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Innovator Etfs TR II

Q2 2021 vs Q3 2021

Comparing institutional holders between quarters

Quarters

Q3 2021Q2 2021Q1 2021Q4 2020Q3 2020
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Glen Eagle Advisors, LLC
INCREASED
Shares154,744 from 126,409
Change+28,335 (+22%)
Value$5.4M (+$992.7K)
Filed 2024-08-13
Southland Equity Partners LLC
INCREASED
Shares142,798 from 122,157
Change+20,641 (+17%)
Value$5.0M (+$724.2K)
Filed 2024-01-02
Old Mission Capital LLC
NEW
Shares61,294
Change+61,294
Value$2.1K
Filed 2021-11-12
Kingsview Wealth Management, LLC
INCREASED
Shares58,815 from 27,303
Change+31,512 (+115%)
Value$2.1K (+$1.1K)
Filed 2021-12-03
Stratos Wealth Advisors, LLC
DECREASED
Shares36,694 from 37,258
Change-564 (-2%)
Value$1.3K (-$19)
Filed 2021-10-19
Acas, LLC
INCREASED
Shares35,452 from 34,172
Change+1,280 (+4%)
Value$1.2K (+$46)
Filed 2021-10-19
Commonwealth Equity Services, LLC
DECREASED
Shares34,469 from 124,111
Change-89,642 (-72%)
Value$1.2K (-$3.1K)
Filed 2021-10-29
Cetera Advisor Networks LLC
INCREASED
Shares24,305 from 9,845
Change+14,460 (+147%)
Value$848 (+$505)
Filed 2021-11-16
Cetera Investment Advisers
NEW
Shares18,047
Change+18,047
Value$630
Filed 2021-11-16
Osaic Holdings, Inc.
INCREASED
Shares13,883 from 11,840
Change+2,043 (+17%)
Value$484 (+$71)
Filed 2021-11-05
Geneos Wealth Management Inc.
DECREASED
Shares12,521 from 15,379
Change-2,858 (-19%)
Value$438 (-$98)
Filed 2021-11-09
Cambridge Investment Research Advisors, Inc.
NEW
Shares11,979
Change+11,979
Value$418
Filed 2021-11-02
Carroll Financial Associates, Inc.
DECREASED
Shares10,700 from 11,400
Change-700 (-6%)
Value$373 (-$24)
Filed 2021-10-07
LPL Financial LLC
DECREASED
Shares9,511 from 10,634
Change-1,123 (-11%)
Value$332 (-$39)
Filed 2021-11-15
IFP Advisors, Inc
INCREASED
Shares8,576 from 2,060
Change+6,516 (+316%)
Value$297 (+$226)
Filed 2021-10-06
Wealth Advisory Solutions, LLC
DECREASED
Shares7,723 from 8,471
Change-748 (-9%)
Value$269 (-$26)
Filed 2021-11-03
Susquehanna International Group, LLP
NEW
Shares5,833
Change+5,833
Value$204
Filed 2021-11-15
Foresight Wealth Management, LLC
UNCHANGED
Shares5,771 from 5,771
Change0 (0%)
Value$201 ($0)
Filed 2021-10-21
Morgan Stanley
UNCHANGED
Shares3,000 from 3,000
Change0 (0%)
Value$105 ($0)
Filed 2021-11-15
Royal Bank of Canada
UNCHANGED
Shares350 from 350
Change0 (0%)
Value$12 ($0)
Filed 2021-11-15
Capital Advisors, Ltd. LLC
UNCHANGED
Shares285 from 285
Change0 (0%)
Value$10 ($0)
Filed 2021-11-12
Wells Fargo & Company
UNCHANGED
Shares1 from 1
Change0 (0%)
Value$0 ($0)
Filed 2021-11-15
HighTower Advisors, LLC
CLOSED
Shares0 from 124,102
Change-124,102 (-100%)
Value$0 (-$4.3K)
Filed 2021-11-12
Citadel Advisors LLC
CLOSED
Shares0 from 9,619
Change-9,619 (-100%)
Value$0 (-$335)
Filed 2022-03-11
Arax Advisory Partners
CLOSED
Shares0 from 434
Change-434 (-100%)
Value$0 (-$15)
Filed 2021-11-05
Blue Bell Private Wealth Management, LLC
CLOSED
Shares0 from 29
Change-29 (-100%)
Value$0 (-$1)
Filed 2021-11-10
Proequities, Inc.
UNCHANGED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2021-11-09
Status
Glen Eagle Advisors, LLC
INCREASED154,744126,409+28,335+22%$4.4M$5.4M+$992.7K2024-08-13
Southland Equity Partners LLC
INCREASED142,798122,157+20,641+17%$4.3M$5.0M+$724.2K2024-01-02
Old Mission Capital LLC
NEW61,294—+61,294——$2.1K—2021-11-12
Kingsview Wealth Management, LLC
INCREASED58,81527,303+31,512+115%$952$2.1K+$1.1K2021-12-03
Stratos Wealth Advisors, LLC
DECREASED36,69437,258-564-2%$1.3K$1.3K-$192021-10-19
Acas, LLC
INCREASED35,45234,172+1,280+4%$1.2K$1.2K+$462021-10-19
Commonwealth Equity Services, LLC
DECREASED34,469124,111-89,642-72%$4.3K$1.2K-$3.1K2021-10-29
Cetera Advisor Networks LLC
INCREASED24,3059,845+14,460+147%$343$848+$5052021-11-16
Cetera Investment Advisers
NEW18,047—+18,047——$630—2021-11-16
Osaic Holdings, Inc.
INCREASED13,88311,840+2,043+17%$413$484+$712021-11-05
Geneos Wealth Management Inc.
DECREASED12,52115,379-2,858-19%$536$438-$982021-11-09
Cambridge Investment Research Advisors, Inc.
NEW11,979—+11,979——$418—2021-11-02
Carroll Financial Associates, Inc.
DECREASED10,70011,400-700-6%$397$373-$242021-10-07
LPL Financial LLC
DECREASED9,51110,634-1,123-11%$371$332-$392021-11-15
IFP Advisors, Inc
INCREASED8,5762,060+6,516+316%$71$297+$2262021-10-06
Wealth Advisory Solutions, LLC
DECREASED7,7238,471-748-9%$295$269-$262021-11-03
Susquehanna International Group, LLP
NEW5,833—+5,833——$204—2021-11-15
Foresight Wealth Management, LLC
UNCHANGED5,7715,77100%$201$201$02021-10-21
Morgan Stanley
UNCHANGED3,0003,00000%$105$105$02021-11-15
Royal Bank of Canada
UNCHANGED35035000%$12$12$02021-11-15
Capital Advisors, Ltd. LLC
UNCHANGED28528500%$10$10$02021-11-12
Wells Fargo & Company
UNCHANGED1100%$0$0$02021-11-15
HighTower Advisors, LLC
CLOSED0124,102-124,102-100%$4.3K$0-$4.3K2021-11-12
Citadel Advisors LLC
CLOSED09,619-9,619-100%$335$0-$3352022-03-11
Arax Advisory Partners
CLOSED0434-434-100%$15$0-$152021-11-05
Blue Bell Private Wealth Management, LLC
CLOSED029-29-100%$1$0-$12021-11-10
Proequities, Inc.
UNCHANGED000—$0$0$02021-11-09
Showing 27 of 27 institutions