UDEC Innovator U.S. Equity Ultra Buffer ETF - December
BATSValuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?
Data fundamental belum cukup untuk menghitung grup rasio ini.
Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC
Data fundamental belum cukup untuk menghitung grup rasio ini.
Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca
Data fundamental belum cukup untuk menghitung grup rasio ini.
Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T
Data fundamental belum cukup untuk menghitung grup rasio ini.
Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang
Data fundamental belum cukup untuk menghitung grup rasio ini.
nilai · median industri · penilaian relatif terhadap median
Pemilik institusional (13F) 124 pengaju · $211.3M total · Per tanggal 30 Juni 2026
Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.
| Posisi baru | Posisi yang keluar | Meningkat | Menurun | Perubahan bersih saham |
|---|---|---|---|---|
| 14 (+4 vs Kuartal sebelumnya) | 4 (-10 vs Kuartal sebelumnya) | 16 (-3 vs Kuartal sebelumnya) | 51 (+4 vs Kuartal sebelumnya) | -2.3M |
Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.
| Institusi | Nilai | Saham | % dari 13F yang dilacak | Tipe |
|---|---|---|---|---|
| Talon Private Wealth, LLC | $35.987.785 | 926.565 | 17,03% | Saham |
| COMMONWEALTH EQUITY SERVICES, LLC | $13.676.655 | 328.134 | 6,47% | Saham |
| Brookstone Capital Management | $13.093.553 | 314.144 | 6,20% | Saham |
| LEGACY CAPITAL WEALTH MANAGEMENT, LLC | $10.082.958 | 241.913 | 4,77% | Saham |
| OSAIC HOLDINGS, INC. | $8.461.615 | 203.015 | 4,00% | Saham |
| TOUNJIAN ADVISORY PARTNERS, LLC | $7.520.757 | 180.440 | 3,56% | Saham |
| ENVESTNET ASSET MANAGEMENT INC | $6.768.973 | 162.403 | 3,20% | Saham |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | $6.483.590 | 155.556 | 3,07% | Saham |
| Foundations Investment Advisors, LLC | $5.736.140 | 137.623 | 2,71% | Saham |
| Sovran Advisors, LLC | $5.271.456 | 126.112 | 2,49% | Saham |
| RAYMOND JAMES FINANCIAL INC | $5.086.889 | 122.046 | 2,41% | Saham |
| Kestra Advisory Services, LLC | $4.245.577 | 101.861 | 2,01% | Saham |
| KFG WEALTH MANAGEMENT, LLC | $4.131.497 | 99.124 | 1,96% | Saham |
| CENTRAL VALLEY ADVISORS, LLC | $3.705.237 | 88.897 | 1,75% | Saham |
| Berger Financial Group, Inc | $3.474.204 | 83.354 | 1,64% | Saham |
| Trek Financial, LLC | $3.280.724 | 78.712 | 1,55% | Saham |
| MILESTONE ASSET MANAGEMENT, LLC | $3.035.145 | 72.820 | 1,44% | Saham |
| MBL Wealth, LLC | $2.998.259 | 71.935 | 1,42% | Saham |
| Spire Wealth Management | $2.689.950 | 64.538 | 1,27% | Saham |
| Cetera Investment Advisers | $2.615.218 | 62.745 | 1,24% | Saham |
| TRUIST FINANCIAL CORP | $2.395.064 | 57.463 | 1,13% | Saham |
| LPL Financial LLC | $2.257.561 | 54.164 | 1,07% | Saham |
| IMG Wealth Management, Inc. | $2.231.844 | 53.547 | 1,06% | Saham |
| WealthPlan Investment Management, LLC | $2.050.703 | 49.201 | 0,97% | Saham |
| HighTower Advisors, LLC | $2.043.242 | 49.022 | 0,97% | Saham |
| Donald L. Hagan, LLC | $1.930.625 | 50.316 | 0,91% | Saham |
| Strategic Blueprint, LLC | $1.844.761 | 44.260 | 0,87% | Saham |
| Virtue Capital Management, LLC | $1.776.739 | 42.628 | 0,84% | Saham |
