ACEI Institutional Ownership
Innovator Equity Autocallable Income Strategy ETF
1W: +0.2%
1M: +1.1%
3M: +2.0%
YTD: -0.4%
1Y: -3.3%
$23.77
+0.25 (+1.06%)
Weekly Expected Move ±1.6%
$23
$23
$24
$24
$25
Overview
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Holdings
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Institutional Ownership — ACEI
31
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
30M
Total Invested
7
New Positions
16
Increased
6
Reduced
2
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (32 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Talon Private Wealth, LLC | 222,469 | $5M | +60,301 | +37.2% | 2Q | SEC ↗ |
| 2 | Signal Advisors Wealth, LLC | 201,606 | $5M | +39,467 | +24.3% | 2Q | SEC ↗ |
| 3 | Delta Investment Management, LLC | 177,437 | $4M | +16,917 | +10.5% | 3Q | SEC ↗ |
| 4 | Soltis Investment Advisors LLC | 117,787 | $3M | +78,001 | +196.1% | 3Q | SEC ↗ |
| 5 | Beacon Pointe Advisors, LLC | 90,954 | $2M | +2,323 | +2.6% | 2Q | SEC ↗ |
| 6 | Trek Financial, LLC | 79,531 | $2M | -3,925 | -4.7% | 3Q | SEC ↗ |
| 7 | Brookstone Capital Management | 67,673 | $2M | +35,607 | +111.0% | 3Q | SEC ↗ |
| 8 | CWM, LLC | 61,274 | $1M | +16,601 | +37.2% | 2Q | SEC ↗ |
| 9 | COMMONWEALTH EQUITY SERVICES, LLC | 58,714 | $1M | +38,653 | +192.7% | 3Q | SEC ↗ |
| 10 | WealthPlan Investment Management, LLC | 56,183 | $1M | +515 | +0.9% | 2Q | SEC ↗ |
| 11 | Strategic Blueprint, LLC | 44,481 | $1M | +10,114 | +29.4% | 2Q | SEC ↗ |
| 12 | Mariner, LLC NEW | 29,369 | $698K | — | +0.0% | 1Q | SEC ↗ |
| 13 | WINNACLE WEALTH LLC | 28,805 | $685K | +10,928 | +61.1% | 3Q | SEC ↗ |
| 14 | Maia Wealth LLC | 25,845 | $614K | -137 | -0.5% | 4Q | SEC ↗ |
| 15 | OLD MISSION CAPITAL LLC | 19,703 | $468K | +3,792 | +23.8% | 2Q | SEC ↗ |
| 16 | Triad Wealth Partners, LLC NEW | 17,187 | $409K | — | +0.0% | 1Q | SEC ↗ |
| 17 | SILVER OAK SECURITIES, INCORPORATED | 16,765 | $398K | +345 | +2.1% | 3Q | SEC ↗ |
| 18 | BROWN WEALTH MANAGEMENT, LLC NEW | 14,488 | $344K | — | +0.0% | 1Q | SEC ↗ |
| 19 | CreativeOne Wealth, LLC | 11,300 | $269K | — | +0.0% | 2Q | SEC ↗ |
| 20 | Koshinski Asset Management, Inc. | 9,577 | $228K | — | +0.0% | 2Q | SEC ↗ |
| 21 | Diligent Investors, LLC | 9,063 | $215K | +93 | +1.0% | 2Q | SEC ↗ |
| 22 | Noble Wealth Management PBC NEW | 6,500 | $154K | — | +0.0% | 1Q | SEC ↗ |
| 23 | AE Wealth Management LLC | 4,905 | $117K | +4,287 | +693.7% | 2Q | SEC ↗ |
| 24 | RED REEF ADVISORS LLC | 2,274 | $54K | +38 | +1.7% | 2Q | SEC ↗ |
| 25 | Ashton Thomas Private Wealth, LLC | 502 | $12K | -122 | -19.6% | 2Q | SEC ↗ |
| 26 | IFP Advisors, Inc | 222 | $5K | +22 | +11.0% | 3Q | SEC ↗ |
| 27 | CENTRAL TRUST Co NEW | 164 | $4K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Bullseye Investment Management, LLC NEW | 120 | $3K | — | +0.0% | 1Q | SEC ↗ |
| 29 | Global Retirement Partners, LLC NEW | 100 | $2K | — | +0.0% | 1Q | SEC ↗ |
| 30 | JPMORGAN CHASE & CO | 5 | $0K | -70 | -93.3% | 2Q | SEC ↗ |
| 31 | Advisory Services Network, LLC | 0 | $0K | -2,580 | -100.0% | 1Q | SEC ↗ |
| 32 | OSAIC HOLDINGS, INC. | 0 | $0K | -1,424 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| Mariner, LLC | 29,369 | $698K |
| Triad Wealth Partners, LLC | 17,187 | $409K |
| BROWN WEALTH MANAGEMENT, LLC | 14,488 | $344K |
| Noble Wealth Management PBC | 6,500 | $154K |
| CENTRAL TRUST Co | 164 | $4K |
| Bullseye Investment Management, LLC | 120 | $3K |
| Global Retirement Partners, LLC | 100 | $2K |
Sold Out (2)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Advisory Services Network, LLC | 2,580 | $61K |
| OSAIC HOLDINGS, INC. | 1,424 | $34K |
Biggest Increases (17)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Soltis Investment Advisors LLC | +78,001 | +196.1% | 117,787 |
| Talon Private Wealth, LLC | +60,301 | +37.2% | 222,469 |
| Signal Advisors Wealth, LLC | +39,467 | +24.3% | 201,606 |
| COMMONWEALTH EQUITY SERVICES, LLC | +38,653 | +192.7% | 58,714 |
| Brookstone Capital Management | +35,607 | +111.0% | 67,673 |
| Delta Investment Management, LLC | +16,917 | +10.5% | 177,437 |
| CWM, LLC | +16,601 | +37.2% | 61,274 |
| WINNACLE WEALTH LLC | +10,928 | +61.1% | 28,805 |
| Strategic Blueprint, LLC | +10,114 | +29.4% | 44,481 |
| AE Wealth Management LLC | +4,287 | +693.7% | 4,905 |
| OLD MISSION CAPITAL LLC | +3,792 | +23.8% | 19,703 |
| Beacon Pointe Advisors, LLC | +2,323 | +2.6% | 90,954 |
| WealthPlan Investment Management, L | +515 | +0.9% | 56,183 |
| SILVER OAK SECURITIES, INCORPORATED | +345 | +2.1% | 16,765 |
| Diligent Investors, LLC | +93 | +1.0% | 9,063 |
| RED REEF ADVISORS LLC | +38 | +1.7% | 2,274 |
| IFP Advisors, Inc | +22 | +11.0% | 222 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Trek Financial, LLC | -3,925 | -4.7% | 79,531 |
| Maia Wealth LLC | -137 | -0.5% | 25,845 |
| Ashton Thomas Private Wealth, LLC | -122 | -19.6% | 502 |
| JPMORGAN CHASE & CO | -70 | -93.3% | 5 |