Mga Batayang Estadistika
Pemilik Institusional | 81 total, 81 long only, 0 short only, 0 long/short - change of 10.96% MRQ |
Alokasi Portofolio Rata-rata | 0.2692 % - change of -16.62% MRQ |
Saham Institusional (Jangka Panjang) | 4,400,424 (ex 13D/G) - change of -0.39MM shares -8.06% MRQ |
Nilai Institusional (Jangka Panjang) | $ 144,089 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF (US:BUFB) memiliki 81 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 4,400,424 saham. Pemegang saham terbesar meliputi Capital Asset Advisory Services LLC, Axxcess Wealth Management, Llc, LPL Financial LLC, HighTower Advisors, LLC, Seros Financial, LLC, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Capital Wealth Management, Llc, Encompass More Asset Management, and Syntegra Private Wealth Group, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF (BATS:BUFB) 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 35.09 / share. Previously, on September 6, 2024, the share price was 30.58 / share. This represents an increase of 14.74% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Harvest Investment Services, LLC | 12,874 | -0.06 | 436 | 7.92 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 40,250 | -13.45 | 1,364 | -6.71 | ||||
2025-05-01 | 13F | Schechter Investment Advisors, LLC | 8,114 | 0.00 | 255 | -3.05 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 219 | -77.54 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 17,055 | 22.66 | 578 | 32.34 | ||||
2025-04-17 | 13F | Atlas Private Wealth Advisors | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 154,233 | 2.07 | 5,225 | 10.07 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 13,287 | 450 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 17,093 | 12.27 | 579 | 21.13 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 207,593 | 2.46 | 7,033 | 10.49 | ||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 145,732 | 0.35 | 5,069 | 11.60 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 115,665 | 1.22 | 3,919 | 9.14 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 8,114 | 275 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 30,823 | -0.44 | 1 | |||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 481,391 | -17.07 | 16,300 | -11.35 | ||||
2025-07-15 | 13F | Optima Capital Llc | 63,731 | 1.49 | 2,159 | 9.43 | ||||
2025-08-28 | NP | TFAZX - TFA Tactical Income Fund Class I | 9,000 | 0.00 | 305 | 7.80 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 71,542 | 4.03 | 2 | 0.00 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 42,865 | -1.98 | 1,452 | 6.06 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 57,360 | 33.29 | 1,943 | 39.78 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 12,887 | 0.00 | 437 | 7.92 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,476 | 0.00 | 50 | 6.38 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 34,839 | -51.15 | 1,180 | -47.32 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 20,300 | -5.28 | 688 | 2.08 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,049 | -1.59 | 69 | 6.15 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 72,765 | -1.73 | 2,465 | 5.98 | ||||
2025-08-05 | 13F | Trail Ridge Investment Advisors, LLC | 6,068 | 209 | ||||||
2025-08-07 | 13F | Encompass More Asset Management | 169,996 | 1.51 | 5,759 | 9.47 | ||||
2025-08-12 | 13F | LPL Financial LLC | 284,681 | -5.40 | 9,645 | 2.00 | ||||
2025-08-14 | 13F | Foronjy Financial Llc | 9,859 | 334 | ||||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 11,099 | 0.00 | 376 | 8.05 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 351 | -91.00 | 12 | -90.98 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 6,057 | 205 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 9,760 | -6.42 | 331 | 0.92 | ||||
2025-08-12 | 13F | Change Path, LLC | 26,251 | -56.99 | 889 | -53.63 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,000 | 0.00 | 34 | 6.45 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 170,172 | 9.41 | 5,765 | 17.99 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 22,748 | 86.23 | 771 | 101.04 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 15,823 | 22.37 | 1 | |||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 7,607 | -2.70 | 258 | 4.90 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9,769 | 0.00 | 331 | 7.84 | ||||
2025-08-04 | 13F | Assetmark, Inc | 46 | 2 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 239,204 | 20.94 | 8,104 | 30.42 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 26,702 | 32.88 | 905 | 43.26 | ||||
2025-08-13 | 13F | Ofc Financial Planning, Llc | 32,362 | 1.25 | 1,096 | 9.16 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Mkd Wealth Coaches, Llc | 15,740 | 0.00 | 533 | 7.89 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 45,183 | -3.78 | 1,531 | 3.73 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 25,570 | -87.31 | 866 | -86.32 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 87,888 | -3.18 | 2,978 | 4.38 | ||||
2025-08-05 | 13F | Continuum Wealth Advisors, Llc | 28,041 | -0.47 | 950 | 7.34 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 8,078 | 0.00 | 274 | 7.91 | ||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 10,400 | 0.00 | 352 | 7.98 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 34,176 | 1,158 | ||||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 405 | 0.00 | 14 | 8.33 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 37,700 | 20.46 | 1,277 | 29.91 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Acas, Llc | 22,128 | 1.37 | 771 | 12.57 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 22,642 | 25.88 | 767 | 35.75 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10,253 | -70.33 | 347 | -68.02 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 7,337 | 11.18 | 249 | 19.81 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,412 | -67.78 | 82 | -65.53 | ||||
2025-08-11 | 13F | Bellwether Advisors, LLC | 3,396 | 0.00 | 115 | 8.49 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 134,762 | 3.22 | 4,566 | 11.31 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 20,660 | -0.66 | 700 | 7.04 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,635 | 170.25 | 55 | 189.47 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9,754 | -6.48 | 336 | 2.75 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 149,668 | 16.55 | 5,073 | 25.76 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 21,621 | -84.51 | 733 | -83.31 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67,929 | -5.67 | 2,301 | 1.72 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 32,060 | -0.00 | 1 | 0.00 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 4,100 | 20.59 | 139 | 30.19 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | VestGen Advisors, LLC | 10,522 | 362 | ||||||
2025-08-14 | 13F | Heritage Wealth Management, Inc. | 26,600 | 155.50 | 901 | 175.54 | ||||
2025-08-15 | 13F | Morgan Stanley | 83 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 9,308 | 315 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 230 | 8 | ||||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 8,236 | 279 | ||||||
2025-07-25 | 13F | Cwm, Llc | 254 | 0.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 189,383 | 11.73 | 6,416 | 20.49 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 7,755 | 17.86 | 263 | 23.58 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 479,790 | -16.89 | 16,255 | -10.38 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,388 | 1,495.40 | 47 | 2,250.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 172,525 | -36.38 | 5,845 | -31.40 |