UDEC - Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (BATS)

Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December
US ˙ BATS

Grundlæggende statistik
Institutionelle ejere 117 total, 117 long only, 0 short only, 0 long/short - change of 2,63% MRQ
Gennemsnitlig porteføljeallokering 0.1750 % - change of -22,76% MRQ
Institutionelle aktier (lange) 5.818.825 (ex 13D/G) - change of -0,57MM shares -8,88% MRQ
Institutionel værdi (lang) $ 224.023 USD ($1000)
Institutionelt ejerskab og aktionærer

Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) har 117 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,818,825 aktier. Største aktionærer omfatter Brookstone Capital Management, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Legacy Capital Wealth Management, Llc, Raymond James Financial Inc, Advisor Group Holdings, Inc., Foundations Investment Advisors, LLC, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors, Kfg Wealth Management, Llc, and Integrity Advisory Solutions, LLC .

Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (BATS:UDEC) 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 39,44 / share. Previously, on March 10, 2025, the share price was 34,37 / share. This represents an increase of 14,75% over that period.

UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December Institutional Ownership
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.

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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.

UDEC / Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December Historical Put/Call Ratio
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)
2026-01-06 13G Brookstone Capital Management 329,507 1,875,637 469.23 24.21 403.33
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
(%)
2026-01-21 13F Kfg Wealth Management, Llc 98.429 -22,25 3.902 -19,68
2026-03-06 13F Redwood Family Wealth LLC 14.447 573
2026-01-23 13F Assetmark, Inc 380 0,00 15 7,14
2026-02-09 13F TrustBank 21.790 864
2026-02-09 13F William Mack & Associates, Inc. 9.223 0,00 366 3,40
2026-02-03 13F AssuredPartners Investment Advisors, LLC 45.395 86,30 1.799 92,61
2026-02-05 13F Bright Futures Wealth Management, LLC. 5.726 227
2026-02-03 13F Encompass More Asset Management 0 -100,00 0
2026-01-23 13F DHJJ Financial Advisors, Ltd. 4.794 771,64 190 804,76
2026-02-09 13F Keating Financial Advisory Services, Inc. 60 2
2026-01-09 13F First Heartland Consultants, Inc. 8.320 -29,31 330 -27,05
2026-02-09 13F Harbour Investments, Inc. 8.798 29,12 349 33,33
2026-02-13 13F Wealth Alliance 7.866 0,00 312 3,32
2026-01-15 13F Brookstone Capital Management 1.875.251 135,98 74.335 143,79
2025-11-10 13F Tableaux Llc 0 -100,00 0 -100,00
2026-01-16 13F Catalina Capital Group, LLC 0 -100,00 0
2026-01-30 13F Strategic Blueprint, LLC 45.423 24,63 1.801 28,76
2026-02-11 13F Cerity Partners LLC 7.505 0,00 297 3,48
2026-02-18 13F GWM Advisors LLC 17.179 -0,93 681 2,26
2026-02-06 13F EverSource Wealth Advisors, LLC 300 0,00 12 0,00
2026-02-06 13F Mach-1 Financial Group, Inc. 0 -100,00 0
2025-10-28 13F Nations Financial Group Inc, /ia/ /adv 0 -100,00 0
2026-01-08 13F Old Port Advisors 16.875 0,00 669 3,25
2025-12-02 13F Allworth Financial LP 0 -100,00 0
2026-01-16 13F Ronald Blue Trust, Inc. 10.950 0,00 434 3,33
2026-02-05 13F Castle Rock Wealth Management, LLC 39.611 0,00 1.575 3,55
2026-02-17 13F Raymond James Financial Inc 214.389 -16,74 8.498 -13,99
2026-02-04 13F Ameritas Advisory Services, LLC 34.597 668,82 1.371 697,09
2026-02-17 13F Advisor Group Holdings, Inc. 193.863 -0,93 7.685 4,29
2025-10-10 13F Advance Capital Management, Inc. 0 -100,00 0 -100,00
2026-02-09 13F Hartland & Co., LLC 8.041 319
