EALT Institutional Ownership
Innovator U.S. Equity 5 to 15 Buffer ETF
1W: -0.4%
1M: +0.5%
3M: +2.3%
YTD: +3.9%
1Y: +6.2%
$36.76
+0.19 (+0.52%)
Weekly Expected Move ±1.4%
$36
$36
$37
$37
$38
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — EALT
66
Institutional Holders
+1 vs prior quarter
0.0%
Ownership
+0.00pp
92M
Total Invested
6
New Positions
25
Increased
29
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (71 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | CWM, LLC | 572,589 | $21M | +69,468 | +13.8% | 8Q | SEC ↗ |
| 2 | Orion Porfolio Solutions, LLC | 343,157 | $13M | +48,578 | +16.5% | 6Q | SEC ↗ |
| 3 | Brookstone Capital Management | 199,868 | $7M | -15,987 | -7.4% | 10Q | SEC ↗ |
| 4 | Triad Wealth Partners, LLC | 193,349 | $7M | +87,619 | +82.9% | 6Q | SEC ↗ |
| 5 | SMART Wealth LLC | 167,620 | $6M | -20,091 | -10.7% | 10Q | SEC ↗ |
| 6 | COMMONWEALTH EQUITY SERVICES, LLC | 136,038 | $5M | -213,558 | -61.1% | 10Q | SEC ↗ |
| 7 | RAYMOND JAMES FINANCIAL INC | 135,822 | $5M | +7,715 | +6.0% | 7Q | SEC ↗ |
| 8 | Bullseye Investment Management, LLC | 120,786 | $4M | -38,217 | -24.0% | 1Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 115,813 | $4M | +8,501 | +7.9% | 11Q | SEC ↗ |
| 10 | ENVESTNET ASSET MANAGEMENT INC | 86,922 | $3M | +18,670 | +27.4% | 10Q | SEC ↗ |
| 11 | Farther Finance Advisors, LLC | 75,174 | $3M | -6,543 | -8.0% | 5Q | SEC ↗ |
| 12 | Cetera Investment Advisers | 75,012 | $3M | +1,271 | +1.7% | 8Q | SEC ↗ |
| 13 | Atria Investments, Inc | 71,413 | $3M | -861 | -1.2% | 4Q | SEC ↗ |
| 14 | C2P Capital Advisory Group, LLC d.b.a. | 56,387 | $2M | +21,436 | +61.3% | 5Q | SEC ↗ |
| 15 | Cambridge Investment Research Advisors | 53,671 | $2M | +12,868 | +31.5% | 5Q | SEC ↗ |
| 16 | Encompass More Asset Management | 53,236 | $2M | +9,184 | +20.8% | 7Q | SEC ↗ |
| 17 | SUSQUEHANNA INTERNATIONAL GROUP, LLP | 50,047 | $2M | -130,286 | -72.2% | 9Q | SEC ↗ |
| 18 | Ameritas Advisory Services, LLC | 49,378 | $2M | +2,349 | +5.0% | 10Q | SEC ↗ |
| 19 | Brookwood Investment Group LLC | 38,350 | $1M | +1,237 | +3.3% | 6Q | SEC ↗ |
| 20 | RFG Advisory, LLC | 32,027 | $1M | -973 | -2.9% | 6Q | SEC ↗ |
| 21 | LEE JOHNSON CAPITAL MANAGEMENT, LLC | 31,905 | $1M | — | +0.0% | 5Q | SEC ↗ |
| 22 | Visionary Wealth Advisors | 30,736 | $1M | -7,732 | -20.1% | 6Q | SEC ↗ |
| 23 | JOURNEY RETIREMENT PLANNING & INVESTME | 29,609 | $1M | +3,908 | +15.2% | 3Q | SEC ↗ |
| 24 | Simplicity Wealth,LLC NEW | 26,600 | $978K | — | +0.0% | 1Q | SEC ↗ |
| 25 | MORGAN STANLEY NEW | 25,825 | $949K | — | +0.0% | 1Q | SEC ↗ |
| 26 | IHT Wealth Management, LLC | 23,588 | $867K | -35,378 | -60.0% | 4Q | SEC ↗ |
| 27 | Concurrent Investment Advisors, LLC | 22,517 | $828K | +5,033 | +28.8% | 4Q | SEC ↗ |
