Mga Batayang Estadistika
Pemilik Institusional | 94 total, 94 long only, 0 short only, 0 long/short - change of 1.08% MRQ |
Alokasi Portofolio Rata-rata | 0.2754 % - change of -30.10% MRQ |
Saham Institusional (Jangka Panjang) | 3,920,431 (ex 13D/G) - change of -0.13MM shares -3.25% MRQ |
Nilai Institusional (Jangka Panjang) | $ 126,712 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (US:IJAN) memiliki 94 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 3,920,431 saham. Pemegang saham terbesar meliputi Compass Advisory Group LLC, Long Island Wealth Management, Inc., HighTower Advisors, LLC, Heck Capital Advisors, LLC, Commonwealth Equity Services, Llc, Blair William & Co/il, Advisor Group Holdings, Inc., AdvisorNet Financial, Inc, HFG Wealth Management, LLC, and WPWealth LLP .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (ARCA:IJAN) 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 34.87 / share. Previously, on September 6, 2024, the share price was 31.88 / share. This represents an increase of 9.39% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | AdvisorNet Financial, Inc | 132,536 | -0.13 | 4,534 | 6.83 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 12,816 | -18.53 | 436 | -13.15 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 131,129 | -4.39 | 4,193 | 1.13 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 7,321 | -1.25 | 250 | 5.49 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 89,831 | 125.38 | 3,073 | 141.13 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Helium Advisors LLC | 6,389 | 0.00 | 219 | 6.86 | ||||
2025-08-08 | 13F | Wealth Alliance | 24,825 | 0.00 | 849 | 7.06 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 11,492 | -6.94 | 347 | -11.93 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 27,061 | 0.00 | 926 | 6.94 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7,628 | -3.30 | 261 | 3.17 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 2,760 | 217.24 | 94 | 6.82 | ||||
2025-08-14 | 13F | Colony Group, LLC | 6,691 | 0.00 | 229 | 7.04 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 7,545 | -0.03 | 256 | 6.22 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 6,552 | -90.27 | 224 | -89.60 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 32,740 | -4.43 | 1,120 | 2.19 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 10,300 | 0.00 | 352 | 6.99 | ||||
2025-08-12 | 13F | LPL Financial LLC | 40,579 | 33.10 | 1,388 | 42.51 | ||||
2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 7,590 | 19.02 | 260 | 27.59 | ||||
2025-08-07 | 13F | PFG Advisors | 48,720 | 188.42 | 1,667 | 208.52 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 324,671 | 229.91 | 11,106 | 252.99 | ||||
2025-07-15 | 13F | BCS Wealth Management | 7,696 | -10.96 | 0 | |||||
2025-08-05 | 13F | WorthPointe, LLC | 20,008 | 0.80 | 684 | 7.89 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 3,303 | 0.00 | 113 | 6.67 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 9,516 | 0.00 | 326 | 6.91 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,407 | 54.89 | 1,416 | 65.81 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6,987 | 239 | ||||||
2025-07-28 | 13F | Compass Advisory Group LLC | 508,549 | 2.03 | 17,395 | 9.16 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 19,529 | -0.77 | 668 | 6.20 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 79,089 | -6.58 | 2,705 | -0.07 | ||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 253,217 | 0.81 | 8,662 | 7.84 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 15,103 | -82.54 | 517 | -81.34 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 11,011 | -4.22 | 377 | 2.45 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,637 | -25.65 | 159 | -20.60 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38,578 | 0.00 | 1,320 | 6.97 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7,430 | 15.35 | 254 | 23.90 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 8,680 | -1.77 | 0 | |||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 413,011 | 84.41 | 14,127 | 97.28 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 100 | 0.00 | 3 | 0.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 1,800 | 0.00 | 0 | |||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 12,230 | 418 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 88,384 | -6.49 | 3,023 | 0.03 | ||||
2025-08-11 | 13F | WPWealth LLP | 108,696 | 0.00 | 3,718 | 6.99 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,600 | 0.00 | 55 | 5.88 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 4,286 | 0.00 | 147 | 6.57 | ||||
2025-07-25 | 13F | Cwm, Llc | 5,751 | 62.00 | 0 | |||||
2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,100 | 209 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 7,826 | 268 | ||||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 10,037 | 0.00 | 344 | 7.19 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 15,816 | -8.55 | 541 | -1.99 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 18,657 | 638 | ||||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | My Personal CFO, LLC | 56,630 | -3.41 | 1,937 | 3.36 | ||||
2025-05-22 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 94,541 | 3.29 | 3,234 | 10.49 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 11,080 | -5.23 | 379 | 1.61 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 45,599 | 215.65 | 1,560 | 238.18 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 19,677 | 78.67 | 673 | 91.19 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,753 | 2.57 | 265 | 9.96 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 10,581 | -1.75 | 362 | 4.94 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 6,243 | 214 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 13,387 | 786.56 | 458 | 852.08 | ||||
2025-05-28 | NP | EDGI - 3EDGE Dynamic International Equity ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 160,405 | 54.98 | 5 | 66.67 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 12,674 | 0.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 25,219 | 1.20 | 863 | 8.29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 39,832 | -0.39 | 1,362 | 6.57 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,302 | -7.08 | 250 | -0.80 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,000 | 68 | ||||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 12,749 | 0.00 | 436 | 7.13 | ||||
2025-08-05 | 13F | BCGM Wealth Management, LLC | 7,877 | 0.00 | 269 | 7.17 | ||||
2025-07-16 | 13F | Kathmere Capital Management, LLC | 7,659 | 0.00 | 262 | 6.97 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 24,540 | 0.00 | 839 | 7.02 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 12,140 | -39.26 | 415 | -35.05 | ||||
2025-08-07 | 13F | Allworth Financial LP | 23,383 | -95.08 | 800 | -94.82 | ||||
2025-07-21 | 13F | Ascent Group, LLC | 7,382 | -3.09 | 253 | 3.70 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 82,877 | -4.48 | 2,835 | 2.16 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 50,723 | 3.63 | 1,734 | 10.87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 45 | 0.00 | 2 | 0.00 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 38,996 | 0.00 | 1,334 | 6.98 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 15,773 | 30.53 | 540 | 36.46 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,867 | -25.38 | 64 | -16.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 13,866 | 474 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,427 | -82.81 | 83 | -81.60 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 14,982 | 512 | ||||||
2025-08-14 | 13F | Benjamin Edwards Inc | 36,663 | 30.53 | 1,254 | 39.64 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 20,756 | -6.39 | 710 | 0.14 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 3,316 | 0.00 | 113 | 6.60 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,484 | 0.00 | 51 | 6.38 | ||||
2025-07-22 | 13F | Macroview Investment Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138,900 | 22.19 | 4,750 | 30.75 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 7,881 | -0.44 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 42,916 | 27.56 | 1,468 | 36.47 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 18,808 | 0.25 | 643 | 7.35 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,055 | 0.00 | 36 | 9.09 | ||||
2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 878 | 50.34 | 30 | 66.67 | ||||
2025-08-14 | 13F | UBS Group AG | 1,235 | -65.34 | 42 | -62.83 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 7,300 | 5.92 | 250 | 13.18 | ||||
2025-07-24 | 13F | Blair William & Co/il | 140,820 | -36.67 | 4,817 | -32.26 | ||||
2025-08-06 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 |