Mga Batayang Estadistika
Pemilik Institusional | 98 total, 98 long only, 0 short only, 0 long/short - change of -1.01% MRQ |
Alokasi Portofolio Rata-rata | 0.3020 % - change of -18.49% MRQ |
Saham Institusional (Jangka Panjang) | 18,488,032 (ex 13D/G) - change of -0.94MM shares -4.82% MRQ |
Nilai Institusional (Jangka Panjang) | $ 450,022 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock ETF Trust - iShares International Dividend Active ETF (US:BIDD) memiliki 98 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 18,488,032 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Jpmorgan Chase & Co, Beacon Financial Group, Midwest Capital Advisors, LLC, Commonwealth Equity Services, Llc, UBS Group AG, and Mml Investors Services, Llc .
Struktur kepemilikan institusional BlackRock ETF Trust - iShares International Dividend Active ETF (ARCA:BIDD) 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 27.24 / share. Previously, on November 18, 2024, the share price was 25.23 / share. This represents an increase of 7.98% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 18,371 | 0.00 | 501 | 5.47 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 3,380 | -91.84 | 92 | -91.42 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 160,000 | 4,365 | ||||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 479,787 | 1.40 | 13,089 | 6.85 | ||||
2025-08-04 | 13F | Assetmark, Inc | 271,212 | -3.77 | 7,399 | 1.38 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,304 | 227 | ||||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 260,290 | -4.48 | 7 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,035,800 | -8.49 | 55,537 | -3.58 | ||||
2025-08-07 | 13F | FDx Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Crewe Advisors LLC | 910 | 0.00 | 25 | 4.35 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 4,978 | 7.05 | 136 | 12.50 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 77,242 | 2.08 | 2 | 100.00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 245,339 | 1.76 | 6,693 | 7.23 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 9,035 | 1.14 | 246 | 6.49 | ||||
2025-07-15 | 13F | Graypoint LLC | 173,562 | 4.12 | 4,735 | 9.71 | ||||
2025-08-14 | 13F | Fortress Financial Group, Llc | 126,178 | -64.08 | 3,442 | -62.15 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,051,015 | -0.09 | 28,672 | 5.27 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 145,418 | -33.87 | 3,967 | -30.31 | ||||
2025-04-22 | 13F | Center for Financial Planning, Inc. | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 31,918 | 28.85 | 871 | 35.73 | ||||
2025-07-09 | 13F | Beacon Financial Group | 944,208 | 14.83 | 25,758 | 21.00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 24,321 | 7.39 | 656 | 11.39 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 317 | 0.00 | 9 | 0.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,296 | -6.10 | 1 | |||||
2025-07-23 | 13F | Detalus Advisors, LLC | 12,504 | 341 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 7,740 | -26.99 | 211 | -22.99 | ||||
2025-07-25 | 13F | Muirfield Wealth Advisors Llc | 31,032 | 11.25 | 847 | 17.17 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 272 | 1.49 | 7 | 16.67 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 120,182 | 66.45 | 3,279 | 75.39 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 522,118 | 74.90 | 14,227 | 84.06 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 4,565 | 125 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 27,560 | -45.19 | 752 | -42.28 | ||||
2025-07-25 | 13F | Midwest Capital Advisors, LLC | 918,111 | 22.50 | 25,046 | 29.08 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 26,270 | -74.28 | 717 | -72.92 | ||||
2025-06-03 | 13F | Invst, LLC | 25,802 | 11.18 | 668 | 16.78 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 367 | -25.86 | 10 | -16.67 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 605 | 23.72 | 17 | 33.33 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 44,485 | 13.27 | 1,211 | 18.84 | ||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 3,695 | -3.22 | 101 | 2.04 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 43,070 | -11.51 | 1,175 | -6.83 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 433 | 0.00 | 11 | -9.09 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 15,901 | 0.00 | 434 | 5.35 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 335 | 9 | ||||||
2025-07-08 | 13F | Ehrlich Financial Group | 101,447 | -0.86 | 2,767 | 4.45 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 45,543 | 1,242 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 50,871 | -37.96 | 1,388 | -34.67 | ||||