2026-01-29 13F Camelot Portfolios, LLC 56 2
2026-01-29 13F Bravias Capital Group, LLC 16.327 -3,17 647 0,15
2026-01-30 13F Archer Investment Corp 15.022 21,41 595 25,53
2026-02-03 13F We Are One Seven, LLC 0 -100,00 0
2026-01-29 13F Kestra Private Wealth Services, Llc 23.000 -7,63 912 -4,61
2026-02-13 13F Mml Investors Services, Llc 46.960 86,19 1.861 92,45
2026-02-13 13F Kestra Advisory Services, LLC 0 -100,00 0
2026-02-12 13F WealthPLAN Partners, LLC 29.520 -64,37 1.170 -63,18
2026-02-02 13F Benjamin Edwards Inc 0 -100,00 0
2026-02-06 13F Pnc Financial Services Group, Inc. 175 7
2026-02-03 13F Allegiance Financial Group Advisory Services LLC 12.988 -15,10 515 -12,29
2026-02-04 13F Money Concepts Capital Corp 12.498 25,63 495 29,92
2026-02-12 13F Virtue Capital Management, LLC 40.063 1.590
2026-02-03 13F Mma Asset Management Llc 0 -100,00 0
2026-01-12 13F Central Valley Advisors, Llc 91.451 17,06 3.625 20,95
2026-01-29 13F Ashton Thomas Private Wealth, LLC 0 -100,00 0
2026-01-29 13F UBS Group AG 0 -100,00 0
2026-02-17 13F Advisory Services Network, LLC 42.308 15,22 1.677 19,11
2026-02-17 13F Gladstone Institutional Advisory LLC 36.930 1.464
2026-01-27 13F Belpointe Asset Management LLC 6.092 0,00 241 3,43
2026-01-20 13F Stratos Wealth Advisors, LLC 10.000 0,00 396 3,39
2025-11-13 13F Novus Advisors, Llc 0 -100,00 0
2026-01-14 13F Lantz Financial LLC 8.822 350
2026-02-12 13F Great Valley Advisor Group, Inc. 7.320 0,00 290 3,20
2026-02-05 13F IMG Wealth Management, Inc. 51.811 0,82 2.054 4,16
2026-02-11 13F LPL Financial LLC 49.324 -0,51 1.955 2,79
2026-01-20 13F Family Legacy Financial Solutions, LLC 13.900 -91,88 1 -100,00
2026-02-13 13F WPWealth LLP 7.520 0,00 298 3,47
2026-02-17 13F Garden State Investment Advisory Services LLC 14.401 -1,37 571 1,79
2026-02-13 13F Centaurus Financial, Inc. 7.885 -57,16 0
2026-02-17 13F Susquehanna International Group, Llp 5.522 -53,96 219 -52,61
2026-02-10 13F Envestnet Asset Management Inc 217.178 10,98 8.609 14,65
2026-02-13 13F Morgan Stanley 1.076 905,61 43 950,00
2026-02-12 13F Commonwealth Equity Services, Llc 355.540 -5,86 14.094 100.564,29
2026-02-13 13F Barclays Plc 0 -100,00 0
2026-02-23 13F Sonoma Allocations LLC 26.252 26,46 1.051 32,58
2026-01-20 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 141.462 -6,87 5.608 -3,79
2025-11-12 13F Tounjian Advisory Partners, Llc 0 -100,00 0
2026-02-12 13F Wedbush Securities Inc 7.267 -16,73 0
2025-11-12 13F PKS Advisory Services, LLC 0 -100,00 0
2025-10-15 13F Founders Financial Securities Llc 0 -100,00 0 -100,00
2026-02-03 13F Emerald Investment Partners, Llc 18.096 2,27 717 5,75
2025-10-20 13F Accurate Wealth Management, LLC 0 -100,00 0
2026-02-05 13F Cambridge Investment Research Advisors, Inc. 86.721 29,46 3 50,00
2026-02-09 13F Summit Asset Management, LLC 10.625 0,00 421 3,44
2026-01-07 13F Lakeridge Wealth Management LLC 18.668 0,83 740 4,23
2026-01-13 13F FC Advisory LLC 7.005 0,00 278 3,36
2026-02-17 13F Old Mission Capital Llc 0 -100,00 0
2026-01-05 13F Noble Wealth Management PBC 2.000 0,00 79 3,95
2026-01-30 13F Simplicity Wealth,LLC 5.149 204
2026-01-23 13F Diversify Advisory Services, LLC 16.600 0,00 663 2,63
2026-01-14 13F Chris Bulman Inc 6.766 268
2026-02-12 13F Steward Partners Investment Advisory, Llc 9.292 0,00 368 3,37
2026-02-06 13F Rps Advisory Solutions Llc 5.256 208
2026-02-02 13F Truist Financial Corp 58.467 -2,17 2.318 1,05
2025-10-16 13F Donald L. Hagan, LLC 50.316 -6,33 1.931 -1,38
2026-02-06 13F IFP Advisors, Inc 511 10,85 20 17,65
2026-02-11 13F Gwn Securities Inc. 5.224 0,00 207 3,50
2026-02-12 13F Wood Tarver Financial Group, LLC 9.080 -0,36 0
2026-01-26 13F O'Connor Financial Group LLC 7.232 288
