Grundlæggende statistik
| Institutionelle ejere | 89 total, 89 long only, 0 short only, 0 long/short - change of 28,99% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0803 % - change of -12,88% MRQ |
| Institutionelle aktier (lange) | 2.991.227 (ex 13D/G) - change of 0,53MM shares 21,35% MRQ |
| Institutionel værdi (lang) | $ 74.121 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December (US:ZDEK) har 89 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,991,227 aktier. Største aktionærer omfatter Raymond James Financial Inc, Cary Street Partners Financial Llc, Commonwealth Equity Services, Llc, Harbour Investments, Inc., Jane Street Group, Llc, Advisor Group Holdings, Inc., Alpine Bank Wealth Management, Kfg Wealth Management, Llc, Cetera Investment Advisers, and Lineweaver Wealth Advisors, LLC .
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr December (BATS:ZDEK) 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 24, 2026 is 26,12 / share. Previously, on April 28, 2025, the share price was 23,74 / share. This represents an increase of 10,01% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 96.587 | 0,00 | 2.475 | -0,40 | ||||
| 2026-01-15 | 13F | PFG Private Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Rothschild Investment Llc | 14.200 | -6,58 | 365 | -4,70 | ||||
| 2026-01-29 | 13F | UBS Group AG | 1.432 | 158,95 | 37 | 176,92 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 19.216 | 495 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 30.119 | 95,13 | 775 | 99,23 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 10.267 | 25,12 | 264 | 27,54 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 46.598 | -10,47 | 1.199 | -8,75 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 21.051 | -2,16 | 539 | -2,53 | ||||
| 2026-04-22 | 13F | Continuum Advisory, LLC | 22.370 | -1,21 | 573 | -1,55 | ||||
| 2026-02-02 | 13F | Integrity Wealth Solutions LLC | 20.940 | 0,00 | 539 | 1,89 | ||||
| 2026-04-13 | 13F | Chris Bulman Inc | 8.284 | 0,00 | 212 | -0,47 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 540 | 0,00 | 14 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 79.556 | -0,18 | 2.039 | -0,63 | ||||
| 2025-11-04 | 13F | Wealthgarden F.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 8.967 | 0,00 | 0 | |||||
| 2026-04-08 | 13F | Canandaigua National Corp | 8.723 | 224 | ||||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 21.699 | 0,00 | 1 | |||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 6.086 | 0,00 | 157 | 1,96 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 28.673 | -75,29 | 738 | -74,85 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 8.710 | -47,18 | 224 | -46,15 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 22.820 | 0,00 | 585 | -0,51 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 116.000 | 2.972 | ||||||
| 2026-02-13 | 13F | Change Path, LLC | 10.472 | 270 | ||||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 11.511 | 0,00 | 296 | 2,07 | ||||
| 2026-04-20 | 13F | Independent Wealth Network Inc. | 22.391 | -64,87 | 574 | -65,06 | ||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 9.738 | 0,00 | 250 | -0,40 | ||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 18.481 | -18,41 | 476 | -16,96 | ||||
| 2026-01-27 | 13F | Prasad Wealth Partners, LLC | 76.135 | 0,00 | 1.959 | 1,87 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 4.308 | 2,38 | 110 | 1,85 | ||||
| 2026-02-09 | 13F | Keating Financial Advisory Services, Inc. | 169 | 4 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 18.103 | 9,64 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 8.398 | -8,60 | 216 | -6,90 | ||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 8.723 | 225 | ||||||
| 2026-04-16 | 13F | Brookstone Capital Management | 49.925 | -0,52 | 1.279 | -0,93 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 38.358 | 11,91 | 987 | 14,10 | ||||
| 2026-02-05 | 13F | Owen LaRue, LLC | 62.732 | -7,45 | 1.615 | -5,72 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 40.275 | 1.037 | ||||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 11.831 | 304 | ||||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 34.100 | -40,89 | 1 | -100,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 7.458 | 192 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 13.096 | 554,80 | 337 | 574,00 | ||||
