Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April eröffnet haben, gehören Horizon Investments, LLC, Advisor OS, LLC, Cornerstone Wealth, LLC/TN, Caliber Wealth Management, LLC / KS, Farther Finance Advisors, LLC, und PlanVest Financial, Inc .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-14 | 13F | Horizon Investments, LLC | 62.316 | 2.259 | ||||||
| 2026-05-05 | 13F | Prairie Wealth Advisors, Inc. | 0 | 335 | 2,77 | |||||
| 2026-05-15 | 13F | Keating Financial Advisory Services, Inc. | 15.079 | 0,80 | 547 | 4,00 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 17.109 | 4,60 | 620 | 8,01 | ||||
| 2026-04-22 | 13F | Straight Path Wealth Management | 15.531 | 0,84 | 563 | 3,88 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.542 | 160 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 26.108 | 100,00 | 917 | 105,61 | ||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 31.508 | 17,87 | 1.174 | 25,03 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.689 | 1,18 | 242 | 4,31 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 69.315 | 4,53 | 2.513 | 7,86 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.501 | 163 | ||||||
| 2026-05-14 | 13F | PlanVest Financial, Inc | 234 | 8 | ||||||
| 2026-05-04 | 13F | Sigma Planning Corp | 6.885 | 2,20 | 250 | 5,51 | ||||
| 2026-04-15 | 13F | Merit Financial Group, LLC | 17.062 | 1,80 | 619 | 5,10 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 23.086 | 837 | ||||||
| 2026-05-07 | 13F | Advisor OS, LLC | 8.913 | 323 | ||||||
| 2026-05-15 | 13F | BFI Wealth Solutions, LLC | 118.475 | 5,75 | 4.322 | 9,81 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 16.382 | 594 | ||||||
| 2026-04-23 | 13F | Caliber Wealth Management, LLC / KS | 5.688 | 206 | ||||||
| 2026-05-15 | 13F | Cerity Partners LLC | 8.785 | 318 | ||||||
| 2026-05-15 | 13F | Navis Wealth Advisors, LLC | 6.522 | 236 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 34.860 | 8,64 | 1.264 | 12,07 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 523.738 | 0,37 | 18.986 | 3,57 | ||||
| 2026-05-06 | 13F | Assetmark, Inc | 700 | 25 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 18.791 | 2,91 | 681 | 6,24 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.355 | 5,73 | 194 | 9,60 | ||||
| 2026-05-19 | 13F | Cornerstone Wealth, LLC/TN | 7.521 | 287 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 97.470 | 84,99 | 3.533 | 90,97 |