Grundlæggende statistik
| Institutionelle ejere | 118 total, 118 long only, 0 short only, 0 long/short - change of -3,31% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3780 % - change of 23,93% MRQ |
| Institutionelle aktier (lange) | 4.634.664 (ex 13D/G) - change of -0,36MM shares -7,33% MRQ |
| Institutionel værdi (lang) | $ 184.608 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January (US:KJAN) har 118 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,634,664 aktier. Største aktionærer omfatter PFS Partners, LLC, Long Island Wealth Management, Inc., Compass Advisory Group LLC, Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., MBL Wealth, LLC, Berkshire Money Management, Inc., Cetera Investment Advisers, Blair William & Co/il, and Principal Securities, Inc. .
Innovator ETFs Trust - Innovator U.S. Small Cap Power Buffer ETF - January (BATS:KJAN) 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 41,73 / share. Previously, on March 10, 2025, the share price was 35,75 / share. This represents an increase of 16,73% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-07 | 13F | Fragasso Group Inc. | 39.593 | -9,41 | 1.640 | -7,82 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 10.570 | -0,09 | 438 | 2,58 | ||||
| 2026-02-11 | 13F | 1776 Wealth LLC | 7.985 | 331 | ||||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 115.813 | -1,28 | 4.797 | 1,31 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 416 | -42,94 | 17 | -41,38 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 73.396 | -48,53 | 3.040 | -47,18 | ||||
| 2026-02-03 | 13F | Liberty Atlantic Advisors LLC | 5.993 | 248 | ||||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 10.672 | 0,00 | 442 | 2,79 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 84 | 0,00 | 3 | 0,00 | ||||
| 2025-11-05 | 13F | Capital Investment Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-09 | 13F | First Heartland Consultants, Inc. | 11.713 | 11,59 | 485 | 14,66 | ||||
| 2025-11-13 | 13F | Helium Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 35.424 | -0,70 | 1.467 | 1,95 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 7.229 | 299 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 17.665 | 2,05 | 732 | 4,73 | ||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 7.102 | -3,48 | 294 | 6,91 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.556 | 71,41 | 189 | 75,70 | ||||
| 2026-02-13 | 13F | Wealth Alliance | 25.640 | -0,15 | 1.062 | 2,51 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 104.789 | 13,08 | 4.340 | 16,07 | ||||
| 2026-02-17 | 13F | Cape Investment Advisory, Inc. | 250 | 10 | ||||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 8.555 | 354 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 2.000 | 0,00 | 83 | 2,50 | ||||
| 2026-02-12 | 13F | TopTier Wealth Management, LLC | 11.044 | 457 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 14.992 | -5,79 | 621 | -3,43 | ||||
| 2026-02-09 | 13F | Blue Bell Private Wealth Management, Llc | 300 | 0,00 | 12 | 0,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 121.505 | 2,53 | 5.033 | 5,23 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 27.021 | 1.119 | ||||||
| 2026-01-28 | 13F | Crown Wealth Group, LLC | 8.100 | 0,00 | 336 | 2,76 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Clear Point Advisors Inc. | 12.004 | -6,58 | 497 | -4,05 | ||||
| 2026-02-10 | 13F | Corrado Advisors, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.465 | -0,16 | 765 | 2,41 | ||||
| 2026-01-27 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 245.269 | -2,59 | 10.159 | 101.490,00 | ||||
| 2026-02-10 | 13F | BKD Wealth Advisors, LLC | 10.836 | 0,00 | 449 | 2,52 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 4.476 | 0,00 | 185 | 2,78 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 11.181 | 478 | ||||||
