Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - June, omfatter First Heartland Consultants, Inc., Atria Investments Llc, Annis Gardner Whiting Capital Advisors, LLC, We Are One Seven, LLC, Merit Financial Group, LLC, Phoenix Holdings Ltd., Blue Sky Capital Consultants Group, Inc., Tableaux Llc, og Bank Of America Corp /de/ .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.670.634 | 274,26 | 66 | 312,50 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 138.703 | 58,90 | 5.515 | 70,71 | ||||
| 2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 17.908 | 8,70 | 712 | 16,91 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 107.594 | 3,55 | 4.278 | 11,24 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 54.746 | 46,96 | 2.177 | 57,91 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.304.988 | 12,03 | 47.932 | 8,17 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 19.609 | 9,41 | 780 | 17,50 | ||||
| 2025-08-14 | 13F | Beck Capital Management, Llc | 12.882 | 0,01 | 512 | 7,56 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25.648 | 1.020 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 10.720 | 426 | ||||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 59.227 | 25,73 | 2.355 | 35,05 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 21.471 | 27,45 | 854 | 36,92 | ||||
| 2025-08-06 | 13F | Stone House Investment Management, LLC | 1.450 | 58 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 16.399 | 24,08 | 652 | 33,33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 196.618 | 10,32 | 7.818 | 18,51 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23.000 | 138,34 | 924 | 158,82 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 51.065 | 1,90 | 2.030 | 9,49 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 331.546 | 76,98 | 13.182 | 90,13 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 171.760 | 36,41 | 6.829 | 46,55 | ||||
| 2025-08-14 | 13F | Alliancebernstein L.p. | 2.943.205 | 10,53 | 117.022 | 18,74 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 16.335 | 11,62 | 649 | 19,96 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12.067 | 8,29 | 480 | 17,11 | ||||
| 2025-08-01 | 13F | Corrado Advisors, Llc | 41.353 | 1.644 | ||||||
| 2025-07-15 | 13F | BCS Wealth Management | 31.131 | 11,54 | 1 | 0,00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 178.359 | 4,92 | 7.092 | 12,72 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 20 | |||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 8.288 | 9,07 | 0 | |||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 75.696 | 3,43 | 3.010 | 11,12 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21.770 | 4,25 | 866 | 12,05 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 11.603 | 1,75 | 461 | 9,24 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 920 | 0,99 | 37 | 9,09 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 15.276 | 607 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 43.123 | 32,38 | 1.715 | 42,24 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 20.875 | 830 | ||||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 114.802 | 4,53 | 4.565 | 12,30 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 212.948 | 6,70 | 8.467 | 14,62 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 16.451 | 3,27 | 654 | 11,04 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 7.900 | 314 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 6.714 | 2.847 | ||||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 49.591 | 139,32 | 1.972 | 157,31 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 202.489 | 105,68 | 8.051 | 120,97 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 82.206 | 74,56 | 3.269 | 87,60 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 69.914 | 1,85 | 2.780 | 9,41 | ||||
| 2025-07-22 | 13F | Berkshire Money Management, Inc. | 623.576 | 2.852,12 | 24.793 | 3.074,52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 368.519 | 389,97 | 14.697 | 428,06 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 30.655 | 73,08 | 1.219 | 85,95 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1.950 | 22,41 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 91.125 | 19,80 | 4 | 50,00 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 127.427 | 17,90 | 5.066 | 26,68 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 842 | 155,15 | 33 | 175,00 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 24.297 | 966 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 55.251 | 127,74 | 2.197 | 144,82 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 251.711 | 93,36 | 10.008 | 107,76 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6.960 | 4,11 | 277 | 11,74 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 7.925 | 315 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5.065 | 23,09 | 201 | 30,52 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 63.535 | 16,62 | 2.526 | 25,30 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 15.838 | 77,78 | 630 | 91,19 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 6.227 | 2,47 | 248 | 9,78 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 12.457 | 29,36 | 495 | 39,04 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 36.668 | 149,09 | 1.458 | 167,83 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 5.677 | 226 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 37.875 | 1,55 | 1.506 | 9,06 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 568 | 23 | ||||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 19.407 | 42,94 | 772 | 53,59 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 21.114 | 89,07 | 839 | 103,15 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 22.588 | 31,69 | 898 | 41,64 | ||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 13.967 | 1 | ||||||
| 2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.055 | 9,03 | 121 | 17,48 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 120.549 | 179,70 | 5 | 300,00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4.820 | 2,53 | 192 | 10,40 | ||||
| 2025-07-30 | 13F | Phoenix Holdings Ltd. | 9.920 | 394 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 99.564 | 622,00 | 3.959 | 676,08 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 12.413 | 29,19 | 494 | 38,87 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 33.247 | 1.322 | ||||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 138.697 | 0,40 | 5.515 | 7,86 | ||||
| 2025-08-15 | 13F | Nikulski Financial, Inc. | 15.420 | 30,07 | 613 | 39,95 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10.789 | 429 | ||||||
| 2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 28.608 | 4,95 | 1.137 | 12,80 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 574 | 28,70 | 23 | 37,50 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 17.652 | 55,50 | 702 | 66,90 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 494.108 | 25,35 | 19.646 | 34,67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 24.896 | 2,73 | 990 | 10,38 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5.674 | 226 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 327 | 13 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 45.035 | 0,69 | 1.804 | 9,00 | ||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 9.600 | 23,87 | 382 | 33,22 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 24.229 | 5,62 | 963 | 13,43 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.493.506 | 15,39 | 59 | 25,53 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 416.018 | 34,28 | 16.541 | 44,25 | ||||
| 2025-08-12 | 13F | Leigh Baldwin & Co., Llc | 10.525 | 11,08 | 418 | 19,43 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 39.846 | 43,14 | 1.584 | 53,79 |
