13FBOX
Innovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLY · 13F 机构持仓分析
期权收益计算器 机构排行
I

Innovator·U.S. EQUITY 10 BUFFER ETF - QUARTERLY

INNOVATOR U.S. EQUITY 10 BUFFER ETF - QUARTERLYZALT
持有机构数
104
机构合计市值 (Q2 2026)
$5.25亿
机构合计股数 (Q2 2026)
1,550.9万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+169.0万股
53 · 12 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-760.3万股
48 · 11 清仓 · ≈
⚖️ 净额
-591.2万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$5.25亿
持有机构数
104
新买入
12
加仓
41
减仓
37
清仓
11
持股不变
14
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
Wealthquest Corp
8.34%10.72%#2$1.32亿390.1万股$1.51亿466.2万股-76.1万股-16.32%减仓
OSAIC控股OSAIC HOLDINGS, INC.
0.06%0.06%#50$5,364.2万158.4万股$4,230.4万130.3万股+28.1万股+21.52%加仓
CAPTRUST金融顾问CAPTRUST FINANCIAL ADVISORS
0.04%0.04%#56$2,667.9万78.8万股$2,476.5万76.3万股+2.5万股+3.24%加仓
Grant Street Asset Management, Inc.
4.3%4.84%#3$2,624.1万77.5万股$2,509.9万77.3万股+1,531股+0.20%加仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
0.01%0.01%#83$2,321.6万68.5万股$2,283.9万70.4万股-1.8万股-2.58%减仓
NewEdge顾问NewEdge Advisors, LLC
0.06%0.06%#49$2,156.8万63.7万股$1,787.3万55.1万股+8.6万股+15.65%加仓
CENTAURUS FINANCIAL, INC.
0.66%0.53%#13$1,711.1万50.5万股$1,112.7万34.3万股+16.2万股+47.38%加仓
Brookstone资本管理Brookstone Capital Management
0.16%0.07%#33$1,592.6万47.0万股$604.4万18.6万股+28.4万股+152.53%加仓
CRA Financial Services, LLC
1.62%1.75%#6$1,409.7万41.6万股$1,349.7万41.6万股+403股+0.10%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
0.02%0.02%#74$1,290.9万38.1万股$1,201.6万37.0万股+1.1万股+2.95%加仓
Pitti Group Wealth Management, LLC
9.34%9.82%#1$1,282.8万37.9万股$1,209.2万37.3万股+6,228股+1.67%加仓
D.B. Root & Company, LLC
2.47%2.49%#4$1,162.4万34.3万股$1,042.0万32.1万股+2.2万股+6.91%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.02%0.02%#69$917.2万27.1万股$780.8万24.1万股+3.0万股+12.58%加仓
Cetera投资顾问Cetera Investment Advisers
0.01%0.01%#80$848.8万25.1万股$982.0万30.3万股-5.2万股-17.16%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#95$836.0万24.7万股$755.3万23.3万股+1.4万股+6.07%加仓
Sigma Planning Corp
0.2%0.19%#27$797.2万23.5万股$690.9万21.3万股+2.3万股+10.58%加仓
基础投资顾问FOUNDATIONS INVESTMENT ADVISORS, LLC
0.08%0.07%#44$750.6万22.2万股$577.6万17.8万股+4.4万股+24.55%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.01%#81$623.4万18.4万股$563.2万17.4万股+1.1万股+6.08%加仓
Sovran Advisors, LLC
0.46%0.08%#17$621.0万18.3万股$97.6万2.9万股+15.4万股+527.21%加仓
Gallagher Fiduciary 顾问Gallagher Fiduciary Advisors, LLC
0.18%0.09%#28$610.8万18.0万股$587.8万18.1万股-771股-0.43%减仓
Axxcess财富管理AXXCESS WEALTH MANAGEMENT, LLC
0.09%0.02%#40$595.4万17.6万股$58.7万1.8万股+15.8万股+871.89%加仓
