Mga Batayang Estadistika
Pemilik Institusional | 112 total, 112 long only, 0 short only, 0 long/short - change of 2.75% MRQ |
Alokasi Portofolio Rata-rata | 0.2978 % - change of -5.15% MRQ |
Saham Institusional (Jangka Panjang) | 5,222,891 (ex 13D/G) - change of 0.28MM shares 5.61% MRQ |
Nilai Institusional (Jangka Panjang) | $ 200,324 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January (US:BJAN) memiliki 112 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 5,222,891 saham. Pemegang saham terbesar meliputi Commonwealth Equity Services, Llc, Brookstone Capital Management, Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF, Penserra Capital Management LLC, Integral Investment Advisors, Inc., Wealth Enhancement Advisory Services, Llc, HighTower Advisors, LLC, Marcum Wealth, LLC, Cetera Investment Advisers, and U.S. Capital Wealth Advisors, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Buffer ETF - January (BATS:BJAN) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 52.01 / share. Previously, on September 9, 2024, the share price was 45.49 / share. This represents an increase of 14.33% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-07 | 13F | Schulz Wealth, LTD. | 32,130 | 0.00 | 1,614 | 7.68 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 68 | 0.00 | 3 | 0.00 | ||||
2025-08-06 | 13F | Penserra Capital Management LLC | 347,381 | -7.59 | 17 | 0.00 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 26,225 | 1.50 | 1,317 | 9.39 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 512,656 | 5.76 | 25,748 | 13.90 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 28,937 | -3.15 | 1,453 | 4.31 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 3,926 | 201 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,265 | -0.11 | 516 | 7.52 | ||||
2025-07-23 | 13F | Motiv8 Investments LLC | 51,349 | 3.12 | 2,579 | 11.02 | ||||
2025-08-12 | 13F | LPL Financial LLC | 99,374 | 12.51 | 4,991 | 21.20 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 1,180 | 138.38 | 59 | 7.27 | ||||
2025-04-02 | 13F | Marcum Wealth, LLC | 157,366 | 357.71 | 7,338 | 345.27 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 9,775 | 1,727.10 | 491 | 1,941.67 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 13,025 | 0.00 | 654 | 7.74 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 16,470 | -1.61 | 827 | 6.03 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 75,523 | -3.16 | 3,793 | 4.32 | ||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 23,582 | 0.00 | 1,184 | 7.73 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 39,806 | 0.25 | 1,999 | 8.00 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 248,975 | 0.01 | 12,505 | 7.71 | ||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 94,354 | -29.53 | 4,739 | -24.11 | ||||
2025-08-07 | 13F | Allworth Financial LP | 2,121 | 0.00 | 107 | 9.28 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 8,411 | -10.63 | 422 | -3.65 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 8,200 | 0.00 | 412 | 7.59 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 47,114 | -0.79 | 2,366 | 6.87 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 97,227 | 0.84 | 4,883 | 8.61 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 18,865 | 905 | ||||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 38,481 | 0.00 | 1,933 | 7.69 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 2,296 | 0.00 | 115 | 7.48 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 12,186 | 0.00 | 623 | 9.31 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 15,828 | 30.15 | 795 | 40.04 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 11,943 | -0.46 | 600 | 7.16 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 12,055 | 0.00 | 605 | 7.65 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 506 | 0.00 | 25 | 8.70 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 10,565 | -7.23 | 531 | -0.19 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 16,769 | 842 | ||||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 12,944 | 5.61 | 650 | 13.84 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 49,816 | -0.72 | 2,502 | 6.97 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 4,330 | 0.00 | 217 | 7.96 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5,565 | 76.44 | 260 | 71.52 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 56,408 | 2.57 | 2,833 | 10.49 | ||||
2025-07-03 | 13F | City Center Advisors, LLC | 10,558 | -6.43 | 530 | 0.76 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 5,269 | -13.44 | 265 | -6.71 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 8,015 | 0.00 | 403 | 7.77 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 4,475 | 0.00 | 230 | 10.10 | ||||
2025-04-16 | 13F | Seros Financial, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 6,428 | -7.92 | 323 | -0.92 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,007 | 36.11 | 201 | 46.72 | ||||