| 2026-02-12 | 13F | Miller Financial Services LLC | 24.160 | -1,83 | 1.001 | 0,70 | ||||
| 2026-02-12 | 13F | Leigh Baldwin & Co., Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 18.114 | 0,00 | 750 | 2,60 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 500 | 0,00 | 21 | 0,00 | ||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 62.619 | -7,71 | 2.594 | -5,30 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Luminist Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Resources Investment Advisors, LLC. | 26.006 | -54,40 | 1.077 | -53,19 | ||||
| 2026-01-26 | 13F | BCS Wealth Management | 9.316 | 386 | ||||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 12.654 | 33,40 | 524 | 37,17 | ||||
| 2026-02-02 | 13F | JDM Financial Group LLC | 30.733 | 1.273 | ||||||
| 2026-02-05 | 13F | Sherry Group, Inc. | 80.742 | 3.373 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 243.123 | -5,79 | 10.070 | -2,62 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 147.575 | -10,40 | 6.113 | -8,03 | ||||
| 2026-01-26 | 13F | Whittier Trust Co | 200 | 0,00 | 8 | 0,00 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 4.908 | -1,25 | 203 | 1,50 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 11.844 | 15,81 | 491 | 18,93 | ||||
| 2026-01-14 | 13F | Pallas Capital Advisors LLC | 69.624 | -1,34 | 2.884 | 1,26 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 12.073 | 26,12 | 500 | 29,53 | ||||
| 2026-02-11 | 13F | Outlook Wealth Advisors, LLC | 5.653 | -12,42 | 234 | -10,00 | ||||
| 2026-02-12 | 13F | Wedbush Securities Inc | 6.145 | 0,00 | 0 | |||||
| 2026-01-23 | 13F | Nbt Bank N A /ny | 2.750 | 0,00 | 114 | 2,73 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 813 | -50,06 | 0 | |||||
| 2025-11-14 | 13F | Wolverine Trading, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | JT Stratford LLC | 30.278 | -4,95 | 1.254 | -2,41 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 28.735 | 0,61 | 1.190 | 3,30 | ||||
| 2026-02-13 | 13F | TFB Advisors LLC | 6.025 | -3,62 | 250 | -2,73 | ||||
| 2025-11-05 | 13F | Savant Capital, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-26 | 13F | Cornerstone Wealth Group, LLC | 7.173 | 0,00 | 297 | 2,77 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 5.070 | -1,80 | 239 | 14,42 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 20.475 | 0,00 | 1 | |||||
| 2026-02-02 | 13F | Bullseye Investment Management, LLC | 27.155 | 0,00 | 971 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.273 | -22,51 | 218 | -20,44 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 6.196 | 0,00 | 257 | 2,40 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 45.194 | -2,12 | 1.872 | 0,43 | ||||
| 2026-02-10 | 13F | Founders Financial Securities Llc | 22.925 | 15,75 | 950 | 18,77 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.162 | -2,22 | 90 | 0,00 | ||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 13.307 | 551 | ||||||
| 2026-01-21 | 13F | MBL Wealth, LLC | 215.473 | 0,39 | 8.925 | 3,04 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 50.879 | -6,46 | 2 | 0,00 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 35.224 | -1,12 | 1.459 | 1,46 | ||||
| 2026-02-11 | 13F | Curio Wealth, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Silicon Valley Capital Partners | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | Grantvest Financial Group LLC | 6.079 | 0,00 | 252 | 2,45 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 9.700 | 0,00 | 402 | 2,56 | ||||
| 2026-01-07 | 13F | BCGM Wealth Management, LLC | 22.457 | 0,00 | 930 | 2,65 | ||||
| 2026-01-21 | 13F | BIP Wealth, LLC | 14.417 | 597 | ||||||
| 2026-02-11 | 13F | Winnow Wealth Llc | 5.653 | -13,35 | 237 | -11,24 | ||||
| 2026-01-23 | 13F | HBW Advisory Services LLC | 18.303 | 0,24 | 758 | 2,99 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2026-02-19 | 13F | BFI Wealth Solutions, LLC | 111.045 | 4.599 | ||||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 89.575 | -10,53 | 3.710 | -8,17 | ||||
