Grundlæggende statistik
| Institutionelle ejere | 78 total, 78 long only, 0 short only, 0 long/short - change of 62,50% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0935 % - change of 34,18% MRQ |
| Institutionelle aktier (lange) | 2.686.990 (ex 13D/G) - change of 1,23MM shares 84,88% MRQ |
| Institutionel værdi (lang) | $ 57.756 USD ($1000) |
Institutionelt ejerskab og aktionærer
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr November (US:ZNOV) har 78 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,686,990 aktier. Største aktionærer omfatter Cambridge Investment Research Advisors, Inc., Cwm, Llc, Commonwealth Equity Services, Llc, Truist Financial Corp, Syon Capital Llc, Alpine Bank Wealth Management, Triad Wealth Partners, LLC, Kestra Advisory Services, LLC, AE Wealth Management LLC, and Harbour Investments, Inc. .
Innovator ETFs Trust - Innovator Equity Defined Protection ETF - 1 Yr November (BATS:ZNOV) 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 May 1, 2026 is 27,18 / share. Previously, on May 5, 2025, the share price was 25,15 / share. This represents an increase of 8,07% 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.
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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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | 13F | Pensionmark Financial Group, Llc | 15.071 | 400 | ||||||
| 2026-04-22 | 13F | Phoenix Wealth Advisors | 7.540 | 0,00 | 200 | -0,50 | ||||
| 2026-02-05 | 13F | IMG Wealth Management, Inc. | 8.956 | 0,00 | 239 | 0,85 | ||||
| 2026-04-29 | 13F | Axxcess Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2026-01-16 | 13F | Legacy Capital Wealth Partners, LLC | 10.392 | 277 | ||||||
| 2026-04-16 | 13F | Triad Wealth Partners, LLC | 110.527 | 45,81 | 2.934 | 45,18 | ||||
| 2026-04-20 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-29 | 13F | UBS Group AG | 504 | 50.300,00 | 13 | |||||
| 2026-04-15 | 13F | Cypress Wealth Services, LLC | 59.888 | 0,00 | 1.590 | -0,44 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 1.279 | -1,46 | 34 | -2,94 | ||||
| 2026-04-22 | 13F | Sykon Capital Llc | 17.813 | 69,65 | 473 | 68,57 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 81.675 | -4,67 | 2.179 | -3,67 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 40.264 | 3,16 | 1.069 | 2,69 | ||||
| 2026-04-08 | 13F | Canandaigua National Corp | 19.825 | 526 | ||||||
| 2026-04-21 | 13F | Centennial Advisors, LLC | 12.097 | -5,87 | 321 | -6,14 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 10.291 | 275 | ||||||
| 2026-02-11 | 13F | Gwn Securities Inc. | 8.130 | 217 | ||||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 35.939 | 223,95 | 959 | 228,08 | ||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 9.875 | 263 | ||||||
| 2026-01-26 | 13F | Cwm, Llc | 134.998 | -7,47 | 4 | 0,00 | ||||
| 2026-04-08 | 13F | Lineweaver Wealth Advisors, LLC | 64.701 | -0,01 | 1.718 | -0,52 | ||||
| 2026-01-23 | 13F | Optima Capital Llc | 6.391 | 170 | ||||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 3.000 | 80 | ||||||
| 2026-04-10 | 13F | Marshall Financial Group LLC | 12.582 | 0,00 | 334 | -0,30 | ||||
| 2026-01-26 | 13F | Key Capital Management, INC | 13.300 | 355 | ||||||
| 2026-02-02 | 13F | FSA Advisors, Inc. | 18.761 | 137,57 | 500 | 140,38 | ||||
| 2026-04-16 | 13F | Brookstone Capital Management | 37.159 | -16,05 | 987 | -16,44 | ||||
| 2026-04-21 | 13F | Alpine Bank Wealth Management | 113.000 | 3.000 | ||||||
| 2026-04-22 | 13F | Spire Wealth Management | 8.027 | -0,01 | 213 | -0,47 | ||||
| 2026-04-09 | 13F | Central Valley Advisors, Llc | 23.633 | 0,00 | 627 | -0,48 | ||||
| 2026-02-11 | 13F | Wealthgarden F.s. Llc | 7.825 | 210 | ||||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 19.886 | -44,88 | 530 | -44,33 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 90.601 | 5.696,61 | 2.417 | 5.792,68 | ||||
| 2026-01-30 | 13F | Canandaigua National Bank & Trust Co | 19.825 | 529 | ||||||
