Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - September include We Are One Seven, LLC, Merit Financial Group, LLC, Hengehold Capital Management Llc, Creative Planning, Centaurus Financial, Inc., Mma Asset Management Llc, PFS Partners, LLC, SJS Investment Consulting Inc., and Winnow Wealth Llc .
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 | Merit Financial Group, LLC | 8,377 | 343 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 54,620 | 5.05 | 2,233 | 11.82 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 205,041 | 0.10 | 8,384 | 6.56 | ||||
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 5,085 | 208 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 179,868 | 6.09 | 7,355 | 12.95 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,734 | 7.29 | 398 | 14.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 49,467 | 0.15 | 2,023 | 6.59 | ||||
| 2025-08-13 | 13F | Truvestments Capital Llc | 1,677 | 1.21 | 69 | 7.94 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,928 | 168.85 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 40,405 | 3.18 | 1,652 | 9.84 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 1,300 | 53 | ||||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 3,106 | 25.85 | 127 | 35.11 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 205 | 8 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 338,746 | 6.17 | 13,851 | 13.02 | ||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 301 | 12 | ||||||
| 2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Fund of U.S. Equity Power Buffer ETFs | 1,252,721 | 12.40 | 47,979 | 8.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 323,809 | 16.93 | 13,241 | 24.47 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 13,301 | 544 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 12,527 | 1.20 | 512 | 8.94 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,893 | 200 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 52,920 | 291.13 | 2,164 | 316.76 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,458 | 509 | ||||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 240,622 | 0.77 | 9,839 | 7.28 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,078 | 12.09 | 862 | 19.25 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 162,016 | 2.88 | 6,625 | 9.52 | ||||
| 2025-07-16 | 13F | PFS Partners, LLC | 500 | 20 | ||||||
| 2025-08-21 | 13F | Winnow Wealth Llc | 0 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,866 | 15.16 | 151 | 17.97 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 1,433,715 | 15.78 | 59 | 23.40 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 4,459 | 0 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 31,677 | 1,295 | ||||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 329 | 13 | ||||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 17,580 | 2.40 | 719 | 8.95 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 30,844 | 189.15 | 1,261 | 208.31 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 25,640 | 9.04 | 1,048 | 16.06 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,479 | 9.54 | 469 | 16.67 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 40,539 | 3.86 | 1,658 | 10.54 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 86,635 | 73.57 | 3,543 | 84.77 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122,394 | 190.57 | 5 | 400.00 |
