Grundlæggende statistik
| Institutionelle ejere | 114 total, 114 long only, 0 short only, 0 long/short - change of 9,62% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2300 % - change of -2,62% MRQ |
| Institutionelle aktier (lange) | 4.144.354 (ex 13D/G) - change of -0,23MM shares -5,19% MRQ |
| Institutionel værdi (lang) | $ 180.685 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September (US:BSEP) har 114 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,144,354 aktier. Største aktionærer omfatter Brookstone Capital Management, Outlook Wealth Advisors, LLC, Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF, Penserra Capital Management LLC, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Cerity Partners LLC, Raymond James Financial Inc, Cetera Investment Advisers, and HighTower Advisors, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - September (BATS:BSEP) 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 February 26, 2026 is 49,85 / share. Previously, on February 27, 2025, the share price was 43,03 / share. This represents an increase of 15,86% 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
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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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-10-07 | Brookstone Capital Management | 17,844 | 561,105 | 3,044.50 | 11.43 | 2,440.00 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 222.755 | -6,21 | 10.971 | -3,26 | ||||
| 2026-01-15 | 13F | Lewis Asset Management, LLC | 8.530 | -2,65 | 420 | -0,71 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 1.588 | -18,10 | 78 | -16,13 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 5.256 | 0,00 | 259 | 1,98 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 7.103 | -44,32 | 350 | -43,25 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 5.834 | -13,85 | 287 | -11,96 | ||||
| 2026-01-27 | 13F | Legacy Advisors, LLC | 23.537 | 1.159 | ||||||
| 2026-02-02 | 13F | Chapman Financial Group, Llc | 300 | 0,00 | 15 | 0,00 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 6.042 | -1,76 | 298 | 0,34 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 511 | 0,00 | 25 | 4,17 | ||||
| 2026-02-13 | 13F | Share Andrew L. | 4.380 | -32,41 | 216 | -31,09 | ||||
| 2026-01-12 | 13F | Daymark Wealth Partners, Llc | 26.271 | 0,00 | 1.294 | 1,97 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 29.540 | -55,79 | 1.455 | -54,93 | ||||
| 2025-11-13 | 13F | UBS Group AG | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-10 | 13F | COFG Advisors, LLC | 21.101 | 1.039 | ||||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 43.207 | 2.128 | ||||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 23.610 | 1.163 | ||||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 9.229 | 0,00 | 455 | 2,02 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 17.163 | 845 | ||||||
| 2025-10-09 | 13F | Richard P Slaughter Associates Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 96.288 | 0,84 | 4.742 | 2,86 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 10.422 | -95,91 | 513 | -95,83 | ||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 13.649 | 0,00 | 672 | 1,97 | ||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 8.923 | 0,00 | 439 | 2,09 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 15.496 | -28,85 | 763 | -27,40 | ||||
| 2026-02-11 | 13F | Cerity Partners LLC | 179.577 | 0,30 | 8.844 | 2,30 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 35.951 | 6,87 | 1.771 | 8,99 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 1.100 | 54 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 2.980 | -30,44 | 147 | -29,13 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 9.499 | -1,08 | 468 | 0,86 | ||||
| 2026-02-12 | 13F | WealthPLAN Partners, LLC | 38.363 | -0,03 | 1.889 | 1,94 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 9.130 | -3,21 | 450 | -1,32 | ||||
| 2026-01-20 | 13F | Sugar Maple Asset Management, LLC | 4.248 | 0,00 | 209 | 1,95 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 3.400 | 167 | ||||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 402.787 | -0,71 | 19.837 | 1,27 | ||||
| 2026-02-09 | 13F | Bellwether Advisors, LLC | 10.302 | -16,81 | 507 | -15,08 | ||||
| 2026-01-14 | 13F | Lantz Financial LLC | 63.545 | -0,50 | 3.130 | 1,49 | ||||
| 2025-10-15 | 13F | Cwm, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 26.163 | -0,29 | 1.289 | 1,74 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 20.154 | 6,51 | 993 | 8,65 | ||||
| 2026-02-09 | 13F | Global Assets Advisory, LLC | 22.274 | -0,45 | 1.097 | 1,48 | ||||
| 2025-09-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 390.260 | -5,30 | 17.961 | 4,80 | ||||
| 2025-11-19 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | BCS Wealth Management | 19.828 | 82,80 | 977 | 86,62 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 7.095 | -2,21 | 349 | -0,29 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 16.050 | 0,00 | 790 | 2,07 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 7.402 | -70,13 | 365 | -69,57 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 228.010 | -21,25 | 11.229 | 86.276,92 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 6.600 | -4,54 | 325 | -2,40 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Secure Asset Management, LLC | 9.868 | -8,22 | 486 | -6,73 | ||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 6.293 | 0,00 | 310 | 1,98 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 52.449 | -7,19 | 2.583 | -5,32 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 40.516 | 168,23 | 1.995 | 173,66 | ||||
