Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator Buffer Step-Up Strategy ETF include Financial Gravity Companies, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
Upgradeto unlock premium data.
| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Captrust Financial Advisors | 5,950 | 206 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 94 | 3 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 25,277 | 10.47 | 873 | 17.97 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 43,473 | 18.39 | 1,502 | 23.13 | ||||
| 2025-07-22 | 13F | D.B. Root & Company, LLC | 220,024 | 15.73 | 7,600 | 23.58 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,305 | 45 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6 | 0 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 25,614 | 1.78 | 885 | 8.60 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,944 | 41.01 | 551 | 50.68 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 65,868 | 10.83 | 2,275 | 18.37 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 8,134 | 1.38 | 281 | 8.11 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 34,563 | 4.63 | 1,194 | 11.70 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 86,171 | 1.38 | 3 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 26,622 | 6.45 | 920 | 13.60 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 30,532 | 0.63 | 1,055 | 7.44 |
