Statistik Asas
| Pemilik Institusi | 81 total, 81 long only, 0 short only, 0 long/short - change of 10.96% MRQ |
| Purata Peruntukan Portfolio | 0.2692 % - change of -16.62% MRQ |
| Saham Institusi (Panjang) | 4,400,424 (ex 13D/G) - change of -0.39MM shares -8.06% MRQ |
| Nilai Institusi (Panjang) | $ 144,089 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF (US:BUFB) telah 81 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 4,400,424 saham. Pemegang saham terbesar termasuk 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 .
Innovator ETFs Trust - Innovator Laddered Allocation Buffer ETF (BATS:BUFB) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 35.09 / share. Previously, on September 9, 2024, the share price was 30.79 / share. This represents an increase of 13.98% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan 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 |
