Grundlæggende statistik
Institutionelle ejere | 74 total, 74 long only, 0 short only, 0 long/short - change of -8,64% MRQ |
Gennemsnitlig porteføljeallokering | 0.0958 % - change of 6,32% MRQ |
Institutionelle aktier (lange) | 2.667.462 (ex 13D/G) - change of 0,18MM shares 7,08% MRQ |
Institutionel værdi (lang) | $ 72.625 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October (US:IOCT) har 74 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,667,462 aktier. Største aktionærer omfatter Global Strategic Investment Solutions, LLC, Commonwealth Equity Services, Llc, IFP Advisors, Inc, Advisor Group Holdings, Inc., SageView Advisory Group, LLC, Captrust Financial Advisors, PFG Advisors, Principal Securities, Inc., WPWealth LLP, and HighTower Advisors, LLC .
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October (ARCA:IOCT) 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 34,01 / share. Previously, on September 16, 2024, the share price was 30,54 / share. This represents an increase of 11,33% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Cypress Financial Planning Llc | 11.653 | 0,67 | 383 | 8,19 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 20.433 | 0,00 | 665 | 6,23 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6.968 | 0,00 | 229 | 7,51 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 13.384 | -38,01 | 440 | -33,59 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 124.256 | 82,46 | 4.073 | 95,16 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 294 | 0,00 | 10 | 0,00 | ||||
2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15.734 | 38,78 | 517 | 48,99 | ||||
2025-08-14 | 13F | Colony Group, LLC | 18.090 | 0,00 | 595 | 7,22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27.271 | 8,11 | 896 | 15,91 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 15.305 | -0,25 | 503 | 7,02 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 11.147 | -3,09 | 366 | 3,98 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Wealth Alliance | 9.555 | 0,00 | 314 | 7,53 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2.532 | 0,00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 6.676 | 0,00 | 219 | 7,35 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 19.233 | 2,05 | 632 | 9,53 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Lantz Financial LLC | 49.404 | -0,04 | 1.624 | 7,27 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 959 | 0,00 | 32 | 6,90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 39.615 | -7,69 | 1.302 | -0,99 | ||||
2025-05-14 | 13F/A | Morgan Stanley | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 13.851 | 0,00 | 447 | 5,42 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 11.883 | 0,00 | 391 | 7,14 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 210.837 | -3,77 | 6.931 | 3,20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8.807 | -0,93 | 290 | 6,25 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 385.735 | 74,70 | 13 | 100,00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 18.590 | 14,74 | 611 | 23,19 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 13.760 | -21,47 | 452 | -15,83 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 12.939 | 0,00 | 425 | 7,32 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 19.410 | 86,90 | 638 | 100,63 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 49.691 | -2,95 | 1.634 | 4,08 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 12.762 | -2,29 | 0 | |||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9.150 | 0,00 | 301 | 7,14 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2.040 | 78,95 | 60 | 73,53 | ||||
2025-08-07 | 13F | PFG Advisors | 80.957 | 252,65 | 2.661 | 278,52 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2.049 | 0,00 | 67 | 8,06 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6.132 | -20,52 | 202 | -14,83 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 14.788 | -48,74 | 486 | -45,02 | ||||
2025-08-07 | 13F | Allworth Financial LP | 795 | 26 | ||||||
2025-05-08 | 13F | Helium Advisors LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 63.826 | 0,00 | 2.098 | 7,26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 85.395 | 13,87 | 2.807 | 22,15 | ||||
2025-08-12 | 13F | MAI Capital Management | 14.754 | 0,00 | 485 | 7,30 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5.870 | 66,34 | 193 | 77,78 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 9.089 | 0,00 | 299 | 7,19 | ||||
2025-07-15 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 16.079 | 0,00 | 529 | 7,32 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 14.124 | 0,00 | 464 | 7,41 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 48.278 | -8,76 | 1.587 | -2,10 | ||||
2025-08-14 | 13F | Dagco, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 55.853 | 7,96 | 1.836 | 15,84 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 16.539 | 24,46 | 544 | 33,42 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 68.245 | -2,27 | 2.243 | 9,63 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 16.522 | 30,26 | 543 | 36,78 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23.921 | -8,62 | 786 | -2,00 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | WPWealth LLP | 66.735 | -2,54 | 2.194 | 4,53 | ||||
2025-08-04 | 13F | Assetmark, Inc | 91 | 0,00 | 3 | 0,00 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 2.361 | 227,01 | 78 | 250,00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1.153 | 0,00 | 38 | 5,71 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 36.237 | 1.191 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17.536 | -18,74 | 576 | -12,86 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55.394 | -0,30 | 1.821 | 6,99 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 41.035 | 5,08 | 1.349 | 12,71 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 806 | -93,95 | 26 | -93,63 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 22.277 | 16,97 | 732 | 25,56 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18.786 | 1,02 | 616 | 11,82 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 8.527 | 280 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 385.904 | -5,23 | 12.686 | 1,65 | ||||
2025-07-25 | 13F | Cwm, Llc | 48.454 | 4,78 | 2 | 0,00 | ||||
2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | -100,00 | 0 | |||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Claro Advisors LLC | 10.032 | -5,22 | 330 | 1,54 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 35.515 | 35,97 | 1.168 | 45,88 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7.190 | -0,21 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 20.237 | -8,47 | 665 | -1,77 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 7.467 | -1,78 | 245 | 5,15 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3.535 | 0,00 | 116 | 7,41 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1.800 | 0,00 | 59 | 7,27 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 620 | 0,00 | 20 | 5,26 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 15.478 | 24,96 | 509 | 34,04 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2.136 | 0,00 | 70 | 7,69 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 152.976 | 20,81 | 5.028 | 29,59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 |