| 2025-11-21 | 13F/A | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 61 | 3 | ||||||
| 2026-02-10 | 13F | Syntegra Private Wealth Group, LLC | 5.233 | 0,00 | 258 | 1,98 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 32.976 | 0,00 | 1.624 | 2,01 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 31.509 | 5,40 | 1.552 | 7,48 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 18.836 | -7,06 | 1 | |||||
| 2026-02-17 | 13F | Creative Planning | 4.062 | 200 | ||||||
| 2026-01-27 | 13F | Summit Wealth Partners, LLC | 4.713 | 0,00 | 232 | 2,20 | ||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 35.700 | -0,95 | 1.758 | 1,03 | ||||
| 2026-01-12 | 13F | Focus Financial Network, Inc. | 4.346 | 0,00 | 214 | 2,39 | ||||
| 2026-02-03 | 13F | Retirement Planning Group | 9.418 | -0,67 | 464 | 1,31 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 32.884 | -15,85 | 1.620 | -14,16 | ||||
| 2025-11-04 | 13F | Compass Financial Services Inc | 4.062 | 0,00 | 196 | 7,10 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 17.213 | 848 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 42.262 | 33,28 | 2.081 | 35,84 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 6.549 | -19,30 | 323 | -17,65 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 6.214 | 306 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 22.883 | 9,42 | 1 | 0,00 | ||||
| 2025-11-10 | 13F | Lion Street Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Spire Wealth Management | 11.729 | -17,68 | 578 | -16,13 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 6.793 | 12,37 | 335 | 14,78 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 87.184 | -2,70 | 4.294 | -0,76 | ||||
| 2026-02-03 | 13F | Sageworth Trust Co | 23.537 | 0,00 | 1.159 | 2,02 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 39.844 | 1.962 | ||||||
| 2026-02-06 | 13F | Integral Investment Advisors, Inc. | 47.537 | -0,16 | 2.341 | 1,87 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 10.652 | -0,14 | 525 | 1,75 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 10.000 | 0,00 | 492 | 2,07 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 23.834 | -9,33 | 1.174 | -7,57 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 12.497 | 615 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 2.319 | 114 | ||||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 12.687 | 0,00 | 625 | 1,96 | ||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 12.590 | 0,00 | 620 | 2,14 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 6.150 | 0,00 | 303 | 2,03 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 31.705 | -1,39 | 1.561 | 0,58 | ||||
| 2026-02-03 | 13F | Emerald Investment Partners, Llc | 2.648 | 1,11 | 130 | 3,17 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 16.625 | -0,27 | 819 | 1,74 | ||||
| 2026-02-10 | 13F | WCG Wealth Advisors LLC | 12.186 | 0,00 | 600 | 2,04 | ||||
| 2026-01-13 | 13F | Kathmere Capital Management, LLC | 4.613 | -2,18 | 227 | 0,00 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 10.872 | -9,51 | 540 | -8,16 | ||||
| 2025-11-07 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 9.152 | -3,05 | 451 | -1,10 | ||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 4.316 | 0,00 | 214 | 2,88 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 9.829 | 0,00 | 484 | 2,11 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 72.667 | 0,00 | 3.579 | 2,00 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 592.519 | 5,59 | 29.182 | 7,70 | ||||
| 2026-02-03 | 13F | Orion Capital Management LLC | 1.260 | -7,35 | 62 | -4,62 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 1.055 | 0,00 | 52 | 2,00 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15.016 | -1,77 | 740 | 0,14 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 22.519 | -0,34 | 1.109 | 1,65 | ||||
| 2026-01-07 | 13F | Fragasso Group Inc. | 15.123 | -3,06 | 745 | -1,33 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 1.000 | 0,00 | 49 | 2,08 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 21.538 | 0,25 | 1 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 16.739 | 824 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 2.000 | 0,00 | 98 | 2,08 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 806 | -41,51 | 40 | -40,91 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 5.683 | 0,00 | 280 | 1,82 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 12.023 | 1,05 | 1 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-22 | 13F | Weaver Capital Management LLC | 3.004 | 0,00 | 148 | 1,38 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 1.845 | 0,00 | 91 | 1,12 | ||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 24.394 | 2,59 | 1.201 | 4,62 | ||||
| 2026-02-12 | 13F | Penserra Capital Management LLC | 374.189 | -4,50 | 18 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.040 | 0,27 | 297 | 2,41 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 5.633 | 0,37 | 277 | 2,59 | ||||
| 2026-02-13 | 13F | Arkadios Wealth Advisors | 22.817 | 3,34 | 1.124 | 5,35 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 90 | 0,00 | 4 | 0,00 | ||||
| 2026-01-05 | 13F | Noble Wealth Management PBC | 325 | 0,00 | 16 | 6,67 | ||||
| 2026-02-02 | 13F | AlphaStar Capital Management, LLC | 9.240 | 455 | ||||||
| 2026-01-23 | 13F | Pinnacle Wealth Management Group, Inc. | 14.030 | 0,00 | 691 | 1,92 |
