Grundlæggende statistik
Institutionelle ejere | 75 total, 75 long only, 0 short only, 0 long/short - change of 44,23% MRQ |
Gennemsnitlig porteføljeallokering | 0.1204 % - change of -21,60% MRQ |
Institutionelle aktier (lange) | 2.985.766 (ex 13D/G) - change of 0,30MM shares 11,34% MRQ |
Institutionel værdi (lang) | $ 63.930 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February (US:ZFEB) har 75 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,985,766 aktier. Største aktionærer omfatter BCJ Capital Management, LLC, Commonwealth Equity Services, Llc, NovaPoint Capital, LLC, AE Wealth Management LLC, Raymond James Financial Inc, Harbour Investments, Inc., Prostatis Group LLC, Envestnet Asset Management Inc, Kestra Advisory Services, LLC, and Cambridge Investment Research Advisors, Inc. .
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr February (BATS:ZFEB) 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 15, 2025 is 24,87 / share. Previously, on February 3, 2025, the share price was 23,92 / share. This represents an increase of 3,97% 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.
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
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | WPWealth LLP | 26.407 | 0,00 | 644 | 3,04 | ||||
2025-08-14 | 13F | Apriem Advisors | 9.500 | 11,76 | 232 | 14,93 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 18.750 | 457 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 58.571 | 18,67 | 1.428 | 22,37 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 18.698 | 144,80 | 456 | 152,78 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 11.168 | 0 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17.734 | 432 | ||||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 1.130 | 0,00 | 28 | 3,85 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 42.485 | 0,00 | 1.036 | 2,99 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 21.424 | 25,37 | 522 | 29,21 | ||||
2025-07-25 | 13F | Cwm, Llc | 587 | 0,00 | 0 | |||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 18.837 | 6,11 | 459 | 9,29 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 11.819 | 288 | ||||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 19.401 | 473 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 334.516 | -1,02 | 8.156 | 2,01 | ||||
2025-08-14 | 13F/A | Barclays Plc | 8.212 | 0 | ||||||
2025-07-14 | 13F | Chris Bulman Inc | 35.043 | 53,88 | 854 | 58,74 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 13.574 | 331 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 5.742 | 0,00 | 140 | 2,96 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 29.899 | 8,06 | 729 | 11,31 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 70.902 | 1.729 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 6.087 | 148 | ||||||
2025-07-30 | 13F | Brookstone Capital Management | 42.574 | 39,01 | 1.038 | 43,37 | ||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 23.813 | 0,00 | 581 | 3,02 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 24.260 | 2,81 | 591 | 5,91 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 2.088 | 51 | ||||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 9.094 | -41,78 | 223 | -39,89 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1.045 | 0,00 | 0 | |||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 14.336 | 32,30 | 350 | 36,33 | ||||
2025-08-13 | 13F | Truvestments Capital Llc | 14.589 | 0,00 | 356 | 2,90 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 141.881 | 37,49 | 3.459 | 41,70 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 138.582 | 27,47 | 3.379 | 31,34 | ||||
2025-07-25 | 13F | Prostatis Group LLC | 106.258 | 871,99 | 2.591 | 903,88 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 165.967 | -25,27 | 4.047 | -22,99 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1.045 | 25 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 73.323 | 52,48 | 2 | 0,00 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 19.382 | 60,25 | 473 | 65,03 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 24.324 | 593 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 14.152 | 345 | ||||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 8.831 | 0,00 | 215 | 3,37 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 13.220 | 322 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 64.929 | 1.583 | ||||||
2025-08-14 | 13F | UBS Group AG | 2.994 | 73 | ||||||
2025-08-05 | 13F | WorthPointe, LLC | 10.048 | 0,00 | 245 | 2,95 | ||||
2025-07-15 | 13F | Optima Capital Llc | 40.258 | -10,94 | 982 | -8,23 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 14.123 | 344 | ||||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 10.000 | 0,00 | 244 | 4,72 | ||||
2025-07-18 | 13F | Truist Financial Corp | 12.526 | 0,00 | 305 | 3,04 | ||||
2025-07-16 | 13F | NovaPoint Capital, LLC | 184.796 | 0,45 | 4.506 | 3,52 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 187.165 | -39,28 | 5 | -42,86 | ||||
2025-08-12 | 13F | Reliant Wealth Planning | 39.381 | 960 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 12.889 | 0 | ||||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 11.126 | -26,08 | 271 | -23,88 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 68.268 | 73,38 | 2 | |||||
2025-08-12 | 13F | Archer Investment Corp | 55.793 | -52,70 | 1.360 | -51,25 | ||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 19.892 | 485 | ||||||
2025-07-09 | 13F | Triumph Capital Management | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 46.940 | 0,00 | 1.144 | 3,06 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 11.396 | 278 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 60.774 | 0,00 | 1.482 | 3,06 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 43.787 | -0,41 | 1.068 | 2,60 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 14.924 | 364 | ||||||
2025-07-09 | 13F | Lineweaver Wealth Advisors, LLC | 40.928 | 0,00 | 998 | 3,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 39.863 | 45,28 | 972 | 49,61 | ||||
2025-08-13 | 13F | Crosspoint Financial, Llc | 13.127 | 0,00 | 320 | 3,23 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 10.477 | 0,00 | 256 | 3,24 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 41.543 | 33,86 | 1.013 | 37,87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 4.671 | 1.020,14 | 114 | 1.155,56 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 12.604 | 307 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 94.594 | 4,32 | 2.306 | 7,51 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10.723 | 0,00 | 261 | 3,16 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9.744 | 239 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 4.190 | 102 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 14.519 | 354 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 98.759 | -2,31 | 2.408 | 0,63 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 58.765 | 1.433 |