Grundlæggende statistik
| Institutionelle ejere | 121 total, 121 long only, 0 short only, 0 long/short - change of 18,63% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2989 % - change of -8,38% MRQ |
| Institutionelle aktier (lange) | 9.322.454 (ex 13D/G) - change of 0,67MM shares 7,72% MRQ |
| Institutionel værdi (lang) | $ 317.475 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) har 121 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 9,322,454 aktier. Største aktionærer omfatter Brookstone Capital Management, Talon Private Wealth, LLC, Raymond James Financial Inc, Commonwealth Equity Services, Llc, Richard P Slaughter Associates Inc, WealthPlan Investment Management, LLC, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Tounjian Advisory Partners, Llc, and Family Legacy Financial 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 September 12, 2025 is 38,04 / share. Previously, on September 13, 2024, the share price was 34,83 / share. This represents an increase of 9,20% 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.
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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-09-03 | Brookstone Capital Management | 955,217 | 802,312 | -16.01 | 9.95 | -57.09 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 2.401.201 | 1,43 | 87.500 | 7,76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 131.319 | 2,52 | 4.785 | 8,92 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.824 | -6,66 | 250 | 2,04 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 376.720 | 13.728 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 94.689 | 0,00 | 3.450 | 6,25 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181.756 | 6.623 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.948 | 92,75 | 1.784 | 104,71 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7.866 | 0,00 | 287 | 6,32 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7.028 | 17,39 | 256 | 24,88 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 15.298 | 0,00 | 557 | 6,30 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 168.747 | 26,00 | 6.149 | 33,88 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16.875 | 615 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 78.327 | 74,57 | 2.854 | 85,57 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 8.347 | 304 | ||||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7.031 | 16,10 | 256 | 25,49 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 25.530 | -3,13 | 930 | 2,99 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1.700 | 0,00 | 62 | 7,02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9.674 | 33,73 | 353 | 41,94 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36.526 | -0,90 | 1.331 | 5,30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 111.257 | -14,17 | 4.054 | -9,35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293.421 | 556,44 | 10.692 | 597,46 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 67.229 | -20,87 | 2.450 | -15,96 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34.691 | 136,86 | 1.264 | 151,79 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9.948 | 0,00 | 363 | 6,16 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 56.917 | 6,16 | 1.889 | -1,15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25.598 | -1,96 | 1 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4.550 | 1,11 | 166 | 7,14 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 20.126 | -20,70 | 733 | -15,75 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 11.465 | -2,81 | 418 | 3,22 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18.780 | 684 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 188.438 | -15,11 | 6.463 | -15,11 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25.311 | 29,45 | 922 | 37,61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29.044 | -89,20 | 1.060 | -88,25 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7.533 | 10,55 | 275 | 17,60 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 42.320 | -4,83 | 1.561 | 2,36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12.359 | 0,00 | 450 | 6,38 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 6.310 | 0,00 | 230 | 6,02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7.320 | 267 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.316 | 303 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51.665 | 1.883 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49.699 | 0,26 | 2 | 0,00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 139.109 | 10,08 | 5.069 | 16,93 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18.526 | 0,00 | 674 | 8,90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21.311 | 777 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10.072 | -0,10 | 367 | 6,38 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 7.520 | 274 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 119.278 | 13,67 | 4.346 | 20,76 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 10.625 | -8,29 | 387 | -2,52 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13.009 | -10,33 | 474 | -4,63 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4.415 | 0,00 | 161 | 5,96 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16.512 | 0,00 | 602 | 6,18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44.082 | 1.606 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 63.543 | -0,21 | 2.316 | 6,00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 48.422 | 30,93 | 1.764 | 39,12 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 85.322 | -3,65 | 3.109 | 2,37 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16.027 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5.293 | 193 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409.766 | 8,85 | 15 | 16,67 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35.819 | 1.305 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9.620 | 351 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 460.973 | 19,72 | 16.798 | 27,19 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1.936 | 0 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1.458 | 0,00 | 53 | 6,00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 53.719 | -1,38 | 1.958 | 4,76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16.388 | -13,18 | 597 | -7,73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36.718 | -1,13 | 1.357 | 6,60 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 135.656 | 17,96 | 4.943 | 25,33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7.505 | 0,00 | 273 | 6,23 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 958.228 | 0,73 | 34.918 | 7,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 156.146 | 128,86 | 5.690 | 143,12 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 9.113 | -39,82 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24.049 | 876 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30.600 | 1.115 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17.200 | 0,00 | 644 | 9,35 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 85.253 | -33,79 | 3.107 | -29,66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4.886 | 178 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25.577 | 932 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 9.226 | 0,00 | 336 | 6,33 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13.413 | 10,21 | 487 | 16,83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50.158 | 12,95 | 1.828 | 19,96 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 26.177 | -10,28 | 954 | -4,70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 59.761 | 0,00 | 2.178 | 6,25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10.950 | 87,28 | 399 | 99,50 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 16.862 | 0,00 | 614 | 6,23 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 550 | 0,00 | 20 | 11,11 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7.532 | 274 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1.161 | -51,71 | 42 | -48,78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9.292 | 4,66 | 339 | 11,18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18.405 | 1 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 673 | 327 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 305.957 | 22,98 | 11.149 | 30,66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1.556 | -92,09 | 57 | -91,69 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100,00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 122.838 | -25,22 | 4.476 | -20,55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17.338 | -1,24 | 632 | 4,82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 380 | 14 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 422 | 0,00 | 15 | 7,14 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 81.742 | -36,85 | 2.979 | -32,91 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | 0,00 | 11 | 0,00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12.962 | 0,00 | 475 | 6,98 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17.759 | -11,29 | 647 | -5,69 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7.857 | 0,00 | 286 | 6,32 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 12.413 | 215,53 | 452 | 237,31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 153.632 | 862,91 | 5.598 | 923,40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 53.138 | -29,44 | 1.936 | -25,05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15.298 | 557 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 51.484 | 0,71 | 1.876 | 7,02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6.234 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3.200 | 48,84 | 117 | 58,90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5.866 | 0,00 | 214 | 5,97 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35.080 | 13,71 | 1.278 | 20,79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 7.005 | -10,86 | 255 | -5,20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7.613 | 13,88 | 277 | 20,96 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 19.015 | 0,00 | 693 | 6,13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209.424 | 60,81 | 7.631 | 70,87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18.394 | 38,95 | 683 | 50,22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 107 | 0,00 | 4 | 0,00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66.583 | 258,15 | 2 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10.000 | 0,00 | 364 | 6,12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12.900 | 470 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28.218 | -0,79 | 1.028 | 5,44 |
