Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF include Columbia Advisory Partners Llc, Caliber Wealth Management, LLC / KS, VestGen Advisors, LLC, Foronjy Financial Llc, BLVD Private Wealth, LLC, SRS Capital Advisors, Inc., Trail Ridge Investment Advisors, LLC, Ibex Wealth Advisors, and Assetmark, 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.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 239,204 | 20.94 | 8,104 | 30.42 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,702 | 32.88 | 905 | 43.26 | ||||
| 2025-08-13 | 13F | Ofc Financial Planning, Llc | 32,362 | 1.25 | 1,096 | 9.16 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17,055 | 22.66 | 578 | 32.34 | ||||
| 2025-07-24 | 13F | Columbia Advisory Partners Llc | 34,176 | 1,158 | ||||||
| 2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154,233 | 2.07 | 5,225 | 10.07 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 37,700 | 20.46 | 1,277 | 29.91 | ||||
| 2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,287 | 450 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,093 | 12.27 | 579 | 21.13 | ||||
| 2025-08-14 | 13F | Acas, Llc | 22,128 | 1.37 | 771 | 12.57 | ||||
| 2025-07-21 | 13F | Seros Financial, LLC | 207,593 | 2.46 | 7,033 | 10.49 | ||||
| 2025-08-14 | 13F | Diversify Wealth Management, Llc | 145,732 | 0.35 | 5,069 | 11.60 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 22,642 | 25.88 | 767 | 35.75 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 115,665 | 1.22 | 3,919 | 9.14 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,114 | 275 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,337 | 11.18 | 249 | 19.81 | ||||
| 2025-07-15 | 13F | Optima Capital Llc | 63,731 | 1.49 | 2,159 | 9.43 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 134,762 | 3.22 | 4,566 | 11.31 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,635 | 170.25 | 55 | 189.47 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 149,668 | 16.55 | 5,073 | 25.76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,542 | 4.03 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 57,360 | 33.29 | 1,943 | 39.78 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,100 | 20.59 | 139 | 30.19 | ||||
| 2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6,068 | 209 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 169,996 | 1.51 | 5,759 | 9.47 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 9,859 | 334 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 10,522 | 362 | ||||||
| 2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26,600 | 155.50 | 901 | 175.54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,308 | 315 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 6,057 | 205 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-25 | 13F | BLVD Private Wealth, LLC | 8,236 | 279 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 189,383 | 11.73 | 6,416 | 20.49 | ||||
| 2025-08-15 | 13F | Chapman Financial Group, Llc | 7,755 | 17.86 | 263 | 23.58 | ||||
| 2025-07-09 | 13F | Capital Wealth Management, Llc | 170,172 | 9.41 | 5,765 | 17.99 | ||||
| 2025-08-07 | 13F | Curtis Advisory Group, LLC | 22,748 | 86.23 | 771 | 101.04 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,823 | 22.37 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,388 | 1,495.40 | 47 | 2,250.00 |
