Mga Batayang Estadistika
| Pemilik Institusional | 144 total, 144 long only, 0 short only, 0 long/short - change of 5.84% MRQ |
| Alokasi Portofolio Rata-rata | 0.0921 % - change of -0.55% MRQ |
| Saham Institusional (Jangka Panjang) | 8,088,533 (ex 13D/G) - change of 0.22MM shares 2.73% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 176,705 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF (US:BSMQ) memiliki 144 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 8,088,533 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Truist Financial Corp, Invesco Ltd., Commonwealth Equity Services, Llc, Bank of New York Mellon Corp, Central Valley Advisors, Llc, and UBS Group AG .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2026 Municipal Bond ETF (NasdaqGM:BSMQ) 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 23.57 / share. Previously, on September 6, 2024, the share price was 23.71 / share. This represents a decline of 0.59% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 18,408 | -0.83 | 434 | -1.14 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 911 | 0.00 | 21 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,026 | 89.12 | 71 | 91.89 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 182,424 | -1.44 | 4,298 | -1.67 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 10,796 | 0.67 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 291,874 | -5.53 | 7 | -14.29 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 12,153 | 0.02 | 286 | 0.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 111,085 | 9.94 | 2,617 | 9.73 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 149,868 | 1.39 | 3,526 | 1.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22,829 | -0.64 | 538 | -0.74 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,608 | 2.18 | 415 | 1.97 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149,088 | 32.55 | 3,513 | 32.28 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 17,754 | 6.41 | 418 | 6.36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 170,080 | -19.56 | 4,007 | -19.73 | ||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 14,776 | 0.00 | 348 | 0.00 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,033 | 0.71 | 354 | 0.57 | ||||
| 2025-07-28 | 13F | Tlwm | 22,458 | 0.00 | 529 | -0.19 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 10,900 | 257 | ||||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 73,835 | 14.41 | 1,740 | 14.18 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,204 | 9.07 | 358 | 8.81 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60,907 | 8.24 | 1,435 | 7.98 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 9,986 | 235 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 10,302 | 0.00 | 243 | -0.41 | ||||
| 2025-07-17 | 13F | Oak Family Advisors, Llc | 15,338 | 6.97 | 361 | 6.80 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,337 | 0.00 | 126 | -0.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 170,171 | -7.84 | 4,009 | -8.03 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 35,457 | 49.34 | 835 | 49.11 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 23,412 | 13.32 | 552 | 13.14 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 23,724 | 560 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 298,961 | -1.06 | 7,044 | -1.26 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21,245 | 501 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 21,440 | 42.81 | 505 | 42.66 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 21,557 | -4.78 | 508 | -5.06 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 56,185 | 21.78 | 1,324 | 21.49 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,000 | 0.00 | 71 | 0.00 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,475 | 0.00 | 200 | -0.50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 8,935 | 210 | ||||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 26,036 | 48.78 | 613 | 48.43 | ||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 8,635 | 0.00 | 203 | 0.00 | ||||
| 2025-08-14 | 13F | Foronjy Financial Llc | 22,530 | 531 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 84,524 | -26.31 | 1,991 | -26.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 10,254 | 242 | ||||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 34,564 | -40.92 | 814 | -41.06 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 48,414 | -12.59 | 1,141 | -12.78 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,478 | 0.97 | 223 | 0.90 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78,182 | 3.38 | 1,842 | 3.14 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 11,077 | 13.02 | 261 | 12.55 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 27,874 | -49.66 | 657 | -49.81 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 11,772 | -12.65 | 277 | -12.89 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,471 | 0.00 | 623 | -0.16 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 40,104 | -9.92 | 945 | -10.18 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,060 | 25 | ||||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 8,500 | 0.00 | 200 | 0.00 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 15,546 | 0.71 | 366 | 0.55 | ||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 65,489 | -2.99 | 1,543 | -3.20 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10,620 | 250 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 57,914 | 0.56 | 1,364 | 0.37 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 28,249 | -27.58 | 666 | -27.72 | ||||
| 2025-08-14 | 13F | Comerica Bank | 3,072 | 0.00 | 72 | 0.00 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 12,599 | 0.71 | 297 | 0.34 | ||||
