealth Advisors LLC 543 - 2024-03-31 9,105 $332,000 -5,112
   Clay Northam Wealth Management LLC 56 - 2024-03-31 8,990 $328,000 -500
   GILL CAPITAL PARTNERS LLC 84 - 2024-03-31 9,011 $326,000 -119
   Sunbelt Securities Inc. 421 - 2024-03-31 8,495 $310,000 -885
   Sound View Wealth Advisors Group LLC 306 - 2024-03-31 7,945 $290,000 -1,075
   Ascent Wealth Partners LLC 157 - 2024-03-31 6,060 $221,000 -170
   Main Street Financial Solutions LLC 471 - 2024-03-31 6,030 $220,000 -1,070
   Nikulski Financial Inc. 129 - 2024-03-31 5,700 $208,000 -185
   JANE STREET GROUP LLC 4746 - 2023-12-31 5,804 $202,000 -18,594
   BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC 211 - 2024-03-31 4,329 $158,000 -90
   MORGAN STANLEY 5661 - 2023-12-31 3,647 $127,000 -845
   Impact Partnership Wealth LLC 629 - 2023-12-31 87 $3,000 -45
  74 Records found
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