2025-08-14 | 13F/A | Barclays Plc | 1,454 | 4,746.67 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 50,650 | -13.75 | 2,544 | -7.12 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 63,844 | -0.83 | 3,207 | 6.80 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 6,154 | 1.27 | 309 | 9.19 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,866 | -27.02 | 94 | -21.85 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 101,425 | 3.59 | 5 | 25.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 46,991 | 0.00 | 2,360 | 7.71 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 6,274 | -2.56 | 315 | 5.00 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 46,463 | -0.07 | 2,334 | 7.61 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 13,667 | -3.24 | 686 | 4.26 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 9,487 | -0.45 | 476 | 7.21 | ||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 1,000 | 0.00 | 50 | 6.38 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654,965 | 19.04 | 33 | 28.00 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 89,145 | -0.49 | 4,477 | 7.18 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 9,960 | 0.00 | 500 | 7.76 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 55,073 | 4.74 | 2,766 | 12.85 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 170,092 | 950.21 | 8,604 | 1,039.60 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 4,026 | 0.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 22,510 | -0.66 | 1,131 | 7.01 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 164,560 | -0.27 | 8,265 | 7.41 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 11,978 | -27.89 | 602 | -22.35 | ||||
2025-04-11 | 13F | Kfg Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 7,300 | -9.51 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 147,806 | -2.43 | 7,424 | 5.08 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 27,091 | -2.45 | 1 | 0.00 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 100 | 0.00 | 5 | 25.00 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 15,638 | -0.18 | 785 | 7.53 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 6,757 | 0.00 | 339 | 7.62 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 4,743 | -49.05 | 238 | -45.16 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 6,420 | -3.23 | 322 | 4.55 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7,511 | -70.50 | 0 | -100.00 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 6,174 | -15.15 | 310 | -8.55 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 6,367 | 0.00 | 320 | 7.77 | ||||
2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 6,150 | 0.00 | 309 | 7.69 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 83,628 | 12.38 | 4,200 | 21.04 | ||||
2025-08-15 | 13F | Morgan Stanley | 5,241 | 0.00 | 263 | 7.79 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 131,161 | 3.74 | 6,588 | 11.74 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 36,134 | 14.88 | 1,815 | 23.74 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 11,461 | -11.44 | 576 | -4.64 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 17,145 | 2.36 | 861 | 10.24 | ||||
2025-08-12 | 13F | Change Path, LLC | 8,584 | -0.54 | 431 | 7.21 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,050 | 203 | ||||||
2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 10,211 | 0.00 | 513 | 7.56 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 13,404 | 31.00 | 1 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,130 | 57 | ||||||
2025-07-22 | 13F | Macroview Investment Management Llc | 27,250 | -0.67 | 1,369 | 6.96 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 6,925 | 0.00 | 348 | 7.76 | ||||
2025-08-12 | 13F | Weaver Consulting Group | 19,248 | 303.95 | 967 | 335.14 | ||||
2025-06-24 | NP | Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF | 369,781 | 2.21 | 17,128 | -3.10 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,867 | 48.76 | 94 | 55.00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 16,050 | 0.00 | 820 | 9.49 | ||||
2025-07-07 | 13F | Dominguez Wealth Management Solutions, Inc. | 5,892 | 0.00 | 296 | 7.66 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 113,130 | 0.83 | 5,682 | 8.58 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 27,875 | 1,400 | ||||||
2025-07-10 | 13F | Secure Asset Management, LLC | 6,345 | 0.00 | 319 | 7.80 | ||||
2025-08-12 | 13F | Archer Investment Corp | 248 | 0.00 | 12 | 9.09 | ||||
2025-08-08 | 13F | Firestone Capital Management | 13,388 | -0.68 | 672 | 7.01 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,690 | 0.00 | 286 | 7.55 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 11,061 | 0.00 | 556 | 7.77 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 13,566 | 0.00 | 681 | 7.75 | ||||
2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 6,146 | 0.00 | 309 | 7.69 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 4,525 | -88.31 | 228 | -87.80 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 9,949 | -5.10 | 500 | 2.25 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,913 | -36.55 | 96 | -31.43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 30,556 | -4.55 | 2 | 0.00 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 42,694 | -0.33 | 2,144 | 7.36 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 130,253 | 16.16 | 6,541 | 25.11 |