Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Innovator ETFs Trust - Innovator Equity Managed Floor ETF, omfatter 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, og TD Waterhouse Canada Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-25 | 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 |
