Mga Batayang Estadistika
Pemilik Institusional | 80 total, 76 long only, 0 short only, 4 long/short - change of 15.94% MRQ |
Alokasi Portofolio Rata-rata | 0.0537 % - change of -21.93% MRQ |
Saham Institusional (Jangka Panjang) | 1,303,055 (ex 13D/G) - change of 0.07MM shares 5.34% MRQ |
Nilai Institusional (Jangka Panjang) | $ 38,616 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
United States Commodity Index Funds Trust - United States Copper Index Fund (US:CPER) memiliki 80 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 1,303,055 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Citadel Advisors Llc, Arkadios Wealth Advisors, Citadel Advisors Llc, Susquehanna International Group, Llp, UBS Group AG, Susquehanna International Group, Llp, Knollwood Investment Advisory, LLC, Mirae Asset Global Investments Co., Ltd., and TD Waterhouse Canada Inc. .
Struktur kepemilikan institusional United States Commodity Index Funds Trust - United States Copper Index Fund (ARCA:CPER) 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 27.94 / share. Previously, on September 6, 2024, the share price was 25.41 / share. This represents an increase of 9.96% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Stifel Financial Corp | 13,544 | 2.07 | 429 | 2.15 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,000 | 400.00 | 32 | 416.67 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 52,200 | 67.31 | 1,652 | 65.76 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Put | 12,800 | 103.17 | 405 | 101.49 | |||
2025-07-30 | 13F | Whittier Trust Co | 14,009 | 0.00 | 443 | 0.23 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | 12,889 | 2.09 | 408 | 1.24 | ||||
2025-08-18 | 13F | Wolverine Trading, Llc | Call | 24,000 | 72.66 | 760 | 71.17 | |||
2025-07-22 | 13F | Diligent Investors, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Clean Yield Group | 1,200 | 0.00 | 38 | 0.00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 284 | 0.00 | 0 | |||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 238 | 0.00 | 8 | 0.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 30,684 | 24.48 | 1 | |||||
2025-08-13 | 13F/A | StoneX Group Inc. | 11,032 | 255 | ||||||
2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 227 | 0.00 | 7 | 0.00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 350 | 0.00 | 0 | |||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,938 | 0.00 | 61 | 0.00 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 627 | 20 | ||||||
2025-08-14 | 13F | Comerica Bank | 3,510 | 111 | ||||||
2025-08-05 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 900 | 0.00 | 28 | 0.00 | ||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Tradewinds Capital Management, LLC | 60 | 0.00 | 2 | 0.00 | ||||
2025-07-15 | 13F | BigSur Wealth Management LLC | 30,339 | -17.87 | 960 | -17.82 | ||||
2025-08-13 | 13F | Basso Capital Management, L.p. | 11,600 | -64.42 | 367 | -64.37 | ||||
2025-07-16 | 13F | Highline Wealth Partners Llc | 800 | 25 | ||||||
2025-07-31 | 13F | Curio Wealth, Llc | 1 | 0.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 19,261 | 44.52 | 609 | 44.66 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,123 | 24.05 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 9,894 | 355 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 18 | 0.00 | 1 | |||||
2025-08-12 | 13F | LPL Financial LLC | Put | 7,000 | 221 | |||||
2025-08-12 | 13F | LPL Financial LLC | 158,180 | 19.14 | 5,005 | 19.28 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 120 | 0.00 | 4 | 0.00 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Copia Wealth Management | 40 | 1 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 30,384 | 5.78 | 961 | 5.95 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 1,500 | 0.00 | 47 | 0.00 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 740 | 0.00 | 23 | 0.00 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 10,869 | -0.41 | 344 | -0.29 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 7,018 | 222 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,244 | -12.38 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 343 | 0.00 | 11 | 0.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 600 | 19 | ||||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 41,066 | 34.97 | 1,299 | 35.17 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 10,800 | 0.00 | 342 | 0.00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,464 | 46 | ||||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 27,660 | 48.23 | 875 | 48.56 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 537 | -47.25 | 17 | -50.00 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 20,000 | 633 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 112,877 | 2.69 | 3,571 | 2.82 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Call | 23,900 | -71.98 | 756 | -71.95 | |||
2025-08-14 | 13F | Citadel Advisors Llc | 109,372 | 4.16 | 3,461 | 4.28 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | Put | 125,000 | 15.96 | 3,955 | 16.12 | |||
2025-08-11 | 13F | Tidemark, LLC | 1,764 | 0.00 | 56 | 0.00 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 13,886 | 4.78 | 481 | 26.25 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 48 | 2 | ||||||
2025-07-25 | 13F | Cwm, Llc | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 77,676 | -22.44 | 2,458 | -22.35 | ||||
2025-08-14 | 13F | Lazard Asset Management Llc | 27,212 | -0.35 | 1 | |||||
2025-08-13 | 13F | Knollwood Investment Advisory, LLC | 54,918 | 0.00 | 1,738 | 0.12 | ||||
2025-05-05 | 13F | Lindbrook Capital, Llc | 156 | 5 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8,596 | -25.19 | 272 | -25.34 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 35,827 | 1,134 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 39,910 | 57.86 | 1,263 | 58.15 | ||||
2025-08-07 | 13F | Fidelis Capital Partners, LLC | 7,912 | 0.00 | 217 | -9.58 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 62,200 | -36.27 | 1,968 | -36.19 | |||
2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 94,900 | 1,255.71 | 3,003 | 1,258.37 | |||
2025-08-14 | 13F | Group One Trading, L.p. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 1 | 0 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 43,477 | 1,376 | ||||||
2025-07-14 | 13F | Hoey Investments, Inc | 5,150 | 0.00 | 163 | 0.00 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 142 | 0.00 | 4 | 0.00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,000 | 32 | ||||||
2025-08-13 | 13F | Isthmus Partners, Llc | 12,800 | 0.00 | 405 | 0.00 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 50,319 | -14.16 | 1,589 | -13.88 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 85 | 0.00 | 3 | 0.00 | ||||
2025-07-22 | 13F | IFS Advisors, LLC | 200 | 0.00 | 6 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,543 | 0.00 | 49 | 2.13 | ||||
2025-07-28 | 13F | Pettinga Financial Advisors, LLC | 14,237 | 1.06 | 450 | 1.12 | ||||
2025-05-14 | 13F | Aristides Capital LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1,414 | 45 | ||||||
2025-08-15 | 13F | Morgan Stanley | 7,474 | -58.62 | 236 | -58.60 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 20,388 | 118.43 | 645 | 119.39 | ||||
2025-07-22 | 13F | IMC-Chicago, LLC | 14,811 | 469 | ||||||
2025-07-03 | 13F | Garde Capital, Inc. | 16,519 | 8.71 | 523 | 8.75 | ||||
2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 94 | -89.03 | 3 | -92.59 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 6,980 | 252.53 | 221 | 254.84 | ||||
2025-08-21 | NP | LCAIX - Lazard Opportunistic Strategies Portfolio Institutional Shares | 23,775 | 0.00 | 752 | 0.13 | ||||
2025-08-04 | 13F | JDM Financial Group LLC | 37 | 1 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 28,294 | -45.10 | 895 | -45.02 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 11,062 | 350 | ||||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 1,805 | 57 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,000 | 63 |