Company profile
Employees
Incorporated
Location
Fiscal year end
Former names
Academy Funds Trust
SEC CIK
Latest filings (excl ownership)
CERT
Certification of approval for exchange listing
31 May 24
CERT
Certification of approval for exchange listing
30 May 24
EFFECT
Notice of effectiveness
30 May 24
EFFECT
Notice of effectiveness
30 May 24
8-A12B
Registration of securities on exchange
28 May 24
8-A12B
Registration of securities on exchange
28 May 24
8-A12B
Registration of securities on exchange
28 May 24
CERT
Certification of approval for exchange listing
29 Apr 24
8-A12B
Registration of securities on exchange
24 Apr 24
CERT
Certification of approval for exchange listing
28 Mar 24
Latest ownership filings
SC 13G/A
Transform Wealth, LLC
1 May 24
SC 13G/A
Brookstone Capital Management
1 May 24
SC 13G/A
Brookstone Capital Management
1 May 24
SC 13G
Brookstone Capital Management
1 May 24
SC 13G
Brookstone Capital Management
2 Apr 24
SC 13G
Brookstone Capital Management
2 Apr 24
SC 13G/A
Brookstone Capital Management
2 Apr 24
SC 13G/A
Brookstone Capital Management
2 Apr 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - July (Jan 2024 report)
28 Mar 24
NPORT-P
Innovator U.S. Small Cap Power Buffer ETF - October (Jan 2024 report)
28 Mar 24
Funds
Institutional ownership, Q1 2024
13F holders | Current |
---|---|
Total holders | 342 |
Opened positions | 88 |
Closed positions | 91 |
Increased positions | 35 |
Reduced positions | 209 |
13F shares | Current |
---|---|
Total value | 3.19 tn |
Total shares | 103.93 mm |
Total puts | 500.00 |
Total calls | 3.30 k |
Total put/call ratio | 0.2 |
Largest owners | Shares | Value |
---|---|---|
Alliancebernstein | 18.89 mm | $689.61 bn |
Brookstone Capital Management | 5.38 mm | $192.47 bn |
Penserra Capital Management | 5.22 mm | $189.93 mm |
Commonwealth Equity Services | 4.81 mm | $173.90 mm |
Advisor | 3.86 mm | $139.61 bn |
Cetera Investment Advisers | 2.38 mm | $86.51 bn |
Gradient Investments | 2.17 mm | $74.08 bn |
Strategic Wealth Partners | 2.04 mm | $74.60 bn |
Envestnet Asset Management | 2.04 mm | $74.85 bn |
Raymond James Financial Services Advisors | 2.04 mm | $75.48 bn |