Mga Batayang Estadistika
| Pemilik Institusional | 99 total, 99 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.1060 % - change of -5.10% MRQ |
| Saham Institusional (Jangka Panjang) | 3,492,732 (ex 13D/G) - change of -0.60MM shares -14.68% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 238,162 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
ProShares Trust - ProShares Large Cap Core Plus (US:CSM) memiliki 99 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 3,492,732 saham. Pemegang saham terbesar meliputi Morgan Stanley, Kayne Anderson Rudnick Investment Management Llc, LPL Financial LLC, National Asset Management, Inc., Stifel Financial Corp, Onyx Bridge Wealth Group LLC, Waterfront Wealth Inc., Envestnet Asset Management Inc, Apexium Financial, Lp, and Bank of New York Mellon Corp .
Struktur kepemilikan institusional ProShares Trust - ProShares Large Cap Core Plus (BATS:CSM) 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 3, 2025 is 74.17 / share. Previously, on September 4, 2024, the share price was 62.49 / share. This represents an increase of 18.69% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Manchester Financial Inc | 13,695 | 49.92 | 965 | 65.81 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 36,662 | -9.65 | 2,584 | -0.08 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 9,150 | 142.96 | 645 | 169.46 | ||||
| 2025-07-17 | 13F | HCR Wealth Advisors | 25,714 | 0.00 | 1,812 | 10.62 | ||||
| 2025-07-11 | 13F | Diversified Trust Co | 4,800 | 0.00 | 338 | 10.82 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 56,362 | -5.72 | 3,777 | -0.84 | ||||
| 2025-07-30 | 13F | Prosperity Financial Group, Inc. | 10,856 | -5.89 | 765 | 3.95 | ||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 101,183 | 0.22 | 7,130 | 10.83 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 6,129 | 0.02 | 432 | 10.51 | ||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 397,971 | -48.76 | 28,029 | -43.46 | ||||
| 2025-07-14 | 13F | S.A. Mason LLC | 621 | 0.32 | 44 | 10.26 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,472 | 4.10 | 456 | 15.15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 8,670 | 0.00 | 611 | 10.51 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 4,535 | 0.11 | 320 | 10.76 | ||||
| 2025-08-08 | 13F | Empower Advisory Group, LLC | 7,027 | 0.00 | 495 | 10.74 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 17,292 | 0.00 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,896 | 206 | ||||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 5,053 | 0.00 | 356 | 10.90 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 10,293 | -0.15 | 725 | 10.52 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 456 | 0.00 | 32 | 10.34 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,050 | -10.90 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 4,067 | 0.00 | 287 | 10.42 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 4,297 | 0.00 | 303 | 10.62 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20,046 | 0.00 | 1,417 | 10.63 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 47,619 | -3.13 | 3,356 | 7.12 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 10,722 | -2.56 | 756 | 7.70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,757 | -3.15 | 617 | 7.12 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,314 | -1.34 | 1,220 | 9.12 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 3,901 | -1.74 | 275 | 8.73 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 14,050 | 0.01 | 1 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 181 | 13 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,445 | -0.67 | 313 | 9.82 | ||||
| 2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 3,464 | 0.00 | 244 | 10.91 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 3,330 | 0.00 | 235 | 10.38 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,051 | -10.38 | 920 | -0.86 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 7,664 | -0.10 | 540 | 10.66 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 120,487 | 25.91 | 8,491 | 39.25 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 4,391 | -7.58 | 316 | 4.30 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 198,963 | -20.84 | 14,021 | -15.65 | ||||
| 2025-07-02 | 13F | Capital Market Strategies LLC | 17,275 | -16.00 | 1,217 | -7.10 | ||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 3,159 | 223 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,746 | -42.19 | 194 | -36.09 | ||||
