Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November, omfatter Merit Financial Group, LLC, Buckingham Strategic Partners, Northern Trust Corp, We Are One Seven, LLC, Triad Wealth Partners, LLC, Exchange Traded Concepts, Llc, EP Wealth Advisors, Inc., Phillips Financial Management, Llc, Assetmark, Inc, Annis Gardner Whiting Capital Advisors, LLC, og Winnow Wealth Llc .
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.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 69.455 | 0,86 | 3 | 0,00 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 262.425 | 14,45 | 10.371 | 21,54 | ||||
| 2025-07-11 | 13F | Cypress Financial Planning Llc | 9.320 | 1,17 | 368 | 7,60 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 1.152 | 46 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 200 | 8 | ||||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 3.041 | 120 | ||||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 9.686 | 0,13 | 383 | 6,11 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 50.146 | 1.982 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 229.776 | 3,41 | 9.081 | 9,79 | ||||
| 2025-08-14 | 13F | UBS Group AG | 27.245 | 521,89 | 1.077 | 560,12 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 37.745 | 1.492 | ||||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 74.593 | 154,29 | 2.948 | 170,12 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 217.392 | 1,89 | 8.591 | 8,19 | ||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1.296.036 | 11,21 | 48.109 | 7,50 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 26.622 | 1.052 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 33.616 | 1,88 | 1.329 | 8,14 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 8.490 | 0,39 | 336 | 6,69 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5.103 | 202 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.819 | 27,04 | 111 | 35,37 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 1.220 | 48 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 37.487 | 7,68 | 1.481 | 14,36 | ||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 5.300 | 209 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 1.706 | 14,80 | 65 | 16,36 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 50.319 | 58,18 | 1.989 | 67,91 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 4.460 | 176 | ||||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 19.245 | 761 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 155.302 | 5,57 | 6.138 | 12,09 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 65.841 | 0,70 | 3 | 0,00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 3.783 | 3.683,00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 27.159 | 3,33 | 1.073 | 9,38 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 317 | 13 | ||||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 80.253 | 9,16 | 3.225 | 17,87 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 56.858 | 0,28 | 2.247 | 6,49 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 16.319 | 8,70 | 645 | 15,41 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 500 | 20 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 116.178 | 1,16 | 4.591 | 7,42 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1.483.262 | 14,55 | 59 | 20,83 | ||||
| 2025-07-21 | 13F | Triad Wealth Partners, LLC | 5.411 | 214 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 411.671 | 13,12 | 16.269 | 20,12 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 17.500 | 4,18 | 692 | 10,56 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 149.330 | 10,63 | 5.902 | 17,46 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15.369 | 607 |
