Institutional Ownership Innovator Growth 100 Power Buf (NOCT)
This table provides information about the institutional ownership of Innovator Growth 100 Power Buf (NOCT). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 1.88 Million shares, which have been reported (via 13F filing form) to have a value of $94.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
968,751
shares
|
$48.9 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.81%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
84,787
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
71,582
shares
|
$3.61 Million
0.01% of portfolio
|
Q3 2024
Added 27.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
51,849
shares
|
$2.61 Million
0.0% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
44,395
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 3.36%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
42,131
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
Valtinson Bruner Financial Planning LLC
|
Nov 05, 2024 Q3 2024 |
36,382
shares
|
$1.83 Million
0.78% of portfolio
|
Q2 2024
Reduced 1.36%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
35,462
shares
|
$1.79 Million
0.04% of portfolio
|
Q2 2023
Reduced 4.6%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
33,781
shares
|
$1.7 Million
0.13% of portfolio
|
Q3 2024
Added 549.26%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
32,808
shares
|
$1.65 Million
0.08% of portfolio
|
Q3 2024
Reduced 3.59%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
31,719
shares
|
$1.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.28%
|
|
|
Diligent Investors, LLC
|
Oct 31, 2024 Q3 2024 |
25,156
shares
|
$1.27 Million
0.32% of portfolio
|
Q1 2024
Reduced 8.21%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
24,908
shares
|
$1.26 Million
0.08% of portfolio
|
Q3 2024
Reduced 4.79%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
24,641
shares
|
$1.24 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.69%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,034
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Added 6.56%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
23,927
shares
|
$1.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Centaurus Financial, Inc.
|
Nov 12, 2024 Q3 2024 |
20,341
shares
|
$1.03 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Oct 22, 2024 Q3 2024 |
18,381
shares
|
$926,953
0.41% of portfolio
|
Q3 2024
Reduced 12.42%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
17,020
shares
|
$858,318
0.07% of portfolio
|
Q3 2024
Reduced 3.95%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
16,182
shares
|
$816,058
0.0% of portfolio
|
Q3 2024
Reduced 62.71%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 12, 2024 Q3 2024 |
14,383
shares
|
$725,334
0.05% of portfolio
|
Q3 2024
Reduced 17.87%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
13,754
shares
|
$693,614
0.0% of portfolio
|
Q3 2024
Reduced 8.57%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
11,145
shares
|
$562,042
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Oct 28, 2024 Q3 2024 |
11,145
shares
|
$562,042
0.02% of portfolio
|
Q4 2022
Added 0.57%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
10,412
shares
|
$525,077
0.06% of portfolio
|
Q2 2024
Reduced 11.29%
|