Mga Batayang Estadistika
Pemilik Institusional | 80 total, 80 long only, 0 short only, 0 long/short - change of 19.40% MRQ |
Alokasi Portofolio Rata-rata | 0.6743 % - change of -2.45% MRQ |
Saham Institusional (Jangka Panjang) | 12,442,686 (ex 13D/G) - change of 0.98MM shares 8.53% MRQ |
Nilai Institusional (Jangka Panjang) | $ 361,813 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly (US:ZALT) memiliki 80 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 12,442,686 saham. Pemegang saham terbesar meliputi Wealthquest Corp, Advisor Group Holdings, Inc., Captrust Financial Advisors, Grant Street Asset Management, Inc., Pitti Group Wealth Management, LLC, Raymond James Financial Inc, Central Valley Advisors, Llc, GWM Advisors LLC, Centaurus Financial, Inc., and CRA Financial Services, LLC .
Struktur kepemilikan institusional Innovator ETFs Trust - Innovator U.S. Equity 10 Buffer ETF - Quarterly (BATS:ZALT) 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 31.63 / share. Previously, on September 9, 2024, the share price was 28.62 / share. This represents an increase of 10.52% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | UBS Group AG | 880 | 27 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 7,541 | 0.00 | 232 | 3.57 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 7,259 | 225 | ||||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 28,155 | 12.67 | 867 | 16.69 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 7,424 | 2.34 | 229 | 6.05 | ||||
2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 9,029 | 77.53 | 269 | 77.48 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 8,527 | 13.08 | 263 | 16.96 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 104,317 | 3,256 | ||||||
2025-07-09 | 13F | Central Valley Advisors, Llc | 425,463 | 1.52 | 13,104 | 5.03 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Motiv8 Investments LLC | 109,615 | 71.07 | 3,376 | 77.03 | ||||
2025-07-14 | 13F | CRA Financial Services, LLC | 313,602 | 25.68 | 9,659 | 30.02 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 97,977 | -16.58 | 3,018 | -13.70 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 667 | 21 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 32,046 | 987 | ||||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 324,706 | 12.37 | 10 | 25.00 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 29,774 | 49.43 | 917 | 54.64 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 29,427 | 906 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 302,164 | 24.96 | 9 | 28.57 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8,142 | 4.68 | 251 | 8.23 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 125,729 | 2.66 | 3,872 | 6.20 | ||||
2025-08-08 | 13F | Share Andrew L. | 9,930 | 0.00 | 306 | 3.39 | ||||
2025-08-04 | 13F | Atria Investments Llc | 175,317 | -33.73 | 5,400 | -31.44 | ||||
2025-08-12 | 13F | LPL Financial LLC | 18,878 | 60.32 | 581 | 66.00 | ||||
2025-07-15 | 13F | Pitti Group Wealth Management, LLC | 659,766 | 52.72 | 20,321 | 58.01 | ||||
2025-07-09 | 13F | Pallas Capital Advisors LLC | 232,937 | 9.17 | 7,174 | 12.94 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,291 | -1.60 | 1 | |||||
2025-07-22 | 13F | D.B. Root & Company, LLC | 180,148 | -0.50 | 5,549 | 2.95 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 18,952 | 22.53 | 584 | 26.74 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 3,400 | 0.00 | 105 | 2.97 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,181 | 67.24 | 129 | 72.97 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 13,446 | 15.84 | 414 | 20.00 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 16,068 | 495 | ||||||
2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Change Path, LLC | 12,592 | 388 | ||||||
2025-08-15 | 13F | Morgan Stanley | 14,010 | 432 | ||||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 739,128 | 22,765 | ||||||
2025-07-29 | 13F | Woodard & Co Asset Management Group Inc /adv | 23,652 | 25.95 | 728 | 30.23 | ||||
2025-08-13 | 13F | Wealthquest Corp | 3,319,457 | -11.55 | 102,239 | -8.49 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 6,812 | -27.88 | 210 | -25.62 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3,237 | 100 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 12,658 | 0.00 | 390 | 3.46 | ||||
2025-08-15 | 13F | Sugar Maple Asset Management, LLC | 30,000 | 8.01 | 924 | 11.86 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 733 | 23 | ||||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,529 | -22.67 | 1,033 | -20.00 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 15,690 | 0.00 | 467 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 112,606 | 11.71 | 3,468 | 15.60 | ||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Hollencrest Capital Management | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,460,443 | -5.66 | 44,981 | -2.39 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 18,989 | -36.86 | 585 | -34.75 | ||||
2025-05-14 | 13F | Orion Capital Management LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Brookstone Capital Management | 121,519 | 77.64 | 3,743 | 83.79 | ||||
2025-08-06 | 13F | Vantage Financial Partners, LLC | 20,018 | -0.66 | 617 | 2.84 | ||||
2025-08-11 | 13F | Rothschild Investment Llc | 350 | 11 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 61,471 | 1.36 | 1,893 | 4.88 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 87,209 | 2,686 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 8,297 | 0.00 | 256 | 3.24 | ||||
2025-07-08 | 13F | Ptm Wealth Management, Llc | 248,756 | -7.07 | 7,706 | 3.12 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 24,026 | 11.62 | 740 | 15.63 | ||||
2025-07-31 | 13F | Insight Wealth Partners, LLC | 11,055 | 0.00 | 340 | 3.34 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 500 | 15 | ||||||
2025-07-21 | 13F | Keystone Financial Group, Inc. | 15,394 | -6.00 | 475 | -2.46 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 51,477 | -66.78 | 2 | -75.00 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,756 | 239 | ||||||
2025-07-29 | 13F | Crux Wealth Advisors | 11,497 | 7.68 | 354 | 11.67 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 422,343 | 17.86 | 13,008 | 21.93 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 36,982 | 7.87 | 1,155 | 13.24 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 32,032 | -71.39 | 987 | -70.41 | ||||
2025-05-16 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 81,050 | 1.72 | 2,496 | 5.27 | ||||
2025-07-16 | 13F | Crown Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Triumph Capital Management | 20,048 | -2.84 | 617 | 0.49 | ||||
2025-08-05 | 13F | Claro Advisors LLC | 38,445 | -12.08 | 1,184 | -8.99 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 8,332 | 7.83 | 257 | 11.30 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 37 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 188,705 | -23.64 | 5,812 | -20.99 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 144,694 | 8.88 | 4,457 | 12.64 | ||||
2025-08-11 | 13F | PFG Private Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Captrust Financial Advisors | 739,363 | -11.02 | 22,772 | -7.94 | ||||
2025-08-11 | 13F | October Effect Ltd | 9,979 | 307 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 122,891 | 2.69 | 3,785 | 6.26 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 8,015 | 247 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 655,353 | 57.99 | 20,185 | 63.45 | ||||
2025-07-23 | 13F | Secured Retirement Advisors, Llc | 44,179 | 7.71 | 1,361 | 11.38 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 26,239 | 808 | ||||||
2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 48,680 | 152.67 | 1,499 | 161.61 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 17,700 | 0.00 | 545 | 3.61 |