Mga Batayang Estadistika
| Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 4.04% MRQ |
| Alokasi Portofolio Rata-rata | 0.3391 % - change of -16.80% MRQ |
| Saham Institusional (Jangka Panjang) | 5,480,722 (ex 13D/G) - change of -0.49MM shares -8.16% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 264,558 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares CMBS ETF (US:CMBS) 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 5,480,722 saham. Pemegang saham terbesar meliputi State of New Jersey Common Pension Fund D, Arvest Investments, Inc., AE Wealth Management LLC, UBS Group AG, Bank Of America Corp /de/, Morgan Stanley, LPL Financial LLC, Hancock Whitney Corp, Wells Fargo & Company/mn, and Central Bank & Trust Co .
Struktur kepemilikan institusional iShares Trust - iShares CMBS ETF (ARCA:CMBS) 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 49.03 / share. Previously, on September 9, 2024, the share price was 48.65 / share. This represents an increase of 0.78% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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| Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-05 | BlackRock, Inc. | 528,446 | 45,991 | -91.30 | 0.50 | -90.74 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 11,192 | 0.00 | 537 | 0.00 | ||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 31 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 377 | 0.00 | 18 | 0.00 | ||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 50 Fund Investor Class | 36,600 | 0.00 | 1,783 | 1.54 | ||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 8,228 | -5.15 | 401 | -3.85 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,881 | 122.67 | 3,502 | 126.08 | ||||
| 2025-05-08 | 13F | Hoxton Planning & Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,723 | -17.39 | 863 | -16.13 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 39,444 | 2.38 | 1,922 | 3.89 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 47,079 | 25.17 | 2,294 | 27.04 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 278,970 | -6.49 | 13,591 | -5.09 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,449 | 0.28 | 314 | 1.62 | ||||
| 2025-07-31 | 13F | State of New Jersey Common Pension Fund D | 521,932 | 0.00 | 25,429 | 1.50 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 3,216 | 4,772.73 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 306 | 0.00 | 15 | 0.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,932 | 1.80 | 289 | 3.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 48,634 | -14.30 | 2,369 | -13.03 | ||||
| 2025-08-14 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 5,228 | 78.43 | 255 | 81.43 | ||||
| 2025-04-23 | 13F | Crewe Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 4,597 | 224 | ||||||
| 2025-05-14 | 13F | Colonial Trust Co / SC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 136 | 0.00 | 7 | 0.00 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 441 | 0.00 | 21 | 0.00 | ||||
| 2025-07-31 | 13F | Insight Wealth Partners, LLC | 53,573 | 2.88 | 2,610 | 4.44 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 297,798 | -2.83 | 14,509 | -1.37 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 848 | 0.00 | 41 | 2.50 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 32,661 | -19.57 | 1,591 | -18.37 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 46 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9,109 | 59.84 | 444 | 62.27 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,852 | 0 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 13,332 | -95.96 | 650 | -95.90 | ||||
| 2025-08-11 | 13F | Sykon Capital Llc | 76,351 | 5.77 | 3,720 | 7.36 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,716 | 1,302 | ||||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 16,084 | -8.90 | 784 | -7.56 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 32 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 938 | 10.87 | 46 | 12.50 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,043 | 82.87 | 489 | 85.93 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 256 | 0 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 36 | 2 | ||||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 6,100 | 0.00 | 297 | 1.71 | ||||
| 2025-07-17 | 13F | Prepared Retirement Institute LLC | 156,402 | 160.37 | 7,620 | 164.27 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,000 | 0.00 | 49 | 0.00 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,094 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 63,286 | 0.00 | 3,038 | 0.00 | ||||
| 2025-05-13 | 13F | Bokf, Na | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 888 | 0.91 | 43 | 2.38 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 7,076 | 345 | ||||||
| 2025-04-29 | 13F | Element Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 13 | 0.00 | 1 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 8 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 54,023 | -15.10 | 2,632 | -13.82 | ||||