| Advisory Services Network, LLC | $1.746.730 | 41.908 | 0,83% | Saham |
| AssuredPartners Investment Advisors, LLC | $1.621.523 | 38.904 | 0,77% | Saham |
| Castle Rock Wealth Management, LLC | $1.551.032 | 37.195 | 0,73% | Saham |
| MML INVESTORS SERVICES, LLC | $1.546.582 | 37.106 | 0,73% | Saham |
| CAPTRUST FINANCIAL ADVISORS | $1.401.702 | 33.630 | 0,66% | Saham |
| CITADEL ADVISORS LLC | $1.346.684 | 32.310 | 0,64% | Saham |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $1.339.473 | 32.137 | 0,63% | Saham |
| H D Vest Advisory Services | $1.264.140 | 34.691 | 0,60% | Saham |
| Ameritas Advisory Services, LLC | $1.232.356 | 29.567 | 0,58% | Saham |
| Gladstone Institutional Advisory LLC | $1.176.629 | 28.230 | 0,56% | Saham |
| MONEY CONCEPTS CAPITAL CORP | $1.111.233 | 26.661 | 0,53% | Saham |
| Sonoma Allocations LLC | $1.067.634 | 25.569 | 0,51% | Saham |
| Octavia Wealth Advisors, LLC | $1.057.174 | 25.364 | 0,50% | Saham |
| Arete Wealth Advisors, LLC | $1.027.872 | 24.661 | 0,49% | Saham |
| FIDUCIARY FINANCIAL GROUP, LLC | $995.158 | 25.622 | 0,47% | Saham |
| OLD MISSION CAPITAL LLC | $910.043 | 21.834 | 0,43% | Saham |
| SteelPeak Wealth, LLC | $842.189 | 20.206 | 0,40% | Saham |
| Lakeridge Wealth Management LLC | $772.363 | 18.531 | 0,37% | Saham |
| Lantz Financial LLC | $757.119 | 18.165 | 0,36% | Saham |
| WealthShield Partners, LLC | $737.529 | 17.695 | 0,35% | Saham |
| TrustBank | $704.394 | 16.900 | 0,33% | Saham |
| Old Port Advisors | $703.352 | 16.875 | 0,33% | Saham |
| AE Wealth Management LLC | $670.883 | 16.096 | 0,32% | Saham |
| WealthPLAN Partners, LLC | $668.632 | 16.042 | 0,32% | Saham |
| Bravias Capital Group, LLC | $667.548 | 16.016 | 0,32% | Saham |
| DIVERSIFY WEALTH MANAGEMENT, LLC | $621.852 | 14.900 | 0,29% | Saham |
| Diversify Advisory Services, LLC | $621.852 | 14.900 | 0,29% | Saham |
| NewEdge Advisors, LLC | $617.282 | 14.810 | 0,29% | Saham |
| Garden State Investment Advisory Services LLC | $591.274 | 14.186 | 0,28% | Saham |
| Quantinno Capital Management LP | $587.023 | 14.084 | 0,28% | Saham |
| AXXCESS WEALTH MANAGEMENT, LLC | $587.023 | 14.084 | 0,28% | Saham |
| Kingsview Wealth Management, LLC | $575.435 | 13.806 | 0,27% | Saham |
| PFG Advisors | $538.590 | 12.922 | 0,25% | Saham |
| NWF Advisory Services Inc. | $530.546 | 12.729 | 0,25% | Saham |
| Creative Planning | $505.371 | 12.125 | 0,24% | Saham |
| Cerity Partners LLC | $503.620 | 12.083 | 0,24% | Saham |
| SageView Advisory Group, LLC | $473.945 | 11.371 | 0,22% | Saham |
| Family Legacy Financial Solutions, LLC | $462.649 | 11.100 | 0,22% | Saham |
| Blue Trust, Inc. | $456.397 | 10.950 | 0,22% | Saham |
| NewCorp Financial Services, Inc. | $445.102 | 10.679 | 0,21% | Saham |
| HARBOUR INVESTMENTS, INC. | $441.351 | 10.589 | 0,21% | Saham |
| Sigma Planning Corp | $416.841 | 10.001 | 0,20% | Saham |
| Stratos Wealth Advisors, LLC | $416.801 | 10.000 | 0,20% | Saham |
| Summit Asset Management, LLC | $398.879 | 9.570 | 0,19% | Saham |
| Redwood Family Wealth LLC | $386.124 | 9.264 | 0,18% | Saham |
| Compass Advisory Group LLC | $383.457 | 9.200 | 0,18% | Saham |
| First Heartland Consultants, Inc. | $363.826 | 8.729 | 0,17% | Saham |
