Grundlæggende statistik
| Institutionelle ejere | 95 total, 95 long only, 0 short only, 0 long/short - change of -6,80% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1869 % - change of 24,33% MRQ |
| Institutionelle aktier (lange) | 3.093.451 (ex 13D/G) - change of -0,21MM shares -6,41% MRQ |
| Institutionel værdi (lang) | $ 102.083 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April (US:KAPR) har 95 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,093,451 aktier. Største aktionærer omfatter Cetera Investment Advisers, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Tradition Wealth Management, LLC, ODonnell Financial Services, LLC, BFI Wealth Solutions, LLC, Red Crane Wealth Management, Llc, Berkshire Money Management, Inc., Blair William & Co/il, and Onyx Bridge Wealth Group LLC .
Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - April (BATS:KAPR) 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 April 14, 2026 is 37,86 / share. Previously, on April 15, 2025, the share price was 29,81 / share. This represents an increase of 27,00% 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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-11-03 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 10.492 | 0,00 | 369 | 2,79 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 8.507 | -3,42 | 299 | 4,56 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 52.689 | -18,54 | 1.851 | -16,37 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 2.169 | 0,00 | 76 | 2,70 | ||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 9.327 | -0,27 | 328 | 2,51 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 14.960 | 526 | ||||||
| 2026-02-13 | 13F | Wealth Alliance | 23.639 | 0,00 | 830 | 2,72 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 6.459 | 0,17 | 227 | 2,73 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 34.912 | -4,06 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 272 | 444,00 | 10 | 800,00 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4.501 | 163 | ||||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 81.291 | -0,68 | 2.856 | 2,00 | ||||
| 2026-01-15 | 13F | My Personal CFO, LLC | 12.731 | 447 | ||||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 86.499 | -0,67 | 3.039 | 2,01 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 66.314 | 24,52 | 2.330 | 27,90 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 1.500 | 0,00 | 53 | 1,96 | ||||
| 2026-01-16 | 13F | Catalina Capital Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 1.124 | 0,00 | 39 | 2,63 | ||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 8.089 | 0,00 | 284 | 2,90 | ||||
| 2026-02-05 | 13F | Cardinal Point Capital Management, ULC | 7.360 | 0,00 | 259 | 2,38 | ||||
| 2026-02-18 | 13F | NFP Retirement, Inc. | 11.049 | 0,00 | 388 | 2,92 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 27.990 | 983 | ||||||
| 2026-02-17 | 13F | Blair William & Co/il | 94.172 | -4,00 | 3.308 | -1,40 | ||||
| 2025-10-22 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 15.459 | 0,00 | 543 | 2,84 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 5.355 | 5,73 | 194 | 9,60 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 1.000 | 35 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 171.008 | -3,78 | 6.007 | -0,76 | ||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 17.519 | -0,51 | 615 | 2,16 | ||||
| 2025-11-12 | 13F | BlackRock, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 17.167 | 0,05 | 603 | 2,90 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 134.097 | -2,73 | 4.711 | -0,08 | ||||
| 2026-02-12 | 13F | Helium Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 250.769 | -5,68 | 8.810 | 97.777,78 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 14.327 | 0,00 | 503 | 2,86 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 27.468 | -1,35 | 965 | 1,26 | ||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 22.840 | -1,89 | 802 | 0,75 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 23.135 | 0,00 | 813 | 2,65 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.082 | -74,37 | 38 | -73,61 | ||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 25.013 | -0,68 | 907 | 2,49 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 12.124 | 0,00 | 426 | 2,66 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 20.952 | 99,81 | 736 | 105,59 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 521.833 | -6,23 | 18.332 | -3,69 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 130 | -13,33 | 5 | -20,00 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 8.637 | 0,00 | 303 | 2,71 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Navis Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Gill Capital Partners, Llc | 5.908 | 0,00 | 214 | 3,38 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 18.259 | 2,39 | 641 | 5,25 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 13.317 | 0,00 | 468 | 2,64 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.643 | -40,33 | 206 | -38,62 | ||||
