Mga Batayang Estadistika
| Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 3.03% MRQ |
| Alokasi Portofolio Rata-rata | 0.3877 % - change of 3.00% MRQ |
| Saham Institusional (Jangka Panjang) | 1,916,637 (ex 13D/G) - change of 0.10MM shares 5.50% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 138,258 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
American Century ETF Trust - Avantis All Equity Markets ETF (US:AVGE) memiliki 102 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 1,916,637 saham. Pemegang saham terbesar meliputi Wealthstream Advisors, Inc., Meredith Wealth Planning, Nova R Wealth, Inc., Paragon Advisors, LLC, LPL Financial LLC, Compass Ion Advisors, LLC, BIP Wealth, LLC, Index Fund Advisors, Inc., Intelligent Financial Strategies, and Fmb Wealth Management .
Struktur kepemilikan institusional American Century ETF Trust - Avantis All Equity Markets ETF (ARCA:AVGE) 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 81.84 / share. Previously, on September 9, 2024, the share price was 69.97 / share. This represents an increase of 16.96% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5,736 | -38.46 | 444 | -33.03 | ||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 4,973 | -11.56 | 385 | -3.75 | ||||
| 2025-07-15 | 13F | Oak Wealth Advisors LLC | 3,268 | -33.95 | 253 | -28.12 | ||||
| 2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3,504 | 17.54 | 0 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 24,003 | -5.66 | 1,860 | 2.65 | ||||
| 2025-08-06 | 13F | Valued Wealth Advisors LLC | 1,025 | 12.89 | 79 | 23.44 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 93 | 9.41 | 7 | 16.67 | ||||
| 2025-08-14 | 13F | Vista Capital Partners, Inc. | 2,644 | 205 | ||||||
| 2025-07-29 | 13F | Foster & Motley Inc | 3,645 | -20.61 | 0 | |||||
| 2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 3,009 | -23.61 | 233 | -16.79 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 19 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 9,286 | -30.71 | 719 | -24.63 | ||||
| 2025-07-11 | 13F | Ridgeline Wealth, LLC | 24,659 | 4.30 | 1,911 | 13.49 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 163,928 | 4.80 | 12,701 | 14.06 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 6,233 | 483 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 35,693 | 59.19 | 2,765 | 73.25 | ||||
| 2025-07-22 | 13F | Yardley Wealth Management LLC | 25,483 | 10.03 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,777 | -10.15 | 768 | -0.90 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 6,233 | 483 | ||||||
| 2025-05-14 | 13F | Arista Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 20,133 | -2.32 | 1,560 | 6.27 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 25,722 | 7.64 | 1,993 | 17.11 | ||||
| 2025-07-16 | 13F | Plancorp, LLC | 9,192 | 14.44 | 712 | 24.69 | ||||
| 2025-07-17 | 13F | Sage Rhino Capital Llc | 4,840 | 1.87 | 375 | 10.65 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 228 | -56.24 | 18 | -54.05 | ||||
| 2025-07-17 | 13F | Global Trust Asset Management, LLC | 340 | -12.82 | 26 | -3.70 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 68,166 | 7.03 | 5,281 | 16.50 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 140 | 174.51 | 11 | 233.33 | ||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 189 | 0.00 | 15 | 7.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 663 | 309.26 | 51 | 363.64 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 25,424 | 58.87 | 1,970 | 72.87 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 100 | 63.93 | 8 | 75.00 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 11,137 | -11.48 | 868 | 1.64 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,995 | 5.62 | 464 | 14.85 | ||||
| 2025-08-14 | 13F | Navigoe, LLC | 155 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | GEM Asset Management, LLC | 5,793 | 3.39 | 452 | 12.75 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 59 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 21,859 | 1,694 | ||||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 8,582 | 12.80 | 665 | 22.74 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 3,552 | 5.24 | 253 | 3.28 | ||||
| 2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3,510 | 11.57 | 279 | 30.37 | ||||
| 2025-07-31 | 13F | Intelligent Financial Strategies | 65,321 | -5.12 | 5,061 | 3.29 | ||||
