Mga Batayang Estadistika
Pemilik Institusional | 105 total, 105 long only, 0 short only, 0 long/short - change of 2.94% MRQ |
Alokasi Portofolio Rata-rata | 0.1687 % - change of -2.16% MRQ |
Saham Institusional (Jangka Panjang) | 4,097,861 (ex 13D/G) - change of -0.27MM shares -6.11% MRQ |
Nilai Institusional (Jangka Panjang) | $ 158,613 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January (US:NJAN) memiliki 105 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 4,097,861 saham. Pemegang saham terbesar meliputi Commonwealth Equity Services, Llc, GWM Advisors LLC, Janney Montgomery Scott LLC, Advisor Group Holdings, Inc., Truist Financial Corp, AdvisorNet Financial, Inc, Cetera Investment Advisers, MAI Capital Management, Kestra Advisory Services, LLC, and Mirae Asset Global Investments Co., Ltd. .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator Growth-100 Power Buffer ETF - January (BATS:NJAN) 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 52.32 / share. Previously, on September 9, 2024, the share price was 44.93 / share. This represents an increase of 16.47% 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 | 10,254 | 520 | ||||||
2025-08-14 | 13F | Helium Advisors LLC | 8,422 | 0.00 | 427 | 9.49 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 15,525 | 0.00 | 788 | 9.46 | ||||
2025-08-14 | 13F | Ambassador Advisors, LLC | 11,170 | -3.42 | 567 | 5.60 | ||||
2025-08-28 | NP | TFAQX - TFA Quantitative Fund Class I | 8,900 | 0.00 | 452 | 9.47 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 312,491 | 6.53 | 15,859 | 16.59 | ||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 9,285 | -41.26 | 471 | -35.74 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 183,414 | -8.07 | 9,308 | 0.62 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 27,707 | -1.94 | 1,406 | 7.33 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 14,909 | 0.00 | 757 | 9.41 | ||||
2025-08-15 | 13F | Morgan Stanley | 62 | 0.00 | 3 | 50.00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 51,800 | 2,629 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 32,814 | -1.29 | 1,578 | 2.40 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 13,262 | -41.93 | 673 | -36.45 | ||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 14 | 1 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 14,278 | 725 | ||||||
2025-08-15 | 13F | Optimist Retirement Group LLC | 5,012 | 0.00 | 254 | 9.48 | ||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 495 | -65.24 | 25 | 13.64 | ||||
2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,224 | -2.70 | 621 | 6.53 | ||||
2025-04-23 | 13F | Retirement Guys Formula Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 36,622 | 49.69 | 1,859 | 63.84 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 8,973 | 9.56 | 455 | 20.05 | ||||
2025-08-13 | 13F | BCJ Capital Management, LLC | 9,576 | -8.48 | 486 | 0.00 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 16,205 | 0.00 | 822 | 9.45 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 6,086 | 309 | ||||||
2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Berkshire Money Management, Inc. | 12,055 | 0.00 | 612 | 9.30 | ||||
2025-08-12 | 13F | LPL Financial LLC | 42,103 | 10.21 | 2,137 | 20.61 | ||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 4,505 | -3.82 | 229 | 5.07 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 475,926 | -3.30 | 24 | 9.09 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 44,968 | -1.06 | 2,282 | 8.31 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 32,191 | 1.27 | 1,634 | 10.79 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 2,527 | 0.00 | 0 | -100.00 | ||||
2025-07-09 | 13F | Triumph Capital Management | 40,632 | 2,062 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 597 | 0.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 35,570 | -4.35 | 1,805 | 4.70 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 7,333 | -0.96 | 372 | 8.45 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Noble Wealth Management PBC | 1,250 | 58 | ||||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 105,700 | -10.65 | 5,364 | -2.33 | ||||
2025-08-12 | 13F | MAI Capital Management | 162,986 | -17.28 | 8,272 | -9.47 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 4,135 | 210 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | BCS Wealth Management | 4,900 | -18.09 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 21,066 | -19.91 | 1,069 | -12.31 | ||||
2025-08-08 | 13F | Gts Securities Llc | 7,099 | 360 | ||||||
