Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Innovator ETFs Trust - Innovator Equity Managed Floor ETF inkluderar HighTower Advisors, LLC, Evolution Wealth Management Inc., Raymond James Financial Inc, Flagship Harbor Advisors, Llc, Bank Of America Corp /de/, Well Done, LLC, Foronjy Financial Llc, Gradient Investments LLC, Columbia Advisory Partners Llc, Concurrent Investment Advisors, LLC, Diligent Investors, LLC, WorthPointe, LLC, Wealthgarden F.s. Llc, DAVENPORT & Co LLC, Sigma Planning Corp, Visionary Wealth Advisors, Simplicity Wealth,LLC, City National Bank Of Florida /msd, Axxcess Wealth Management, Llc, och TD Waterhouse Canada 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 5 350 | 240,11 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 74 815 | 713,29 | 2 512 | 771,88 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 378 784 | 55,41 | 12 692 | 65,91 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 8 620 | 289 | ||||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 153 607 | 3,33 | 4 822 | −0,66 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 13 263 | 3,80 | 445 | 10,97 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 9 381 | 0,50 | 315 | 7,53 | ||||
2025-07-16 | 13F | Castleview Partners, Llc | 27 860 | 9,66 | 935 | 17,31 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 124 911 | 405,63 | 4 193 | 441,03 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 169 388 | 15,70 | 5 686 | 23,74 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 50 248 | 128,28 | 1 687 | 64,97 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 18 114 | 608 | ||||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 1 684 463 | 7,86 | 56 547 | 15,35 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 53 470 | 3,50 | 1 847 | 14,08 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 23 893 | 67,20 | 802 | 79,02 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 9 910 | 341 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1 229 | 41 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1 839 890 | 28,16 | 62 | 35,56 | ||||
2025-07-09 | 13F | Sar Wealth Management Group, Llc | 19 707 | 0,09 | 662 | 6,96 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 52 394 | 22,94 | 1 759 | 31,49 | ||||
2025-07-09 | 13F | Beacon Financial Group | 96 479 | 27,32 | 3 239 | 36,16 | ||||
2025-08-01 | 13F | Delta Investment Management, LLC | 888 058 | 5,10 | 29 812 | 12,40 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 36 644 | 1 | ||||||
2025-08-14 | 13F | Foronjy Financial Llc | 19 011 | 638 | ||||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 15 916 | 0,09 | 534 | 7,01 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 6 254 | 210 | ||||||
2025-08-11 | 13F | Western Wealth Management, LLC | 12 118 | 0,02 | 407 | 6,84 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2 606 | 159,30 | 87 | 180,65 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 39 110 | 1 313 | ||||||
2025-08-08 | 13F | Meridian Wealth Management, LLC | 28 780 | 8,30 | 966 | 15,83 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 72 034 | 32,29 | 2 418 | 40,91 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 424 802 | 14 261 | ||||||
2025-08-14 | 13F | Mariner, LLC | 82 685 | 46,83 | 2 776 | 57,05 | ||||
2025-08-14 | 13F | City National Bank Of Florida /msd | 6 254 | 210 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 117 498 | 77,71 | 3 944 | 82,76 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 12 540 | 421 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 175 | 6 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 153 690 | 145,50 | 5 159 | 162,54 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 11 480 | 385 | ||||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 128 894 | 56,94 | 4 327 | 67,87 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 278 721 | 93,29 | 9 357 | 106,72 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 64 547 | 15,27 | 2 167 | 23,28 | ||||
2025-07-15 | 13F | Well Done, LLC | 31 957 | 1 073 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 21 234 | 0,09 | 713 | 7,07 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 189 007 | 64,03 | 6 345 | 75,44 | ||||
2025-08-05 | 13F | Lifeworks Advisors, LLC | 32 070 | 1,51 | 1 077 | 8,58 | ||||
2025-07-09 | 13F | Triumph Capital Management | 110 303 | 6,14 | 3 703 | 13,49 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 152 964 | 2,76 | 5 135 | 9,91 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 48 780 | 1 638 | ||||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 123 088 | 13,96 | 4 132 | 21,89 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 7 372 | 247 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 107 127 | 117,69 | 3 596 | 132,90 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 65 922 | 20,30 | 2 213 | 28,60 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 194 041 | 10,85 | 6 514 | 18,55 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 6 554 | 220 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 25 728 | 81,73 | 864 | 94,37 | ||||
2025-07-17 | 13F | Archford Capital Strategies, LLC | 115 000 | 22,02 | 3 861 | 30,49 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 398 084 | 163,07 | 13 379 | 181,43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 168 804 | 4,50 | 5 667 | 11,76 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 16 967 | 570 | ||||||
2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 151 636 | 4,14 | 5 090 | 11,38 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25 155 | 0,00 | 844 | 6,97 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 36 305 | 1 219 | ||||||
2025-07-14 | 13F | Occidental Asset Management, LLC | 8 525 | 8,95 | 286 | 16,73 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 34 554 | 1,92 | 1 160 | 8,93 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 41 593 | 3,60 | 1 439 | 17,18 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 13 116 | 440 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 1 360 | 46 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 136 206 | 14,94 | 4 596 | 23,58 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 33 000 | 12,44 | 1 108 | 20,20 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1 787 | 60 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 6 063 | 204 | ||||||
2025-08-13 | 13F | VestGen Advisors, LLC | 19 584 | 84,46 | 674 | 102,40 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 11 208 | 1,94 | 376 | 8,99 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 59 759 | 25,77 | 2 006 | 34,54 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 32 998 | 8,59 | 1 108 | 16,16 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 393 837 | 13 221 | ||||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 490 | 50 | ||||||
2025-08-15 | 13F | Morgan Stanley | 2 596 | 87 | ||||||
2025-08-01 | 13F | Gwn Securities Inc. | 50 822 | 10,77 | 1 706 | 18,47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10 897 | 375 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 75 186 | 2 524 |