Institusjonelt- og fondseierskap - Kjøpere
De største eierne som har åpnet nye posisjoner i Innovator ETFs Trust - Innovator Defined Wealth Shield ETF inkluderer 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, og Nbt Bank N A /ny .
Denne siden viser endringer i eierstrukturen ved å liste opp institusjoner, fond og større aksjonærer som har økt sine eierandeler eller åpnet nye posisjoner i løpet av den siste rapporteringsperioden. Grønne rader indikerer nye posisjoner. Klikk på lenkeikonet for å se hele transaksjonshistorikken.
Oppgraderfor å låse opp premiumdata.
| Fildato | Kilde | Investor | Type | Gjennomsnittlig pris (estimert) |
Aksjer | Δ Aksjer (%) |
Rapportert verdi ($1000) | Verdi (%) | Portallokering (%) | |
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