| 2025-07-16 | 13F | St Germain D J Co Inc | 1,613 | 3.40 | 79 | 5.41 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,765 | -20.32 | 86 | -19.63 | ||||
| 2025-07-03 | 13F | Arvest Investments, Inc. | 442,161 | -0.64 | 21,542 | 0.86 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 247,585 | 20.66 | 12,062 | 22.47 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 14,442 | -0.45 | 693 | -0.43 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 48,260 | 84.95 | 2,351 | 87.78 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 46,555 | 51.12 | 2,268 | 53.45 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 75 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Dark Forest Capital Management Lp | 4,884 | -79.41 | 238 | -79.17 | ||||
| 2025-08-05 | 13F | Mma Asset Management Llc | 10,099 | 492 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 54,302 | 46.58 | 2,649 | 48.93 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 91,204 | 4,443 | ||||||
| 2025-07-03 | 13F | City Center Advisors, LLC | 5,767 | 10.29 | 281 | 11.55 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 200 | 0.00 | 10 | 0.00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 29,533 | -19.62 | 1,439 | -18.43 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 23,556 | 34.74 | 1,148 | 36.71 | ||||
| 2025-04-30 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 128,503 | -5.37 | 6,261 | -3.96 | ||||
| 2025-05-13 | 13F | Schroder Investment Management Group | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Community Trust & Investment Co | 16,322 | 795 | ||||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 32,586 | 11.04 | 1,588 | 12.71 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 18,505 | 17.54 | 902 | 19.34 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 259,336 | 26.83 | 12,635 | 28.73 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 138,508 | 0.13 | 6,749 | 1.63 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 47,359 | 7.98 | 2,307 | 9.60 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 4,437 | -4.13 | 216 | -2.70 | ||||
| 2025-08-14 | 13F | Hancock Whitney Corp | 253,002 | 15.47 | 12,326 | 17.20 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 112,740 | 1.62 | 5,493 | 3.14 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 4,719 | 230 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,091 | 39.97 | 345 | 41.98 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 441 | 0.92 | 21 | 5.00 | ||||
| 2025-08-28 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 20,586 | 0.00 | 1,003 | 1.42 | ||||
| 2025-08-07 | 13F | Nwam Llc | 4,151 | 201 | ||||||
| 2025-08-05 | 13F | Palogic Value Management, L.P. | 23,654 | -0.74 | 1,152 | 0.70 | ||||
| 2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-10 | 13F | Financial Management Professionals, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Goldstone Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Horizon Financial Services, Llc | 4,596 | -17.07 | 224 | -16.17 | ||||
| 2025-08-06 | 13F | Spurstone Advisory Services, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 19 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 14,627 | 22.13 | 713 | 23.83 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 23,078 | 67.03 | 1,124 | 69.53 | ||||
| 2025-07-29 | NP | HFND - Unlimited HFND Multi-Strategy Return Tracker ETF | 11,364 | -65.11 | 548 | -65.10 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 45,625 | 31.33 | 2,223 | 33.29 | ||||
| 2025-08-14 | 13F | Toroso Investments, LLC | 10,593 | -54.20 | 515 | -53.53 | ||||
| 2025-05-14 | 13F | PKS Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 14,968 | -1.29 | 729 | 0.28 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 41,898 | 2,041 | ||||||
| 2025-07-09 | 13F | Central Bank & Trust Co | 182,706 | -6.04 | 8,901 | -4.63 | ||||
| 2025-04-16 | 13F | GEN Financial Management, INC. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 677 | 0.00 | 0 | |||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | LGT Financial Advisors LLC | 93 | -89.76 | 5 | -90.70 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 165,931 | 34.68 | 8,084 | 36.72 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 601 | 0.00 | 29 | 3.57 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32,104 | -4.07 | 2 | 0.00 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 413 | 20 | ||||||
| 2025-07-23 | 13F | Columbus Macro, LLC | 23,432 | 25.77 | 1,142 | 27.63 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 6,278 | 4.81 | 306 | 6.27 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 378,238 | -14.22 | 18,428 | -12.94 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 397,979 | 6.41 | 19,389 | 8.00 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 42 | 44.83 | 2 | 100.00 | ||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 73,370 | -34.42 | 3,575 | -33.46 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,819 | -18.07 | 527 | -16.75 |
