Grundlæggende statistik
| Institutionelle ejere | 88 total, 88 long only, 0 short only, 0 long/short - change of 0,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0674 % - change of -14,69% MRQ |
| Institutionelle aktier (lange) | 2.518.945 (ex 13D/G) - change of -0,42MM shares -14,43% MRQ |
| Institutionel værdi (lang) | $ 68.196 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July (US:ZJUL) har 88 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,518,945 aktier. Største aktionærer omfatter Commonwealth Equity Services, Llc, Sovran Advisors, LLC, Advisor Group Holdings, Inc., Centaurus Financial, Inc., HighTower Advisors, LLC, Canandaigua National Bank & Trust Co, Cetera Investment Advisers, Raymond James Financial Inc, Captrust Financial Advisors, and Stratos Wealth Advisors, LLC .
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr July (BATS:ZJUL) 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 29,15 / share. Previously, on March 7, 2025, the share price was 27,04 / share. This represents an increase of 7,81% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-05 | 13F | Aegis Wealth Management, Inc. | 7.749 | 225 | ||||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 128.962 | 0,00 | 3.748 | 1,16 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 45.373 | 292,84 | 1.319 | 298,19 | ||||
| 2026-01-29 | 13F | UBS Group AG | 192 | 6 | ||||||
| 2026-01-30 | 13F | Archer Investment Corp | 49.529 | -23,78 | 1.440 | -22,88 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 1.727 | -97,97 | 50 | -97,95 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Visionary Wealth Advisors | 10.972 | -6,53 | 319 | -5,64 | ||||
| 2026-02-13 | 13F | Glen Eagle Advisors, LLC | 12.485 | 0,00 | 363 | 1,12 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 30.455 | 0,00 | 885 | 1,26 | ||||
| 2026-01-23 | 13F | Kelly Financial Group Llc | 7.239 | 0,00 | 210 | 1,45 | ||||
| 2026-01-27 | 13F | Prasad Wealth Partners, LLC | 7.725 | -1,90 | 225 | -0,88 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 9.700 | 282 | ||||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 8.450 | -22,68 | 246 | -21,73 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 23.908 | -7,15 | 695 | -6,09 | ||||
| 2026-02-03 | 13F | AssuredPartners Investment Advisors, LLC | 18.595 | 540 | ||||||
| 2026-02-03 | 13F | Mma Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Caliber Wealth Management, LLC / KS | 6.968 | 0,00 | 203 | 1,00 | ||||
| 2026-01-20 | 13F | AdvisorNet Financial, Inc | 23.891 | 0,00 | 694 | 1,17 | ||||
| 2025-10-30 | 13F | Investment Management Corp /va/ /adv | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Allegiance Financial Group Advisory Services LLC | 7.682 | -50,40 | 223 | -49,77 | ||||
| 2026-02-13 | 13F | Financial Network Wealth Advisors LLC | 961 | 0,00 | 28 | 0,00 | ||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 44.454 | -1,08 | 1.292 | 0,08 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 145.179 | -3,34 | 4 | 0,00 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 16.463 | -58,81 | 478 | -58,36 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Alaska Permanent Capital Management | 5.915 | 0,00 | 172 | 1,18 | ||||
| 2025-11-12 | 13F | NewSquare Capital LLC | 0 | -100,00 | 0 | |||||
| 2026-01-21 | 13F | Kfg Wealth Management, Llc | 46.650 | -1,46 | 1.356 | -0,37 | ||||
| 2026-01-20 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 19.812 | -61,55 | 576 | -61,15 | ||||
| 2026-01-20 | 13F | Stratos Wealth Advisors, LLC | 54.531 | -1,21 | 1.585 | -0,06 | ||||
| 2026-02-06 | 13F | Brown Wealth Management, Llc | 22.346 | -12,60 | 649 | -11,58 | ||||
| 2026-02-27 | 13F | Compass Financial Services Inc | 625 | 0,00 | 18 | 5,88 | ||||
| 2026-01-29 | 13F | Jim Saulnier & Associates, Llc | 14.495 | 0,00 | 421 | 1,20 | ||||
| 2026-01-29 | 13F | Nbc Securities, Inc. | 770 | 0,00 | 22 | 0,00 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 404 | -90,69 | 12 | -91,13 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 11.905 | -2,32 | 346 | -1,14 | ||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 21.007 | 611 | ||||||
| 2026-02-12 | 13F | Reliant Wealth Planning | 14.366 | 0,00 | 418 | 1,21 | ||||
| 2026-02-13 | 13F | Beck Capital Management, Llc | 10.946 | -15,04 | 318 | -14,05 | ||||
| 2025-11-13 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 12.807 | 10,01 | 372 | 11,38 | ||||
| 2025-11-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 0 | -100,00 | 0 | |||||