| 2025-07-21 | 13F | Creative Capital Management Investments LLC | 4,535 | 0.00 | 351 | 9.01 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2,536 | 2.96 | 197 | 12.00 | ||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 2,723 | 211 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 62,581 | 2.96 | 4,849 | 12.04 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 516 | 0.00 | 37 | 0.00 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 16,598 | 23,955.07 | 1,286 | 23.54 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 723 | 0.28 | 56 | 9.80 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | -99.64 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Arlington Financial Advisors, LLC | 3,659 | -3.23 | 284 | 5.20 | ||||
| 2025-07-10 | 13F | Pacific Asset Management, LLC | 46,083 | 27.87 | 3,571 | 39.18 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,991 | -5.33 | 1 | |||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 30,390 | 8.57 | 2,355 | 18.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,600 | 79.57 | 124 | 98.39 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16,148 | -49.74 | 1,251 | -45.30 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 146,880 | 45.11 | 11,380 | 57.95 | ||||
| 2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8,901 | 0.82 | 690 | 9.71 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 792 | -79.08 | 61 | -77.32 | ||||
| 2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 22,621 | 1,761 | ||||||
| 2025-08-13 | 13F | Annandale Capital, LLC | 2,700 | 0 | ||||||
| 2025-07-31 | 13F | BIP Wealth, LLC | 70,462 | 49.51 | 5,459 | 62.71 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-03 | 13F | Lam Group, Inc. | 11,751 | 6.30 | 910 | 15.78 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2,223 | 103.01 | 172 | 126.32 | ||||
| 2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8,453 | 0.65 | 655 | 9.55 | ||||
| 2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 4,472 | 0.00 | 350 | 11.82 | ||||
| 2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 711 | 0.85 | 55 | 10.00 | ||||
| 2025-07-30 | 13F | Paragon Advisors, LLC | 90,854 | -36.76 | 7,039 | -31.18 | ||||
| 2025-07-11 | 13F | Compass Ion Advisors, LLC | 71,539 | 2.43 | 5,543 | 11.46 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 1,429 | 0.00 | 111 | 8.91 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 77,634 | 7.36 | 6,015 | 16.86 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 13,153 | 31.28 | 1,019 | 42.92 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 21,793 | 57.70 | 1,689 | 71.72 | ||||
| 2025-07-17 | 13F | Oceanside Advisors LLC | 15,919 | 3.34 | 1,233 | 12.50 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 202 | 0.00 | 16 | 7.14 | ||||
| 2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 55,739 | -2.36 | 4,319 | 6.28 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,459 | 1.22 | 810 | 10.20 | ||||
| 2025-08-14 | 13F | Betterment LLC | 24,772 | -11.68 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 8,250 | 0.11 | 639 | 9.04 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 39,144 | 29.13 | 3,074 | 44.14 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 35,191 | 13.49 | 2,727 | 23.52 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 385 | 0.79 | 30 | 7.41 | ||||
| 2025-07-17 | 13F | Northwest Wealth Management, Llc | 2,719 | -7.04 | 211 | 0.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 340 | 0.00 | 26 | 8.33 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 3,599 | -4.76 | 279 | 3.35 | ||||
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 18,504 | 3.14 | 1,434 | 12.22 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 28,122 | 15.74 | 2,179 | 25.97 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 6,660 | -3.98 | 516 | 4.67 | ||||
| 2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 26 | -3.70 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33,073 | 4.99 | 2,563 | 14.27 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,069 | -2.57 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Eaton-Cambridge Inc. | 8,631 | -4.43 | 669 | 4.05 | ||||
| 2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 34,775 | -12.87 | 2,694 | -5.17 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,239 | 0.73 | 638 | 9.62 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 8,193 | 20.49 | 635 | 30.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 5,193 | 7.69 | 402 | 17.20 | ||||
| 2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 70 | 0.00 | 5 | 25.00 | ||||
| 2025-07-17 | 13F | Nova R Wealth, Inc. | 103,594 | -1.47 | 8,026 | 7.23 | ||||
| 2025-07-29 | 13F | Private Wealth Management Group, LLC | 718 | 50.52 | 56 | 66.67 | ||||
| 2025-08-05 | 13F | Integrity Wealth Solutions LLC | 9,591 | -1.41 | 743 | 7.37 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 1,149 | 2.41 | 89 | 12.66 | ||||
| 2025-08-13 | 13F | B&D White Capital Company, LLC | 22,546 | 1,747 |
