Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Defined Wealth Shield ETF, omfatter 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 side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
