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Innovator Etfs TR II

CUSIP: 45783G102 | 71 institutional holders

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q3 2021

Glen Eagle Advisors, LLC154,744
1.6% of portfolio›$5.4M
Southland Equity Partners LLC142,798
2.3% of portfolio›$5.0M
Old Mission Capital LLC61,294
0.0% of portfolio›$2.1K
Kingsview Wealth Management, LLC58,815
0.0% of portfolio›$2.1K
Stratos Wealth Advisors, LLC36,694
0.0% of portfolio›$1.3K
Acas, LLC35,452
0.1% of portfolio›$1.2K
Commonwealth Equity Services, LLC34,469
0.0% of portfolio›$1.2K
Cetera Advisor Networks LLC24,305
0.0% of portfolio›$848
Cetera Investment Advisers18,047
0.0% of portfolio›$630
Osaic Holdings, Inc.13,883
0.0% of portfolio›$484
Geneos Wealth Management Inc.12,521
0.0% of portfolio›$438
Cambridge Investment Research Advisors, Inc.11,979
0.0% of portfolio›$418
Carroll Financial Associates, Inc.10,700
0.0% of portfolio›$373
LPL Financial LLC9,511
0.0% of portfolio›$332
IFP Advisors, Inc8,576
0.0% of portfolio›$297
Wealth Advisory Solutions, LLC7,723
0.0% of portfolio›$269
Susquehanna International Group, LLP5,833
0.0% of portfolio›$204
Foresight Wealth Management, LLC5,771
0.0% of portfolio›$201
Morgan Stanley3,000
0.0% of portfolio›$105
Royal Bank of Canada350
0.0% of portfolio›$12
Capital Advisors, Ltd. LLC285
0.0% of portfolio›$10
Wells Fargo & Company1
0.0% of portfolio›$0
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Glen Eagle Advisors, LLC
154,744$5.4M1.6%CoreLowKingston, NJ2024-08-13
Southland Equity Partners LLC
142,798$5.0M2.3%ETFLowWildwood, MO2024-01-02
Old Mission Capital LLC
61,294$2.1K0.0%ETFVery HighChicago, IL2021-11-12
Kingsview Wealth Management, LLC
58,815$2.1K0.0%ETFMediumGrants Pass, OR2021-12-03
Stratos Wealth Advisors, LLC
36,694$1.3K0.0%ETFMediumBeachwood, OH2021-10-19
Acas, LLC
35,452$1.2K0.1%GrowthVery LowRancho Santa Fe, CA2021-10-19
Commonwealth Equity Services, LLC
34,469$1.2K0.0%ETFLowWaltham, MA2021-10-29
Cetera Advisor Networks LLC
24,305$8480.0%N/AN/AEl Segundo, CA2021-11-16
Cetera Investment Advisers
18,047$6300.0%IndexVery LowSchaumburg, IL2021-11-16
Osaic Holdings, Inc.
13,883$4840.0%IndexLowScottsdale, AZ2021-11-05
Geneos Wealth Management Inc.
12,521$4380.0%ETFLowEnglewood, CO2021-11-09
Cambridge Investment Research Advisors, Inc.
11,979$4180.0%ETFLowFairfield, IA2021-11-02
Carroll Financial Associates, Inc.
10,700$3730.0%N/AN/ACharlotte, NC2021-10-07
LPL Financial LLC
9,511$3320.0%IndexVery LowFort Mill, SC2021-11-15
IFP Advisors, Inc
8,576$2970.0%GrowthLowTampa, FL2021-10-06
Wealth Advisory Solutions, LLC
7,723$2690.0%ETFLowZionsville, IN2021-11-03
Susquehanna International Group, LLP
5,833$2040.0%GrowthHighBala Cynwyd, PA2021-11-15
Foresight Wealth Management, LLC
5,771$2010.0%N/AN/ADraper, UT2021-10-21
Morgan Stanley
3,000$1050.0%CoreLowNew York, NY2021-11-15
Royal Bank of Canada
350$120.0%CoreLowToronto, Australia2021-11-15
Capital Advisors, Ltd. LLC
285$100.0%ETFLowShaker Heights, OH2021-11-12
Wells Fargo & Company
1$00.0%CoreLowSan Francisco, CA2021-11-15
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2021-11-09