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NDEC Institutional Ownership

Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - December
1W: +0.2% 1M: +2.1% YTD: +1.8%
$31.11
+0.07 (+0.24%)
 
Weekly Expected Move ±0.7%
$31 $31 $31 $31 $32
ETF CBOE · AUM $63.7M

Institutional Ownership — NDEC

48
Institutional Holders
-5 vs prior quarter
0.0%
Ownership
+0.00pp
53M
Total Invested
3
New Positions
7
Increased
27
Reduced
7
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (55 total)

# Holder Shares Value Change Change % Holding Period Filing
1 RAYMOND JAMES FINANCIAL INC 453,757 14M +67,176 +17.4% 7Q SEC ↗
2 SMI Advisory Services, LLC 417,894 13M +2,128 +0.5% 2Q SEC ↗
3 COMMONWEALTH EQUITY SERVICES, LLC 149,343 5M -11,936 -7.4% 7Q SEC ↗
4 Cetera Investment Advisers 86,535 3M -4,695 -5.1% 7Q SEC ↗
5 OSAIC HOLDINGS, INC. 55,206 2M -37,334 -40.3% 7Q SEC ↗
6 CORRADO ADVISORS, LLC 47,794 1M -702 -1.4% 7Q SEC ↗
7 SUSQUEHANNA INTERNATIONAL GROUP, LLP 45,162 1M +22,709 +101.1% 4Q SEC ↗
8 LPL Financial LLC 41,242 1M +3,796 +10.1% 4Q SEC ↗
9 CITADEL ADVISORS LLC NEW 40,122 1M — +0.0% 1Q SEC ↗
10 Liberty Atlantic Advisors LLC 31,530 981K — +0.0% 3Q SEC ↗
11 Phoenix Financial Ltd. 30,975 963K -220 -0.7% 7Q SEC ↗
12 Kestra Advisory Services, LLC 25,143 782K -6,481 -20.5% 7Q SEC ↗
13 SECURED RETIREMENT ADVISORS, LLC 25,136 782K +461 +1.9% 7Q SEC ↗
14 MAI Capital Management 24,969 777K -100,788 -80.1% 3Q SEC ↗
15 Diligent Investors, LLC 22,750 708K — +0.0% 7Q SEC ↗
16 BLAIR WILLIAM & CO/IL 22,196 690K -1,300 -5.5% 7Q SEC ↗
17 TrustBank 20,925 651K +3,700 +21.5% 3Q SEC ↗
18 Beacon Financial Advisory LLC 19,234 598K — +0.0% 4Q SEC ↗
19 ENVESTNET ASSET MANAGEMENT INC 18,762 584K -300 -1.6% 3Q SEC ↗
20 Cambridge Investment Research Advisors 18,325 570K -1,049 -5.4% 7Q SEC ↗
21 OLD MISSION CAPITAL LLC NEW 18,185 566K — +0.0% 1Q SEC ↗
22 FSA Advisors, Inc. 16,742 521K -682 -3.9% 6Q SEC ↗
23 TRUIST FINANCIAL CORP 14,870 463K — +0.0% 3Q SEC ↗
24 MML INVESTORS SERVICES, LLC 13,669 425K +553 +4.2% 3Q SEC ↗
25 INDEPENDENT FINANCIAL GROUP, LLC 11,500 358K -3,000 -20.7% 7Q SEC ↗
26 CALTON & ASSOCIATES, INC. 11,458 356K -2,100 -15.5% 6Q SEC ↗
27 GILL CAPITAL PARTNERS, LLC 11,270 351K — +0.0% 6Q SEC ↗
28 Fortune Financial Group, Inc. 10,000 311K — +0.0% 3Q SEC ↗
29 Mutual Advisors, LLC 9,370 291K -69 -0.7% 4Q SEC ↗
30 HighTower Advisors, LLC 8,381 261K -50 -0.6% 3Q SEC ↗
31 Advus Financial Partners, LLC 8,060 251K -100 -1.2% 3Q SEC ↗
32 Dynamic Advisor Solutions LLC NEW 7,021 218K — +0.0% 1Q SEC ↗
33 CREATIVE FINANCIAL DESIGNS INC /ADV 5,950 185K — +0.0% 7Q SEC ↗
34 HARBOUR INVESTMENTS, INC. 5,934 185K -2,349 -28.4% 7Q SEC ↗
35 DHJJ Financial Advisors, Ltd. 4,763 148K — +0.0% 7Q SEC ↗
36 AE Wealth Management LLC 3,001 93K -6,234 -67.5% 7Q SEC ↗
37 Keating Financial Advisory Services, I 1,762 55K -925 -34.4% 3Q SEC ↗
38 LANARK FINANCIAL, INC. 1,334 41K — +0.0% 3Q SEC ↗
39 Noble Wealth Management PBC 1,260 39K — +0.0% 4Q SEC ↗
40 AdvisorNet Financial, Inc 1,023 32K -3,071 -75.0% 6Q SEC ↗
41 Capital Analysts, LLC 719 22K — +0.0% 3Q SEC ↗
42 Kingsview Wealth Management, LLC 0 0K -9,568 -100.0% 5Q SEC ↗
43 Clear Creek Financial Management, LLC 0 0K -7,547 -100.0% 2Q SEC ↗
44 GOLDMAN SACHS GROUP INC 0 0K -9,809 -100.0% 1Q SEC ↗
45 CoreCap Advisors, LLC 0 0K -3,893 -100.0% 1Q SEC ↗
46 Capital Investment Advisory Services, 0 0K -2,119 -100.0% 4Q SEC ↗
47 IFP Advisors, Inc 0 0K -450 -100.0% 6Q SEC ↗
48 Advisory Services Network, LLC 0 0K -400 -100.0% 1Q SEC ↗
49 UBS Group AG 0 0K -85 -100.0% 1Q SEC ↗
50 CreativeOne Wealth, LLC 0 0K -9,589 -100.0% 5Q SEC ↗

