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Get Institutions for : 
Innovator S&p 500 Ultra Buffer Etf (UJUL)  
$ 0.00 (0.00%) as of 4:30 Fri 2/14


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 58    2
Total shares held : 
 3,960,979  
% of shares held : 
 4.4%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -17  
Amount of shares held : 
 -910,614  
% of shares held change : 
   -1.01%  
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 :
5
 162,064
 4.09%
 
Increased Positions :
11
 1,399,408
 35.33%
 
Unchanged Positions :
16
 132,473
 3.34%
 
Decreased Positions :
26
-2,264,599
-57.17%
 
Closed Positions :
7
-207,487
-5.24%
 
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
   ENVESTNET ASSET MANAGEMENT INC 1643 - 2023-12-31 237,433 $7,194,000 -17,374
   RAYMOND JAMES & ASSOCIATES 1351 - 2024-03-31 220,853 $7,039,000 -302
   Delta Investment Management LLC 19 - 2023-12-31 191,691 $5,808,000 -38,964
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 28 - 2024-03-31 164,808 $5,252,000 -9,299
   We Are One Seven LLC 96 - 2023-12-31 142,757 $4,326,000 -1,809
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 729 - 2024-03-31 121,549 $3,874,000 -4,085
   Kestra Advisory Services LLC 695 *New 2023-12-31 82,287 $2,493,000 82,287
   OLD MISSION CAPITAL LLC 223 - 2023-12-31 82,103 $2,488,000 82,103
   COMMONWEALTH EQUITY SERVICES LLC. 1790 - 2024-03-31 61,174 $1,950,000 -54,334
   CENTAURUS FINANCIAL INC. 145 - 2023-12-31 62,916 $1,906,000 -2,051
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1299 - 2024-03-31 59,351 $1,891,000 -2,495
   Advisor Group Holdings Inc. 1927 - 2023-12-31 60,474 $1,832,000 -36,118
   Brookstone Capital Management 374 - 2024-03-31 53,604 $1,708,000 -460,753
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 2083 *New 2023-12-31 54,801 $1,660,000 54,801
   Chicago Partners Investment Group LLC 312 - 2024-03-31 32,647 $1,034,000 0
   TOWNSQUARE CAPITAL LLC 626 - 2023-12-31 29,491 $894,000 -3,473
   Arete Wealth Advisors LLC 302 - 2023-12-31 25,526 $773,000 25,526
   LPL FINANCIAL CORP 3304 - 2023-12-31 23,628 $716,000 3,431
   Ameritas Advisory Services LLC 367 - 2023-12-31 21,834 $662,000 -27,060
   BEDEL FINANCIAL CONSULTING INC 98 - 2023-09-30 22,336 $631,000 0
   FINANCIAL NETWORK 1816 - 2023-12-31 17,674 $536,000 -272
   FORT WASHINGTON INVESTMENT ADVISORS INC /OH/ 307 - 2024-03-31 17,500 $530,000 0
   Spire Wealth Management 511 - 2024-03-31 15,700 $500,000 0
   KFG WEALTH MANAGEMENT LLC 88 - 2024-03-31 15,609 $497,000 545
   HANSON MCCLAIN, INC. 566 - 2024-03-31 14,101 $449,000 -81,526
   Bedel Financial Consulting Inc. 149 - 2023-12-31 13,783 $418,000 -8,553
   RETIREMENT GUYS FORMULA LLC 101 - 2024-03-31 13,092 $417,000 -2
   ALTFEST L J & CO INC 222 - 2024-03-31 11,874 $378,000 -1,653
   MONEY CONCEPTS CAPITAL CORP 317 - 2024-03-31 11,494 $366,000 0
   RFG Advisory Group LLC 573 *New 2024-03-31 11,038 $352,000 11,038
   GTS SECURITIES LLC 1050 *New 2023-12-31 11,482 $348,000 11,482
   Steward Partners Investment Advisory LLC 1154 - 2023-12-31 11,464 $347,000 0
   Emerald Investment Partners LLC 228 - 2024-03-31 10,326 $329,000 -5,452
   Berger Financial Group Inc 269 - 2024-03-31 9,809 $313,000 -112
   JANNEY MONTGOMERY SCOTT LLC 2308 - 2024-03-31 9,629 $307,000 -1,800
   RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC. 2837 - 2024-03-31 9,215 $294,000 71
   MML INVESTORS SERVICES LLC 2106 - 2023-12-31 8,910 $270,000 -800
   Foundations Investment Advisors LLC 568 - 2023-12-31 8,582 $265,000 -1,018,325
   Archer Investment Corp 194 - 2023-12-31 8,501 $258,000 -32,142
   Comprehensive Financial Consultants Institutional - 2024-03-31 7,890 $251,000 -40,079
   SMITH SHELLNUT WILSON LLC /ADV - 2024-03-31 7,531 $240,000 0
   CITADEL ADVISORS LLC 4291 - 2023-12-31 7,649 $232,000 7,649
   Accurate Wealth Management LLC 255 - 2024-03-31 7,289 $228,000 -1,071
   Castleview Partners LLC 160 - 2023-12-31 4,784 $145,000 0
   ADVISORY SERVICES NETWORK, LLC 1435 - 2023-12-31 4,660 $141,000 -4,853
   Sugarloaf Wealth Management LLC 223 - 2024-03-31 3,358 $107,000 0
   MORGAN STANLEY 5721 - 2023-12-31 3,500 $106,000 0
   UBS Group AG 4930 - 2023-12-31 3,253 $99,000 2,079
   ROYAL BANK OF CANADA 4972 - 2023-12-31 3,181 $96,000 -688
   Capital Investment Advisory Services LLC 569 - 2024-03-31 3,000 $96,000 0
   PRINCIPAL SECURITIES INC. 1259 - 2023-12-31 2,568 $78,000 0
   CWM LLC 2048 - 2024-03-31 2,275 $73,000 536
   BANK OF MONTREAL /CAN/ 2957 *New 2023-12-31 2,000 $61,000 2,000
   SageView Advisory Group LLC 557 - 2023-12-31 1,278,908 $41,000 1,239,984
   SRS Capital Advisors Inc. 951 - 2023-12-31 98 $3,000 -78
   Larson Financial Group LLC - 2024-03-31 71 $2,000 0
   DHJJ Financial Advisors Ltd. 604 - 2024-03-31 40 $1,000 -1,950
   Authentikos Wealth Advisory LLC 92 *Closed 2023-12-31 0 $0 -474
   Stone House Investment Management LLC 334 *Closed 2023-12-31 0 $0 -6,743
   MILESTONE ASSET MANAGEMENT LLC 169 *Closed 2024-03-31 0 $0 -7,484
   KICKSTAND VENTURES LLC. 97 *Closed 2023-12-31 0 $0 -167,671
   J P MORGAN CHASE & CO 5798 - 2023-12-31 7 $0 -4,841
   H D Vest Advisory Services 1575 *Closed 2023-12-31 0 $0 -9,392
   Cornerstone Planning Group LLC 1104 *Closed 2023-12-31 0 $0 -667
   PROEQUITIES INC. - 2024-03-31 0 $0 0
  65 Records found
  1    
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