2025-07-24 | 13F | Us Bancorp \de\ | 433 | 0.00 | 22 | 5.00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,434 | 0.00 | 276 | 9.13 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 5,128 | -15.07 | 260 | -6.81 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6,300 | 0.00 | 320 | 9.25 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 11,280 | -6.86 | 572 | 1.96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 166,456 | 12.05 | 8,448 | 22.63 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 5,558 | 73.85 | 258 | 67.97 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 3,949 | 200 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 4,171 | -80.06 | 212 | -78.22 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 97,657 | 1,498.31 | 4,956 | 1,651.24 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 7,278 | 0.00 | 369 | 9.50 | ||||
2025-07-16 | 13F | Arlington Capital Management, Inc. | 5,590 | -29.51 | 284 | -22.89 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 13,860 | -3.65 | 703 | 5.40 | ||||
2025-07-24 | 13F | Weaver Capital Management LLC | 99 | 0.00 | 5 | 25.00 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 718 | 36 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 6,317 | -10.69 | 321 | -2.14 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 17,219 | 4.67 | 874 | 14.57 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 14,140 | -0.15 | 718 | 9.30 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 46,892 | 3.46 | 2,380 | 13.23 | ||||
2025-08-08 | 13F | Altfest L J & Co Inc | 12,208 | -97.42 | 620 | -97.18 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 137,161 | 51.03 | 6,961 | 65.28 | ||||
2025-08-14 | 13F | Comerica Bank | 1,500 | 0.00 | 76 | 10.14 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | TFAFX - Tactical Growth Allocation Fund Class I | 4,000 | 0.00 | 203 | 9.73 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 3,754 | 0.00 | 0 | |||||
2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
2025-04-16 | 13F | Seros Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 5,345 | 271 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 14,562 | -67.42 | 739 | -64.33 | ||||
2025-07-30 | 13F | Red Crane Wealth Management, Llc | 79,985 | 12.79 | 4,059 | 23.45 | ||||
2025-07-22 | 13F | My Personal CFO, LLC | 39,000 | 0.00 | 1,979 | 9.46 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 19,875 | -1.14 | 1,009 | 8.15 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 52,159 | 0.00 | 2,647 | 9.47 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 36,233 | 0.00 | 1,839 | 9.40 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Luminist Capital LLC | 183 | 0.00 | 9 | 12.50 | ||||
2025-07-28 | 13F | WealthPlan Investment Management, LLC | 9,116 | 4.67 | 463 | 14.64 | ||||
2025-07-18 | 13F | Truist Financial Corp | 186,892 | 40.09 | 9,485 | 53.31 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 340,314 | 2.64 | 17 | 13.33 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 29,282 | 2.17 | 1 | 0.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,498 | 2.27 | 279 | 12.05 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 1,998 | -94.17 | 0 | -100.00 | ||||
2025-08-01 | 13F | Corrado Advisors, Llc | 5,851 | 0.00 | 297 | 9.23 | ||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 5,155 | 1.18 | 262 | 10.59 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1,534 | 0.00 | 78 | 8.45 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 6,601 | 0.00 | 335 | 9.48 | ||||
2025-08-12 | 13F | Change Path, LLC | 19,807 | -8.12 | 1,005 | 0.60 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 349,075 | 20.22 | 17,716 | 31.57 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 20,068 | 0.00 | 1,023 | 10.00 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 6,310 | -0.19 | 320 | 9.22 | ||||
2025-08-12 | 13F | Archer Investment Corp | 588 | 0.00 | 30 | 7.41 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 66,781 | -5.81 | 3,389 | 3.10 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 86,895 | 2.04 | 4,410 | 7.67 | ||||
2025-08-13 | 13F | M Holdings Securities, Inc. | 32,649 | 5.01 | 2 | 0.00 | ||||
2025-08-04 | 13F | Assetmark, Inc | 250 | 0.00 | 13 | 9.09 | ||||
2025-08-14 | 13F | UBS Group AG | 8,637 | 438 | ||||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,070 | -0.85 | 816 | 8.52 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | CRA Financial Services, LLC | 7,635 | 0.00 | 387 | 9.32 | ||||
2025-07-30 | 13F | Phoenix Holdings Ltd. | 21,080 | 0.00 | 1,068 | 9.55 | ||||
2025-07-10 | 13F | CWC Advisors, LLC. | 9,998 | 4.52 | 507 | 14.45 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 11,053 | -1.69 | 561 | 7.49 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 68 | 3 | ||||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 5,208 | 0.00 | 264 | 9.54 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 5,690 | 264 | ||||||
2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 105,465 | -6.52 | 5,352 | 2.31 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 77,789 | 1.09 | 4 | 0.00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 15,017 | 0.00 | 762 | 9.48 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 |