Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - December meliputi We Are One Seven, LLC, Dynamic Advisor Solutions LLC, HORAN Wealth, LLC, Buckingham Strategic Partners, ORBA Wealth Advisors, L.L.C., Blue Sky Capital Consultants Group, Inc., Dakota Wealth Management, Capital Square, LLC, Sanders Morris Harris Llc, dan Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-22 | 13F | MBL Wealth, LLC | 116,235 | 12.59 | 4,651 | 19.81 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,320 | 762.75 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 678,655 | 5.42 | 27 | 12.50 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 54,590 | 3.33 | 2,184 | 9.97 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 5,182 | 1.81 | 0 | |||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 29,410 | 2.58 | 1,177 | 9.19 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 480,225 | 1.43 | 19,214 | 7.93 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,280,921 | 14.10 | 47,970 | 9.43 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36,098 | 0.44 | 1,465 | 8.36 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 101,271 | 16.33 | 4,052 | 23.77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 36,556 | 11,113.50 | 1,463 | 12,083.33 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 140,382 | 28.58 | 5,617 | 36.81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 272,664 | 5.99 | 10,909 | 12.79 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 297,797 | 11.25 | 11,915 | 18.38 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 44,169 | 615.29 | 1,767 | 661.64 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,805 | 55.40 | 112 | 67.16 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 55,213 | 7.32 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 110,493 | 0.16 | 4,421 | 6.58 | ||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 870 | 16.00 | 35 | 6.25 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 33,745 | 1,350 | ||||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 82,895 | 18,321.11 | 3,117 | 18,229.41 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 5,313 | 213 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 121,509 | 3.08 | 5 | 0.00 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 7,639 | 9.24 | 306 | 16.41 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 637,470 | 2,060.92 | 25,505 | 2,199.82 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 16,164 | 99.09 | 647 | 111.80 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 30,454 | 0.07 | 1,218 | 6.47 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 275,901 | 0.76 | 11,039 | 7.22 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43,076 | 1.27 | 1,723 | 7.75 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 13,505 | 540 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 5,136 | 205 | ||||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 11,838 | 474 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 848 | 34 | ||||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 204,711 | 1.53 | 8,190 | 8.03 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 12,787 | 10.01 | 512 | 16.93 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 77,603 | 131.06 | 3,105 | 145.96 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7,632 | 305 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,249 | 0.01 | 330 | 6.45 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 8,500 | 340 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,356 | 1.63 | 1,135 | 8.10 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 13,774 | 88.30 | 551 | 100.36 | ||||
| 2025-07-31 | 13F | West Michigan Advisors, Llc | 225,796 | 0.91 | 9,034 | 7.38 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,229 | 8.46 | 1,610 | 15.42 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 5,030 | 201 | ||||||
| 2025-08-12 | 13F | Ascent Wealth Partners, LLC | 29,001 | 15.84 | 1,160 | 23.27 | ||||
| 2025-07-22 | 13F | Hubbell Strickland Wealth Management, LLC | 5,231 | 209 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,793 | 72 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 26,422 | 1,057 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 10,475 | 419 | ||||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 111,183 | 0.33 | 4,448 | 6.77 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 67,640 | 1.65 | 2,706 | 8.20 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,575 | 5.00 | 63 | 12.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,087,402 | 4.24 | 43,507 | 10.92 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 309,329 | 210.15 | 12,376 | 230.03 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 98,690 | 2.94 | 3,949 | 9.54 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,178 | 1,494.15 | 327 | 1,621.05 | ||||
| 2025-07-30 | 13F | Sanders Morris Harris Llc | 5,000 | 200 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 12,757 | 6.53 | 510 | 13.33 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 259,232 | 6.00 | 10,372 | 12.79 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 416,731 | 11.19 | 16,642 | 18.10 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 3,200 | 128 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,053 | 762 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 19,862 | 13.91 | 795 | 21.22 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 152,400 | 25.47 | 6,098 | 33.50 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 6,422 | 23,685.19 | 247 | 24,500.00 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,465,981 | 17.53 | 59 | 26.09 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 18,905 | 0.54 | 756 | 7.08 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 5,131 | 206 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 133,170 | 84.86 | 5,423 | 100.22 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 43,295 | 0.58 | 1,732 | 7.05 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 93,555 | 4.21 | 3,743 | 10.90 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 87,178 | 0.25 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 6,731 | 24.74 | 269 | 33.17 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 29,676 | 1.75 | 1,187 | 8.30 | ||||
| 2025-07-16 | 13F | Dakota Wealth Management | 5,147 | 206 | ||||||
| 2025-07-07 | 13F | O'Connor Financial Group LLC | 6,893 | 0.26 | 277 | 7.36 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 322 | 13 |
