Grundlæggende statistik
Institutionelle ejere | 94 total, 94 long only, 0 short only, 0 long/short - change of 2,17% MRQ |
Gennemsnitlig porteføljeallokering | 0.2754 % - change of -5,13% MRQ |
Institutionelle aktier (lange) | 3.920.431 (ex 13D/G) - change of -0,08MM shares -2,10% MRQ |
Institutionel værdi (lang) | $ 126.712 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (US:IJAN) har 94 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,920,431 aktier. Største aktionærer omfatter Compass Advisory Group LLC, Long Island Wealth Management, Inc., HighTower Advisors, LLC, Heck Capital Advisors, LLC, Commonwealth Equity Services, Llc, Blair William & Co/il, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, HFG Wealth Management, LLC, and WPWealth LLP .
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (ARCA:IJAN) 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 September 12, 2025 is 35,02 / share. Previously, on September 13, 2024, the share price was 32,40 / share. This represents an increase of 8,07% 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.
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.
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.
Opgrader
for at låse premium-data op og eksportere til Excel
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | AdvisorNet Financial, Inc | 132.536 | -0,13 | 4.534 | 6,83 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 12.816 | -18,53 | 436 | -13,15 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 131.129 | -4,39 | 4.193 | 1,13 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7.321 | -1,25 | 250 | 5,49 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 89.831 | 125,38 | 3.073 | 141,13 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Helium Advisors LLC | 6.389 | 0,00 | 219 | 6,86 | ||||
2025-08-08 | 13F | Wealth Alliance | 24.825 | 0,00 | 849 | 7,06 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11.492 | -6,94 | 347 | -11,93 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 27.061 | 0,00 | 926 | 6,94 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7.628 | -3,30 | 261 | 3,17 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2.760 | 217,24 | 94 | 6,82 | ||||
2025-08-14 | 13F | Colony Group, LLC | 6.691 | 0,00 | 229 | 7,04 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 7.545 | -0,03 | 256 | 6,22 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 6.552 | -90,27 | 224 | -89,60 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 32.740 | -4,43 | 1.120 | 2,19 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 10.300 | 0,00 | 352 | 6,99 | ||||
2025-08-12 | 13F | LPL Financial LLC | 40.579 | 33,10 | 1.388 | 42,51 | ||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7.590 | 19,02 | 260 | 27,59 | ||||
2025-08-07 | 13F | PFG Advisors | 48.720 | 188,42 | 1.667 | 208,52 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 324.671 | 229,91 | 11.106 | 252,99 | ||||
2025-07-15 | 13F | BCS Wealth Management | 7.696 | -10,96 | 0 | |||||
2025-08-05 | 13F | WorthPointe, LLC | 20.008 | 0,80 | 684 | 7,89 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3.303 | 0,00 | 113 | 6,67 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 9.516 | 0,00 | 326 | 6,91 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 41.407 | 54,89 | 1.416 | 65,81 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6.987 | 239 | ||||||
2025-07-28 | 13F | Compass Advisory Group LLC | 508.549 | 2,03 | 17.395 | 9,16 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19.529 | -0,77 | 668 | 6,20 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 79.089 | -6,58 | 2.705 | -0,07 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 253.217 | 0,81 | 8.662 | 7,84 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15.103 | -82,54 | 517 | -81,34 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 11.011 | -4,22 | 377 | 2,45 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4.637 | -25,65 | 159 | -20,60 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38.578 | 0,00 | 1.320 | 6,97 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7.430 | 15,35 | 254 | 23,90 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8.680 | -1,77 | 0 | |||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 413.011 | 84,41 | 14.127 | 97,28 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 100 | 0,00 | 3 | 0,00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1.800 | 0,00 | 0 | |||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 12.230 | 418 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 88.384 | -6,49 | 3.023 | 0,03 | ||||
2025-08-11 | 13F | WPWealth LLP | 108.696 | 0,00 | 3.718 | 6,99 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1.600 | 0,00 | 55 | 5,88 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4.286 | 0,00 | 147 | 6,57 | ||||
2025-07-25 | 13F | Cwm, Llc | 5.751 | 62,00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6.100 | 209 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7.826 | 268 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 10.037 | 0,00 | 344 | 7,19 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 15.816 | -8,55 | 541 | -1,99 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 18.657 | 638 | ||||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 0 | -100,00 | 0 | |||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 56.630 | -3,41 | 1.937 | 3,36 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100,00 | 0 | |||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 94.541 | 3,29 | 3.234 | 10,49 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 11.080 | -5,23 | 379 | 1,61 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Chris Bulman Inc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 45.599 | 215,65 | 1.560 | 238,18 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 19.677 | 78,67 | 673 | 91,19 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7.753 | 2,57 | 265 | 9,96 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 10.581 | -1,75 | 362 | 4,94 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 6.243 | 214 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13.387 | 786,56 | 458 | 852,08 | ||||
2025-05-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 160.405 | 54,98 | 5 | 66,67 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 12.674 | 0,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 25.219 | 1,20 | 863 | 8,29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 39.832 | -0,39 | 1.362 | 6,57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7.302 | -7,08 | 250 | -0,80 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2.000 | 68 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12.749 | 0,00 | 436 | 7,13 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 7.877 | 0,00 | 269 | 7,17 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 7.659 | 0,00 | 262 | 6,97 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 24.540 | 0,00 | 839 | 7,02 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12.140 | -39,26 | 415 | -35,05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 23.383 | -95,08 | 800 | -94,82 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 7.382 | -3,09 | 253 | 3,70 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 82.877 | -4,48 | 2.835 | 2,16 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50.723 | 3,63 | 1.734 | 10,87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 | 0,00 | 2 | 0,00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 38.996 | 0,00 | 1.334 | 6,98 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 15.773 | 30,53 | 540 | 36,46 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1.867 | -25,38 | 64 | -16,00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 13.866 | 474 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 2.427 | -82,81 | 83 | -81,60 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 14.982 | 512 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 36.663 | 30,53 | 1.254 | 39,64 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 20.756 | -6,39 | 710 | 0,14 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 3.316 | 0,00 | 113 | 6,60 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1.484 | 0,00 | 51 | 6,38 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 0 | -100,00 | 0 | -100,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138.900 | 22,19 | 4.750 | 30,75 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7.881 | -0,44 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 42.916 | 27,56 | 1.468 | 36,47 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18.808 | 0,25 | 643 | 7,35 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1.055 | 0,00 | 36 | 9,09 | ||||
2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 878 | 50,34 | 30 | 66,67 | ||||
2025-08-14 | 13F | UBS Group AG | 1.235 | -65,34 | 42 | -62,83 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 7.300 | 5,92 | 250 | 13,18 | ||||
2025-07-24 | 13F | Blair William & Co/il | 140.820 | -36,67 | 4.817 | -32,26 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100,00 | 0 |