| 2026-01-14 | 13F | First City Capital Management, Inc. | 11.670 | 0,00 | 483 | 2,77 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 12.360 | -3,05 | 512 | -0,58 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 12.654 | -4,50 | 524 | -1,87 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 28.497 | -2,29 | 1.180 | 0,34 | ||||
| 2026-01-27 | 13F | Berkshire Money Management, Inc. | 149.379 | -2,83 | 6.187 | -0,26 | ||||
| 2026-02-05 | 13F | Phoenix Holdings Ltd. | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 94.038 | -1,83 | 3.967 | 2,14 | ||||
| 2026-02-19 | 13F | Mcguire Capital Advisors Inc | 24 | 1 | ||||||
| 2026-01-23 | 13F | U.S. Capital Wealth Advisors, LLC | 8.402 | 41,16 | 348 | 45,00 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 8.488 | -6,31 | 352 | -3,84 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 178 | 0,00 | 7 | 0,00 | ||||
| 2026-02-13 | 13F | Ambassador Advisors, LLC | 37.604 | -6,09 | 1.558 | -3,59 | ||||
| 2025-10-27 | 13F | Kiker Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 30.699 | -7,61 | 1 | 0,00 | ||||
| 2026-01-21 | 13F | Compass Advisory Group LLC | 282.802 | 0,88 | 11.714 | 3,54 | ||||
| 2026-02-03 | 13F | Red Crane Wealth Management, Llc | 32.571 | -0,57 | 1.349 | 2,12 | ||||
| 2026-02-12 | 13F | Wood Tarver Financial Group, LLC | 43.804 | -12,47 | 2 | -50,00 | ||||
| 2025-11-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 1.220 | -12,98 | 51 | -10,71 | ||||
| 2026-02-11 | 13F | Gilpin Wealth Management, Llc | 300 | 12 | ||||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 17.659 | 0,00 | 731 | 2,52 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 17.782 | 41,18 | 518 | 1,97 | ||||
| 2026-01-26 | 13F | WorthPointe, LLC | 17.090 | -0,30 | 708 | 2,32 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 3.510 | 0,00 | 145 | 2,84 | ||||
| 2026-01-21 | 13F | Stonebridge Financial Group, LLC | 5.011 | 0,00 | 208 | 2,48 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 254 | 0,00 | 11 | 0,00 | ||||
| 2026-01-28 | 13F | Global Trust Wealth Management LLC | 13.840 | 573 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 892 | 37 | ||||||
| 2026-02-02 | 13F | Vantage Point Financial LLC | 7.511 | 0,00 | 311 | 2,64 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 11.958 | -10,40 | 495 | -7,99 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 10.255 | 2,55 | 425 | 5,21 | ||||
| 2026-01-29 | 13F | Investment Management Corp /va/ /adv | 51.309 | -39,17 | 2.125 | -37,56 | ||||
| 2026-01-16 | 13F | PFS Partners, LLC | 507.283 | -0,62 | 21.012 | 2,01 | ||||
| 2026-01-26 | 13F | Keystone Wealth Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 8.655 | -1,42 | 358 | 1,13 | ||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 18.265 | -9,98 | 1 | |||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 833 | 35 | ||||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 15.581 | -2,10 | 645 | 0,47 | ||||
| 2026-01-15 | 13F | Brookstone Capital Management | 75.988 | -5,83 | 3.147 | -3,35 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 12.607 | 2,11 | 522 | 4,82 | ||||
| 2026-01-21 | 13F | Long Island Wealth Management, Inc. | 435.696 | 1,02 | 18.047 | 3,69 | ||||
| 2026-02-13 | 13F | Beacon Financial Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 71.652 | -0,54 | 2.968 | 2,06 | ||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 9.608 | 398 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-27 | 13F | Berger Financial Group, Inc | 6.487 | 0,00 | 269 | 2,68 | ||||
| 2026-01-29 | 13F | ODonnell Financial Services, LLC | 8.379 | -4,16 | 347 | -1,42 | ||||
| 2026-02-09 | 13F | Valtinson Bruner Financial Planning LLC | 8.906 | 0,00 | 369 | 2,51 | ||||
| 2025-11-13 | 13F | PFG Advisors | 0 | -100,00 | 0 |
