Mga Batayang Estadistika
Pemilik Institusional | 90 total, 90 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
Alokasi Portofolio Rata-rata | 0.0899 % - change of -16.97% MRQ |
Saham Institusional (Jangka Panjang) | 2,857,110 (ex 13D/G) - change of -0.14MM shares -4.72% MRQ |
Nilai Institusional (Jangka Panjang) | $ 78,441 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July (US:IJUL) memiliki 90 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 2,857,110 saham. Pemegang saham terbesar meliputi Advisor Group Holdings, Inc., Berger Financial Group, Inc, Envestnet Asset Management Inc, Global Strategic Investment Solutions, LLC, Commonwealth Equity Services, Llc, Blair William & Co/il, Mml Investors Services, Llc, Cetera Investment Advisers, Americana Partners, LLC, and Bedel Financial Consulting, Inc. .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator International Developed Power Buffer ETF - July (ARCA:IJUL) 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 32.37 / share. Previously, on September 6, 2024, the share price was 28.55 / share. This represents an increase of 13.40% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 38,022 | 0.00 | 1,203 | 8.67 | ||||
2025-08-08 | 13F | Bailard, Inc. | 8,525 | 0.00 | 272 | 9.68 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 28,486 | 910 | ||||||
2025-08-11 | 13F | Summit Wealth Partners, LLC | 8,495 | -12.09 | 271 | -3.56 | ||||
2025-05-14 | 13F/A | Morgan Stanley | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 23 | 0.00 | 1 | |||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 43,007 | -10.25 | 1,374 | -1.58 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,474 | 0.00 | 47 | 11.90 | ||||
2025-08-11 | 13F | Wealthgarden F.s. Llc | 22,494 | -5.71 | 709 | 2.02 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 3,080 | 0.00 | 98 | 10.11 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 770 | 0.00 | 25 | 9.09 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 22,283 | 0.00 | 712 | 9.72 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 198,789 | -8.22 | 6,349 | 0.67 | ||||
2025-05-08 | 13F | Helium Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Corrado Advisors, Llc | 7,312 | -93.60 | 234 | -93.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 36,112 | 72.87 | 1,153 | 89.64 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 6,517 | 208 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 56,375 | -73.43 | 1,801 | -70.86 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,000 | 0.00 | 32 | 10.34 | ||||
2025-07-15 | 13F | BCS Wealth Management | 21,251 | -10.49 | 1 | |||||
2025-08-05 | 13F | WorthPointe, LLC | 45,395 | -2.90 | 1,450 | 6.47 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 16,561 | 0.00 | 529 | 9.54 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 7,483 | 0.00 | 241 | 6.64 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 146,987 | 6.34 | 5 | 0.00 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 12,533 | 0.00 | 400 | 9.89 | ||||
2025-08-12 | 13F | MAI Capital Management | 4,204 | 44.37 | 134 | 59.52 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 30,659 | 27.03 | 979 | 39.46 | ||||
2025-07-28 | 13F | Compass Advisory Group LLC | 12,329 | 0.00 | 394 | 9.47 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 30,387 | 8.35 | 971 | 18.87 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 114,523 | -4.28 | 3,658 | 4.97 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 15,250 | 0.00 | 487 | 9.68 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2,969 | 160.44 | 95 | 184.85 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 18,552 | -1.03 | 593 | 8.62 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 16 | 1 | ||||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 47,936 | 54.67 | 1,531 | 69.73 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 46,291 | 0.00 | 1,479 | 9.73 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-25 | 13F | Cwm, Llc | 9,437 | 31.45 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,523 | -67.79 | 81 | -64.91 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Global Strategic Investment Solutions, LLC | 154,240 | -3.13 | 4,926 | 6.26 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 3,400 | -5.56 | 109 | 3.85 | ||||
2025-07-11 | 13F | Cypress Financial Planning Llc | 11,324 | -1.37 | 362 | 8.08 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10,807 | 0.00 | 344 | 9.24 | ||||
2025-08-14 | 13F | First Commonwealth Financial Corp /pa/ | 6,513 | -22.30 | 208 | -14.75 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 6,882 | 0.00 | 220 | 9.50 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 982 | 10.71 | 31 | 24.00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 1,110 | 0.00 | 35 | 9.38 | ||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 9,274 | 0.00 | 296 | 9.63 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 13,114 | 0.00 | 419 | 9.71 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3,015 | 0.00 | 84 | -4.60 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 7,924 | 253 | ||||||
2025-07-29 | 13F | Ifrah Financial Services, Inc. | 25,986 | -1.24 | 830 | 8.22 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 9,130 | 9.52 | 292 | 20.25 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 4,525 | 0.00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 23,096 | 70.09 | 738 | 86.58 | ||||
2025-07-11 | 13F | Lantz Financial LLC | 54,216 | 0.08 | 1,732 | 9.77 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 19,473 | 0.00 | 1 | |||||
2025-07-18 | 13F | Truist Financial Corp | 10,744 | 343 | ||||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 81,834 | 0.00 | 2,614 | 5.11 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,844 | -3.28 | 282 | 6.02 | ||||
2025-07-29 | 13F | Straight Path Wealth Management | 33,247 | 1,062 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 153,001 | -11.29 | 5 | -20.00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 15,988 | -9.84 | 511 | -1.16 | ||||
2025-08-25 | 13F/A | Kovitz Investment Group Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 19,379 | -0.26 | 619 | 9.38 | ||||
2025-08-08 | 13F | Compass Financial Services Inc | 255 | 0.00 | 8 | 14.29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 29,226 | 0.23 | 930 | 9.42 | ||||
2025-08-04 | 13F | Assetmark, Inc | 165 | 0.00 | 5 | 25.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,114 | -2.18 | 1 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 41,582 | -1.51 | 1,328 | 8.06 | ||||
2025-07-29 | 13F | BKD Wealth Advisors, LLC | 11,945 | -7.03 | 382 | 1.87 | ||||
2025-08-07 | 13F | Allworth Financial LP | 10,424 | 0.00 | 333 | 7.79 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 42,221 | -0.27 | 1,349 | 15.02 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 24,580 | 0.00 | 785 | 9.79 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 28,850 | 15.63 | 921 | 26.86 | ||||
2025-08-07 | 13F | Americana Partners, LLC | 85,328 | 62.87 | 2,725 | 78.69 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 7,665 | 0.00 | 245 | 9.42 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,506 | -55.43 | 48 | -51.02 | ||||
2025-07-31 | 13F | Gill Capital Partners, Llc | 8,205 | 0.00 | 262 | 10.08 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 23,233 | 8.08 | 1 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 17,181 | 29.22 | 549 | 37.69 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 50,713 | -7.65 | 1,620 | 1.25 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 74,345 | -6.15 | 2,375 | 2.95 | ||||
2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 15,436 | 493 | ||||||
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Benjamin Edwards Inc | 8,934 | 285 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,000 | 0.00 | 96 | 9.20 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 1,726 | 55 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 187,222 | 11.94 | 5,980 | 22.77 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 16,050 | 493.57 | 513 | 556.41 | ||||
2025-07-24 | 13F | Blair William & Co/il | 150,275 | -8.01 | 4,800 | 0.90 | ||||
2025-08-12 | 13F | Archer Investment Corp | 9 | 0.00 | 0 | |||||
2025-08-15 | 13F | Chapman Financial Group, Llc | 4,530 | 169.64 | 145 | 213.04 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,100 | 31.80 | 7,381 | 44.58 | ||||
2025-08-14 | 13F | UBS Group AG | 4,192 | -26.21 | 134 | -19.39 |