Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Academy Funds Trust
SEC CIK
Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
28 Mar 24
8-A12B
Registration of securities on exchange
25 Mar 24
8-A12B
Registration of securities on exchange
25 Mar 24
8-A12B
Registration of securities on exchange
25 Mar 24
CERT
Certification of approval for exchange listing
28 Feb 24
N-CSRS/A
Certified semi-annual shareholder report (management investment company) (amended)
27 Feb 24
N-PX/A
Annual report of proxy voting record (amended)
26 Feb 24
8-A12B
Registration of securities on exchange
26 Feb 24
CERT
Certification of approval for exchange listing
30 Jan 24
8-A12B
Registration of securities on exchange
26 Jan 24
Latest ownership filings
SC 13G
Brookstone Capital Management
2 Apr 24
SC 13G
Brookstone Capital Management
2 Apr 24
SC 13G/A
Brookstone Capital Management
2 Apr 24
SC 13G/A
Brookstone Capital Management
2 Apr 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - July (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - October (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator Uncapped Accelerated U.S. Equity ETF (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - April (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator U.S. Equity Ultra Buffer ETF - October (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - January (Jan 2024 report)
28 Mar 24
Funds
Institutional ownership, Q3 2023
13F holders | Current |
---|---|
Total holders | 342 |
Opened positions | 163 |
Closed positions | 8 |
Increased positions | 164 |
Reduced positions | 12 |
13F shares | Current |
---|---|
Total value | 5.43 tn |
Total shares | 180.09 mm |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Alliancebernstein | 39.06 mm | $1.26 tn |
Penserra Capital Management | 8.79 mm | $283.56 bn |
Commonwealth Equity Services | 8.33 mm | $269.35 mm |
Advisor | 8.07 mm | $260.15 bn |
Brookstone Capital Management | 5.56 mm | $179.83 bn |
AE Wealth Management | 4.71 mm | $150.73 bn |
HighTower Advisors | 3.88 mm | $125.41 bn |
Stuart Chaussee & Associates | 3.62 mm | $119.22 bn |
Envestnet Asset Management | 3.05 mm | $98.64 bn |
Gradient Investments | 2.83 mm | $96.59 bn |