Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Innovator ETFs Trust - Innovator Equity Managed Floor ETF, to m.in VanWeelden Wealth Management, LLC, Snowden Capital Advisors LLC, Resources Investment Advisors, LLC., Intrua Financial, LLC, Independent Advisor Alliance, Collaborative Wealth Managment Inc., Integrated Wealth Concepts LLC, Bright Futures Wealth Management, LLC., Addison Capital Co, Marshall & Sterling Wealth Advisors Inc., CFS Investment Advisory Services, LLC, NewEdge Wealth, LLC, Smartleaf Asset Management LLC, Split Rock Private Trading & Wealth Management, LLC, Apollon Financial, LLC, Kfg Wealth Management, Llc, Ibex Wealth Advisors, Tortuga Wealth Management, Inc, Wiley Bros.-aintree Capital, Llc, i Strategic Financial Concepts, LLC .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-15 | 13F | Occidental Asset Management, LLC | 19 430 | 96,76 | 688 | 89,53 | ||||
| 2026-04-27 | 13F | Beacon Financial Advisory LLC | 79 234 | 7,67 | 2 806 | 3,43 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 2 937 | 104 | ||||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 2 700 | 96 | ||||||
| 2026-05-07 | 13F | Sagespring Wealth Partners, Llc | 32 788 | 8,98 | 1 161 | 4,78 | ||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 2 167 558 | 14,89 | 76 753 | 10,37 | ||||
| 2026-04-17 | 13F | Signal Advisors Wealth, LLC | 74 901 | 10,99 | 2 652 | 6,63 | ||||
| 2026-05-15 | 13F | Bank Of America Corp /de/ | 5 920 303 | 1,22 | 209 638 | -2,76 | ||||
| 2026-04-28 | 13F | Atticus Wealth Management, Llc | 18 113 | 70,23 | 641 | 63,52 | ||||
| 2026-02-05 | 13F | Northwestern Mutual Wealth Management Co | 81 483 | 125 258,46 | 7 894 | 394 600,00 | ||||
| 2026-04-28 | 13F | Split Rock Private Trading & Wealth Management, LLC | 12 147 | 430 | ||||||
| 2026-05-06 | 13F | Dunhill Financial, LLC | 2 076 | 443,46 | 74 | 421,43 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 400 | 14 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 6 209 | 220 | ||||||
| 2026-04-16 | 13F | Ballast Rock Private Wealth LLC | 50 337 | 26,75 | 1 784 | 21,79 | ||||
| 2026-04-23 | 13F | Columbia Advisory Partners Llc | 96 978 | 32,36 | 3 434 | 27,15 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 130 534 | 6,86 | 5 | 0,00 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 218 030 | 13,38 | 7 720 | 8,92 | ||||
| 2026-04-23 | 13F | Foronjy Financial Llc | 14 758 | 0,06 | 523 | -3,87 | ||||
| 2026-04-30 | 13F | Ibex Wealth Advisors | 9 492 | 336 | ||||||
| 2026-05-12 | 13F | WorthPointe, LLC | 81 620 | 64,53 | 2 890 | 58,10 | ||||
| 2026-04-22 | 13F | Wetzel Investment Advisors, Inc. | 489 437 | 12,13 | 17 346 | 7,75 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 186 753 | 12,25 | 6 613 | 7,83 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 12 969 | 0,06 | 459 | -3,77 | ||||
| 2026-04-14 | 13F | Well Done, LLC | 23 993 | 89,31 | 850 | 81,80 | ||||
| 2026-05-12 | 13F | VanWeelden Wealth Management, LLC | 162 414 | 5 751 | ||||||
| 2026-05-12 | 13F | Americana Partners, LLC | 2 485 585 | 854,81 | 88 015 | 817,29 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 72 945 | 14,76 | 2 583 | 10,25 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18 700 | 662 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 181 377 | 0,23 | 6 428 | -3,63 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 232 287 | 40,66 | 8 295 | 36,26 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 268 650 | 53,32 | 9 513 | 47,29 | ||||
| 2026-04-29 | 13F | CFS Investment Advisory Services, LLC | 24 445 | 892 | ||||||
| 2026-05-12 | 13F | Benson Wealth Management INC | 25 216 | 809,34 | 893 | 774,51 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 382 879 | 33,55 | 13 558 | 28,30 | ||||
