Statistik Asas
Pemilik Institusi | 94 total, 94 long only, 0 short only, 0 long/short - change of 1.08% MRQ |
Purata Peruntukan Portfolio | 0.2754 % - change of -30.10% MRQ |
Saham Institusi (Panjang) | 3,920,431 (ex 13D/G) - change of -0.13MM shares -3.25% MRQ |
Nilai Institusi (Panjang) | $ 126,712 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (US:IJAN) telah 94 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 3,920,431 saham. Pemegang saham terbesar termasuk 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 .
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - January (ARCA:IJAN) 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 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 (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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 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 |