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NFEB Institutional Ownership

Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - February
1W: +0.2% 1M: +1.9% YTD: +1.6%
$31.35
+0.13 (+0.41%)
 
Weekly Expected Move ±0.7%
$31 $31 $31 $32 $32
ETF CBOE · AUM $83.8M

Institutional Ownership — NFEB

56
Institutional Holders
+2 vs prior quarter
0.0%
Ownership
+0.00pp
54M
Total Invested
6
New Positions
15
Increased
16
Reduced
4
Closed
0.00
Put/Call Ratio

Ownership Trends

Top Institutional Holders (59 total)

# Holder Shares Value Change Change % Holding Period Filing
1 COMMONWEALTH EQUITY SERVICES, LLC 396,730 12M -3,646 -0.9% 6Q SEC ↗
2 Cornerstone Wealth, LLC/TN 182,738 6M +1,053 +0.6% 2Q SEC ↗
3 Kestra Advisory Services, LLC 97,440 3M -25,509 -20.7% 6Q SEC ↗
4 LPL Financial LLC 88,490 3M +8,518 +10.7% 4Q SEC ↗
5 Cetera Investment Advisers 73,901 2M +19,206 +35.1% 6Q SEC ↗
6 HARBOUR INVESTMENTS, INC. 62,313 2M -570 -0.9% 6Q SEC ↗
7 Diligent Investors, LLC 56,310 2M +4,998 +9.7% 5Q SEC ↗
8 SUSQUEHANNA INTERNATIONAL GROUP, LLP 42,530 1M +28,245 +197.7% 6Q SEC ↗
9 TrustBank 42,390 1M +2,350 +5.9% 3Q SEC ↗
10 Element Squared LLC 39,658 1M — +0.0% 2Q SEC ↗
11 RAYMOND JAMES FINANCIAL INC 39,367 1M +3,347 +9.3% 6Q SEC ↗
12 ENVESTNET ASSET MANAGEMENT INC 39,113 1M -88 -0.2% 2Q SEC ↗
13 OSAIC HOLDINGS, INC. 38,181 1M +2,023 +5.6% 6Q SEC ↗
14 MML INVESTORS SERVICES, LLC 37,324 1M +4,408 +13.4% 2Q SEC ↗
15 TRUIST FINANCIAL CORP 35,922 1M -460 -1.3% 6Q SEC ↗
16 Steward Partners Investment Advisory, 35,179 1M — +0.0% 2Q SEC ↗
17 Phoenix Financial Ltd. 33,619 1M — +0.0% 6Q SEC ↗
18 MAI Capital Management 33,230 1M -461 -1.4% 2Q SEC ↗
19 HighTower Advisors, LLC 26,265 823K — +0.0% 6Q SEC ↗
20 Beacon Pointe Advisors, LLC 24,788 777K +7,887 +46.7% 2Q SEC ↗
21 OLD MISSION CAPITAL LLC NEW 22,554 707K — +0.0% 1Q SEC ↗
22 AdvisorNet Financial, Inc 22,195 696K — +0.0% 5Q SEC ↗
23 WEDBUSH SECURITIES INC 22,077 692K — +0.0% 6Q SEC ↗
24 Grantvest Financial Group LLC 21,792 683K — +0.0% 2Q SEC ↗
25 NovaPoint Capital, LLC 18,564 582K -1,470 -7.3% 6Q SEC ↗
26 Integrity Advisory Solutions, LLC NEW 18,232 572K — +0.0% 1Q SEC ↗
27 Certified Advisory Corp 16,844 528K -956 -5.4% 6Q SEC ↗
28 Cambridge Investment Research Advisors 13,982 438K -811 -5.5% 6Q SEC ↗
29 FSA Advisors, Inc. 13,792 432K -507 -3.5% 6Q SEC ↗
30 Heck Capital Advisors, LLC 12,050 378K — +0.0% 2Q SEC ↗
31 Frisch Financial Group, Inc. 11,367 356K — +0.0% 2Q SEC ↗
32 Vise Technologies, Inc. NEW 10,766 337K — +0.0% 1Q SEC ↗
33 Beacon Financial Advisory LLC 10,395 326K -142 -1.3% 2Q SEC ↗
34 Advus Financial Partners, LLC 10,015 314K +660 +7.1% 2Q SEC ↗
35 Prasad Wealth Partners, LLC 10,000 313K — +0.0% 6Q SEC ↗
36 PFG Advisors 9,893 310K +660 +7.1% 2Q SEC ↗
37 TopTier Wealth Management, LLC 9,724 305K — +0.0% 3Q SEC ↗
38 NewEdge Advisors, LLC 8,998 282K — +0.0% 2Q SEC ↗
39 IFP Advisors, Inc 8,945 280K -711 -7.4% 6Q SEC ↗
40 CORRADO ADVISORS, LLC 8,308 260K — +0.0% 2Q SEC ↗
41 AE Wealth Management LLC 8,260 259K +44 +0.5% 6Q SEC ↗
42 Trek Financial, LLC 7,621 239K — +0.0% 2Q SEC ↗
43 CRUX WEALTH ADVISORS NEW 7,195 226K — +0.0% 1Q SEC ↗
44 Tradition Wealth Management, LLC NEW 7,076 222K — +0.0% 1Q SEC ↗
45 DHJJ Financial Advisors, Ltd. 7,066 221K — +0.0% 6Q SEC ↗
46 Mutual Advisors, LLC NEW 6,777 212K — +0.0% 1Q SEC ↗
47 CENTAURUS FINANCIAL, INC. 6,750 212K — +0.0% 6Q SEC ↗
48 CREATIVE FINANCIAL DESIGNS INC /ADV 6,300 197K — +0.0% 5Q SEC ↗
49 Capital Analysts, LLC 4,193 131K +1,562 +59.4% 2Q SEC ↗
50 Keating Financial Advisory Services, I 2,781 87K +115 +4.3% 3Q SEC ↗