| 2026-05-04 | 13F | Wealthgarden F.s. Llc | 11 505 | 9,91 | 407 | 4,90 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 535 | 19 | ||||||
| 2026-04-16 | 13F | Tortuga Wealth Management, Inc | 8 830 | 326 | ||||||
| 2026-04-13 | 13F | Garrett Investment Advisors LLC | 31 429 | 18,69 | 1 113 | 13,93 | ||||
| 2026-05-11 | 13F | Elevation Wealth Management LLC | 5 795 | 205 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 62 869 | 35,35 | 2 226 | 30,02 | ||||
| 2026-05-13 | 13F | Visionary Wealth Advisors | 160 126 | 7,06 | 5 670 | 2,87 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 4 589 170 | 7,79 | 162 503 | 3,55 | ||||
| 2026-05-08 | 13F | Gen-Wealth Partners Inc | 128 | 5 | ||||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 23 714 | 840 | ||||||
| 2026-05-11 | 13F | Ashton Thomas Private Wealth, LLC | 73 | 3 | ||||||
| 2026-05-12 | 13F | IFG Advisory, LLC | 900 | 32 | ||||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 149 869 | 5 524 | ||||||
| 2026-05-13 | 13F | Strategic Financial Concepts, LLC | 6 290 | 223 | ||||||
| 2026-05-15 | 13F | Core Wealth Advisors, Inc. | 31 185 | 29,15 | 1 104 | 24,04 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 247 244 | 27,00 | 8 755 | 22,01 | ||||
| 2026-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 8 102 | 287 | ||||||
| 2026-05-12 | 13F | Red Reef Advisors Llc | 41 736 | 3,42 | 1 478 | -0,67 | ||||
| 2026-04-29 | 13F | Addison Capital Co | 32 388 | 1 147 | ||||||
| 2026-05-04 | 13F | Archer Investment Corp | 54 | 2 | ||||||
| 2026-04-28 | 13F | Stratos Wealth Partners, LTD. | 209 621 | 77,68 | 7 423 | 70,70 | ||||
| 2026-05-07 | 13F | Virtue Capital Management, LLC | 11 659 | 20,79 | 406 | 14,04 | ||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 9 881 | 10,58 | 350 | 6,08 | ||||
| 2026-05-05 | 13F | Collaborative Wealth Managment Inc. | 57 575 | 2 039 | ||||||
| 2026-05-11 | 13F | Foundations Investment Advisors, LLC | 80 272 | 6,61 | 2 842 | 2,41 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 13 081 | 3,46 | 463 | -0,64 | ||||
| 2026-04-28 | 13F | Golden State Wealth Management, LLC | 13 738 | 11,89 | 486 | 7,52 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 91 051 | 7,60 | 3 224 | 3,10 | ||||
| 2026-04-23 | 13F | NewCorp Financial Services, Inc. | 228 117 | 16,28 | 8 078 | 11,70 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 23 970 | 28,28 | 849 | 23,26 | ||||
| 2026-05-15 | 13F | Integrated Wealth Concepts LLC | 34 251 | 1 213 | ||||||
| 2026-04-27 | 13F | Liberty Atlantic Advisors LLC | 637 906 | 14,86 | 22 608 | 10,37 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 85 363 | 79,51 | 3 023 | 72,49 | ||||
| 2026-05-14 | 13F | Jacobi Capital Management LLC | 21 290 | 0,06 | 754 | -3,95 | ||||
| 2026-04-08 | 13F | Holos Integrated Wealth LLC | 116 027 | 7,49 | 4 155 | 4,24 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 2 160 | 8,54 | 76 | 4,11 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 248 541 | 3,98 | 8 801 | -0,11 | ||||
| 2026-05-14 | 13F | First Commonwealth Financial Corp /pa/ | 190 316 | 2,21 | 6 739 | -1,81 | ||||
| 2026-05-15 | 13F | Perennial Investment Advisors, LLC | 202 013 | 16,37 | 7 153 | 11,80 | ||||
| 2026-04-23 | 13F | Intrua Financial, LLC | 103 774 | 3 675 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 806 175 | 640,79 | 29 | 600,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 1 928 409 | 6,61 | 71 081 | 109 255,38 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 3 878 | 137 | ||||||
| 2026-05-06 | 13F | Sentinus, LLC | 372 737 | 0,55 | 13 199 | -3,40 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 403 720 | 42,16 | 14 296 | 36,56 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 39 709 | 532,81 | 1 406 | 508,66 | ||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 43 860 | 178,76 | 1 553 | 168,22 | ||||
