Mga Batayang Estadistika
| Pemilik Institusional | 136 total, 136 long only, 0 short only, 0 long/short - change of 12.40% MRQ |
| Alokasi Portofolio Rata-rata | 0.2463 % - change of % MRQ |
| Saham Institusional (Jangka Panjang) | 13,823,649 (ex 13D/G) - change of 2.07MM shares 17.56% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 298,657 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco BulletShares 2027 High Yield Corporate Bond ETF (US:BSJR) memiliki 136 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 13,823,649 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Wells Fargo & Company/mn, Cetera Investment Advisers, Raymond James Financial Inc, Ashton Thomas Private Wealth, LLC, Larson Financial Group LLC, Ironwood Financial, llc, Captrust Financial Advisors, and UBS Group AG .
Struktur kepemilikan institusional Invesco BulletShares 2027 High Yield Corporate Bond ETF (NasdaqGM:BSJR) 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 22.79 / share. Previously, on September 9, 2024, the share price was 22.55 / share. This represents an increase of 1.05% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 331,309 | 1.23 | 7,522 | 2.59 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 140,069 | 2.14 | 3,180 | 3.52 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 93,553 | 68.37 | 2 | 100.00 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 9,336 | 0.77 | 212 | 1.93 | ||||
| 2025-07-22 | 13F | Net Worth Advisory Group | 17,763 | 26.04 | 403 | 27.94 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 22,881 | 49.10 | 520 | 51.31 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 223,347 | 5,071 | ||||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 8,159 | 185 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 52,193 | -1.23 | 1,185 | 0.17 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,920 | 0.00 | 157 | 1.29 | ||||
| 2025-08-05 | 13F | Pacific Wealth Strategies Group, Inc. | 61,125 | 445.76 | 1,385 | 453.60 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 81,720 | -47.96 | 1,856 | -47.26 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 66,075 | 5.48 | 1,480 | 5.49 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 1,155 | 0.00 | 26 | 4.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 238,480 | 19.09 | 5 | 25.00 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 14,050 | -27.15 | 319 | -26.16 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 13,502 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,550 | 0.00 | 35 | 2.94 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 274 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 19,635 | 9.02 | 446 | 10.42 | ||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 2,212 | 0.00 | 50 | 2.04 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 231,495 | 93.75 | 5,256 | 96.38 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,991 | 45 | ||||||
| 2025-08-07 | 13F | Private Advisory Group LLC | 21,358 | 0.54 | 485 | 1.89 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 759,061 | 2.05 | 17,234 | 3.42 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 53,392 | 135.17 | 1,212 | 138.58 | ||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 645 | 0.00 | 15 | 0.00 | ||||
| 2025-08-01 | 13F | MorganRosel Wealth Management, LLC | 5,734 | 0.00 | 130 | 1.56 | ||||
| 2025-07-29 | 13F | BXM Wealth LLC | 15,571 | 354 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 25,569 | 12.99 | 581 | 14.40 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 13,812 | 0.00 | 314 | 1.29 | ||||
| 2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 20,413 | 2.37 | 463 | 3.81 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 54,809 | 3.04 | 1,244 | 4.45 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 99,664 | -23.20 | 2,205 | -24.69 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 15,779 | 10.85 | 358 | 12.58 | ||||
| 2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 32,718 | 2.76 | 743 | 4.07 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 30,974 | -11.31 | 703 | -10.10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 18,760 | 0.00 | 426 | 1.43 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 387,566 | 82.80 | 8,800 | 85.24 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 153,108 | 8.83 | 3,476 | 10.28 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,437 | 237 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 11,290 | 775.19 | 256 | 814.29 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 1,535 | -8.74 | 35 | -8.11 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 85,148 | 2.23 | 1,933 | 3.59 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 28,113 | 14,853.72 | 638 | 15,850.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 927,907 | -1.33 | 21,068 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 35,226 | 0.25 | 802 | 1.91 | ||||
| 2025-08-14 | 13F | Comerica Bank | 14,839 | 0.00 | 337 | 1.20 | ||||
| 2025-07-23 | 13F | Ironwood Financial, llc | 357,792 | 0.00 | 8,016 | 0.00 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 23,216 | 527 | ||||||
| 2025-07-31 | 13F | Topsail Wealth Management, LLC | 18,746 | 13.64 | 426 | 15.18 | ||||
| 2025-08-08 | 13F | IMA Wealth, Inc. | 2,753 | -43.76 | 63 | -43.12 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 28,127 | 0.66 | 639 | 1.92 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10,470 | 7.55 | 238 | 8.72 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 335,165 | 15.61 | 7,610 | 17.15 | ||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 20,066 | -3.32 | 456 | -2.15 | ||||
| 2025-08-07 | 13F | Northwest Bancshares, Inc. | 39,291 | 5.90 | 892 | 7.34 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 20,537 | -27.79 | 466 | -26.84 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 334,525 | 1.02 | 7,595 | 2.37 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 10,214 | 1.59 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | S.E.E.D. Planning Group LLC | 77,524 | 4.04 | 1,760 | 5.45 | ||||
