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Get Institutions for : 
Innovator Equity Defined Protection Etf 2 Yr To July 2025 (TJUL)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 77    17
Total shares held : 
 4,929,893  
% of shares held : 
 54.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   33  
Amount of shares held : 
 1,550,851  
% of shares held change : 
   17.23%  
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 :
21
 1,401,852
 28.44%
 
Increased Positions :
27
 594,845
 12.07%
 
Unchanged Positions :
18
 281,930
 5.72%
 
Decreased Positions :
11
-162,196
-3.29%
 
Closed Positions :
4
-283,650
-5.75%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  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
   Amplius Wealth Advisors LLC 9 - 2024-03-31 1,303,921 $34,306,000 403,140
   COMMONWEALTH EQUITY SERVICES LLC. 434 - 2023-12-31 838,454 $21,523,000 68,455
   Vishria Bird Financial Group LLC 9 - 2024-03-31 401,906 $10,574,000 -5,591
   AE Wealth Management LLC 474 - 2023-12-31 283,019 $7,322,000 80,086
   Strategic Blueprint LLC 65 - 2024-03-31 197,059 $5,185,000 39,768
   Bullseye Investment Management LLC 12 - 2023-12-31 191,688 $4,921,000 -85,662
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 970 - 2024-03-31 126,482 $3,328,000 -8,098
   Goss Wealth Management LLC 512 - 2023-12-31 113,811 $2,940,000 -17,491
   KFG WEALTH MANAGEMENT LLC 23 - 2024-03-31 110,832 $2,916,000 8,012
   Brookstone Capital Management 299 - 2024-03-31 108,060 $2,843,000 11,293
   Financial Designs Corp 16 *New 2024-03-31 85,660 $2,254,000 85,660
   We Are One Seven LLC 183 - 2023-12-31 86,998 $2,233,000 45,648
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 238 - 2024-03-31 82,300 $2,113,000 0
   BCJ Capital Management LLC 95 - 2023-12-31 76,703 $1,969,000 23,490
   Benchmark Investment Advisors LLC 97 *New 2023-12-31 76,703 $1,969,000 76,703
   CENTAURUS FINANCIAL INC. 147 - 2023-12-31 72,976 $1,873,000 37,476
   Kestra Advisory Services LLC 823 - 2023-12-31 72,024 $1,849,000 38,694
   Kingsview Wealth Management LLC 308 - 2023-12-31 69,418 $1,782,000 46,069
   Diligent Investors LLC 59 - 2023-12-31 60,465 $1,552,000 39,665
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2284 - 2023-12-31 56,242 $1,444,000 27,467
   Syntegra Private Wealth Group LLC 33 - 2023-12-31 54,841 $1,408,000 33,901
   MULTIFINANCIAL SECURITIES CORP 667 - 2023-12-31 51,134 $1,313,000 18,273
   Foundations Investment Advisors LLC 266 *New 2023-12-31 49,508 $1,282,000 49,508
   JANNEY MONTGOMERY SCOTT LLC 1311 - 2023-12-31 49,363 $1,267,000 -10,200
   LAKE STREET FINANCIAL LLC 132 - 2024-03-31 45,205 $1,189,000 -820
   Cypress Wealth Services LLC 74 - 2024-03-31 41,600 $1,094,000 0
   Eudaimonia Partners LLC 88 - 2024-03-31 40,378 $1,062,000 0
   HIGHTOWER ADVISORS, LLC 1836 *New 2023-12-31 35,904 $922,000 35,904
   FINANCIAL NETWORK 1517 - 2023-12-31 31,277 $803,000 1,951
   CAPTRUST FINANCIAL ADVISORS 1460 - 2023-12-31 29,088 $747,000 -640
   HARBOUR INVESTMENTS INC. 441 - 2023-12-31 27,851 $715,000 17,245
   Garden State Investment Advisory Services LLC 79 - 2023-12-31 27,629 $709,000 2,550
   OLD MISSION CAPITAL LLC 521 *New 2023-12-31 27,016 $694,000 27,016
   Garrett Investment Advisors LLC 162 - 2024-03-31 26,280 $691,000 0
   Maia Wealth LLC 73 - 2023-12-31 26,009 $668,000 0
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1442 - 2024-03-31 24,400 $642,000 -2,000