| 28 | PRINCIPAL SECURITIES, INC. NEW | 20,885 | $768K | — | +0.0% | 1Q | SEC ↗ |
| 29 | SMITH, MOORE & CO. | 19,959 | $734K | -262 | -1.3% | 9Q | SEC ↗ |
| 30 | Advyzon Investment Management, LLC | 18,328 | $674K | +3,178 | +21.0% | 5Q | SEC ↗ |
| 31 | BENJAMIN EDWARDS INC | 17,939 | $659K | -882 | -4.7% | 5Q | SEC ↗ |
| 32 | Foundations Investment Advisors, LLC | 16,665 | $613K | +9,482 | +132.0% | 2Q | SEC ↗ |
| 33 | Stirlingshire Investments, Inc. | 16,364 | $602K | +2,831 | +20.9% | 3Q | SEC ↗ |
| 34 | Sequent Planning LLC | 16,075 | $591K | +353 | +2.2% | 4Q | SEC ↗ |
| 35 | SIGNATURE ESTATE & INVESTMENT ADVISORS | 14,503 | $533K | -1,714 | -10.6% | 2Q | SEC ↗ |
| 36 | Advisory Services Network, LLC | 13,915 | $512K | +10,706 | +333.6% | 2Q | SEC ↗ |
| 37 | SAGESPRING WEALTH PARTNERS, LLC | 11,614 | $427K | — | +0.0% | 6Q | SEC ↗ |
| 38 | Inspire Advisors, LLC | 11,591 | $426K | +1,902 | +19.6% | 2Q | SEC ↗ |
| 39 | First Heartland Consultants, Inc. | 11,138 | $409K | +3,255 | +41.3% | 7Q | SEC ↗ |
| 40 | Financial Network Wealth Advisors LLC | 10,693 | $393K | +29 | +0.3% | 6Q | SEC ↗ |
| 41 | Hiley Hunt Wealth Management | 9,540 | $351K | -2,753 | -22.4% | 3Q | SEC ↗ |
| 42 | JANE STREET GROUP, LLC | 9,344 | $343K | -4,137 | -30.7% | 2Q | SEC ↗ |
| 43 | CRUX WEALTH ADVISORS | 9,169 | $337K | +1,975 | +27.5% | 2Q | SEC ↗ |
| 44 | Ausdal Financial Partners, Inc. | 8,983 | $330K | +283 | +3.3% | 4Q | SEC ↗ |
| 45 | Kestra Advisory Services, LLC | 8,455 | $311K | — | +0.0% | 10Q | SEC ↗ |
| 46 | Vantage Point Financial LLC | 8,309 | $305K | +750 | +9.9% | 3Q | SEC ↗ |
| 47 | Claro Advisors Inc. | 7,470 | $275K | -540 | -6.7% | 4Q | SEC ↗ |
| 48 | Pinnacle Wealth Planning Services, Inc | 6,938 | $255K | -784 | -10.2% | 7Q | SEC ↗ |
| 49 | Arkadios Wealth Advisors NEW | 6,805 | $250K | — | +0.0% | 1Q | SEC ↗ |
| 50 | AE Wealth Management LLC | 6,400 | $235K | +327 | +5.4% | 6Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| Simplicity Wealth,LLC | 26,600 | $978K |
| MORGAN STANLEY | 25,825 | $949K |
| PRINCIPAL SECURITIES, INC. | 20,885 | $768K |
| Arkadios Wealth Advisors | 6,805 | $250K |
| CENTAURUS FINANCIAL, INC. | 2,952 | $109K |
| Capital Investment Advisory Service | 585 | $22K |
Sold Out (10)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Mutual Advisors, LLC | 71,419 | $3M |
| OLD MISSION CAPITAL LLC | 37,100 | $1M |
| Bright Futures Wealth Management, L | 26,451 | $972K |
| TABLEAUX LLC | 25,694 | $945K |
| Arista Wealth Management, LLC | 14,948 | $549K |
| World Investment Advisors | 8,966 | $330K |
| INDEPENDENT FINANCIAL GROUP, LLC | 6,852 | $252K |
| HRT FINANCIAL LP | 6,505 | $239K |
| Wheelhouse Advisory Group LLC | 6,020 | $221K |
| HARBOUR INVESTMENTS, INC. | 467 | $17K |