| 2025-07-11 | 13F | Meriwether Wealth & Planning, LLC | 29,442 | 2.94 | 668 | 4.38 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,904 | 0 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 332,394 | -2.49 | 7,547 | -1.18 | ||||
| 2025-07-14 | 13F | Sound Stewardship, LLC | 51,218 | -0.16 | 1,163 | 1.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 345,881 | -25.37 | 7,853 | -24.37 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 109,801 | 2,493 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 10,984 | 10.01 | 249 | 11.66 | ||||
| 2025-07-31 | 13F | United Community Bank | 2,200 | 0.00 | 50 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2,290 | 0.00 | 52 | 0.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 29,374 | 14.63 | 667 | 16.03 | ||||
| 2025-08-01 | 13F | GPM Growth Investors, Inc. | 122,451 | 7.92 | 2,780 | 9.36 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,118 | 3,287.88 | 25 | |||||
| 2025-08-13 | 13F | Brown Advisory Inc | 34,622 | 0.00 | 786 | 1.42 | ||||
| 2025-07-24 | 13F | Vantage Point Financial LLC | 49,847 | -0.72 | 1,132 | 0.62 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 5,191 | 118 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 4,490 | 0.00 | 102 | 1.00 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 443 | 10 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 457,030 | 244.83 | 10,377 | 249.48 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 15,158 | -7.65 | 344 | -6.52 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,030,615 | 7.66 | 23,400 | 9.11 | ||||
| 2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 1,885 | 0.00 | 43 | 0.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 9,000 | -5.49 | 204 | -4.23 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 139,167 | 11.95 | 3,160 | 13.43 | ||||
| 2025-07-22 | 13F | McElhenny Sheffield Capital Management, LLC | 1,381 | 210 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 61,562 | -4.49 | 1,398 | -3.25 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13,339 | 70.49 | 303 | 72.57 | ||||
| 2025-07-08 | 13F | Ballew Advisors, Inc | 31,396 | 0.00 | 715 | 3.17 | ||||
| 2025-08-12 | 13F | NFP Retirement, Inc. | 21,628 | 20.00 | 491 | 21.84 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,356 | 0.00 | 31 | 0.00 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 148,242 | 3,370 | ||||||
| 2025-07-29 | 13F | APCM Wealth Management for Individuals | 8,898 | 202 | ||||||
| 2025-07-03 | 13F | Collective Family Office Llc | 202,448 | 4,597 | ||||||
| 2025-07-21 | 13F | Segment Wealth Management, LLC | 66,170 | -1.72 | 1,502 | -0.40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 102,441 | 5.52 | 2,326 | 6.90 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 4,378 | 99 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 73,197 | 0.02 | 1,662 | 1.40 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 18,460 | -19.39 | 419 | -18.32 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 137,062 | 10.86 | 3,112 | 12.39 | ||||
| 2025-08-13 | 13F | Alerus Financial Na | 2,791 | 63 | ||||||
| 2025-08-11 | 13F | CBIZ Investment Advisory Services, LLC | 492 | 1.65 | 11 | 10.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 141,116 | -4.61 | 3,199 | -3.44 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 17,213 | 3.77 | 391 | 5.12 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 114,478 | 6.99 | 2,596 | 8.13 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 18,501 | 2.11 | 420 | 3.70 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 70,439 | 27.56 | 1,599 | 29.26 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 60,898 | 390.72 | 1,383 | 397.12 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 31,997 | 64.33 | 726 | 70.02 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 16,240 | 34.62 | 0 | |||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 31,390 | -23.37 | 711 | -22.06 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 14,073 | 6.87 | 320 | 8.14 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 91,642 | -2.96 | 2,081 | -1.65 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 99,459 | 0.83 | 2,258 | 2.22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 664,240 | 8.52 | 15,082 | 9.98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 80 | 0.00 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Oder Investment Management, LLC | 154,420 | 9.30 | 3,506 | 10.77 | ||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 289,685 | 5.76 | 6,577 | 7.19 | ||||
| 2025-08-06 | 13F | Altrius Capital Management Inc | 83,150 | -12.64 | 1,888 | -11.49 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 79,464 | 13.35 | 1,804 | 14.90 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 68,904 | 4.28 | 1,564 | 5.68 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 1,000 | 23.46 | 23 | 22.22 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 223,347 | 156.40 | 5,071 | 159.92 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 27 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | Legacy Financial Group LLC | 67,552 | 2.73 | 1,534 | 4.07 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 133,930 | 28.89 | 3,041 | 30.58 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 59,948 | -1.91 | 1,361 | -0.58 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 670 | 0.00 | 15 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 987 | 22 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 344,790 | 31.84 | 7,828 | 33.61 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 5,203 | 0.76 | 118 | 2.61 | ||||
| 2025-07-14 | 13F | GAMMA Investing LLC | 9,186 | -83.61 | 209 | -83.43 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 25,400 | 9.72 | 577 | 13.39 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 1,550 | 0.00 | 35 | 2.94 | ||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 97,847 | -0.01 | 2,222 | 1.32 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,088,901 | 24.05 | 24,723 | 25.71 | ||||
| 2025-05-15 | 13F | Ancora Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 283,528 | 2.73 | 6 | 0.00 |
