Mga Batayang Estadistika
Pemilik Institusional | 97 total, 97 long only, 0 short only, 0 long/short - change of 10.23% MRQ |
Alokasi Portofolio Rata-rata | 0.2282 % - change of 7.37% MRQ |
Saham Institusional (Jangka Panjang) | 3,327,123 (ex 13D/G) - change of 1.00MM shares 43.13% MRQ |
Nilai Institusional (Jangka Panjang) | $ 150,037 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April (US:NAPR) memiliki 97 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 3,327,123 saham. Pemegang saham terbesar meliputi Gradient Investments LLC, Advisor Group Holdings, Inc., Allworth Financial LP, FOCUS Wealth Advisors, LLC, Red Crane Wealth Management, Llc, Commonwealth Equity Services, Llc, MAI Capital Management, Kestra Advisory Services, LLC, Janney Montgomery Scott LLC, and Tradition Wealth Management, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - April (BATS:NAPR) 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 52.15 / share. Previously, on September 9, 2024, the share price was 46.80 / share. This represents an increase of 11.44% 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
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-22 | 13F | Merit Financial Group, LLC | 9,516 | 485 | ||||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 8,500 | 0.00 | 434 | 6.91 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 248,994 | 79.45 | 12,701 | 91.92 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 13,352 | 2.71 | 681 | 9.84 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3,999 | 3.79 | 204 | 10.93 | ||||
2025-07-21 | 13F | Seros Financial, LLC | 4,463 | -3.54 | 228 | 3.18 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 6,189 | -8.18 | 316 | -1.87 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 655,603 | 33,442 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 5,847 | 298 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 4 | 0 | ||||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 12,280 | 17.22 | 626 | 25.45 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 14,976 | -62.29 | 764 | -59.71 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Maia Wealth LLC | 10,273 | -42.17 | 524 | -37.17 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8,319 | 56.64 | 424 | 67.59 | ||||
2025-07-22 | 13F | Red Tortoise LLC | 793 | 0.00 | 40 | 8.11 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 4,404 | 225 | ||||||
2025-08-04 | 13F | Prairie Wealth Advisors, Inc. | 20,130 | 0.00 | 1,027 | 6.88 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 13,368 | 42.21 | 682 | 52.23 | ||||
2025-07-29 | 13F | Mattson Financial Services, LLC | 6,214 | 317 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 35,154 | 8.85 | 1,793 | 16.43 | ||||
2025-07-09 | 13F | FOCUS Wealth Advisors, LLC | 222,136 | 0.26 | 11,331 | 7.22 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 132,696 | 10.04 | 7 | 20.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,142 | 0.00 | 313 | 7.19 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 17,300 | -2.78 | 882 | 4.01 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 12,263 | 21.15 | 626 | 29.67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 7,450 | 380 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 23,370 | -1.10 | 1,192 | 5.77 | ||||
2025-07-15 | 13F | BCS Wealth Management | 21,170 | -3.75 | 1 | 0.00 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 49,200 | -1.41 | 2,510 | 5.42 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 6,859 | 7.22 | 350 | 14.43 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4,459 | 0.09 | 227 | 7.08 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 1,933 | 0.00 | 99 | 6.52 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10,092 | -79.43 | 515 | -78.03 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 6,969 | 0.00 | 355 | 6.93 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14,570 | 22.75 | 743 | 31.27 | ||||
2025-08-12 | 13F | MAI Capital Management | 123,032 | 659.46 | 6,276 | 712.82 | ||||
2025-08-07 | 13F | PFG Advisors | 8,063 | -2.25 | 411 | 4.58 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 10,637 | -13.73 | 543 | -7.82 | ||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-16 | 13F | Cambridge Advisors Inc. | 31,824 | 0.00 | 1,623 | 6.92 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 7,248 | 44.96 | 370 | 55.04 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,921 | 0.00 | 455 | 7.06 | ||||
2025-05-06 | 13F | Arlington Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 83,790 | 30.38 | 4,274 | 39.45 | ||||
2025-08-11 | 13F | Atlantic Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 51,339 | 2.70 | 2,619 | 9.82 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 26,819 | 197.36 | 1,368 | 218.14 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 15,951 | 19.21 | 814 | 27.43 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 7,339 | 0 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 14,894 | 21.16 | 760 | 29.52 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 133,470 | 25.13 | 6,808 | 33.83 | ||||
2025-08-15 | 13F | Brown Financial Advisors | 7,441 | 380 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 10,450 | 533 | ||||||
2025-05-14 | 13F | Luminist Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 13,356 | 36.12 | 681 | 45.51 | ||||
2025-04-29 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 105,106 | 105.18 | 5,361 | 119.44 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 1,441 | 74 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 101,923 | 12.11 | 5 | 25.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 40,165 | 15.69 | 2,049 | 23.67 | ||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4,200 | 10.53 | 214 | 18.23 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 5,771 | 0 | ||||||
2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Diligent Investors, LLC | 21,417 | -7.21 | 1,092 | -0.73 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,197 | -28.20 | 215 | -23.02 | ||||
2025-07-25 | 13F | Cwm, Llc | 22,987 | 2.09 | 1 | 0.00 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 9,104 | 47.19 | 464 | 57.29 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,322 | 3,124.39 | 67 | 6,600.00 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 4,889 | 0.00 | 249 | 6.87 | ||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Compass Financial Services Inc | 125 | 0.00 | 6 | 20.00 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 4,153 | 212 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 5,394 | -63.92 | 0 | |||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 9,109 | 0.00 | 465 | 6.91 | ||||
2025-08-13 | 13F | JT Stratford LLC | 8,190 | 0.00 | 418 | 6.92 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 9,140 | 6.89 | 466 | 14.50 | ||||
2025-07-08 | 13F | Paladin Wealth, LLC | 6,057 | 309 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 6,287 | 2.75 | 321 | 9.97 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Corrado Advisors, Llc | 26,049 | 1,329 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 11,038 | 0.00 | 563 | 7.03 | ||||
2025-08-07 | 13F | Allworth Financial LP | 227,581 | 7.96 | 11,609 | 15.96 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 4,414 | 4.85 | 225 | 12.50 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 9,660 | 493 | ||||||
2025-07-24 | 13F | Blair William & Co/il | 36,140 | -20.71 | 1,844 | -15.23 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 4,479 | -1.10 | 228 | 5.56 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 15,379 | 12.35 | 784 | 6.81 | ||||
2025-08-12 | 13F | Change Path, LLC | 30,801 | 1.88 | 1,571 | 8.95 | ||||
2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 209 | 0.00 | 11 | 11.11 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 7,149 | 365 | ||||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 21,074 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 46,912 | 8.10 | 2,393 | 15.61 | ||||
2025-08-15 | 13F | Nikulski Financial, Inc. | 5,100 | 0.00 | 260 | 7.00 | ||||
2025-08-14 | 13F | Acas, Llc | 9,045 | 66.12 | 471 | 79.77 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 8,764 | 0.00 | 447 | 6.94 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 7,673 | 3.37 | 387 | 9.04 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 61,620 | -2.75 | 3 | 0.00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 27,866 | 23.24 | 1,421 | 31.82 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 17,495 | 887 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 73,792 | -29.80 | 3,764 | -28.94 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 5,483 | 0 | ||||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 99,949 | 2.47 | 5,098 | 9.59 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 10,919 | -10.35 | 557 | -4.14 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 759 | 39 | ||||||
2025-08-19 | 13F | Advisory Services Network, LLC | 13,235 | 3.12 | 683 | 11.44 |