| 2025-10-23 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 30.146 | 0,00 | 1.059 | 2,82 | ||||
| 2026-02-10 | 13F | Corrado Advisors, Llc | 24.714 | -0,65 | 868 | 2,12 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 17.418 | -0,33 | 612 | 2,35 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 57 | 0,00 | 2 | 100,00 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 11.945 | 0,00 | 420 | 2,70 | ||||
| 2026-02-09 | 13F | Prairie Wealth Advisors, Inc. | 0 | -100,00 | 326 | 2,20 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 3.558 | -2,79 | 125 | -0,80 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 4.542 | 160 | ||||||
| 2026-01-30 | 13F | Sigma Planning Corp | 6.737 | -0,07 | 237 | 2,61 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 8.913 | 0,00 | 0 | |||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 54.165 | -2,97 | 2 | 0,00 | ||||
| 2026-01-15 | 13F | Nikulski Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 49.328 | 519,08 | 1.733 | 536,76 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 26.732 | 16,50 | 939 | 19,77 | ||||
| 2025-11-03 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | PFS Partners, LLC | 22.528 | -0,74 | 817 | 2,38 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 6.720 | -12,65 | 242 | -10,41 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 23.782 | 0,00 | 835 | 2,71 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 1.716 | -3,92 | 60 | -1,64 | ||||
| 2026-02-13 | 13F | Jacobi Capital Management LLC | 20.347 | 0,00 | 715 | 2,73 | ||||
| 2026-01-15 | 13F | Maltin Wealth Management, Inc. | 18.479 | -0,65 | 649 | 2,04 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 843 | 0,00 | 30 | 3,57 | ||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 112.032 | 3.936 | ||||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 100.464 | -0,76 | 3.529 | 1,94 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 22.811 | -9,69 | 801 | -7,18 | ||||
| 2026-04-07 | 13F | Signaturefd, Llc | 4.148 | 0,00 | 150 | 3,45 | ||||
| 2026-04-07 | 13F | Fragasso Group Inc. | 26.700 | -9,53 | 976 | -5,79 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 106.093 | 0,31 | 3.727 | 3,04 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 23.306 | -10,80 | 1 | |||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 305 | 11 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 19.443 | -8,57 | 683 | -6,05 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 15.875 | 0,00 | 558 | 2,77 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-03-13 | 13F/A | Pensionmark Financial Group, Llc | 6.035 | 212 | ||||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 26.108 | 100,00 | 917 | 105,61 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 41.849 | -0,94 | 1 | 0,00 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 10.365 | 0,00 | 364 | 2,82 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 6.689 | 1,18 | 242 | 4,31 | ||||
| 2025-11-12 | 13F | Bellwether Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 6.635 | 233 | ||||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 27.093 | -0,91 | 952 | 1,71 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 512 | 0,00 | 18 | 0,00 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 9.409 | -1,00 | 331 | 1,54 | ||||
| 2026-02-11 | 13F | Straight Path Wealth Management | 15.402 | 0,64 | 541 | 3,44 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.074 | 0,00 | 73 | 2,86 | ||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 32.087 | -2,85 | 1.127 | -0,18 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 10.681 | 0,00 | 375 | 2,74 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 16.356 | -0,10 | 575 | 2,68 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 9.160 | -0,20 | 322 | 2,56 | ||||
| 2026-02-17 | 13F | Opus Financial Solutions LLC | 7.502 | 264 | ||||||
| 2026-01-20 | 13F | Global Trust Asset Management, LLC | 2.000 | 0,00 | 70 | 2,94 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 27.146 | -2,15 | 1 | |||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 16.760 | -0,41 | 589 | 2,26 | ||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 131.097 | -2,25 | 4.605 | 0,41 | ||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 25.556 | -4,79 | 898 | -2,18 |
