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Get Institutions for : 
Innovator S (UDEC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 61    5
Total shares held : 
 2,662,967  
% of shares held : 
 29.59%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   9  
Amount of shares held : 
 798,125  
% of shares held change : 
   8.87%  
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 :
9
 535,558
 20.11%
 
Increased Positions :
22
 690,533
 25.93%
 
Unchanged Positions :
12
 94,371
 3.54%
 
Decreased Positions :
18
-131,776
-4.95%
 
Closed Positions :
4
-296,190
-11.12%
 
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  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Brookstone Capital Management 68 - 2024-03-31 565,820 $18,909,000 32,457
   Goss Wealth Management LLC 261 - 2023-12-31 230,881 $7,466,000 33,929
   We Are One Seven LLC 89 - 2023-12-31 146,057 $4,679,000 5,403
   COMMONWEALTH EQUITY SERVICES LLC. 1243 - 2023-12-31 119,297 $3,822,000 14,655
   MILESTONE ASSET MANAGEMENT LLC 24 - 2024-03-31 105,017 $3,510,000 -556
   Foundations Investment Advisors LLC 172 - 2023-12-31 98,010 $3,187,000 -3,117
   Advisor Group Holdings Inc. 1725 - 2023-12-31 74,152 $2,376,000 18,153
   Arete Wealth Advisors LLC 120 - 2023-12-31 73,900 $2,368,000 73,900
   KFG WEALTH MANAGEMENT LLC 27 - 2024-03-31 64,461 $2,154,000 -3,164
   Castle Rock Wealth Management LLC 43 - 2023-12-31 58,017 $1,844,000 1,302
   BB&T CORP 1346 - 2023-12-31 50,493 $1,618,000 6,570
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 66 - 2023-12-31 49,522 $1,587,000 -4,123
   Spire Wealth Management 284 - 2024-03-31 47,437 $1,585,000 0
   Strategic Blueprint LLC 212 - 2024-03-31 37,332 $1,248,000 0
   HIGHTOWER ADVISORS, LLC 1764 - 2023-12-31 33,689 $1,078,000 -1,070
   BCJ Capital Management LLC 121 - 2023-12-31 32,815 $1,051,000 -4,850
   Benchmark Investment Advisors LLC 125 *New 2023-12-31 32,815 $1,051,000 32,815
   Berger Financial Group Inc 148 - 2024-03-31 29,870 $998,000 4,364
   Octavia Wealth Advisors LLC 83 - 2024-03-31 25,530 $853,000 -825
   ENVESTNET ASSET MANAGEMENT INC 3026 - 2023-12-31 26,283 $842,000 26,283
   Garden State Investment Advisory Services LLC 68 *New 2023-12-31 25,380 $813,000 25,380
   MML INVESTORS SERVICES LLC 1555 - 2023-12-31 22,197 $711,000 7,455
   Lakeridge Wealth Management LLC 43 - 2023-12-31 20,152 $646,000 0
   MULTIFINANCIAL SECURITIES CORP 983 - 2023-12-31 20,041 $642,000 4,034
   Archer Investment Corp 98 - 2023-12-31 20,047 $642,000 -19,858
   ADVISORY SERVICES NETWORK, LLC 846 *New 2023-12-31 17,513 $561,000 17,513
   Alera Investment Advisors LLC - 2023-12-31 17,294 $554,000 0
   Kestra Advisory Services LLC 1487 *New 2023-12-31 16,447 $527,000 16,447
   AE Wealth Management LLC 1417 - 2023-12-31 15,628 $507,000 6,452
   MONEY CONCEPTS CAPITAL CORP 278 *New 2023-12-31 15,387 $493,000 15,387
   Tradition Wealth Management LLC 198 - 2023-12-31 15,105 $483,000 -209
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2541 - 2024-03-31 14,141 $473,000 0
   HARBOUR INVESTMENTS INC. 592 - 2023-12-31 13,010 $417,000 86
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2469 - 2024-03-31 11,763 $393,000 -688
   FINANCIAL NETWORK 2063 - 2023-12-31 12,069 $387,000 4,327
   Steward Partners Investment Advisory LLC 1151 *New 2023-12-31 10,834 $347,000 10,834
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4346 - 2023-12-31 9,880 $317,000 9,880
   Compass Advisory Group LLC 57 - 2023-12-31 9,716 $311,000 -3,012
   Ausdal Financial Partners Inc. 371 - 2024-03-31 8,902 $298,000 0
   Cetera Investment Advisers 1810 - 2023-12-31 8,718 $279,000 269
   FC Advisory LLC 86 - 2024-03-31 7,858 $263,000 0
   Maia Wealth LLC 157 - 2023-12-31 7,898 $253,000 0
   Wealth Alliance 434 - 2023-12-31 7,866 $252,000 0
   CITADEL ADVISORS LLC 4259 - 2023-12-31 7,546 $242,000 -6,858
   HPM Partners LLC - 2023-12-31 7,505 $240,000 0
   Accurate Wealth Management LLC 251 *New 2024-03-31 7,177 $235,000 7,177
   Continuum Advisory LLC 425 - 2023-12-31 6,799 $218,000 -42
   TOWNSQUARE CAPITAL LLC 1060 - 2023-12-31 6,382 $204,000 -1,091
   ATTICUS WEALTH MANAGEMENT LLC 136 - 2024-03-31 4,415 $148,000 0
   Sugarloaf Wealth Management LLC 203 - 2024-03-31 3,850 $129,000 0
   ROYAL BANK OF CANADA 4842 - 2023-12-31 3,675 $118,000 -2,057
   Long Island Wealth Management Inc. 96 - 2023-12-31 3,065 $98,000 0
   IFP Advisors Inc 1243 - 2023-12-31 2,954 $95,000 0
   Emerald Investment Partners LLC - 2023-12-31 1,106 $35,000 1,106
   DHJJ Financial Advisors Ltd. 318 - 2024-03-31 960 $32,000 0
   Castleview Partners LLC 478 *New 2023-12-31 432 $14,000 432
   SageView Advisory Group LLC 566 *New 2023-12-31 407,848 $13,000 407,848
   MORGAN STANLEY 6719 - 2023-12-31 107 $3,000 0
   SRS Capital Advisors Inc. 1055 - 2023-12-31 57 $2,000 -76
   Sunbelt Securities Inc. 1645 *Closed 2024-03-31 0 $0 -215
   Ameritas Advisory Services LLC 748 *Closed 2023-12-31 0 $0 -9,086
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 2432 *Closed 2024-03-31 0 $0 -8,395
   Soltis Investment Advisors LLC *Closed 2023-12-31 0 $0 -261,808
   J P MORGAN CHASE & CO 6442 *Closed 2023-12-31 0 $0 -17,414
   UBS Group AG 8649 *Closed 2023-12-31 0 $0 -7,882
   PROEQUITIES INC. 10179 - 2023-12-31 0 $0 0
  66 Records found
  1    
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