Mga Batayang Estadistika
| Pemilik Institusional | 138 total, 138 long only, 0 short only, 0 long/short - change of 12.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.1690 % - change of 95.47% MRQ |
| Saham Institusional (Jangka Panjang) | 2,584,422 (ex 13D/G) - change of 0.01MM shares 0.23% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 266,879 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares MSCI ACWI Low Carbon Target ETF (US:CRBN) memiliki 138 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 2,584,422 saham. Pemegang saham terbesar meliputi Betterment LLC, Morgan Stanley, Aspiriant, Llc, Bank Of America Corp /de/, Investure, LLC, Allianz Se, Jpmorgan Chase & Co, UBS Group AG, Wells Fargo & Company/mn, and Susquehanna International Group, Llp .
Struktur kepemilikan institusional iShares Trust - iShares MSCI ACWI Low Carbon Target ETF (ARCA:CRBN) 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 11, 2025 is 224.11 / share. Previously, on September 12, 2024, the share price was 189.53 / share. This represents an increase of 18.25% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-15 | 13F | Td Private Client Wealth Llc | 2,405 | 1.56 | 509 | 12.61 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 27,991 | 12.52 | 5,929 | 24.66 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 1,466 | 311 | ||||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 8,916 | -9.55 | 1,889 | 0.21 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 958 | -19.63 | 203 | -11.01 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 17 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 425 | -7.41 | 90 | 2.30 | ||||
| 2025-05-05 | 13F | Eagle Bay Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Equita Financial Network, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 7,009 | 121.94 | 1,485 | 146.10 | ||||
| 2025-07-28 | 13F | Ritholtz Wealth Management | 3,734 | -18.63 | 791 | -9.81 | ||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 929 | 10.07 | 197 | 21.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,245 | 1,154.19 | 475 | 1,297.06 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 694 | 5.15 | 147 | 15.87 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 225 | 48 | ||||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 2,689 | -56.30 | 566 | -51.87 | ||||
| 2025-07-22 | 13F | Dougherty Wealth Advisers LLC | 696 | 92.80 | 147 | 113.04 | ||||
| 2025-07-09 | 13F | Westmount Partners, LLC | 3,891 | 0.96 | 824 | 11.96 | ||||
| 2025-07-17 | 13F | Wolff Wiese Magana Llc | 6 | 1 | ||||||
| 2025-07-22 | 13F | Relyea Zuckerberg Hanson LLC | 1,938 | 0.36 | 411 | 11.11 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,070 | -7.63 | 1,074 | 2.29 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12,585 | 3.35 | 2,666 | 14.57 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 262 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,683 | -5.82 | 356 | 4.09 | ||||
| 2025-07-02 | 13F | Howard Financial Services, Ltd. | 1,043 | 221 | ||||||
| 2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 2,849 | 603 | ||||||
| 2025-08-13 | 13F | North Berkeley Wealth Management, LLC | 4,157 | 37.10 | 881 | 51.99 | ||||
| 2025-05-14 | 13F | Monterey Private Wealth, Inc. | 2,491 | 0.00 | 476 | -1.24 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 2,296 | 0.83 | 486 | 11.72 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | BlackRock, Inc. | 12,761 | -4.02 | 2,703 | 6.38 | ||||
| 2025-08-14 | 13F | UBS Group AG | 40,934 | -2.26 | 8,671 | 8.29 | ||||
| 2025-06-24 | NP | NSTLX - Neuberger Berman Strategic Income Fund Institutional Class | 961 | -4.00 | ||||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 15,205 | 17.02 | 3,221 | 29.63 | ||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 581 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 29 | 0.00 | 6 | 20.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 1,485 | 0.34 | 315 | 11.35 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 362 | 0.00 | 77 | 10.14 | ||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 100 | 21 | ||||||
| 2025-08-06 | 13F | Longview Financial Advisors LLC | 238 | 0.00 | 50 | 11.11 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 7,639 | -17.97 | 1,618 | -9.10 | ||||
| 2025-08-12 | 13F | Investure, LLC | 102,661 | 0.82 | 21,746 | 11.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,484 | 0.93 | 526 | 11.91 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 1,032 | 2.48 | 219 | 13.54 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 159 | -6.47 | 34 | 3.13 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 14 | -41.67 | 3 | -50.00 | ||||
| 2025-07-22 | 13F | Mascoma Wealth Management LLC | 10 | 0.00 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 308 | 0.65 | 65 | 12.07 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 3,283 | -25.27 | 1 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 15,148 | 3,209 | ||||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 2,553 | 0.00 | 541 | 10.66 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 2,406 | 1.26 | 1 | |||||
| 2025-08-29 | NP | CFRAX - Catalyst/CIFC Floating Rate Income Fund Class A | 497 | 0.81 | ||||||
| 2025-07-08 | 13F | Morris Retirement Advisors, LLC | 1,022 | 216 | ||||||
| 2025-07-24 | 13F | Financial Connections Group, Inc. | 440 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 15,818 | 114.71 | 3,351 | 137.93 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 1,001 | -14.08 | 212 | -4.50 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 41 | 0.00 | 9 | 33.33 | ||||
| 2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 5,380 | 2.16 | 1,140 | 13.22 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 6,005 | 17.17 | 1,272 | 29.83 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Allianz Se | 99,015 | -3.88 | 20,973 | 6.49 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,300 | -3.49 | 1,970 | 6.89 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 300 | 0.00 | 64 | 10.53 | ||||
| 2025-08-13 | 13F | KilterHowling LLC | 1,289 | 0.86 | 273 | 9.20 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 6,006 | 23.10 | 1,272 | 36.48 | ||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 265 | 58 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 45 | 0.00 | 10 | 12.50 | ||||
