Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April inkluderar Horizon Investments, LLC, Advisor OS, LLC, Cornerstone Wealth, LLC/TN, Caliber Wealth Management, LLC / KS, Farther Finance Advisors, LLC, och PlanVest Financial, Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Horizon Investments, LLC | 62 316 | 2 259 | ||||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 335 | 2,77 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15 079 | 0,80 | 547 | 4,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 17 109 | 4,60 | 620 | 8,01 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 15 531 | 0,84 | 563 | 3,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4 542 | 160 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 26 108 | 100,00 | 917 | 105,61 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 31 508 | 17,87 | 1 174 | 25,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6 689 | 1,18 | 242 | 4,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 69 315 | 4,53 | 2 513 | 7,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4 501 | 163 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 234 | 8 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6 885 | 2,20 | 250 | 5,51 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17 062 | 1,80 | 619 | 5,10 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 23 086 | 837 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8 913 | 323 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 118 475 | 5,75 | 4 322 | 9,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 16 382 | 594 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 5 688 | 206 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8 785 | 318 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 6 522 | 236 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 34 860 | 8,64 | 1 264 | 12,07 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 523 738 | 0,37 | 18 986 | 3,57 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 700 | 25 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 18 791 | 2,91 | 681 | 6,24 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5 355 | 5,73 | 194 | 9,60 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 7 521 | 287 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 97 470 | 84,99 | 3 533 | 90,97 |
