Mga Batayang Estadistika
| Pemilik Institusional | 120 total, 120 long only, 0 short only, 0 long/short - change of 17.65% MRQ |
| Alokasi Portofolio Rata-rata | 0.3011 % - change of -7.59% MRQ |
| Saham Institusional (Jangka Panjang) | 9,314,107 (ex 13D/G) - change of 0.66MM shares 7.62% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 317,171 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (US:UDEC) memiliki 120 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 9,314,107 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity Ultra Buffer ETF - December (BATS:UDEC) 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 37.63 / share. Previously, on September 6, 2024, the share price was 34.47 / share. This represents an increase of 9.19% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-09-03 | Brookstone Capital Management | 955,217 | 802,312 | -16.01 | 9.95 | -57.09 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 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 |