| 2025-07-31 | 13F | AlTi Global, Inc. | 18,304 | -3.58 | 3,877 | 6.83 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 4,290 | 24.78 | 909 | 38.20 | ||||
| 2025-08-14 | 13F | California State Teachers Retirement System | 523 | 0.00 | 111 | 11.11 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 3,870 | -1.25 | 723 | -3.47 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 1,627 | 3.63 | 345 | 14.67 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1,694 | -2.31 | 359 | 8.16 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,163 | 0.00 | 1,094 | 10.74 | ||||
| 2025-07-29 | 13F | Financial Futures Ltd Liability Co. | 1,127 | 239 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12,101 | -2.02 | 2,563 | 8.56 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,072 | -79.50 | 1,074 | -77.29 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 113 | 0.89 | 24 | 9.52 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 15,498 | 3.42 | 3,283 | 14.59 | ||||
| 2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 974 | 210 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 35,971 | 65.35 | 7,619 | 83.19 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 16,372 | -35.74 | 3 | -25.00 | ||||
| 2025-07-23 | 13F | Proffitt & Goodson Inc | 389 | -9.95 | 82 | 0.00 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 18,251 | -0.30 | 3,866 | 10.46 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 70,585 | -0.47 | 14,951 | 10.27 | ||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 13,182 | 2.29 | 2,792 | 13.36 | ||||
| 2025-08-13 | 13F | Ally Invest Advisors Inc. | 3,419 | -14.29 | 724 | -4.99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 1,832 | 7.64 | 388 | 19.38 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,072 | 0.85 | 227 | 11.82 | ||||
| 2025-05-07 | 13F | Nottingham Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 37,265 | 111.36 | 7,893 | 134.21 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 440 | 0.00 | 93 | 10.71 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 735 | 156 | ||||||
| 2025-07-22 | 13F | 4Thought Financial Group Inc. | 57 | 90.00 | 12 | 140.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 960 | 0.00 | 203 | 10.93 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,440 | 305 | ||||||
| 2025-08-06 | 13F | Long Run Wealth Advisors, LLC | 4,775 | -4.71 | 1,011 | 5.53 | ||||
| 2025-07-29 | 13F | Aspiriant, Llc | 113,526 | 0.29 | 24,047 | 11.12 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 297 | 0.00 | 0 | |||||
| 2025-07-30 | 13F | Patten Group, Inc. | 2,076 | -2.76 | 440 | 7.60 | ||||
| 2025-08-14 | 13F | Betterment LLC | 1,285,649 | -0.94 | 272 | 9.68 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,440 | -75.06 | 275 | -75.38 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 617 | 0.00 | 131 | 11.11 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 1,542 | -0.77 | 327 | 9.76 | ||||
| 2025-08-14 | 13F | Widmann Financial Services, Inc. | 1,110 | 235 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 25,142 | 1.22 | 5,326 | 12.15 | ||||
| 2025-08-14 | 13F | Camden Capital, LLC | 2,107 | 0.81 | 446 | 11.78 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,471 | 1.29 | 1,794 | 12.27 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 65 | 14 | ||||||
| 2025-07-31 | 13F | University of Maryland Foundation, Inc. | 10,000 | 0.00 | 2 | 100.00 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 400 | 85 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,158 | 7.41 | 1 | |||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 60 | 0.00 | 13 | 9.09 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 1,330 | -2.85 | 282 | 7.66 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 3,566 | 0.00 | 755 | 10.87 | ||||
| 2025-08-12 | 13F | Prudential Plc | 1,700 | 0.00 | 360 | 10.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 4,789 | -74.19 | 1,014 | -71.41 | ||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 1,038 | -13.43 | 220 | -25.51 | ||||
| 2025-07-24 | 13F | Bernard Wealth Management Corp. | 7 | -41.67 | 1 | -50.00 | ||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 15 | 0.00 | 3 | 50.00 | ||||
| 2025-08-29 | NP | Barings Global Short Duration High Yield Fund | 748 | 4.48 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,374 | 70.68 | 291 | 90.20 | ||||
| 2025-08-11 | 13F | Plum Street Advisors, LLC | 4,984 | -2.83 | 1,056 | 7.65 | ||||
| 2025-07-17 | 13F | Albion Financial Group /ut | 7,870 | 0.58 | 1,667 | 11.51 | ||||
| 2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 391 | 0.00 | 83 | 10.81 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 201,932 | 2.81 | 42,773 | 13.91 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 109,812 | -13.31 | 23,260 | -3.94 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 18 | 0.00 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 25 | 8.70 | 5 | 25.00 | ||||
| 2025-07-18 | 13F | TruNorth Capital Management, LLC | 1,300 | 0.00 | 275 | 10.89 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 6 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 | 0 | ||||||
| 2025-04-09 | 13F | Roxbury Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Financial Life Planners | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 4,995 | -1.21 | 1,058 | 9.52 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 9,785 | -1.76 | 2,073 | 8.82 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 152 | 0.00 | 0 | |||||
| 2025-05-09 | 13F | Wharton Business Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cardinal Point Capital Management, ULC | 6,905 | -1.71 | 1,463 | 8.86 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 5,448 | 26.08 | 1,146 | 38.91 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 49 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 760 | 0.00 | 161 | 10.34 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 20,223 | 0.05 | 4,284 | 10.84 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,735 | -10.82 | 791 | -1.12 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,971 | -16.45 | 417 | -7.33 | ||||
| 2025-05-08 | 13F | Wrapmanager Inc | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 84 | 55.56 | 18 | 70.00 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 1,401 | -2.37 | 297 | 8.03 |
Other Listings
| CL:CRBNCL |
