Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January meliputi Merit Financial Group, LLC, Nbt Bank N A /ny, Curio Wealth, Llc, dan Assetmark, Inc .
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 41,924 | 36.15 | 1,571 | 42.82 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 29,734 | 0.19 | 1,114 | 5.09 | ||||
2025-08-08 | 13F | 1776 Wealth LLC | 6,112 | 2.64 | 229 | 8.02 | ||||
2025-08-12 | 13F | LPL Financial LLC | 83,599 | 16.43 | 3,133 | 22.10 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 8,049 | 301 | ||||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 50,156 | 1.87 | 1,880 | 6.82 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 6,487 | 0.84 | 243 | 6.11 | ||||
2025-08-04 | 13F | Assetmark, Inc | 84 | 3 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 96,583 | 149.97 | 3,689 | 167.25 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 150,893 | 52.36 | 5,655 | 59.79 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12,975 | 486 | ||||||
2025-08-14 | 13F | Acas, Llc | 17,073 | 1.04 | 666 | 11.37 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 541,364 | 0.84 | 20,290 | 5.75 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 103,518 | 0.97 | 3,880 | 1.31 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 68,301 | 0.14 | 2,551 | 4.68 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 13,424 | 3.87 | 503 | 9.11 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 598 | 4.55 | 22 | 10.00 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 57,818 | 2.10 | 2,066 | -2.32 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5,970 | 19.81 | 224 | 25.28 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 84,901 | 0.07 | 3,182 | 4.95 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 100 | 42.86 | 4 | 50.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 16,177 | 52.01 | 606 | 59.47 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 26,457 | 153.35 | 992 | 165.68 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 15,760 | 32.02 | 591 | 39.81 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,014 | 377 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 146,664 | 15.93 | 5,497 | 21.57 | ||||
2025-08-14 | 13F | UBS Group AG | 19,583 | 734 | ||||||
2025-07-23 | 13F | Nbt Bank N A /ny | 2,750 | 103 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 433,892 | 46.69 | 16,262 | 53.84 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 23,773 | 2.59 | 891 | 7.61 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 70,328 | 2.47 | 2,636 | 7.46 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13,346 | 8.35 | 500 | 13.64 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 17,330 | 1.96 | 650 | 6.92 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 15,994 | 0.27 | 599 | 5.09 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 260,925 | 44.36 | 9,779 | 51.40 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 14,217 | 0.13 | 533 | 4.93 | ||||
2025-07-18 | 13F | Truist Financial Corp | 46,217 | 3.81 | 1,732 | 8.86 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 4,476 | 91.53 | 168 | 101.20 | ||||
2025-08-13 | 13F | JT Stratford LLC | 32,638 | 0.92 | 1,223 | 5.89 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 400 | 15 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 4,165 | 1,398.20 | 156 | 1,633.33 | ||||
2025-07-24 | 13F | Blair William & Co/il | 118,736 | 2.21 | 4,450 | 7.20 |