| 2026-04-14 | 13F | Pinnacle Wealth Management Group, Inc. | 244 025 | 46,64 | 8 641 | 40,85 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 4 083 | 146 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 312 233 | 14,32 | 11 056 | 9,82 | ||||
| 2026-05-15 | 13F | Equitable Holdings, Inc. | 7 662 | 1,35 | 282 | 1,44 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1 217 | 45 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 24 787 | 878 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 30 241 | 25,80 | 1 071 | 20,77 | ||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 17 406 | 607 | ||||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 26 | 1 | ||||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 7 205 | 6,52 | 255 | 2,41 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 363 843 | 8,53 | 12 884 | 4,26 | ||||
| 2026-04-22 | 13F | Apollon Financial, LLC | 11 697 | 414 | ||||||
| 2026-04-14 | 13F | Wealthcare Advisory Partners LLC | 9 540 | 61,39 | 338 | 55,30 | ||||
| 2026-04-15 | 13F | Bright Futures Wealth Management, LLC. | 33 460 | 1 185 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 104 543 | 3 702 | ||||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 6 167 | 8,82 | 218 | 4,81 | ||||
| 2026-04-30 | 13F | ATX Financial Planning, LLC | 206 074 | 0,27 | 7 297 | -3,67 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 47 010 | 11,10 | 1 665 | 6,74 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 000 | 106 | ||||||
| 2026-05-14 | 13F | Financial Network Wealth Advisors LLC | 4 849 | 172 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 128 850 | 118,15 | 4 749 | 123,17 | ||||
| 2026-04-23 | 13F | Cornerstone Wealth Management, LLC | 20 654 | 0,99 | 731 | -2,92 | ||||
| 2026-05-11 | 13F | COFG Advisors, LLC | 139 033 | 4,61 | 4 923 | 0,51 | ||||
| 2026-04-10 | 13F | Sar Wealth Management Group, Llc | 21 926 | 0,06 | 776 | -3,84 | ||||
| 2026-05-05 | 13F | Covestor Ltd | 194 | 0 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 95 048 | 3 366 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 432 361 | 110,30 | 15 310 | 102,02 | ||||
| 2026-04-21 | 13F | Gilpin Wealth Management, Llc | 5 680 | 129,96 | 201 | 120,88 | ||||
| 2026-04-08 | 13F | Ccg Wealth Management, Llc | 255 746 | 457,04 | 9 064 | 435,64 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 172 911 | 10,48 | 6 373 | 13,02 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 187 696 | 7,15 | 6 646 | 110 666,67 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 374 | 113,71 | 13 | 116,67 | ||||
| 2026-05-11 | 13F | Savvy Advisors, Inc. | 10 326 | 4,42 | 366 | 0,27 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 5 658 | 220,02 | 200 | 207,69 | ||||
| 2026-04-22 | 13F | Ifrah Financial Services, Inc. | 27 450 | 28,19 | 972 | 23,19 | ||||
| 2026-05-13 | 13F | Yarger Wealth Strategies, Llc | 9 015 | 0,07 | 319 | -3,92 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 5 759 | 39,82 | 212 | 39,74 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 567 059 | 39,57 | 20 080 | 34,08 | ||||
| 2026-05-15 | 13F | Gateway Wealth Partners, LLC | 26 660 | 104,24 | 944 | 96,26 | ||||
| 2026-05-14 | 13F | Gwn Securities Inc. | 90 899 | 39,98 | 3 219 | 34,48 | ||||
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 22 273 | 0,00 | 789 | -3,90 | ||||
| 2026-05-07 | 13F | Marshall & Sterling Wealth Advisors Inc. | 31 204 | 1 105 | ||||||
| 2026-05-08 | 13F | Blair William & Co/il | 1 211 | 43 | ||||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 51 507 | 270,63 | 1 824 | 256,05 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 10 795 | 382 |
