Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Innovator ETFs Trust - Innovator Equity Managed Floor ETF includono 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, e Strategic Financial Concepts, LLC .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
