Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Defined Wealth Shield ETF inkluderar 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, och Nbt Bank N A /ny .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
