Grundlæggende statistik
| Institutionelle ejere | 112 total, 112 long only, 0 short only, 0 long/short - change of 8,74% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2126 % - change of 9,03% MRQ |
| Institutionelle aktier (lange) | 4.106.048 (ex 13D/G) - change of 0,82MM shares 25,05% MRQ |
| Institutionel værdi (lang) | $ 179.071 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December (US:BDEC) har 112 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,106,048 aktier. Største aktionærer omfatter Brookstone Capital Management, Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF, Penserra Capital Management LLC, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Cerity Partners LLC, Lido Advisors, LLC, Cresset Asset Management, LLC, Raymond James Financial Inc, and HighTower Advisors, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - December (BATS:BDEC) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of March 6, 2026 is 49,13 / share. Previously, on March 10, 2025, the share price was 41,85 / share. This represents an increase of 17,40% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
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Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13D/G-arkivering
Vi præsenterer 13D/G ansøgninger separat fra 13F ansøgninger på grund af den forskellige behandling af SEC. 13D/G-ansøgninger kan indgives af grupper af investorer (med én ledende), hvorimod 13F-ansøgninger ikke kan. Dette resulterer i situationer, hvor en investor kan indsende en 13D/G, der rapporterer én værdi for de samlede aktier (der repræsenterer alle de aktier, der ejes af investorgruppen), men derefter indsender en 13F, der rapporterer en anden værdi for de samlede aktier (der udelukkende repræsenterer deres egne) ejendomsret). Det betyder, at aktieejerskab af 13D/G-arkiver og 13F-arkiveringer ofte ikke er direkte sammenlignelige, så vi præsenterer dem separat.
Bemærk: Fra den 16. maj 2021 viser vi ikke længere ejere, der ikke har indsendt en 13D/G inden for det seneste år. Tidligere viste vi den fulde historie af 13D/G-arkiver. Generelt skal enheder, der er forpligtet til at indgive 13D/G-ansøgninger, indgive mindst årligt, før de indsender en afsluttende ansøgning. Dog forlader fonde nogle gange positioner uden at indsende en afsluttende ansøgning (dvs. de afvikler), så visning af den fulde historie resulterede nogle gange i forvirring om det nuværende ejerskab. For at undgå forvirring viser vi nu kun 'aktuelle' ejere - det vil sige - ejere, der har anmeldt inden for det seneste år.
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| Fil dato | Form | Investor | Forrige Aktier |
Seneste Aktier |
Δ Aktier (Procent) |
Ejendomsret (Procent) |
Δ Ejerskab (Procent) |
|
|---|---|---|---|---|---|---|---|---|
| 2026-01-06 | Brookstone Capital Management | 91,540 | 654,744 | 615.25 | 13.44 | 469.49 |
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 2.724 | -2,71 | 135 | 0,75 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 243.036 | 3,09 | 12.045 | 8,05 | ||||
| 2026-02-13 | 13F | Integrity Financial Corp /WA | 250 | 0,00 | 12 | 9,09 | ||||
| 2026-02-12 | 13F | Hollencrest Capital Management | 8.514 | 422 | ||||||
| 2026-01-28 | 13F | Family Wealth Group, LLC | 12.737 | 3,81 | 631 | 7,31 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 6.423 | 318 | ||||||
| 2026-01-27 | 13F | Krilogy Financial LLC | 33.515 | -1,47 | 1.679 | 1,33 | ||||
| 2026-02-13 | 13F | Share Andrew L. | 4.500 | -40,00 | 223 | -37,88 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 11.435 | -24,66 | 567 | -22,15 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 3.051 | -51,19 | 151 | -49,50 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 10.572 | 35,76 | 524 | 40,21 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 74.376 | 3.686 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 41.118 | 9,60 | 2.038 | 13,29 | ||||
| 2026-02-10 | 13F | PCA Investment Advisory Services Inc. | 14.627 | -17,63 | 725 | -14,92 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 49.304 | 2.444 | ||||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 94.561 | 17,59 | 4.686 | 21,59 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 150 | 0,00 | 7 | 0,00 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 5.100 | 253 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 6.525 | -0,52 | 323 | 2,87 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 143.895 | 16,42 | 7.131 | 20,40 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 25.281 | 10,74 | 1.253 | 14,44 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 6.573 | 0,00 | 326 | 3,17 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 60.791 | -8,17 | 3.013 | -5,04 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 18.443 | 98,65 | 914 | 105,86 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 13.624 | -21,77 | 675 | -19,06 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 54.668 | 98,55 | 2.709 | 105,38 | ||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 140 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 65.802 | 31,42 | 3.261 | 35,93 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 16.528 | 47,10 | 819 | 52,23 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 4.659 | 231 | ||||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 7.171 | 8,45 | 355 | 11,64 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 138 | 7 | ||||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | D.B. Root & Company, LLC | 6.992 | 347 | ||||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 22.533 | -63,07 | 1.117 | -61,83 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 124.038 | 6.147 | ||||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 10.499 | 116,30 | 520 | 124,14 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 25.864 | 1,48 | 1.282 | 4,91 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 2.415 | 0,00 | 120 | 3,48 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 23.132 | 8,39 | 1 | 0,00 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 6.674 | 0,00 | 334 | 3,73 | ||||