| William Mack & Associates, Inc. | $358.221 | 9.223 | 0,17% | Saham |
| BANK OF AMERICA CORP /DE/ | $348.778 | 8.368 | 0,17% | Saham |
| Clearstead Advisors, LLC | $345.570 | 8.291 | 0,16% | Saham |
| Steward Partners Investment Advisory, LLC | $343.693 | 8.246 | 0,16% | Saham |
| WEALTH ALLIANCE, LLC | $327.856 | 7.866 | 0,16% | Saham |
| Cornerstone Wealth Group, LLC | $327.481 | 7.857 | 0,15% | Saham |
| KESTRA PRIVATE WEALTH SERVICES, LLC | $327.189 | 7.850 | 0,15% | Saham |
| WPWealth LLP | $313.434 | 7.520 | 0,15% | Saham |
| Signature Equity Partners, LLC | $313.226 | 7.515 | 0,15% | Saham |
| WorthPointe, LLC | $311.842 | 7.482 | 0,15% | Saham |
| Ausdal Financial Partners, Inc. | $308.308 | 7.397 | 0,15% | Saham |
| GREAT VALLEY ADVISOR GROUP, INC. | $305.000 | 7.320 | 0,14% | Saham |
| O'Connor Financial Group LLC | $301.430 | 7.232 | 0,14% | Saham |
| RED REEF ADVISORS LLC | $291.761 | 7.000 | 0,14% | Saham |
| Bright Futures Wealth Management, LLC. | $278.381 | 6.679 | 0,13% | Saham |
| Madison Wealth Partners, Inc | $276.214 | 6.627 | 0,13% | Saham |
| ZACKS INVESTMENT MANAGEMENT | $276.214 | 6.627 | 0,13% | Saham |
| Kellett Wealth Advisors, LLC | $254.124 | 6.097 | 0,12% | Saham |
| Belpointe Asset Management LLC | $247.872 | 5.947 | 0,12% | Saham |
| Capital Investment Advisory Services, LLC | $244.495 | 5.866 | 0,12% | Saham |
| FC Advisory LLC | $228.782 | 5.489 | 0,11% | Saham |
| Beacon Pointe Advisors, LLC | $226.574 | 5.436 | 0,11% | Saham |
| MY Wealth Management Inc. | $219.737 | 5.272 | 0,10% | Saham |
| GWN SECURITIES INC. | $217.753 | 5.224 | 0,10% | Saham |
| Archer Investment Corp | $217.186 | 5.211 | 0,10% | Saham |
| DHJJ Financial Advisors, Ltd. | $204.525 | 4.907 | 0,10% | Saham |
| Physician Wealth Advisors, Inc. | $189.645 | 4.550 | 0,09% | Saham |
| Sugarloaf Wealth Management, LLC | $154.396 | 4.400 | 0,07% | Saham |
| Triumph Capital Management | $145.172 | 3.483 | 0,07% | Saham |
| WELLS FARGO & COMPANY/MN | $136.794 | 3.282 | 0,06% | Saham |
| Aptus Capital Advisors, LLC | $100.032 | 2.400 | 0,05% | Saham |
| Noble Wealth Management PBC | $83.360 | 2.000 | 0,04% | Saham |
| IFP Advisors, Inc | $78.734 | 1.889 | 0,04% | Saham |
| Rockefeller Capital Management L.P. | $70.648 | 1.695 | 0,03% | Saham |
| MORGAN STANLEY | $64.479 | 1.547 | 0,03% | Saham |
| HARBOR INVESTMENT ADVISORY, LLC | $60.770 | 1.458 | 0,03% | Saham |
| Coppell Advisory Solutions LLC | $41.759 | 10.143 | 0,02% | Saham |
| ASSETMARK, INC | $17.964 | 431 | 0,01% | Saham |
| Ashton Thomas Private Wealth, LLC | $12.754 | 306 | 0,01% | Saham |
| EverSource Wealth Advisors, LLC | $12.504 | 300 | 0,01% | Saham |
| Cambridge Investment Research Advisors, Inc. | $3.063 | 73.484 | 0,00% | Saham |
| Keating Financial Advisory Services, Inc. | $2.501 | 60 | 0,00% | Saham |
| HRT FINANCIAL LP | $505 | 12.135 | 0,00% | Saham |
| CENTAURUS FINANCIAL, INC. | $329 | 7.885 | 0,00% | Saham |
| Wood Tarver Financial Group, LLC | $326 | 7.825 | 0,00% | Saham |
| WEDBUSH SECURITIES INC | $303 | 7.267 | 0,00% | Saham |
| Betterment LLC | $205 | 4.908 | 0,00% | Saham |
| JPMORGAN CHASE & CO | $42 | 1 | 0,00% | Saham |
| BARCLAYS PLC | $42 | 1 | 0,00% | Saham |
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