INNOVATOR ETFS TR (TSJA)
Institutional ownership reported to the SEC as of Q4 2023, across 12 quarters.
7
Reporting holders
$1.5M
Reported value
0.0%
Held as options
+2
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Cetera Investment Advisers | $576.9K | 19,851 | 0.00% | 4q | -1.7%-$10.1K |
| OneDigital Investment Advisors LLC | $441.8K | 15,202 | 0.01% | 10q | -17.6%-$94.6K |
| DHJJ Financial Advisors, Ltd. | $322.6K | 11,102 | 0.15% | 11q | -24.4%-$104.4K |
| Sunbelt Securities, Inc. | $172.4K | 5,931 | 0.02% | 12q | -7.9%-$14.8K |
| Cape Investment Advisory, Inc. | $25.3K | 872 | 0.01% | 4q | HELD |
| Clear Point Advisors Inc. | $2.9K | 100 | 0.00% | new | FIRST |
| UBS Group AG | $1.7K | 60 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 7 | $1.5M | 53,118 | 1 | 0 | 4 | 0.0% |
| Q3 2023 | 5 | $1.7M | 60,661 | 0 | 1 | 2 | 0.0% |
| Q2 2023 | 9 | $2.4M | 80,571 | 1 | 2 | 2 | 0.0% |
| Q1 2023 | 11 | $3.3M | 129,438 | 4 | 2 | 3 | 0.0% |
| Q4 2022 | 7 | $2.6M | 111,109 | 1 | 1 | 2 | 0.0% |
| Q3 2022 | 7 | $2.7M | 121,011 | 0 | 2 | 3 | 0.0% |
| Q2 2022 | 8 | $3.1M | 132,481 | 0 | 1 | 5 | 0.0% |
| Q1 2022 | 15 | $6.5M | 227,431 | 1 | 5 | 6 | 0.0% |
| Q4 2021 | 15 | $9.3M | 313,022 | 5 | 2 | 4 | 0.0% |
| Q3 2021 | 12 | $17.0M | 592,475 | 4 | 3 | 1 | 0.0% |
| Q2 2021 | 8 | $6.1M | 215,730 | 3 | 2 | 1 | 0.0% |
| Q1 2021 | 5 | $3.6M | 131,757 | 5 | 0 | 0 | 0.0% |