Mga Batayang Estadistika
Pemilik Institusional | 75 total, 74 long only, 0 short only, 1 long/short - change of -2.33% MRQ |
Alokasi Portofolio Rata-rata | 0.0380 % - change of -13.36% MRQ |
Saham Institusional (Jangka Panjang) | 372,899 (ex 13D/G) - change of 0.07MM shares 17.10% MRQ |
Nilai Institusional (Jangka Panjang) | $ 33,969 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
ProShares Trust - ProShares Ultra Financials (MX:UYG) memiliki 75 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 372,899 saham. Pemegang saham terbesar meliputi Toth Financial Advisory Corp, Cassaday & Co Wealth Management LLC, Citadel Advisors Llc, Susquehanna International Group, Llp, Jane Street Group, Llc, Susquehanna International Group, Llp, Synovus Financial Corp, Roanoke Asset Management Corp/ Ny, Colony Group, LLC, and Citadel Advisors Llc .
Struktur kepemilikan institusional ProShares Trust - ProShares Ultra Financials (BMV:UYG) 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%.
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.
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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Farther Finance Advisors, LLC | 760 | 26.67 | 73 | 35.85 | ||||
2025-08-13 | 13F | Colonial Trust Advisors | 200 | 0.00 | 19 | 11.76 | ||||
2025-07-29 | 13F | Dale Q Rice Investment Management Ltd | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 372 | 0.00 | 36 | 6.06 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Kennedy Investment Group | 4,100 | 0.00 | 392 | 7.12 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1,133 | 0.00 | 108 | 8.00 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 1,200 | 0.00 | 115 | 7.55 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 120 | 0.00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 880 | -0.56 | 84 | 7.69 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 5,484 | 0.00 | 524 | 7.17 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 7,408 | -3.70 | 708 | 3.21 | ||||
2025-06-30 | NP | SMIFX - Sound Mind Investing Fund | 8,340 | 696 | ||||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 44 | 4 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | National Asset Management, Inc. | 2,248 | 215 | ||||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 4,734 | -4.48 | 452 | 2.49 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,380 | 53.33 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 1,160 | -5.46 | 111 | 0.92 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,740 | 0.00 | 166 | 7.10 | ||||
2025-07-24 | 13F | Blair William & Co/il | 6,140 | 0.00 | 587 | 7.13 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,487 | -24.66 | 715 | -19.30 | ||||
2025-05-14 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 300 | -37.50 | 29 | -33.33 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 15,000 | 0.00 | 1,433 | 7.18 | ||||
2025-08-14 | 13F/A | Barclays Plc | 846 | 0.00 | 0 | |||||
2025-05-15 | 13F | Glenmede Trust Co Na | 2,463 | 0.00 | 220 | 4.29 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | Call | 3,000 | -85.65 | 287 | -84.65 | |||
2025-08-14 | 13F | Summit Trail Advisors, Llc | 3,621 | 0.00 | 346 | 7.12 | ||||
2025-08-08 | 13F | Creative Planning | 3,703 | -3.14 | 354 | 3.82 | ||||
2025-07-15 | 13F | James J. Burns & Company, LLC | 2,857 | 0.00 | 273 | 7.09 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,250 | 0.00 | 979 | 7.23 | ||||
2025-08-15 | 13F | Morgan Stanley | 936 | -3.70 | 89 | 3.49 | ||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 60 | 0.00 | 0 | |||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 2,463 | 235 | ||||||
2025-04-14 | 13F | Regent Peak Wealth Advisors LLC | 2,256 | 201 | ||||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 0 | -100.00 | 0 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 39,193 | -16.09 | 3,745 | -10.09 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 720 | 20.00 | 69 | 33.33 | ||||
2025-08-07 | 13F | Sollinda Capital Management LLC | 2,880 | 0.00 | 275 | 7.42 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 300 | 0.00 | 29 | 7.69 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 | |||||
2025-07-08 | 13F | Parisi Gray Wealth Management | 2,704 | 0.26 | 258 | 7.50 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,632 | 0.23 | 252 | 7.26 | ||||
2025-05-13 | 13F | Roanoke Asset Management Corp/ Ny | 13,440 | 0.00 | 1 | 0.00 | ||||
2025-07-18 | 13F | Lowery Thomas, Llc | 2,453 | 0.29 | 234 | 7.34 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 19,466 | 595.21 | 1,860 | 646.59 | ||||
2025-08-08 | 13F | Sculati Wealth Management, LLC | 2,100 | 201 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6,146 | 2.09 | 587 | 9.51 | ||||
2025-07-28 | 13F | Copia Wealth Management | 5 | 0.00 | 0 | |||||
2025-08-08 | 13F | WealthTrust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Belvedere Trading LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 420 | 0.00 | 40 | 17.65 | ||||
2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 9,758 | 0.00 | 932 | 7.13 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,091 | 0.00 | 200 | 6.99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 4,815 | -86.95 | 460 | -86.02 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 5,000 | -9.09 | 478 | -2.65 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 464 | -92.39 | 44 | -91.90 | ||||
2025-05-15 | 13F | Plotkin Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 1,129 | 0.00 | 108 | 7.00 | ||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 2,100 | 0.00 | 201 | 6.95 | ||||
2025-07-15 | 13F | Main Street Group, LTD | 600 | 0.00 | 57 | 7.55 | ||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 9,455 | 0.00 | 903 | 7.12 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,752 | 0.18 | 263 | 7.35 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2,332 | 0.21 | 223 | 7.73 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 8,139 | 0.00 | 778 | 39.50 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 3,000 | 0.00 | 287 | 7.12 | ||||
2025-07-29 | 13F | Chicago Partners Investment Group LLC | 8,957 | 0.13 | 872 | 13.69 | ||||
2025-08-14 | 13F | Colony Group, LLC | 11,703 | 0.07 | 1,118 | 7.29 | ||||
2025-08-12 | 13F | LPL Financial LLC | 2,708 | 259 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 15,894 | -30.24 | 1,519 | -25.26 | ||||
2025-08-06 | 13F | Savant Capital, LLC | 3,773 | 0.00 | 361 | 7.14 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 20,500 | 0.49 | 1,959 | 7.70 | |||
2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
2025-08-13 | 13F | Northern Trust Corp | 7,093 | 678 | ||||||
2025-08-14 | 13F | Dimension Capital Management Llc | 5,000 | 478 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 3,600 | 0.00 | 344 | 7.19 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2,538 | 0.00 | 243 | 7.08 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 250 | -3.85 | 24 | 0.00 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 23,736 | 32.04 | 2,268 | 41.51 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 5,600 | -27.27 | 535 | -22.01 | |||
2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Hartford Financial Management Inc. | 420 | 0.00 | 40 | 8.11 | ||||
2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,500 | 0.00 | 143 | 7.52 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 3,534 | 0.00 | 338 | 6.96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 10,900 | -44.95 | 1,041 | -41.02 | |||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 34,801 | 25.18 | 3,325 | 34.18 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 102 | 0.00 | 10 | 0.00 | ||||
2025-07-17 | 13F | Lazari Capital Management, Inc. | 3,510 | 0.00 | 335 | 7.37 |