Mga Batayang Estadistika
Pemilik Institusional | 74 total, 74 long only, 0 short only, 0 long/short - change of -8.64% MRQ |
Alokasi Portofolio Rata-rata | 0.0958 % - change of 4.68% MRQ |
Saham Institusional (Jangka Panjang) | 2,667,462 (ex 13D/G) - change of 0.18MM shares 7.08% MRQ |
Nilai Institusional (Jangka Panjang) | $ 72,625 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October (US:IOCT) memiliki 74 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 2,667,462 saham. Pemegang saham terbesar meliputi Global Strategic Investment Solutions, LLC, Commonwealth Equity Services, Llc, IFP Advisors, Inc, Advisor Group Holdings, Inc., SageView Advisory Group, LLC, Captrust Financial Advisors, PFG Advisors, Principal Securities, Inc., WPWealth LLP, and HighTower Advisors, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - October (ARCA:IOCT) 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 33.57 / share. Previously, on September 9, 2024, the share price was 30.17 / share. This represents an increase of 11.27% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Cypress Financial Planning Llc | 11,653 | 0.67 | 383 | 8.19 | ||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 20,433 | 0.00 | 665 | 6.23 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 6,968 | 0.00 | 229 | 7.51 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 13,384 | -38.01 | 440 | -33.59 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 124,256 | 82.46 | 4,073 | 95.16 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 294 | 0.00 | 10 | 0.00 | ||||
2025-05-06 | 13F | Wedbush Securities Inc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 15,734 | 38.78 | 517 | 48.99 | ||||
2025-08-14 | 13F | Colony Group, LLC | 18,090 | 0.00 | 595 | 7.22 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 27,271 | 8.11 | 896 | 15.91 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 15,305 | -0.25 | 503 | 7.02 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 11,147 | -3.09 | 366 | 3.98 | ||||
2025-08-01 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Wealth Alliance | 9,555 | 0.00 | 314 | 7.53 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,532 | 0.00 | 0 | |||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 6,676 | 0.00 | 219 | 7.35 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 19,233 | 2.05 | 632 | 9.53 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Lantz Financial LLC | 49,404 | -0.04 | 1,624 | 7.27 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 959 | 0.00 | 32 | 6.90 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 39,615 | -7.69 | 1,302 | -0.99 | ||||
2025-05-14 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 13,851 | 0.00 | 447 | 5.42 | ||||
2025-08-12 | 13F | Allen Capital Group, LLC | 11,883 | 0.00 | 391 | 7.14 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 210,837 | -3.77 | 6,931 | 3.20 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,807 | -0.93 | 290 | 6.25 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 385,735 | 74.70 | 13 | 100.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 18,590 | 14.74 | 611 | 23.19 | ||||
2025-08-12 | 13F | NFP Retirement, Inc. | 13,760 | -21.47 | 452 | -15.83 | ||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 12,939 | 0.00 | 425 | 7.32 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 19,410 | 86.90 | 638 | 100.63 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Berger Financial Group, Inc | 49,691 | -2.95 | 1,634 | 4.08 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | BCS Wealth Management | 12,762 | -2.29 | 0 | |||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 9,150 | 0.00 | 301 | 7.14 | ||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,040 | 78.95 | 60 | 73.53 | ||||
2025-08-07 | 13F | PFG Advisors | 80,957 | 252.65 | 2,661 | 278.52 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 2,049 | 0.00 | 67 | 8.06 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 6,132 | -20.52 | 202 | -14.83 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 14,788 | -48.74 | 486 | -45.02 | ||||
2025-08-07 | 13F | Allworth Financial LP | 795 | 26 | ||||||
2025-05-08 | 13F | Helium Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 63,826 | 0.00 | 2,098 | 7.26 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 85,395 | 13.87 | 2,807 | 22.15 | ||||
2025-08-12 | 13F | MAI Capital Management | 14,754 | 0.00 | 485 | 7.30 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,870 | 66.34 | 193 | 77.78 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 9,089 | 0.00 | 299 | 7.19 | ||||
2025-07-15 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Signaturefd, Llc | 16,079 | 0.00 | 529 | 7.32 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 14,124 | 0.00 | 464 | 7.41 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 48,278 | -8.76 | 1,587 | -2.10 | ||||
2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 55,853 | 7.96 | 1,836 | 15.84 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 16,539 | 24.46 | 544 | 33.42 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 68,245 | -2.27 | 2,243 | 9.63 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 16,522 | 30.26 | 543 | 36.78 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 23,921 | -8.62 | 786 | -2.00 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | WPWealth LLP | 66,735 | -2.54 | 2,194 | 4.53 | ||||
2025-08-04 | 13F | Assetmark, Inc | 91 | 0.00 | 3 | 0.00 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 2,361 | 227.01 | 78 | 250.00 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 1,153 | 0.00 | 38 | 5.71 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 36,237 | 1,191 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 17,536 | -18.74 | 576 | -12.86 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 55,394 | -0.30 | 1,821 | 6.99 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 41,035 | 5.08 | 1,349 | 12.71 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 806 | -93.95 | 26 | -93.63 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 22,277 | 16.97 | 732 | 25.56 | ||||
2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18,786 | 1.02 | 616 | 11.82 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 8,527 | 280 | ||||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 385,904 | -5.23 | 12,686 | 1.65 | ||||
2025-07-25 | 13F | Cwm, Llc | 48,454 | 4.78 | 2 | 0.00 | ||||
2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Claro Advisors LLC | 10,032 | -5.22 | 330 | 1.54 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 35,515 | 35.97 | 1,168 | 45.88 | ||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 7,190 | -0.21 | 0 | |||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 20,237 | -8.47 | 665 | -1.77 | ||||
2025-08-05 | 13F | WorthPointe, LLC | 7,467 | -1.78 | 245 | 5.15 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 3,535 | 0.00 | 116 | 7.41 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,800 | 0.00 | 59 | 7.27 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 620 | 0.00 | 20 | 5.26 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 15,478 | 24.96 | 509 | 34.04 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2,136 | 0.00 | 70 | 7.69 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 152,976 | 20.81 | 5,028 | 29.59 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 |