Statistik Asas
| Pemilik Institusi | 120 total, 120 long only, 0 short only, 0 long/short - change of 17.65% MRQ |
| Purata Peruntukan Portfolio | 0.3011 % - change of -7.59% MRQ |
| Saham Institusi (Panjang) | 9,314,107 (ex 13D/G) - change of 0.66MM shares 7.62% MRQ |
| Nilai Institusi (Panjang) | $ 317,171 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) telah 120 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 9,314,107 saham. Pemegang saham terbesar termasuk Brookstone Capital Management, Talon Private Wealth, LLC, Raymond James Financial Inc, Commonwealth Equity Services, Llc, Richard P Slaughter Associates Inc, WealthPlan Investment Management, LLC, Envestnet Asset Management Inc, Advisor Group Holdings, Inc., Tounjian Advisory Partners, Llc, and Family Legacy Financial Solutions, LLC .
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (BATS:UDEC) 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 37.63 / share. Previously, on September 6, 2024, the share price was 34.47 / share. This represents an increase of 9.18% 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 13D/G
Kami membentangkan pemfailan 13D/G secara berasingan daripada pemfailan 13F kerana layanan yang berbeza oleh SEC. Pemfailan 13D/G boleh difailkan oleh kumpulan pelabur (dengan satu peneraju), manakala pemfailan 13F tidak boleh. Ini mengakibatkan situasi di mana pelabur yang boleh memfailkan 13D/G melaporkan satu nilai untuk jumlah saham (mewakili semua saham yang dimiliki oleh kumpulan pelabur), tetapi kemudian memfailkan 13F dengan melaporkan nilai yang berbeza untuk jumlah saham (mewakili sepenuhnya saham mereka sendiri. pemilikan). Ini bermakna pemilikan saham pemfailan 13D/G dan pemfailan 13F selalunya tidak dapat dibandingkan secara langsung, jadi kami membentangkannya secara berasingan.
Nota: Mulai 16 Mei 2021, kami tidak lagi menunjukkan pemilik yang tidak memfailkan 13D/G pada tahun lepas. Sebelum ini, kami telah menunjukkan sejarah penuh pemfailan 13D/G. Secara umum, entiti yang dikehendaki memfailkan pemfailan 13D/G mesti memfailkan sekurang-kurangnya setiap tahun sebelum menyerahkan pemfailan penutup. Walau bagaimanapun, dana kadangkala keluar dari jawatan tanpa menyerahkan pemfailan penutup (iaitu, ia ditamatkan), jadi memaparkan sejarah penuh kadangkala boleh mengakibatkan kekeliruan tentang pemilikan semasa. Untuk mengelakkan kekeliruan, kini kami hanya menunjukkan pemilik "semasa" - iaitu - pemilik yang telah memfailkan pada tahun lepas.
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| Tarikh Fail | Borang | Pelabur | Saham Terdahulu |
Saham Terkini |
ΔSaham (Peratus) |
Pemilikan (Peratus) |
ΔPemilikan (Peratus) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-09-03 | Brookstone Capital Management | 955,217 | 802,312 | -16.01 | 9.95 | -57.09 |
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.
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Brookstone Capital Management | 2,401,201 | 1.43 | 87,500 | 7.76 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 131,319 | 2.52 | 4,785 | 8.92 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,824 | -6.66 | 250 | 2.04 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 376,720 | 13,728 | ||||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 94,689 | 0.00 | 3,450 | 6.25 | ||||
| 2025-07-10 | 13F | Family Legacy Financial Solutions, LLC | 181,756 | 6,623 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 48,948 | 92.75 | 1,784 | 104.71 | ||||
| 2025-08-08 | 13F | Wealth Alliance | 7,866 | 0.00 | 287 | 6.32 | ||||
| 2025-08-11 | 13F | Summit Wealth Partners, LLC | 7,028 | 17.39 | 256 | 24.88 | ||||
| 2025-07-23 | 13F | Allegiance Financial Group Advisory Services LLC | 15,298 | 0.00 | 557 | 6.30 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 168,747 | 26.00 | 6,149 | 33.88 | ||||
| 2025-07-16 | 13F | Old Port Advisors | 16,875 | 615 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 78,327 | 74.57 | 2,854 | 85.57 | ||||
| 2025-08-13 | 13F | Maia Wealth LLC | 7,031 | 16.10 | 256 | 25.49 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 25,530 | -3.13 | 930 | 2.99 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,700 | 0.00 | 62 | 7.02 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 9,674 | 33.73 | 353 | 41.94 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 36,526 | -0.90 | 1,331 | 5.30 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 111,257 | -14.17 | 4,054 | -9.35 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 293,421 | 556.44 | 10,692 | 597.46 | ||||
| 2025-07-25 | 13F | Kellett Schaffner Wealth Advisors LLC | 67,229 | -20.87 | 2,450 | -15.96 | ||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 34,691 | 136.86 | 1,264 | 151.79 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 9,948 | 0.00 | 363 | 6.16 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 56,917 | 6.16 | 1,889 | -1.15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 25,598 | -1.96 | 1 | |||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 4,550 | 1.11 | 166 | 7.14 | ||||
| 2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 20,126 | -20.70 | 733 | -15.75 | ||||
| 2025-08-12 | 13F | PKS Advisory Services, LLC | 11,465 | -2.81 | 418 | 3.22 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18,780 | 684 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 188,438 | -15.11 | 6,463 | -15.11 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 25,311 | 29.45 | 922 | 37.61 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 29,044 | -89.20 | 1,060 | -88.25 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 7,533 | 10.55 | 275 | 17.60 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 42,320 | -4.83 | 1,561 | 2.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,359 | 0.00 | 450 | 6.38 | ||||
| 2025-08-14 | 13F | Novus Advisors, Llc | 6,310 | 0.00 | 230 | 6.02 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,320 | 267 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,316 | 303 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 51,665 | 1,883 | ||||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 49,699 | 0.26 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 139,109 | 10.08 | 5,069 | 16.93 | ||||