2025-04-22 | 13F | Rodgers & Associates, LTD | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Rothschild Investment Llc | 747 | 0.00 | 20 | 5.26 | ||||
2025-08-14 | 13F | Comerica Bank | 25,743 | -1.78 | 702 | 3.54 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,644 | -3.40 | 72 | 2.86 | ||||
2025-07-29 | 13F | Private Trust Co Na | 3,580 | 1.53 | 98 | 6.59 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Union Savings Bank | 14,640 | 0.00 | 385 | 1.85 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 85 | 0.00 | 2 | 0.00 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 114,162 | 5.80 | 3,114 | 11.49 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 44,407 | 22.82 | 1,211 | 29.38 | ||||
2025-08-13 | 13F | First Trust Advisors Lp | 8,545 | 0.00 | 233 | 5.43 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 163,491 | -1.76 | 4,460 | 3.53 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 85,745 | 11.50 | 2,339 | 17.48 | ||||
2025-05-28 | 13F | Silicon Valley Capital Partners | 1,609 | -14.69 | 42 | -10.87 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 26,926 | 3.04 | 735 | 8.58 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 9,417 | 8.93 | 257 | 14.80 | ||||
2025-08-07 | 13F | Hughes Financial Services, LLC | 147 | 4 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | UBS Group AG | 677,805 | -0.95 | 18,491 | 4.37 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,629,487 | -3.86 | 44,452 | 1.31 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,704 | 100.00 | 74 | 108.57 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 13,283 | 5.76 | 362 | 11.38 | ||||
2025-08-14 | 13F | Integrated Investment Consultants, LLC | 350,111 | 0.00 | 9,551 | 5.37 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 7,002 | 1.54 | 191 | 7.30 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 97 | 0.00 | 3 | 0.00 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,397 | -16.30 | 38 | -11.63 | ||||
2025-07-24 | 13F | JB Capital LLC | 69,787 | 19.00 | 1,904 | 25.36 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59,231 | 6.71 | 1,616 | 12.47 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,100 | 0.00 | 30 | 7.14 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 33,446 | -71.86 | 1 | -100.00 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 11,891 | -3.09 | 324 | 1.57 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,572,352 | -15.89 | 42,894 | -11.38 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 645,345 | -26.06 | 18 | -22.73 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 21,755 | 22.83 | 594 | 29.48 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 23,183 | 3.88 | 632 | 9.53 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 502,440 | -0.69 | 13,707 | 4.63 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 6,158 | -98.74 | 168 | -98.68 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,760 | -2.97 | 239 | 2.15 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 333 | 229.70 | 9 | 350.00 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Virtu Financial LLC | 8,920 | -84.44 | 0 | -100.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 535,103 | -13.62 | 14,550 | -9.28 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,788,674 | 48.26 | 48,795 | 56.22 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 858,878 | 1.63 | 23 | 9.52 | ||||
2025-07-24 | 13F | Eastern Bank | 175 | 5 | ||||||
2025-08-05 | 13F | Tsfg, Llc | 74,190 | -59.74 | 2 | -50.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 36,477 | -2.33 | 995 | 3.00 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 498 | 0.00 | 0 | |||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 182,688 | 21.22 | 4,984 | 27.74 | ||||
2025-08-14 | 13F | Mariner, LLC | 165,663 | -1.59 | 4,519 | 3.69 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,949 | -97.49 | 53 | -97.36 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 127 | 3 | ||||||
2025-08-14 | 13F | Fmr Llc | 1,328 | -38.12 | 36 | -34.55 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 549,906 | -13.84 | 15,001 | -9.22 | ||||
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 11,014 | -28.01 | 300 | -24.24 | ||||
2025-08-11 | 13F | Nordwand Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 22,317 | 578 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 568 | 0.00 | 15 | 7.14 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 8,213 | -79.09 | 224 | -76.88 |