Recent Activity

Biggest Increases (7)
HolderAddedChange %Total Shares
RAYMOND JAMES FINANCIAL INC +67,176 +17.4% 453,757
SUSQUEHANNA INTERNATIONAL GROUP, LL +22,709 +101.1% 45,162
LPL Financial LLC +3,796 +10.1% 41,242
TrustBank +3,700 +21.5% 20,925
SMI Advisory Services, LLC +2,128 +0.5% 417,894
MML INVESTORS SERVICES, LLC +553 +4.2% 13,669
SECURED RETIREMENT ADVISORS, LLC +461 +1.9% 25,136
Biggest Decreases (20)
HolderReducedChange %Total Shares
MAI Capital Management -100,788 -80.1% 24,969
OSAIC HOLDINGS, INC. -37,334 -40.3% 55,206
COMMONWEALTH EQUITY SERVICES, LLC -11,936 -7.4% 149,343
Kestra Advisory Services, LLC -6,481 -20.5% 25,143
AE Wealth Management LLC -6,234 -67.5% 3,001
Cetera Investment Advisers -4,695 -5.1% 86,535
AdvisorNet Financial, Inc -3,071 -75.0% 1,023
INDEPENDENT FINANCIAL GROUP, LLC -3,000 -20.7% 11,500
HARBOUR INVESTMENTS, INC. -2,349 -28.4% 5,934
CALTON & ASSOCIATES, INC. -2,100 -15.5% 11,458
BLAIR WILLIAM & CO/IL -1,300 -5.5% 22,196
Cambridge Investment Research Advis -1,049 -5.4% 18,325
Keating Financial Advisory Services -925 -34.4% 1,762
CORRADO ADVISORS, LLC -702 -1.4% 47,794
FSA Advisors, Inc. -682 -3.9% 16,742
ENVESTNET ASSET MANAGEMENT INC -300 -1.6% 18,762
Phoenix Financial Ltd. -220 -0.7% 30,975
Advus Financial Partners, LLC -100 -1.2% 8,060
Mutual Advisors, LLC -69 -0.7% 9,370
HighTower Advisors, LLC -50 -0.6% 8,381

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms