Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - August meliputi Siligmueller & Norvid Wealth Advisors LLC, Dynamic Advisor Solutions LLC, Straight Path Wealth Management, Merit Financial Group, LLC, Evolution Wealth Management Inc., Waterloo Capital, L.P., Curio Wealth, Llc, dan Winnow Wealth Llc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 5,000 | 202 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 319,897 | 11.02 | 12,943 | 18.90 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 10,055 | 407 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,273,666 | 12.45 | 48,062 | 8.63 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,839 | 2,943.40 | 0 | |||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 57,121 | 10.29 | 2,311 | 18.15 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,122 | 976 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 6,329 | 256 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,208 | 49 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 6,940 | 281 | ||||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 53,544 | 2,186 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 67,651 | 6.00 | 3 | 0.00 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 386,368 | 33.46 | 15,632 | 42.93 | ||||
| 2025-07-31 | 13F/A | Interchange Capital Partners, LLC | 5,000 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 193,190 | 8.93 | 7,816 | 16.66 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 7,246 | 29.21 | 293 | 38.86 | ||||
| 2025-08-14 | 13F | UBS Group AG | 48,644 | 439.29 | 1,968 | 478.82 | ||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 5,432 | 56.86 | 220 | 68.46 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 90,612 | 51.26 | 3,666 | 62.00 | ||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 740,922 | 29,978 | ||||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 5,173 | 209 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 812,460 | 0.17 | 32,872 | 7.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 90,411 | 2.24 | 3,731 | 11.71 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,859 | 15.39 | 75 | 25.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,457,662 | 15.83 | 59 | 23.40 | ||||
| 2025-08-19 | 13F | Hohimer Wealth Management, Llc | 5,231 | 212 | ||||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 8,075 | 18.32 | 327 | 26.85 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 19,109 | 773 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 342 | 14 | ||||||
| 2025-08-05 | 13F | WorthPointe, LLC | 5,158 | 209 | ||||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 143,249 | 0.48 | 5,796 | 7.61 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 71,147 | 0.83 | 3 | 0.00 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 10,078 | 408 | ||||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 130 | 5 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 82,877 | 0.03 | 3,353 | 7.12 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 8,261 | 5.26 | 334 | 12.84 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 5,167 | 209 |
