Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - December include Diligent Investors, LLC, Raymond James Financial Inc, and Jpmorgan Chase & Co .
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Belpointe Asset Management LLC | 14,255 | 25.96 | 428 | 35.44 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 7,090 | 213 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 16,107 | 9.45 | 484 | 17.52 | ||||
2025-08-14 | 13F | UBS Group AG | 4,173 | 9.53 | 125 | 17.92 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 20,630 | 57.28 | 620 | 69.13 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 14,545 | 3.36 | 437 | 10.94 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,863 | 56 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,900 | 57 |