2026-01-21 13F MBL Wealth, LLC 59.041 26,81 2.340 31,02
2026-02-17 13F Cetera Investment Advisers 79.293 13,93 3.143 17,72
2026-02-13 13F Arete Wealth Advisors, LLC 40.507 -11,25 2 0,00
2026-01-30 13F Sigma Planning Corp 11.647 -72,33 462 -71,46
2025-11-14 13F SRS Capital Advisors, Inc. 0 -100,00 0 -100,00
2025-10-14 13F Private Client Services, Llc 0 -100,00 0
2026-02-17 13F Coppell Advisory Solutions LLC 12.367 -11,30 492 -7,69
2026-02-17 13F Captrust Financial Advisors 33.630 0,00 1.333 3,33
2026-02-05 13F WealthPlan Investment Management, LLC 61.160 -81,25 2.424 -80,63
2026-02-10 13F MY Wealth Management Inc. 5.282 0,00 209 3,47
2026-01-27 13F PFG Advisors 13.122 520
2025-11-07 13F Atticus Wealth Management, Llc 0 -100,00 0 -100,00
2025-10-23 13F Evolution Wealth Management Inc. 0 -100,00 0
2026-02-10 13F Foundations Investment Advisors, LLC 159.928 8,62 6.340 12,21
2026-02-02 13F Ashton Thomas Securities, Llc 0 -100,00 0
2026-03-03 13F NWF Advisory Services Inc. 13.504 0,00 535 3,28
2026-02-06 13F Axxcess Wealth Management, Llc 14.084 0,00 558 3,33
2026-02-11 13F Jpmorgan Chase & Co 50 -99,79 2 -99,89
2026-02-17 13F SageView Advisory Group, LLC 16.527 4,80 655 8,26
2026-01-23 13F Octavia Wealth Advisors, LLC 26.189 -0,63 1.038 2,67
2026-01-08 13F Wealth Enhancement Advisory Services, Llc 12.962 0,00 517 3,82
2026-01-20 13F Sovran Advisors, LLC 11.137 -1,79 445 0,91
2026-02-17 13F Quantinno Capital Management LP 14.084 0,00 558 3,33
2026-02-12 13F Triumph Capital Management 11.133 -90,62 441 -90,31
2026-02-04 13F BCJ Capital Management, LLC 94.873 -32,78 3.761 -30,56
2026-02-12 13F Jane Street Group, Llc 41.275 1.636
2026-02-11 13F Legacy Capital Wealth Management, Llc 215.636 8.548
2026-02-12 13F Hrt Financial Lp 0 -100,00 0
2026-01-14 13F Spire Wealth Management 74.707 84,96 2.961 91,16
2026-02-13 13F Maia Wealth LLC 6.583 -0,18 261 1,17
2026-01-26 13F WorthPointe, LLC 7.482 0,00 297 3,14
2026-02-11 13F Buckingham Strategic Partners 0 -100,00 0
2026-01-29 13F UMA Financial Services, Inc. 4.550 0,00 180 3,45
2026-02-13 13F Ausdal Financial Partners, Inc. 7.642 -5,37 303 -2,27
2026-02-13 13F Arkadios Wealth Advisors 12.182 483
2026-02-09 13F Kingsview Wealth Management, LLC 13.725 -59,53 544 -58,19
2026-02-17 13F Royal Bank Of Canada 81 -42,96 3 -40,00
2026-01-12 13F Richard P Slaughter Associates Inc 6.964 0,00 276 3,37
2026-01-21 13F Capital Investment Advisory Services, LLC 5.866 0,00 233 3,11
2026-02-17 13F Signature Equity Partners, LLC 17.555 696
2026-01-21 13F Compass Advisory Group LLC 9.226 0,00 366 3,11
2026-02-17 13F Citadel Advisors Llc 0 -100,00 0
2026-01-23 13F Kellett Schaffner Wealth Advisors LLC 5.923 -91,11 235 -90,84
2026-01-28 13F Milestone Asset Management, Llc 81.225 -4,75 3.220 -1,59
2026-01-27 13F Berger Financial Group, Inc 88.427 0,69 3.505 4,04
2025-11-14 13F Guardian Wealth Advisors, Llc / Nc 0 -100,00 0
2025-11-14 13F IHT Wealth Management, LLC 0 -100,00 0
2026-01-27 13F Summit Wealth Partners, LLC 0 -100,00 0
2026-01-26 13F Cwm, Llc 0 -100,00 0
2026-02-10 13F NewCorp Financial Services, Inc. 13.619 540
2026-02-06 13F HighTower Advisors, LLC 54.772 -10,30 2.171 -7,30
2026-02-11 13F Jessup Wealth Management, Inc 2.479 98
2026-01-07 13F Harbor Investment Advisory, Llc 1.458 0,00 58 3,64
2026-02-13 13F Aptus Capital Advisors, LLC 2.400 14,29 95 18,75
2026-01-12 13F Fiduciary Financial Group, Llc 25.622 38,30 1.016 42,96
2026-01-26 13F Cornerstone Wealth Group, LLC 7.857 0,00 311 3,32
2026-02-09 13F Integrity Advisory Solutions, LLC 98.236 -0,03 3.894 3,29
2026-01-26 13F AE Wealth Management LLC 17.923 6,57 710 10,08
2026-01-28 13F Crown Wealth Group, LLC 0 -100,00 0
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