   Pinnacle Wealth Management Group Inc. 46 - 2024-03-31 24,160 $636,000 0
   Main Street Financial Solutions LLC 263 - 2024-03-31 23,708 $624,000 -30
   CENTRAL VALLEY ADVISORS LLC 71 - 2024-03-31 21,658 $570,000 1,954
   Feltz Wealth PLAN Inc. 206 *New 2023-12-31 21,678 $556,000 21,678
   MML INVESTORS SERVICES LLC 1697 - 2023-12-31 21,290 $547,000 -2,490
   Executive Wealth Management LLC *New 2023-12-31 20,720 $532,000 20,720
   Cetera Investment Advisers 1475 - 2023-12-31 19,870 $510,000 4,983
   John W. Brooker & Co. CPAs 54 - 2024-03-31 18,175 $478,000 0
   Pine Harbor Wealth Management LLC 54 - 2023-12-31 18,245 $468,000 0
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2565 *New 2024-03-31 17,488 $460,000 17,488
   Vantage Financial Partners LLC 77 *New 2023-12-31 17,520 $450,000 17,520
   Sunbelt Securities Inc. 353 - 2024-03-31 15,950 $420,000 -800
   ENVESTNET ASSET MANAGEMENT INC 3467 - 2023-12-31 14,340 $368,000 3,483
   Beacon Financial Advisory LLC *New 2023-12-31 14,207 $365,000 14,207
   Lion Street Advisors LLC 161 - 2024-03-31 13,260 $340,000 0
   Atlantic Private Wealth LLC 28 - 2023-12-31 11,326 $291,000 5,969
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 205 - 2023-12-31 10,792 $277,000 0
   Castle Rock Wealth Management LLC 191 - 2023-12-31 10,625 $271,000 0
   Fermata Advisors LLC 177 - 2024-03-31 9,945 $262,000 0
   Accurate Wealth Management LLC 247 - 2024-03-31 9,418 $245,000 1,138
   IFG Advisory LLC 514 *New 2023-12-31 9,460 $243,000 9,460
   Change Path LLC 569 *New 2023-12-31 9,018 $231,000 9,018
   Stratos Wealth Advisors LLC 601 - 2024-03-31 8,727 $230,000 303
   FIRST COMMONWEALTH FINANCIAL CORP /PA/ 161 - 2023-12-31 8,561 $220,000 0
   SILVER OAK SECURITIES Inc 442 *New 2023-12-31 8,357 $215,000 8,357
   BB&T CORP 2433 *New 2023-12-31 8,123 $209,000 8,123
   Atria Wealth Solutions Inc. 1739 *New 2023-12-31 8,028 $206,000 8,028
   TKG Advisors LLC 96 *New 2023-12-31 8,000 $205,000 8,000
   Capital Investment Advisory Services LLC 495 - 2024-03-31 7,000 $184,000 0
   SRS Capital Advisors Inc. 358 - 2023-12-31 4,330 $111,000 -4,100
   AdvisorNet Financial Inc 614 - 2024-03-31 4,020 $106,000 0
   Advisor Group Holdings Inc. 4387 - 2023-12-31 4,038 $104,000 -10,854
   PRINCIPAL SECURITIES INC. 1160 - 2023-12-31 4,000 $103,000 0
   Tradition Wealth Management LLC 459 - 2023-12-31 4,005 $103,000 3,005
   ROYAL BANK OF CANADA 4941 - 2023-12-31 3,920 $101,000 -18,754
   IFP Advisors Inc 1335 - 2023-12-31 3,000 $77,000 0
   PROEQUITIES INC. 1094 - 2023-12-31 2,107 $54,000 691
   BANK OF MONTREAL /CAN/ 3082 - 2023-12-31 1,300 $33,000 500
   ADVISORY SERVICES NETWORK, LLC 2333 *New 2023-12-31 1,026 $26,000 1,026
   Parallel Advisors LLC 2160 - 2023-12-31 500 $13,000 0
   Capital Analysts Inc. 852 - 2023-12-31 523 $13,000 0
   Steward Partners Investment Advisory LLC 2704 *New 2023-12-31 403 $10,000 403
   BENJAMIN F. EDWARDS & COMPANY INC. 1755 - 2023-12-31 273 $7,000 0
   SageView Advisory Group LLC 570 *New 2023-12-31 124,986 $5,000 124,986
   Global Retirement Partners LLC 2551 - 2024-03-31 100 $3,000 0
   MILESTONE ASSET MANAGEMENT LLC 170 *Closed 2024-03-31 0 $0 -10,147
   ACCUVEST GLOBAL ADVISORS 94 *Closed 2023-12-31 0 $0 -163,502
   Sigma Planning Corp 1090 *Closed 2023-12-31 0 $0 -12,882
   JANE STREET GROUP LLC 5813 *Closed 2023-12-31 0 $0 -98,231
  85 Records found
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