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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
   COMMONWEALTH EQUITY SERVICES LLC. 467 - 2024-03-31 810,856 $21,334,000 -27,598
   Vishria Bird Financial Group LLC 9 - 2024-03-31 401,906 $10,574,000 -5,591
   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
   LAKE STREET FINANCIAL LLC 132 - 2024-03-31 45,205 $1,189,000 -820
   JANNEY MONTGOMERY SCOTT LLC 1482 - 2024-03-31 40,013 $1,053,000 -9,350
   Kingsview Wealth Management LLC 495 - 2024-03-31 37,605 $989,000 -31,813
   CAPTRUST FINANCIAL ADVISORS 1460 - 2023-12-31 29,088 $747,000 -640
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1442 - 2024-03-31 24,400 $642,000 -2,000
   Main Street Financial Solutions LLC 263 - 2024-03-31 23,708 $624,000 -30
   MML INVESTORS SERVICES LLC 1697 - 2023-12-31 21,290 $547,000 -2,490
   Sunbelt Securities Inc. 353 - 2024-03-31 15,950 $420,000 -800
   SageView Advisory Group LLC 369 - 2024-03-31 16,022 $381,000 -108,964
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3966 - 2024-03-31 12,075 $318,000 -44,167
   Beacon Financial Advisory LLC 175 - 2024-03-31 11,930 $314,000 -2,277
   SILVER OAK SECURITIES Inc 360 - 2024-03-31 8,269 $218,000 -88
   SRS Capital Advisors Inc. 358 - 2023-12-31 4,330 $111,000 -4,100
   ROYAL BANK OF CANADA 4941 - 2023-12-31 3,920 $101,000 -18,754

  19 Records found
  1    
  Page 1 of 1
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