Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 6 Mo Jan/Jul inkluderar Pinnacle Financial Partners Inc, Orion Portfolio Solutions, LLC, Arlington Capital Management, Inc., Sykon Capital Llc, Commons Capital, Llc, Gradient Investments LLC, Kfg Wealth Management, Llc, Advyzon Investment Management, LLC, Evolution Wealth Management Inc., Principal Securities, Inc., Global Retirement Partners, LLC, Archer Investment Corp, och Us Bancorp \de\ .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 612 827 | 100,21 | 17 263 | 107,59 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2 851 | 80 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 25 401 | 716 | ||||||
2025-08-14 | 13F | Money Concepts Capital Corp | 67 654 | 13,73 | 1 906 | 17,88 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 27 008 | 59,40 | 761 | 65,22 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 42 285 | 7,81 | 1 191 | 11,83 | ||||
2025-08-12 | 13F | Archer Investment Corp | 1 180 | 33 | ||||||
2025-07-09 | 13F | Lifestyle Asset Management, Inc. | 19 278 | 73,47 | 543 | 80,40 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 13 226 | 373 | ||||||
2025-04-28 | 13F | Pinnacle Financial Partners Inc | 57 128 | 1 552 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 6 599 | 124,91 | 186 | 134,18 | ||||
2025-08-11 | 13F | Sykon Capital Llc | 14 752 | 416 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 18 568 | 43,88 | 523 | 49,43 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 85 491 | 77,03 | 2 408 | 83,54 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1 201 | 0 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 8 | 100,00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 5 279 | 38,12 | 149 | 43,69 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 48 293 | 1 312 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 101 949 | 5,04 | 2 872 | 8,92 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 76 994 | 12,49 | 2 169 | 16,62 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 11 062 | 312 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 069 | 30 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 44 393 | 1,37 | 1 251 | 5,13 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 20 714 | 17,47 | 584 | 21,71 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 7 186 | 202 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 18 264 | 7,52 | 515 | 11,50 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 432 562 | 10,16 | 12 | 20,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 16 306 | 35,47 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 572 987 | 15,98 | 44 311 | 20,25 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 17 103 | 26,80 | 482 | 31,42 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 27 049 | 49,28 | 762 | 54,67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1 500 | 42 | ||||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 40 388 | 0,63 | 1 138 | 4,31 | ||||
2025-07-29 | 13F | Commons Capital, Llc | 13 637 | 384 | ||||||
2025-07-24 | 13F | Weaver Capital Management LLC | 39 581 | 0,35 | 1 115 | 4,01 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 26 595 | 33,11 | 749 | 38,19 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2 650 | 76,67 | 72 | 80,00 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 14 969 | 422 | ||||||
2025-07-25 | 13F | Cwm, Llc | 103 682 | 3 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 2 557 | 72 | ||||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 8 355 | 70,51 | 235 | 76,69 | ||||
2025-08-07 | 13F | Encompass More Asset Management | 33 203 | 62,26 | 935 | 68,47 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 22 832 | 643 |