| 2026-04-16 | 13F | BridgePort Financial Solutions, LLC | 11.088 | 7,22 | 294 | 6,91 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 16.512 | -9,80 | 440 | -8,90 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 35.212 | -23,98 | 939 | -23,16 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 8.398 | 224 | ||||||
| 2026-02-04 | 13F | BCJ Capital Management, LLC | 17.393 | 464 | ||||||
| 2026-02-06 | 13F | Authentikos Wealth Advisory, LLC | 36.151 | 964 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 13.904 | -78,74 | 371 | -78,56 | ||||
| 2026-01-13 | 13F | FC Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 853 | -2,29 | 23 | -4,35 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.615 | -57,07 | 43 | -56,57 | ||||
| 2026-04-30 | 13F | Csenge Advisory Group | 45.568 | -1,43 | 1.210 | -1,95 | ||||
| 2026-04-28 | 13F | Woodard & Co Asset Management Group Inc /adv | 1.000 | 0,00 | 27 | 0,00 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 925 | 25 | ||||||
| 2026-04-22 | 13F | Integrated Wealth Management | 18.973 | -2,32 | 504 | -2,90 | ||||
| 2026-02-17 | 13F | Prostatis Group LLC | 22.267 | 594 | ||||||
| 2026-04-09 | 13F | Brown Wealth Management, Llc | 60.150 | 0,00 | 1.597 | -0,50 | ||||
| 2025-11-12 | 13F | LPL Financial LLC | 0 | -100,00 | 0 | |||||
| 2026-04-27 | 13F | Truist Financial Corp | 121.884 | 0,00 | 3.236 | -0,46 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 2.794 | 75 | ||||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 92.165 | -5,07 | 2.447 | -5,52 | ||||
| 2026-02-03 | 13F | Vantage Financial Partners, LLC | 21.902 | 132,48 | 584 | 135,48 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 25.318 | 74,49 | 675 | 76,24 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 125.951 | 125,49 | 3.360 | 335.800,00 | ||||
| 2026-02-11 | 13F | Syon Capital Llc | 114.589 | 3.057 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 13.503 | 72,03 | 360 | 71,77 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 1.359 | 0,00 | 36 | 0,00 | ||||
| 2026-04-17 | 13F | AdvisorNet Financial, Inc | 34.521 | 0,00 | 917 | -0,43 | ||||
| 2026-05-01 | 13F | Rossmore Private Capital | 7.680 | 0,00 | 204 | -0,49 | ||||
| 2026-04-10 | 13F | Lifestyle Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-13 | 13F | Chris Bulman Inc | 14.248 | 0,00 | 378 | -0,53 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 13.407 | 0 | ||||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 11.230 | 300 | ||||||
| 2026-04-17 | 13F | Summit Wealth Partners, LLC | 31.938 | -3,04 | 848 | -3,53 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Millstone Evans Group, LLC | 171 | 0,00 | 5 | 0,00 | ||||
| 2026-04-20 | 13F | Kfg Wealth Management, Llc | 28.915 | 5,67 | 768 | 5,21 | ||||
| 2026-02-11 | 13F | Capital Analysts, Inc. | 2.004 | -33,33 | 0 | |||||
| 2025-11-07 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
| 2026-04-02 | 13F | Cassady Wealth & Retirement Planning, LLC | 12.923 | 345 | ||||||
| 2025-11-06 | 13F | IFG Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 365.484 | 16,11 | 10 | 12,50 | ||||
| 2026-04-22 | 13F | BluePath Capital Management, LLC | 11.122 | 0,00 | 295 | -0,34 | ||||
| 2026-02-13 | 13F | Ausdal Financial Partners, Inc. | 9.864 | -7,96 | 263 | -6,74 | ||||
| 2026-02-06 | 13F | Lloyd Advisory Services, LLC. | 6.849 | 183 | ||||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 50.579 | 257,98 | 1.349 | 262,63 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 62.368 | 1.664 | ||||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 7.999 | 301,56 | 213 | 309,62 | ||||
| 2026-01-29 | 13F | Ashton Thomas Private Wealth, LLC | 48.275 | -13,49 | 1.288 | -12,57 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 33.507 | 20,00 | 890 | 19,49 | ||||
| 2026-02-11 | 13F | Tradition Wealth Management, LLC | 7.731 | 206 | ||||||
| 2026-02-05 | 13F | Allworth Financial LP | 3.764 | 100 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 89.182 | 2.379 |

