Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - September include PFG Advisors, Vantage Point Financial LLC, and IMG Wealth Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18,506 | 0.67 | 1 | |||||
| 2025-08-14 | 13F | UBS Group AG | 2,282 | 15.19 | 84 | 23.53 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 4,880 | 48,700.00 | 0 | |||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 138,338 | 9.95 | 5,098 | 17.55 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 8,199 | 302 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 29,719 | 394.33 | 1,095 | 431.55 | ||||
| 2025-08-07 | 13F | PFG Advisors | 14,219 | 524 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 60,907 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 34,383 | 7.26 | 1,267 | 14.87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 167,338 | 1,330.97 | 6,167 | 1,434.08 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 49,533 | 1.63 | 1,826 | 8.83 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 601,067 | 8.37 | 22,206 | 20.18 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,472 | 76.03 | 828 | 88.61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 69,262 | 0.73 | 2,552 | 7.86 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 16,003 | 23.44 | 590 | 32.06 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 5,728 | 211 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 357 | 13 | ||||||
| 2025-08-14 | 13F | FC Advisory LLC | 5,656 | 208 |
