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Innovator Etfs TR

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cetera Investment Advisers
DECREASED
Shares19,851 from 20,198
Change-347 (-2%)
Value$576.9K (+$25.5K)
Filed 2024-02-13
OneDigital Investment Advisors LLC
DECREASED
Shares15,202 from 18,457
Change-3,255 (-18%)
Value$441.8K (-$62.1K)
Filed 2024-02-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares11,102 from 14,694
Change-3,592 (-24%)
Value$322.6K (-$78.5K)
Filed 2024-01-30
Sunbelt Securities, Inc.
DECREASED
Shares5,931 from 6,442
Change-511 (-8%)
Value$172.4K (-$3.5K)
Filed 2024-02-15
Cape Investment Advisory, Inc.
INCREASED
Shares872 from 870
Change+2 (+0%)
Value$25.3K (+$1.6K)
Filed 2024-02-12
Clear Point Advisors Inc.
NEW
Shares100
Change+100
Value$2.9K
Filed 2024-05-16
UBS Group AG
NEW
Shares60
Change+60
Value$1.7K
Filed 2024-02-09
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
Cetera Investment Advisers
DECREASED19,85120,198-347-2%$551.4K$576.9K+$25.5K2024-02-13
OneDigital Investment Advisors LLC
DECREASED15,20218,457-3,255-18%$503.8K$441.8K-$62.1K2024-02-13
Dhjj Financial Advisors, Ltd.
DECREASED11,10214,694-3,592-24%$401.1K$322.6K-$78.5K2024-01-30
Sunbelt Securities, Inc.
DECREASED5,9316,442-511-8%$175.9K$172.4K-$3.5K2024-02-15
Cape Investment Advisory, Inc.
INCREASED872870+2+0%$23.7K$25.3K+$1.6K2024-02-12
Clear Point Advisors Inc.
NEW100—+100——$2.9K—2024-05-16
UBS Group AG
NEW60—+60——$1.7K—2024-02-09
Proequities, Inc.
UNCHANGED000—$0$0$02024-02-07
Showing 8 of 8 institutions