| 2025-09-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 390.023 | -5,30 | 17.889 | 4,44 | ||||
| 2026-01-16 | 13F | CRA Financial Services, LLC | 8.420 | 0,00 | 417 | 3,47 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 13.199 | 2,54 | 654 | 6,17 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 17.868 | 0,00 | 886 | 3,39 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 10.304 | -78,75 | 511 | -78,06 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 50.608 | 17,35 | 2.508 | 21,39 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 27.601 | 71,80 | 1.368 | 77,53 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 63.893 | 27,87 | 3.167 | 32,25 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 14.000 | -16,58 | 694 | -13,81 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 56 | 3 | ||||||
| 2026-02-11 | 13F | LPL Financial LLC | 44.687 | 5,09 | 2.215 | 8,64 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 9.302 | 0,00 | 461 | 3,60 | ||||
| 2026-02-02 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 36.249 | 4,79 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 78.652 | 3.898 | ||||||
| 2026-02-02 | 13F | Benjamin Edwards Inc | 7.075 | 6,79 | 351 | 10,41 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.170 | 0,00 | 504 | 3,49 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-10-14 | 13F | Berkshire Money Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.581 | 20,22 | 326 | 24,43 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 3.617 | 57,26 | 179 | 62,73 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 25.727 | 0,35 | 1.275 | 3,83 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 22.332 | 1.107 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 20.431 | 19,52 | 1.013 | 23,57 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.590 | 14,30 | 128 | 18,52 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 300 | 0,00 | 15 | 0,00 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 10.665 | 2,33 | 529 | 5,81 | ||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 32.384 | 0,00 | 1.605 | 3,35 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 199.910 | -8,09 | 9.908 | 98.970,00 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 10.544 | 48,51 | 523 | 53,53 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 39.125 | 7,31 | 1.939 | 10,99 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.555 | 0,00 | 275 | 3,38 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 12.328 | 611 | ||||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 13.683 | 0,00 | 678 | 3,51 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 1.464 | 0,00 | 73 | 2,86 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 69.452 | 10,57 | 3.442 | 14,35 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 141 | 0,00 | 7 | 0,00 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 4.544 | -1,56 | 225 | 1,81 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 9.535 | 9,79 | 473 | 13,46 | ||||
| 2025-11-14 | 13F | Wood Tarver Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 9.560 | 18,54 | 478 | 23,26 | ||||
| 2026-02-06 | 13F | Seros Financial, LLC | 4.577 | 0,00 | 227 | 3,20 | ||||
| 2026-02-05 | 13F | WealthPlan Investment Management, LLC | 32.035 | -86,43 | 1.588 | -85,98 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 10.344 | -76,79 | 513 | -76,02 | ||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 6.015 | 39,27 | 298 | 43,96 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 4.405 | 0,00 | 218 | 3,32 | ||||
| 2026-01-28 | 13F | Milestone Asset Management, Llc | 12.873 | -3,35 | 638 | -0,16 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 9.539 | -9,30 | 473 | -6,35 | ||||
| 2026-02-11 | 13F | Jessup Wealth Management, Inc | 14 | 1 | ||||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 13.457 | 4,85 | 667 | 8,29 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 23.658 | 323,14 | 1.172 | 338,95 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 11.262 | 558 | ||||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 797 | 39 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 11.032 | 547 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 84.223 | 0,85 | 4.174 | 4,30 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Waterloo Capital, L.P. | 5.203 | 0,00 | 258 | 3,21 | ||||
| 2026-02-09 | 13F | Optimist Retirement Group LLC | 5.171 | 0,00 | 256 | 3,64 | ||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 2.180 | 0,00 | 108 | 3,85 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 4.700 | 0,00 | 233 | 3,11 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 654.744 | 611,35 | 32.449 | 635,64 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 15.297 | -1,06 | 1 | |||||
| 2026-02-02 | 13F | Souders Financial Advisors | 7.525 | 0,00 | 373 | 3,33 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 12.130 | 9,12 | 601 | 11,92 | ||||
| 2026-01-23 | 13F | Pinnacle Wealth Management Group, Inc. | 9.000 | 23,29 | 446 | 27,79 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 2.732 | 135 | ||||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 377.526 | -3,59 | 19 | 0,00 | ||||
| 2026-02-02 | 13F | Bullseye Investment Management, LLC | 57.901 | 0,00 | 2.423 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 11.768 | 103,42 | 583 | 110,47 | ||||
| 2026-02-09 | 13F | Wealthquest Corp | 6.836 | -58,92 | 339 | -57,59 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 95.795 | 0,00 | 4.748 | 3,40 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.020 | 0,00 | 51 | 4,17 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 379 | 0,00 | 19 | 0,00 | ||||
| 2026-01-21 | 13F | NovaPoint Capital, LLC | 48.389 | -5,38 | 2.398 | -2,16 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 1.441 | 0,00 | 71 | 2,90 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 14.725 | -18,83 | 730 | -16,11 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 2.402 | 0,00 | 0 |

