Mga Batayang Estadistika
Pemilik Institusional | 88 total, 88 long only, 0 short only, 0 long/short - change of -3.30% MRQ |
Alokasi Portofolio Rata-rata | 0.2740 % - change of 13.68% MRQ |
Saham Institusional (Jangka Panjang) | 7,830,402 (ex 13D/G) - change of -0.31MM shares -3.81% MRQ |
Nilai Institusional (Jangka Panjang) | $ 157,702 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF (US:BUFG) memiliki 88 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 7,830,402 saham. Pemegang saham terbesar meliputi Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, LPL Financial LLC, Centennial Wealth Advisory LLC, Cetera Investment Advisers, Advisor Group Holdings, Inc., FreeGulliver LLC, Cwm, Llc, Synovus Financial Corp, and Assetmark, Inc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest Buffered Allocation Growth ETF (BATS:BUFG) 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 26.44 / share. Previously, on September 6, 2024, the share price was 23.20 / share. This represents an increase of 13.97% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 111,783 | -0.44 | 2,881 | 7.87 | ||||
2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 21,273 | 0.00 | 543 | 7.31 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 25,776 | 0.00 | 658 | 7.34 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 3,900 | 99 | ||||||
2025-08-07 | 13F | PFG Advisors | 22,125 | 7.38 | 565 | 15.31 | ||||
2025-07-17 | 13F | Black Point Wealth Management | 9,255 | -68.89 | 236 | -66.62 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-09-03 | 13F | American Trust | 18,562 | 474 | ||||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 20,662 | 0.15 | 528 | 7.55 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 75,005 | 49.68 | 1,916 | 60.65 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 212,705 | 67.22 | 5,432 | 79.51 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 2,283 | -2.39 | 58 | 5.45 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 300 | 0.00 | 8 | 0.00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 53,592 | 5.13 | 1,369 | 12.87 | ||||
2025-07-17 | 13F | Kelly Financial Services LLC | 8,342 | 213 | ||||||
2025-08-08 | 13F | Larson Financial Group LLC | 330 | 0.00 | 8 | 14.29 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 18,726 | 18.42 | 478 | 27.13 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 8,416 | 215 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 145,503 | 4.41 | 3,716 | 12.10 | ||||
2025-08-14 | 13F | Mariner, LLC | 28,719 | 7.45 | 733 | 15.43 | ||||
2025-08-12 | 13F | FreeGulliver LLC | 328,513 | -1.16 | 8,390 | 6.12 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 44 | -32.31 | 1 | 0.00 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 10,296 | -25.89 | 263 | -20.61 | ||||
2025-08-06 | 13F | Legacy Investment Solutions, LLC | 44 | -67.16 | 1 | -66.67 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 60,315 | -2.95 | 1,540 | 4.19 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 103,624 | -6.75 | 2,691 | 1.82 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 24,935 | -30.14 | 637 | -25.09 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 440 | 0.00 | 11 | 10.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,364 | 0.30 | 60 | 5.26 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 107,921 | -0.00 | 2,756 | 7.36 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Wedbush Securities Inc | 8,015 | 0 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 52,944 | -4.45 | 1,352 | 2.58 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 12,140 | -1.62 | 310 | 5.80 | ||||
2025-07-25 | 13F | Cwm, Llc | 277,370 | -6.37 | 7 | 0.00 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 19,442 | 36.96 | 497 | 47.18 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 33,120 | 0.00 | 846 | 7.37 | ||||
2025-07-16 | 13F | Novem Group | 35,977 | -2.01 | 919 | 5.15 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 103,161 | -13.61 | 2,635 | -7.25 | ||||
2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 82,367 | -8.39 | 2 | 0.00 | ||||
2025-07-30 | 13F | TFB Advisors LLC | 11,306 | 0.04 | 289 | 7.46 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
2025-04-11 | 13F | Pitti Group Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 31,858 | -35.01 | 814 | -30.27 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 10,296 | -25.89 | 263 | -20.61 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-02 | 13F | HBW Advisory Services LLC | 9,590 | 0.00 | 245 | 7.02 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 1,258 | 0.00 | 32 | 10.34 | ||||
2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | World Equity Group, Inc. | 169,675 | -8.62 | 4,334 | -1.90 | ||||
2025-08-04 | 13F | Atria Investments Llc | 8,846 | 226 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 426,838 | -2.74 | 10,901 | 4.43 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,431 | 0.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 2,777 | 12.47 | 71 | 20.69 | ||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 20,350 | 103.46 | 520 | 118.99 | ||||
2025-08-12 | 13F | Change Path, LLC | 12,910 | 3.45 | 330 | 11.15 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 57,520 | -10.32 | 1 | 0.00 | ||||
2025-07-16 | 13F | American National Bank | 245 | 0.00 | 6 | 20.00 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 22,597 | 1.35 | 577 | 8.87 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 152,954 | -9.75 | 3,906 | -3.10 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 22,957 | 32.79 | 586 | 42.58 | ||||
2025-08-13 | 13F | Gateway Wealth Partners, LLC | 20,948 | -9.82 | 535 | -3.08 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 30,322 | -3.70 | 774 | 3.34 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 11,497 | 294 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 65,490 | 23.47 | 1,673 | 32.59 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 162,034 | 0.81 | 4 | 33.33 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 46,844 | -0.81 | 1,196 | 6.50 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 920 | 23 | ||||||
2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 20,975 | -63.70 | 536 | -61.06 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 272,927 | -2.82 | 6,971 | 4.34 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 17,208 | -60.30 | 439 | -57.42 | ||||
2025-08-14 | 13F | UBS Group AG | 25,385 | 3.28 | 648 | 10.96 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 8,232 | -8.25 | 210 | -1.41 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 29,547 | -24.97 | 755 | -19.44 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 36,352 | -9.50 | 928 | -2.83 | ||||
2025-07-17 | 13F | Centennial Wealth Advisory LLC | 567,207 | 4.63 | 14,489 | 12.36 | ||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 123,664 | 1.72 | 3,158 | 9.20 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 66,868 | -35.83 | 1,708 | -31.11 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 29,852 | -2.05 | 762 | 5.25 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45,773 | 0.30 | 1,169 | 8.34 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 26,277 | 0.61 | 671 | 8.05 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 17,819 | 1.31 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 3,145 | 0.00 | 80 | 8.11 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 22,668 | -0.04 | 579 | 7.24 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 1,696 | -9.64 | 43 | -2.27 | ||||
2025-08-12 | 13F | LPL Financial LLC | 717,169 | -13.00 | 18,316 | -6.59 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 597 | 15 | ||||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 2,101 | 0.00 | 51 | 4.08 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 590 | 15 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 333,964 | -8.65 | 8,509 | -2.17 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 801,978 | 9.91 | 20,483 | 18.01 | ||||
2025-08-04 | 13F | Assetmark, Inc | 232,252 | 16.31 | 5,932 | 24.86 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 23,200 | -0.85 | 593 | 6.47 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,043,204 | 0.52 | 27 | 8.33 |