Atria投资Atria Investments, Inc
0.05%0.06%#53$537.1万15.9万股$530.3万16.3万股-4,811股-2.94%减仓
Beacon Pointe顾问Beacon Pointe Advisors, LLC
0.02%0.03%#64$536.1万15.8万股$510.0万15.7万股+1,155股+0.74%加仓
Pallas Capital 顾问Pallas Capital Advisors LLC
0.16%0.19%#32$525.6万15.5万股$511.8万15.8万股-2,495股-1.58%减仓
Triumph Capital Management
0.85%0.95%#10$471.3万13.9万股$467.6万14.4万股-4,899股-3.40%减仓
Comprehensive Financial Consultants Institutional, Inc.
1.22%1.28%#8$461.9万13.6万股$429.3万13.2万股+4,117股+3.11%加仓
智泉财富合伙人SAGESPRING WEALTH PARTNERS, LLC
0.06%0.06%#52$369.0万10.9万股$327.5万10.1万股+8,052股+7.98%加仓
Macco Financial Group, Inc.
2.27%2.68%#5$349.3万10.3万股$354.4万10.9万股-6,049股-5.54%减仓
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors
0.16%0.26%#34$318.3万9.4万股$463.9万14.3万股-4.9万股-34.24%减仓
MTM FINANCIAL GROUP, LLC
1.32%1.38%#7$307.9万9.1万股$293.8万9.0万股+411股+0.45%加仓
Gladstone Institutional Advisory LLC
0.1%0.16%#39$305.0万9.0万股$423.5万13.0万股-4.0万股-30.96%减仓
KFG WEALTH MANAGEMENT, LLC
0.3%0.16%#18$268.4万7.9万股$120.3万3.7万股+4.2万股+113.78%加仓
CreativeOne Wealth, LLC
0.05%0.02%#55$232.0万6.8万股$74.2万2.3万股+4.6万股+199.68%加仓
Belpointe 资产管理Belpointe Asset Management LLC
0.07%0.08%#47$206.8万6.1万股$207.7万6.4万股-2,926股-4.57%减仓
咨询服务网络Advisory Services Network, LLC
0.02%0.02%#65$198.1万5.8万股$136.4万4.2万股+1.6万股+39.15%加仓
Ausdal Financial Partners, Inc.
0.08%0.11%#45$193.2万5.7万股$249.3万7.7万股-2.0万股-25.71%减仓
共同顾问Mutual Advisors, LLC
0.03%#63$156.8万4.6万股$00股+4.6万股新买入
Insight Wealth Partners, LLC
0.21%0.22%#26$153.4万4.5万股$160.1万4.9万股-4,044股-8.20%减仓
Schulz Wealth, LTD.
0.77%#11$148.8万4.4万股$00股+4.4万股新买入
Sugar Maple Asset Management, LLC
0.95%0.86%#9$147.5万4.4万股$141.3万4.4万股00.00%持仓不变
HOLLENCREST CAPITAL MANAGEMENT
0.09%1.48%#41$139.9万4.1万股$4,001.1万123.3万股-119.2万股-96.65%减仓
Claro Advisors Inc.
0.14%0.18%#36$129.2万3.8万股$152.3万4.7万股-8,780股-18.71%减仓
SMART Wealth LLC
0.27%0.58%#20$125.9万3.7万股$198.1万6.1万股-2.4万股-39.06%减仓
SECURED RETIREMENT ADVISORS, LLC
0.64%0.69%#14$125.4万3.7万股$122.2万3.8万股-622股-1.65%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#99$124.0万3.7万股$132.4万4.1万股-4,204股-10.30%减仓
Cambridge Investment Research Advisors, Inc.
<0.01%<0.01%#93$118.8万3.5万股$91.9万2.8万股+6,765股+23.88%加仓
Kingsview Wealth Management, LLC
0.02%0.02%#67$118.8万3.7万股$118.8万3.7万股00.00%持仓不变
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV
0.17%0.18%#31$116.6万3.4万股$112.4万3.5万股-200股-0.58%减仓
PlanVest Financial, Inc
0.72%0.77%#12$107.4万3.2万股$101.8万3.1万股+338股+1.08%加仓
独立金融集团INDEPENDENT FINANCIAL GROUP, LLC
0.02%#70$99.8万2.9万股$00股+2.9万股新买入

🧭 机构资金流板块热力图

净流出 净流入