| 2025-07-03 | 13F | Fiduciary Financial Group, Llc | 18,526 | 0.00 | 674 | 8.90 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 21,311 | 777 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,072 | -0.10 | 367 | 6.38 | ||||
| 2025-08-11 | 13F | WPWealth LLP | 7,520 | 274 | ||||||
| 2025-07-09 | 13F | Triumph Capital Management | 119,278 | 13.67 | 4,346 | 20.76 | ||||
| 2025-08-07 | 13F | Summit Asset Management, LLC | 10,625 | -8.29 | 387 | -2.52 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 13,009 | -10.33 | 474 | -4.63 | ||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 4,415 | 0.00 | 161 | 5.96 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 16,512 | 0.00 | 602 | 6.18 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 44,082 | 1,606 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 63,543 | -0.21 | 2,316 | 6.00 | ||||
| 2025-07-22 | 13F | MBL Wealth, LLC | 48,422 | 30.93 | 1,764 | 39.12 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 85,322 | -3.65 | 3,109 | 2.37 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,027 | 1 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,293 | 193 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 409,766 | 8.85 | 15 | 16.67 | ||||
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | SMI Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 35,819 | 1,305 | ||||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,620 | 351 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 460,973 | 19.72 | 16,798 | 27.19 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 1,936 | 0 | ||||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,458 | 0.00 | 53 | 6.00 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Donald L. Hagan, LLC | 53,719 | -1.38 | 1,958 | 4.76 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 16,388 | -13.18 | 597 | -7.73 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 36,718 | -1.13 | 1,357 | 6.60 | ||||
| 2025-07-14 | 13F | Kfg Wealth Management, Llc | 135,656 | 17.96 | 4,943 | 25.33 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 7,505 | 0.00 | 273 | 6.23 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 958,228 | 0.73 | 34,918 | 7.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 156,146 | 128.86 | 5,690 | 143.12 | ||||
| 2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 9,113 | -39.82 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,049 | 876 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 30,600 | 1,115 | ||||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 17,200 | 0.00 | 644 | 9.35 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 85,253 | -33.79 | 3,107 | -29.66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 4,886 | 178 | ||||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 25,577 | 932 | ||||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 9,226 | 0.00 | 336 | 6.33 | ||||
| 2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 13,413 | 10.21 | 487 | 16.83 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 50,158 | 12.95 | 1,828 | 19.96 | ||||
| 2025-07-16 | 13F | Crown Wealth Group, LLC | 26,177 | -10.28 | 954 | -4.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 59,761 | 0.00 | 2,178 | 6.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,950 | 87.28 | 399 | 99.50 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 16,862 | 0.00 | 614 | 6.23 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 550 | 0.00 | 20 | 11.11 | ||||
| 2025-07-21 | 13F | Catalina Capital Group, LLC | 7,532 | 274 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,161 | -51.71 | 42 | -48.78 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,292 | 4.66 | 339 | 11.18 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 18,405 | 1 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 673 | 327 | ||||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 305,957 | 22.98 | 11,149 | 30.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,556 | -92.09 | 57 | -91.69 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 122,838 | -25.22 | 4,476 | -20.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 17,338 | -1.24 | 632 | 4.82 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 380 | 14 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 422 | 0.00 | 15 | 7.14 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 81,742 | -36.85 | 2,979 | -32.91 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 300 | 0.00 | 11 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 12,962 | 0.00 | 475 | 6.98 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 17,759 | -11.29 | 647 | -5.69 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 7,857 | 0.00 | 286 | 6.32 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 12,413 | 215.53 | 452 | 237.31 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 153,632 | 862.91 | 5,598 | 923.40 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,200 | 48.84 | 117 | 58.90 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 53,138 | -29.44 | 1,936 | -25.05 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 15,298 | 557 | ||||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 51,484 | 0.71 | 1,876 | 7.02 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 6,234 | 0 | ||||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,200 | 48.84 | 117 | 58.90 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 5,866 | 0.00 | 214 | 5.97 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 35,080 | 13.71 | 1,278 | 20.79 | ||||
| 2025-08-14 | 13F | FC Advisory LLC | 7,005 | -10.86 | 255 | -5.20 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 7,613 | 13.88 | 277 | 20.96 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 19,015 | 0.00 | 693 | 6.13 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,424 | 60.81 | 7,631 | 70.87 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 18,394 | 38.95 | 683 | 50.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 107 | 0.00 | 4 | 0.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 66,583 | 258.15 | 2 | |||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 10,000 | 0.00 | 364 | 6.12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 12,900 | 470 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 28,218 | -0.79 | 1,028 | 5.44 |