| 2025-08-13 | 13F | Farnam Financial LLC | 56,263 | 0.00 | 1,326 | -0.23 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 19,097 | -47.43 | 450 | -47.61 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,317 | 0.00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 196,529 | -5.51 | 4,630 | -5.70 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 63,128 | 1.85 | 1,487 | 1.64 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 13,181 | -4.20 | 311 | -4.32 | ||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 44,212 | 14.65 | 1,042 | 14.40 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 132,059 | 7.85 | 3 | 50.00 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 34,883 | 2.49 | 822 | 2.24 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 165,321 | 11.55 | 3,895 | 11.29 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 19,556 | 0.00 | 461 | -0.22 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 14,767 | 0.00 | 349 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 177,892 | -2.51 | 4,191 | -2.72 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 69 | -68.35 | 2 | -80.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,129 | -37.49 | 27 | -38.10 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 9,613 | 0.00 | 226 | 0.00 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 13,296 | 0.00 | 313 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 41,651 | 0.00 | 981 | -0.20 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 31,181 | 188.77 | 735 | 187.84 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 20,236 | 4.38 | 477 | 4.16 | ||||
| 2025-04-15 | 13F | Members Wealth Llc | 8,485 | 200 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 34,400 | 0.00 | 810 | -0.25 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 18,310 | -1.64 | 431 | -1.82 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,926 | -26.20 | 69 | -26.88 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 375 | 0.00 | 9 | 0.00 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 20,415 | 0.20 | 481 | -0.21 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 160,743 | 6.17 | 3,787 | 5.96 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,214 | 99 | ||||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13,216 | 1.22 | 311 | 0.97 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7,050 | 0.00 | 166 | 0.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 129,978 | 45.15 | 3,062 | 44.84 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89,748 | 10.91 | 2,114 | 10.68 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 104,371 | 6.28 | 2,459 | 6.04 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,176 | 24.55 | 287 | 24.35 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 31,179 | -0.66 | 735 | -0.94 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,169 | 0.73 | 216 | 1.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 462,536 | -8.94 | 10,897 | -9.14 | ||||
| 2025-07-25 | 13F | Yarger Wealth Strategies, Llc | 17,082 | 402 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 18,091 | 91.18 | 426 | 90.58 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 79,348 | -5.07 | 1,869 | -5.27 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 640,934 | 1.19 | 15,100 | 0.98 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,410 | 244 | ||||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 27,830 | 29.94 | 656 | 29.70 | ||||
| 2025-07-17 | 13F | Venture Visionary Partners LLC | 11,363 | 0.00 | 268 | -0.37 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 110,838 | -3.06 | 2,611 | -3.26 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 340,698 | 15.96 | 8,027 | 15.72 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 57,444 | 15.20 | 1,353 | 14.95 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46,348 | 14.44 | 1,092 | 14.12 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 36,626 | -22.93 | 861 | -22.17 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 67,542 | 395.94 | 2 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 81,897 | 20.26 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 15,000 | -4.21 | 353 | -4.34 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 850 | 0.00 | 20 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,899 | 17.83 | 775 | 17.60 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 18,536 | 14.46 | 437 | 14.14 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 32,532 | 0.00 | 766 | -0.26 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 12,016 | -26.61 | 283 | -26.68 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 37,957 | -2.04 | 894 | -2.19 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 18,536 | 437 | ||||||
| 2025-08-11 | 13F | Elequin Capital Lp | 27,234 | 642 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,993 | 212 | ||||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,685 | 16.46 | 346 | 16.16 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 8,950 | 0.00 | 211 | -0.47 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30,660 | 0.06 | 722 | -0.14 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 338 | -40.04 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 131,581 | 14.54 | 3,100 | 14.31 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 159,077 | 4.26 | 3,748 | 4.03 | ||||
| 2025-04-15 | 13F | Collier Financial | 11,195 | -19.32 | 264 | -19.27 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 296,072 | 4.27 | 6,975 | 4.04 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,375 | 0.73 | 32 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10,797 | -18.74 | 254 | -18.85 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 13,083 | 0.00 | 308 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 500,997 | 18.43 | 11,803 | 18.18 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 27,410 | 8.73 | 646 | 8.40 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 39,126 | -50.31 | 922 | -50.46 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 17,462 | 0.00 | 411 | -0.24 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,224 | -21.61 | 524 | -21.82 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 55,773 | 150.97 | 1,314 | 150.76 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 12,125 | -24.57 | 286 | -24.80 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 23,685 | -16.85 | 558 | -16.34 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 5,744 | -27.08 | 135 | -27.03 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 11,926 | -4.52 | 281 | -4.76 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 12,953 | 8.37 | 305 | 8.16 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | River Street Advisors LLC | 18,302 | 431 |
