Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator Defined Wealth Shield ETF meliputi Consolidated Planning Corp, DAVENPORT & Co LLC, Rothschild Investment Llc, New Wave Wealth Advisors Llc, PFG Advisors, Reliant Wealth Planning, Benjamin Edwards Inc, JT Stratford LLC, WPWealth LLP, Change Path, LLC, Stephens Inc /ar/, Advyzon Investment Management, LLC, Virtue Capital Management, LLC, Wedbush Securities Inc, Concurrent Investment Advisors, LLC, Vantage Point Financial LLC, Range Financial Group LLC, dan Nbt Bank N A /ny .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Continuum Advisory, LLC | 34,309 | 107.88 | 1,101 | 112.77 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 841,791 | 41.96 | 27,005 | 45.13 | ||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 1,287 | 69.34 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 367,244 | 11,781 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 1,072,378 | 50.71 | 34,402 | 54.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,306,222 | 29.82 | 73,983 | 32.72 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 135,559 | 5.55 | 4,349 | 7.92 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 137,053 | 91,268.67 | 4,397 | 44.37 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 26,375 | 14.10 | 846 | 16.69 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 321,612 | 17.49 | 10,317 | 20.10 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 258,748 | 4.14 | 8,374 | 7.41 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 48,800 | 1,566 | ||||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 588,185 | 5,521.03 | 18,869 | 5,652.44 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 14,455 | 4.66 | 464 | 7.67 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 64,214 | 16.53 | 2,060 | 19.09 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 421,744 | 1.46 | 13,251 | 1.59 | ||||
| 2025-07-23 | 13F | Nbt Bank N A /ny | 6,279 | 201 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 246,517 | 5.90 | 7,926 | 9.90 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 131,794 | 45.29 | 4 | 100.00 | ||||
| 2025-07-17 | 13F | Financial Designs Corp | 186,679 | 2.24 | 5,989 | 4.52 | ||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 71,001 | 4.94 | 2,280 | 7.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,457 | 367.19 | 143 | 389.66 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 9,224 | 42.08 | 296 | 45.32 | ||||
| 2025-08-04 | 13F | 4J Wealth Management LLC | 154,128 | 134.96 | 4,944 | 140.23 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 8,160 | 17.77 | 262 | 20.28 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 26,031 | 835 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 120,260 | 414.39 | 3,858 | 426.19 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 16,021 | 514 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 4,324 | 27.82 | 139 | 30.19 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 119,440 | 7.52 | 3,832 | 9.93 | ||||
| 2025-08-07 | 13F | Encompass More Asset Management | 31,295 | 32.29 | 1,004 | 35.18 | ||||
| 2025-07-17 | 13F | Applied Capital LLC | 36,299 | 72.37 | 1,164 | 76.36 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 59,900 | 107.99 | 1,922 | 112.74 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 16,338 | 524 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 8,536 | 2,034.00 | 274 | 2,175.00 | ||||
| 2025-08-13 | 13F | Holos Integrated Wealth LLC | 146,428 | 12.77 | 4,749 | 16.57 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 21,648 | 13.26 | 694 | 15.86 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 672,379 | 45.08 | 22 | 50.00 | ||||
| 2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 58,795 | 2.30 | 1,886 | 4.60 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 10,129 | 40.15 | 325 | 43.36 | ||||
| 2025-08-07 | 13F | PFG Advisors | 39,854 | 1,279 | ||||||
| 2025-08-11 | 13F | WPWealth LLP | 27,219 | 873 | ||||||
| 2025-04-02 | 13F | Clark Asset Management, LLC | 0 | 0 | ||||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 18,278 | 6.09 | 586 | 8.52 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 592,982 | 894.92 | 18,608 | 893.96 | ||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 11,330 | 26.62 | 363 | 29.64 | ||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 42,462 | 44.33 | 1,362 | 47.56 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,270 | 362 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 22,857 | 733 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 36,443 | 1,169 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 303,152 | 56.44 | 9,725 | 59.95 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 81,782 | 5.67 | 2,624 | 7.90 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 40,506 | 3.12 | 1,299 | 5.44 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 821,790 | 3.56 | 26,363 | 5.82 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 49,966 | 8.99 | 1,603 | 11.40 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 34,396 | 18.11 | 1,103 | 20.81 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,084,063 | 2.33 | 35 | 3.03 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 16,721 | 26.61 | 536 | 29.47 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 165,193 | 13.23 | 5,299 | 15.75 | ||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 88,343 | 2,834 | ||||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 86,736 | 5.40 | 3 | 0.00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 54,794 | 4.48 | 1,758 | 6.81 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 58,937 | 34.01 | 1,891 | 36.96 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 35,983 | 16.78 | 1,154 | 19.46 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 29,795 | 7.95 | 956 | 10.28 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 11,450 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 460,547 | 9.91 | 15 | 7.69 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5,198 | 167 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 6,764 | 1,203.28 | 217 | 1,250.00 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 18,540 | 17.79 | 582 | 17.61 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 109,187 | 9.13 | 3,426 | 9.00 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 61,398 | 12.05 | 1,970 | 14.54 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 139,322 | 4,469 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 533,353 | 51.76 | 17,110 | 55.14 | ||||
| 2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 8,345 | 14.39 | 268 | 17.11 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 234,673 | 37.94 | 7,528 | 41.03 | ||||
| 2025-07-15 | 13F/A | Kure Advisory, LLC | 705,499 | 20.89 | 22,632 | 23.59 | ||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 90,804 | 352.10 | 690 | 9.37 | ||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 48,355 | 123.42 | 1,551 | 128.42 | ||||
| 2025-07-10 | 13F | Pachira Investments Inc. | 35,313 | 1.34 | 1,133 | 3.57 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 241,517 | 7.30 | 7,748 | 9.70 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 494,367 | 175.46 | 15,859 | 181.64 | ||||
| 2025-08-05 | 13F | Code Waechter LLC | 93,416 | 10.23 | 2,997 | 149,700.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,768 | 0 | ||||||
| 2025-07-09 | 13F | Beacon Financial Group | 109,725 | 46.61 | 3,520 | 49.87 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 764,336 | 7.30 | 24,520 | 9.69 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 491,944 | 8.23 | 15,782 | 10.65 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 51,871 | 0.43 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 37,845 | 0.60 | 1,214 | 2.88 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 88,028 | 0.71 | 2,824 | 2.95 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 35,032 | 80.43 | 1,124 | 84.40 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 72,929 | 47.77 | 2,340 | 51.00 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 8,536 | 274 | ||||||
| 2025-08-13 | 13F | JT Stratford LLC | 33,145 | 1,063 | ||||||
| 2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 289,195 | 1,278.30 | 9,277 | 1,309.88 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 19,207 | 55.25 | 616 | 58.76 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 34,035 | 0.47 | 1,092 | 2.63 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 640,059 | 4.99 | 20,533 | 7.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 199,870 | 64.50 | 6,412 | 68.18 | ||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 20,110 | 2.43 | 647 | 5.03 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 83,722 | 3.58 | 2,686 | 5.88 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 155,324 | 147.30 | 4,983 | 152.89 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 66,189 | 10.47 | 2,123 | 12.93 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 25,601 | 19.65 | 821 | 22.35 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 33,617 | 1,078 | ||||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 7,700 | 10.32 | 247 | 12.79 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 146,414 | 33.98 | 4,697 | 36.95 | ||||
| 2025-07-08 | 13F | Ptm Wealth Management, Llc | 322,027 | 11.17 | 10,364 | 17.97 | ||||
| 2025-08-04 | 13F | NBZ Investment Advisors LLC | 417,280 | 2.29 | 13,386 | 4.58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 33,851 | 31.69 | 1,086 | 34.95 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 16,246 | 521 | ||||||
| 2025-07-18 | 13F | New Wave Wealth Advisors Llc | 47,840 | 1,535 | ||||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 288,917 | 11.21 | 9,268 | 13.69 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 97,208 | 105.22 | 3,118 | 109.83 | ||||
| 2025-08-14 | 13F | Core Wealth Advisors, Inc. | 162,744 | 19.81 | 5,221 | 22.48 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 313,806 | 0.79 | 10,067 | 3.04 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 33,000 | 1,036 | ||||||
| 2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 223,475 | 6.29 | 7,169 | 8.67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 25,343 | 24.01 | 813 | 26.83 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,710 | 137.45 | 247 | 144.55 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,128 | 39.23 | 744 | 42.80 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 20,156 | 651 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 114,831 | 9.05 | 3,684 | 11.47 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 10,663 | 342 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 268,323 | 28.85 | 8,608 | 31.73 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 111,563 | 120.06 | 3,579 | 125.03 |