| 2026-04-02 | 13F | Noble Wealth Management PBC | 600 | -53,34 | 15 | -54,55 | ||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 10.460 | -36,33 | 268 | -36,49 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 119.300 | 80,23 | 3.070 | 83,72 | ||||
| 2026-02-09 | 13F | Cary Street Partners Financial Llc | 204.087 | -6,06 | 5.253 | -4,28 | ||||
| 2026-04-08 | 13F | Red Reef Advisors Llc | 2.000 | 51 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 32.030 | 99,70 | 824 | 103,46 | ||||
| 2026-02-23 | 13F | Sonoma Allocations LLC | 14.670 | 36,14 | 379 | 39,85 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 284.843 | 82,79 | 7.331 | 86,26 | ||||
| 2026-04-23 | 13F | Harbor Investment Advisory, Llc | 1.046 | 0,00 | 27 | 0,00 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 16.373 | 14,65 | 421 | 16,94 | ||||
| 2025-10-29 | 13F | FSR Wealth Management Ltd. | 0 | -100,00 | 0 | |||||
| 2026-04-15 | 13F | Diligent Investors, LLC | 40.000 | 0,00 | 1.025 | -0,39 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 4.679 | 120 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 31.013 | 109,55 | 798 | 113,94 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 2.359 | 0,00 | 60 | 0,00 | ||||
| 2026-04-24 | 13F | Alaska Permanent Capital Management | 3.830 | 0,00 | 98 | 0,00 | ||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 10.084 | 0,00 | 260 | 1,97 | ||||
| 2026-02-17 | 13F | First Commonwealth Financial Corp /pa/ | 10.395 | 0,00 | 268 | 1,91 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 10.390 | 0,00 | 266 | -0,37 | ||||
| 2025-10-30 | 13F | Chicago Partners Investment Group LLC | 0 | -100,00 | 0 | |||||
| 2025-10-29 | 13F | Family Wealth Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 97 | 3 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 23.913 | 615 | ||||||
| 2026-02-17 | 13F/A | Kovack Advisors, Inc. | 21.842 | 562 | ||||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 100 | 0,00 | 3 | 0,00 | ||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 135.741 | 3.494 | ||||||
| 2026-04-10 | 13F | AssuredPartners Investment Advisors, LLC | 44.279 | 0,00 | 1.137 | -0,18 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 33.602 | 0,00 | 861 | -0,35 | ||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 17.156 | -37,88 | 442 | -36,73 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 14.421 | 23,15 | 371 | 25,76 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 18.240 | 469 | ||||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 35.063 | 0,00 | 902 | 1,92 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 24.244 | 625 | ||||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 31.028 | 77,44 | 799 | 80,95 | ||||
| 2026-04-14 | 13F | FC Advisory LLC | 30.049 | -2,52 | 770 | -2,90 | ||||
| 2026-02-19 | 13F/A | Axxcess Wealth Management, Llc | 7.803 | 201 | ||||||
| 2026-02-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Aptus Capital Advisors, LLC | 700 | 0,00 | 18 | 5,88 | ||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 72.622 | -7,36 | 1.861 | -7,78 | ||||
| 2026-02-06 | 13F | Rps Advisory Solutions Llc | 13.626 | 19,66 | 351 | 21,95 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 7.753 | 0,00 | 199 | -0,50 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 15.026 | 387 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 185 | 0,00 | 5 | 0,00 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 202.182 | 22,54 | 5.204 | 129.975,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 5.600 | 144 | ||||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 23.472 | -23,32 | 1 | |||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 30.755 | 0,00 | 777 | 2,92 | ||||
| 2026-02-26 | 13F/A | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 89.534 | 28,21 | 2.304 | 30,61 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-11-03 | 13F | VanWeelden Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-14 | 13F | Peak Wealth Management LLC | 8.320 | 0,00 | 213 | -0,47 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 196.686 | 1,67 | 5.062 | 3,60 | ||||
| 2026-02-13 | 13F | Colony Group, LLC | 9.900 | 255 | ||||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 14.510 | 373 | ||||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 25.577 | -20,24 | 658 | -18,77 |