| 2025-07-30 | 13F | Onyx Bridge Wealth Group LLC | 116,278 | -3.71 | 8,197 | 6.50 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 180 | 0.00 | 13 | 9.09 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 13,552 | 0.00 | 958 | 10.64 | ||||
| 2025-08-12 | 13F | Atlas Capital Advisors Llc | 13,880 | 0.00 | 978 | 10.63 | ||||
| 2025-07-15 | 13F | Wealth Effects Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 105 | -97.14 | 7 | -97.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45,730 | 17.53 | 3 | 50.00 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 3,540 | 0.00 | 249 | 10.67 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 3,929 | 0.26 | 278 | 10.80 | ||||
| 2025-08-14 | 13F | Bienville Capital Management, LLC | 6,600 | 0.00 | 466 | 10.69 | ||||
| 2025-08-14 | 13F | Comerica Bank | 5,106 | 0.00 | 360 | 10.46 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 35,427 | 0.11 | 2,497 | 10.74 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 82,502 | -4.10 | 5,814 | 6.04 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 190 | 13 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,617 | -38.31 | 1 | -100.00 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,218 | 5.71 | 650 | 16.94 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 52,415 | -1.32 | 3,787 | 13.56 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 4,342 | 0.00 | 307 | 10.47 | ||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 5,410 | -6.50 | 381 | 3.53 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 59,095 | -24.34 | 4,164 | -16.32 | ||||
| 2025-05-28 | 13F | Silicon Valley Capital Partners | 632 | 0.00 | 40 | -2.44 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 3,489 | -0.03 | 247 | 10.81 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 41,436 | -2.77 | 2,920 | 7.51 | ||||
| 2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 31,688 | 0.00 | 2,233 | 10.60 | ||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 2,845 | 200 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 124 | 0.00 | 9 | 14.29 | ||||
| 2025-07-24 | 13F | JNBA Financial Advisors | 1,050 | 0.00 | 74 | 12.12 | ||||
| 2025-08-11 | 13F | Hopwood Financial Services, Inc. | 800 | 0.00 | 56 | 12.00 | ||||
| 2025-08-13 | 13F | Navis Wealth Advisors, LLC | 12,336 | -0.36 | 869 | 10.28 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 12,547 | -26.65 | 884 | -18.82 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 16,684 | -34.81 | 1,176 | -27.90 | ||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,396 | -50.00 | 310 | -44.64 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,970 | 1.00 | 2,112 | 11.69 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 41,492 | 87.14 | 2,924 | 107.01 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 811,143 | -0.94 | 57,160 | 9.56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 99,856 | -34.69 | 7,037 | -27.78 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 34 | 0.00 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,144 | 0.00 | 151 | 11.03 | ||||
| 2025-08-06 | 13F | LeClair Wealth Partners LLC | 3,686 | 0.00 | 260 | 10.68 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 5,177 | 365 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 352 | 0.00 | 25 | 9.09 | ||||
| 2025-08-14 | 13F | Fmr Llc | 9,608 | -9.59 | 677 | 0.00 | ||||
| 2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,848 | 184.80 | 201 | 217.46 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 4,745 | 0.00 | 334 | 10.60 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,587 | -4.59 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 83,298 | -11.66 | 5,870 | -2.31 | ||||
| 2025-08-14 | 13F | Silvercrest Asset Management Group Llc | 16,375 | 0.00 | 1,154 | 10.55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 369 | 26 | ||||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 95,065 | -0.92 | 6,718 | 9.88 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,460 | -1.14 | 244 | 8.97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 289,302 | -16.71 | 20,387 | -7.89 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 5,610 | 0.00 | 395 | 10.64 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 206 | 0.00 | 15 | 7.69 | ||||
| 2025-07-31 | 13F | Gill Capital Partners, Llc | 54,366 | -10.36 | 3,831 | -0.85 | ||||
| 2025-07-30 | 13F | Patten Group, Inc. | 12,860 | -0.79 | 906 | 9.69 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 141 | 0.71 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 65,075 | -2.70 | 4,586 | 7.60 |
