Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January meliputi Gradient Investments LLC, Triumph Capital Management, Brinker Capital Investments, LLC, Merit Financial Group, LLC, We Are One Seven, LLC, NWF Advisory Services Inc., Kfg Wealth Management, Llc, Noble Wealth Management PBC, dan Capital Investment Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Merit Financial Group, LLC | 10,254 | 520 | ||||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17,219 | 4.67 | 874 | 14.57 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 312,491 | 6.53 | 15,859 | 16.59 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 46,892 | 3.46 | 2,380 | 13.23 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,155 | 1.18 | 262 | 10.59 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 32,191 | 1.27 | 1,634 | 10.79 | ||||
2025-07-09 | 13F | Triumph Capital Management | 40,632 | 2,062 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 137,161 | 51.03 | 6,961 | 65.28 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 349,075 | 20.22 | 17,716 | 31.57 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1,250 | 58 | ||||||
2025-07-08 | 13F | Gradient Investments LLC | 51,800 | 2,629 | ||||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,135 | 210 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 86,895 | 2.04 | 4,410 | 7.67 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 32,649 | 5.01 | 2 | 0.00 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 14 | 1 | ||||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 5,345 | 271 | ||||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 79,985 | 12.79 | 4,059 | 23.45 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14,278 | 725 | ||||||
2025-08-08 | 13F | Gts Securities Llc | 7,099 | 360 | ||||||
2025-08-14 | 13F | UBS Group AG | 8,637 | 438 | ||||||
2025-07-10 | 13F | CWC Advisors, LLC. | 9,998 | 4.52 | 507 | 14.45 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68 | 3 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 166,456 | 12.05 | 8,448 | 22.63 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5,558 | 73.85 | 258 | 67.97 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 36,622 | 49.69 | 1,859 | 63.84 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 3,949 | 200 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 97,657 | 1,498.31 | 4,956 | 1,651.24 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 5,690 | 264 | ||||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9,116 | 4.67 | 463 | 14.64 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8,973 | 9.56 | 455 | 20.05 | ||||
2025-07-18 | 13F | Truist Financial Corp | 186,892 | 40.09 | 9,485 | 53.31 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 340,314 | 2.64 | 17 | 13.33 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 6,086 | 309 | ||||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 718 | 36 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 29,282 | 2.17 | 1 | 0.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,789 | 1.09 | 4 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 42,103 | 10.21 | 2,137 | 20.61 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,498 | 2.27 | 279 | 12.05 |