Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Innovator Equity Managed Floor Etf (SFLR)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 30    11
Total shares held : 
3,051,275  
% of shares held : 
33.9%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  13  
Amount of shares held : 
-532,361  
% of shares held change : 
  -5.92%  
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 :
13
 903,645
 29.62%
 
Increased Positions :
7
 167,816
 5.5%
 
Unchanged Positions :
5
 59,051
 1.94%
 
Decreased Positions :
5
-1,238,037
-40.57%
 
Closed Positions :
2
-365,785
-11.99%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Delta Investment Management LLC 7 - 2024-03-31 668,809 $20,071,000 450,981
   Chicago Partners Investment Group LLC 43 - 2024-03-31 445,913 $12,972,000 229,037
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 419 - 2024-03-31 370,658 $11,123,000 115,914
   CoreCap Advisors LLC 50 *New 2023-12-31 228,460 $6,244,000 228,460
   LPL FINANCIAL CORP 1667 *New 2024-03-31 192,222 $5,769,000 192,222
   Brookstone Capital Management 206 - 2024-03-31 191,784 $5,755,000 153,167
   Advisor Group Holdings Inc. 1050 - 2024-03-31 160,581 $4,820,000 5,763
   Pinnacle Wealth Management Group Inc. 10 *New 2024-03-31 134,797 $4,045,000 134,797
   ENVESTNET ASSET MANAGEMENT INC 2117 - 2024-03-31 134,586 $4,039,000 63,940
   Goss Wealth Management LLC 469 *New 2024-03-31 129,612 $3,890,000 129,612
   MILESTONE ASSET MANAGEMENT LLC 31 - 2024-03-31 109,133 $3,275,000 -696,552
   Steward Partners Investment Advisory LLC 437 - 2024-03-31 107,678 $3,231,000 86,016
   Kingsview Wealth Management LLC 246 - 2024-03-31 98,886 $2,968,000 88,762
   RFG Advisory Group LLC 162 - 2024-03-31 96,424 $2,894,000 -3,775
   BB&T CORP 1151 *New 2024-03-31 87,253 $2,590,000 87,253
   Sentinus LLC 29 - 2024-03-31 82,918 $2,488,000 33,013
   Financial Designs Corp 14 *New 2024-03-31 82,554 $2,477,000 82,554
   Kestra Advisory Services LLC 820 *New 2024-03-31 74,614 $2,239,000 74,614
   AE Wealth Management LLC 461 - 2024-03-31 73,913 $2,218,000 5,851
   Triumph Capital Management 35 - 2024-03-31 57,326 $1,712,000 11,863
   Ameritas Advisory Services LLC 290 *New 2024-03-31 50,558 $1,517,000 50,558
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 44 - 2024-03-31 45,324 $1,360,000 15,456
   JANE STREET GROUP LLC 2734 - 2024-03-31 44,141 $1,325,000 36,747
   Pillar Wealth Advisors LLC 29 - 2024-03-31 38,910 $1,168,000 0
   John W. Brooker & Co. CPAs 46 - 2024-03-31 27,774 $834,000 17,632
   Pensionmark Financial Group LLC 174 - 2024-03-31 24,265 $728,000 1,565
   COMMONWEALTH EQUITY SERVICES LLC. 2610 - 2024-03-31 20,566 $617,000 20,566
   SILVER OAK SECURITIES Inc 202 - 2024-03-31 19,939 $598,000 1,119
   SOUTHERN CAPITAL ADVISORS LLC 38 - 2024-03-31 19,410 $582,000 4,417
   Hartland & Co. LLC 294 *New 2024-03-31 19,472 $579,000 19,472
   Feltz Wealth PLAN Inc. 192 - 2024-03-31 18,495 $555,000 18
   Worth Asset Management LLC 65 - 2024-03-31 18,230 $547,000 9,484
   LINCOLN NATIONAL CORP 732 - 2024-03-31 17,131 $514,000 5,730
   Perennial Investment Advisors LLC 186 *New 2024-03-31 17,000 $510,000 17,000
   Beacon Financial Advisory LLC 139 *New 2024-03-31 13,615 $409,000 13,615
   Claro Advisors LLC 308 *New 2024-03-31 10,555 $317,000 10,555
   Sunbelt Securities Inc. 424 - 2024-03-31 10,125 $304,000 145
   YARGER WEALTH STRATEGIES LLC 65 *New 2024-03-31 8,201 $246,000 8,201
   Global Retirement Partners LLC 1438 *New 2024-03-31 1,500 $45,000 1,500
   HARBOUR INVESTMENTS INC. 1624 - 2023-12-31 1,199 $33,000 0
   ROYAL BANK OF CANADA 5914 *New 2024-03-31 113 $3,000 113
   Foundations Investment Advisors LLC 700 *Closed 2024-03-31 0 $0 -802,878
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5539 *Closed 2024-03-31 0 $0 -9,595
   OLD MISSION CAPITAL LLC 897 *Closed 2024-03-31 0 $0 -24,869
   HARBOR INVESTMENT ADVISORY LLC 1282 *Closed 2024-03-31 0 $0 -465
   ADVISORY SERVICES NETWORK, LLC 3293 *Closed 2024-03-31 0 $0 -4,530
   PROEQUITIES INC. 9054 - 2024-03-31 0 $0 0
   IFP Advisors Inc 3272 *Closed 2023-12-31 0 $0 -1,000
   CENTAURUS FINANCIAL INC. 829 *Closed 2024-03-31 0 $0 -4,076

  49 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results