Recent Activity

New Positions (7)
Sold Out (6)
Biggest Increases (15)
HolderAddedChange %Total Shares
SUSQUEHANNA INTERNATIONAL GROUP, LL +28,245 +197.7% 42,530
Cetera Investment Advisers +19,206 +35.1% 73,901
LPL Financial LLC +8,518 +10.7% 88,490
Beacon Pointe Advisors, LLC +7,887 +46.7% 24,788
Diligent Investors, LLC +4,998 +9.7% 56,310
MML INVESTORS SERVICES, LLC +4,408 +13.4% 37,324
RAYMOND JAMES FINANCIAL INC +3,347 +9.3% 39,367
TrustBank +2,350 +5.9% 42,390
OSAIC HOLDINGS, INC. +2,023 +5.6% 38,181
Capital Analysts, LLC +1,562 +59.4% 4,193
Cornerstone Wealth, LLC/TN +1,053 +0.6% 182,738
PFG Advisors +660 +7.1% 9,893
Advus Financial Partners, LLC +660 +7.1% 10,015
Keating Financial Advisory Services +115 +4.3% 2,781
AE Wealth Management LLC +44 +0.5% 8,260
Biggest Decreases (12)
HolderReducedChange %Total Shares
Kestra Advisory Services, LLC -25,509 -20.7% 97,440
COMMONWEALTH EQUITY SERVICES, LLC -3,646 -0.9% 396,730
NovaPoint Capital, LLC -1,470 -7.3% 18,564
Certified Advisory Corp -956 -5.4% 16,844
Cambridge Investment Research Advis -811 -5.5% 13,982
IFP Advisors, Inc -711 -7.4% 8,945
HARBOUR INVESTMENTS, INC. -570 -0.9% 62,313
FSA Advisors, Inc. -507 -3.5% 13,792
MAI Capital Management -461 -1.4% 33,230
TRUIST FINANCIAL CORP -460 -1.3% 35,922
Beacon Financial Advisory LLC -142 -1.3% 10,395
ENVESTNET ASSET MANAGEMENT INC -88 -0.2% 39,113

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