| 2025-11-12 | 13F | Park Square Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 14.950 | -0,69 | 435 | 0,46 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 15.188 | -1,34 | 441 | -0,23 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 68.917 | 51,52 | 2.003 | 53,37 | ||||
| 2026-01-14 | 13F | Lineweaver Wealth Advisors, LLC | 18.820 | 0,00 | 547 | 1,30 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 7.775 | 2,09 | 226 | 3,21 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 7.120 | 207 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 10.133 | -0,32 | 295 | 0,68 | ||||
| 2026-01-14 | 13F | Chris Bulman Inc | 8.644 | 0,73 | 251 | 2,03 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 1.894 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 161 | 0,00 | 5 | 0,00 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 882 | -97,86 | 26 | -97,89 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 7.972 | 0,00 | 232 | 0,87 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 26.272 | -13,62 | 764 | -12,60 | ||||
| 2026-02-11 | 13F | Howard Bailey Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 2.427 | -44,36 | 71 | -44,00 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 118.204 | -4,83 | 3.436 | -3,73 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 15.556 | 114,92 | 452 | 118,36 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 8.105 | 236 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 25.177 | 2,87 | 1 | |||||
| 2026-01-15 | 13F | Three Seasons Wealth, LLC | 10.681 | 0,00 | 310 | 1,31 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 29.221 | -0,65 | 849 | 0,47 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 149.979 | -2,42 | 4.359 | -1,16 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 9.956 | -1,51 | 289 | -0,34 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 7.813 | -0,48 | 227 | 0,89 | ||||
| 2026-02-02 | 13F | Truist Financial Corp | 16.909 | -14,58 | 491 | -13,56 | ||||
| 2026-02-06 | 13F | Mach-1 Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | DHJJ Financial Advisors, Ltd. | 2.310 | 0,00 | 67 | 1,52 | ||||
| 2026-01-23 | 13F | Diligent Investors, LLC | 48.337 | 0,00 | 1.405 | 1,15 | ||||
| 2026-01-12 | 13F | Central Valley Advisors, Llc | 22.222 | 0,00 | 646 | 1,10 | ||||
| 2026-01-20 | 13F | Sovran Advisors, LLC | 267.418 | -26,12 | 7.803 | -25,24 | ||||
| 2026-02-13 | 13F | Barclays Plc | 4.516 | 231,09 | 131 | 235,90 | ||||
| 2025-11-12 | 13F | Claro Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | Cypress Wealth Services, LLC | 46.006 | 0,00 | 1.337 | 1,21 | ||||
| 2026-02-06 | 13F | Creative Financial Designs Inc /adv | 3.000 | 0,00 | 87 | 1,16 | ||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 65.482 | 13,98 | 1.903 | 15,33 | ||||
| 2026-02-09 | 13F | Integrity Alliance, Llc. | 11.348 | 46,73 | 330 | 48,20 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 274.905 | -2,98 | 7.990 | 99.775,00 | ||||
| 2026-02-09 | 13F | Collaborative Wealth Managment Inc. | 15.684 | 0,00 | 456 | 1,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 8.580 | 0,00 | 249 | 1,22 | ||||
| 2026-02-17 | 13F | Main Street Financial Solutions, LLC | 20.490 | 0,00 | 596 | 1,19 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 18.653 | 0,02 | 542 | 1,31 | ||||
| 2026-02-06 | 13F | Csenge Advisory Group | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.310 | 31,00 | 38 | 35,71 | ||||
| 2026-02-02 | 13F | Souders Financial Advisors | 11.694 | 0,00 | 340 | 1,19 | ||||
| 2026-02-10 | 13F | Continuum Advisory, LLC | 20.902 | -21,16 | 608 | -20,24 | ||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 26.806 | 1,44 | 779 | 2,37 | ||||
| 2026-01-12 | 13F | Seacrest Wealth Management, Llc | 7.072 | 0,00 | 206 | 0,99 | ||||
| 2026-02-05 | 13F | Soltis Investment Advisors LLC | 8.339 | -46,32 | 242 | -45,74 | ||||
| 2026-02-13 | 13F | Pinnacle Wealth Planning Services, Inc. | 38 | 1 | ||||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Brookstone Capital Management | 26.831 | -2,66 | 780 | -1,52 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 15.555 | 9,67 | 452 | 11,06 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 20.824 | 9,89 | 605 | 11,21 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 106.804 | -8,36 | 3.104 | -7,29 | ||||
| 2025-11-14 | 13F | Brass Tax Wealth Management, Inc | 21.007 | 21,73 | 604 | 24,07 | ||||
| 2025-11-13 | 13F | PFG Advisors | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Integrity Advisory Solutions, LLC | 7.054 | 0,00 | 205 | 1,49 | ||||
| 2026-02-13 | 13F | Maia Wealth LLC | 7.764 | -62,11 | 227 | -61,76 |
