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Innovator Etfs TR

Q2 2023 vs Q3 2023

Comparing institutional holders between quarters

Quarters

Q3 2023Q2 2023Q1 2023Q4 2022Q3 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Cetera Advisor Networks LLC
DECREASED
Shares52,012 from 54,114
Change-2,102 (-4%)
Value$1.6M (-$40.2K)
Filed 2023-11-14
Osaic Holdings, Inc.
DECREASED
Shares29,501 from 33,337
Change-3,836 (-12%)
Value$931.4K (-$105.1K)
Filed 2023-11-13
Dhjj Financial Advisors, Ltd.
DECREASED
Shares20,292 from 21,550
Change-1,258 (-6%)
Value$640.7K (-$29.3K)
Filed 2023-10-10
Blue Bell Private Wealth Management, LLC
DECREASED
Shares17,393 from 17,986
Change-593 (-3%)
Value$549.1K (-$10.0K)
Filed 2023-10-30
Cetera Investment Advisers
DECREASED
Shares12,898 from 14,166
Change-1,268 (-9%)
Value$407.2K (-$33.2K)
Filed 2023-11-14
OneDigital Investment Advisors LLC
DECREASED
Shares10,631 from 12,731
Change-2,100 (-16%)
Value$335.6K (-$60.2K)
Filed 2023-11-14
Susquehanna International Group, LLP
DECREASED
Shares9,029 from 21,168
Change-12,139 (-57%)
Value$285.1K (-$373.0K)
Filed 2023-11-14
Orion Capital Management LLC
UNCHANGED
Shares8,713 from 8,713
Change0 (0%)
Value$275.1K (+$4.2K)
Filed 2023-11-16
Arlington Capital Management Inc
DECREASED
Shares7,000 from 7,196
Change-196 (-3%)
Value$221.0K (-$2.7K)
Filed 2023-10-25
Sunbelt Securities, Inc.
UNCHANGED
Shares1,565 from 1,565
Change0 (0%)
Value$49.4K (+$755)
Filed 2023-12-11
Bank of Montreal
UNCHANGED
Shares800 from 800
Change0 (0%)
Value$25.2K (+$372)
Filed 2023-11-01
Authentikos Wealth Advisory, LLC
NEW
Shares295
Change+295
Value$9.3K
Filed 2023-11-06
UBS Group AG
DECREASED
Shares16 from 334
Change-318 (-95%)
Value$505 (-$9.9K)
Filed 2023-11-09
Old Mission Capital LLC
CLOSED
Shares0 from 17,346
Change-17,346 (-100%)
Value$0 (-$539.3K)
Filed 2023-11-15
White Knight Strategic Wealth Advisors, LLC
CLOSED
Shares0 from 11,859
Change-11,859 (-100%)
Value$0 (-$368.7K)
Filed 2023-11-14
BCS Wealth Management
CLOSED
Shares0 from 7,303
Change-7,303 (-100%)
Value$0 (-$227)
Filed 2023-10-12
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2023-10-30
Status
Cetera Advisor Networks LLC
DECREASED52,01254,114-2,102-4%$1.7M$1.6M-$40.2K2023-11-14
Osaic Holdings, Inc.
DECREASED29,50133,337-3,836-12%$1.0M$931.4K-$105.1K2023-11-13
Dhjj Financial Advisors, Ltd.
DECREASED20,29221,550-1,258-6%$670.0K$640.7K-$29.3K2023-10-10
Blue Bell Private Wealth Management, LLC
DECREASED17,39317,986-593-3%$559.2K$549.1K-$10.0K2023-10-30
Cetera Investment Advisers
DECREASED12,89814,166-1,268-9%$440.4K$407.2K-$33.2K2023-11-14
OneDigital Investment Advisors LLC
DECREASED10,63112,731-2,100-16%$395.8K$335.6K-$60.2K2023-11-14
Susquehanna International Group, LLP
DECREASED9,02921,168-12,139-57%$658.1K$285.1K-$373.0K2023-11-14
Orion Capital Management LLC
UNCHANGED8,7138,71300%$270.9K$275.1K+$4.2K2023-11-16
Arlington Capital Management Inc
DECREASED7,0007,196-196-3%$223.7K$221.0K-$2.7K2023-10-25
Sunbelt Securities, Inc.
UNCHANGED1,5651,56500%$48.7K$49.4K+$7552023-12-11
Bank of Montreal
UNCHANGED80080000%$24.9K$25.2K+$3722023-11-01
Authentikos Wealth Advisory, LLC
NEW295—+295——$9.3K—2023-11-06
UBS Group AG
DECREASED16334-318-95%$10.4K$505-$9.9K2023-11-09
Old Mission Capital LLC
CLOSED017,346-17,346-100%$539.3K$0-$539.3K2023-11-15
White Knight Strategic Wealth Advisors, LLC
CLOSED011,859-11,859-100%$368.7K$0-$368.7K2023-11-14
BCS Wealth Management
CLOSED07,303-7,303-100%$227$0-$2272023-10-12
Proequities, Inc.
UNCHANGED000—$0$0$02023-10-30
Showing 17 of 17 institutions