Mga Batayang Estadistika
Pemilik Institusional | 75 total, 75 long only, 0 short only, 0 long/short - change of 5.63% MRQ |
Alokasi Portofolio Rata-rata | 0.8840 % - change of 6.46% MRQ |
Saham Institusional (Jangka Panjang) | 8,506,704 (ex 13D/G) - change of 1.60MM shares 23.12% MRQ |
Nilai Institusional (Jangka Panjang) | $ 292,078 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF (US:DBND) memiliki 75 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 8,506,704 saham. Pemegang saham terbesar meliputi Cwm, Llc, Seascape Capital Management, Boothe Investment Group, Inc., UBS Group AG, W.G. Shaheen & Associates DBA Whitney & Co, Raymond James Financial Inc, Foundations Investment Advisors, LLC, Benchmark Financial Wealth Advisors, LLC, Envestnet Asset Management Inc, and Cerity Partners LLC .
Struktur kepemilikan institusional DoubleLine ETF Trust - DoubleLine Opportunistic Core Bond ETF (ARCA:DBND) 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 46.52 / share. Previously, on September 6, 2024, the share price was 47.21 / share. This represents a decline of 1.46% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-05-15 | 13F | Minot DeBlois Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 142,702 | 11.16 | 7 | 20.00 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 10,643 | -5.81 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 100,599 | 2.97 | 4,652 | 3.13 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 8,980 | 0.00 | 415 | 1.72 | ||||
2025-08-11 | 13F | One Capital Management, LLC | 195,102 | 1.10 | 9,022 | 1.25 | ||||
2025-07-25 | 13F | Cwm, Llc | 1,106,231 | -0.26 | 51 | 0.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 77,112 | 54.05 | 3,566 | 54.26 | ||||
2025-08-12 | 13F | Cravens & Co Advisors, LLC | 212,011 | 0.09 | 9,803 | 0.24 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 560 | 0.00 | 0 | |||||
2025-08-05 | 13F | W.G. Shaheen & Associates DBA Whitney & Co | 486,184 | 6.48 | 22,481 | 6.64 | ||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 5,165 | 239 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 51 | -57.50 | 2 | -60.00 | ||||
2025-08-08 | 13F | L & S Advisors Inc | 31,930 | 0.00 | 1,476 | 0.14 | ||||
2025-08-12 | 13F | LPL Financial LLC | 23,197 | 16.72 | 1,073 | 16.90 | ||||
2025-07-29 | 13F | Private Trust Co Na | 2,046 | 0.00 | 95 | 0.00 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 26,022 | 8.90 | 1,199 | 8.90 | ||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 14,140 | 0.00 | 653 | 0.00 | ||||
2025-08-05 | 13F | Beckerman Institutional, LLC | 188,922 | 7.83 | 9 | 0.00 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 5,580 | 257 | ||||||
2025-08-14 | 13F | Essential Planning, LLC. | 25,437 | -3.11 | 1,176 | -2.97 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 160,799 | 47.45 | 7,435 | 47.70 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 3,579 | 165 | ||||||
2025-07-15 | 13F | Optima Capital Llc | 156,070 | 13.18 | 7,217 | 13.35 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 7,573 | 1.32 | 350 | 1.45 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 393,834 | 81.10 | 18,211 | 81.37 | ||||
2025-07-30 | 13F | Clifford Swan Investment Counsel Llc | 8,600 | 0.00 | 398 | 0.00 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,403 | -11.86 | 481 | -11.58 | ||||
2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 12,175 | 0.00 | 563 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 348,913 | 4.18 | 16,134 | 4.33 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 52,670 | 20.45 | 2,435 | 20.66 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 495 | 0.00 | 23 | 0.00 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 9,600 | 11.43 | 444 | 13.30 | ||||
2025-07-15 | 13F | Hippocratic Financial Advisors, LLC | 141,462 | 6,541 | ||||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 126,795 | -1.43 | 6 | 0.00 | ||||
2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 135,838 | 4.24 | 6,281 | 4.40 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 132,691 | 6,136 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | 4 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 503 | 3,769.23 | 23 | |||||
2025-07-23 | 13F | Fortis Advisors, LLC | 158,102 | -2.29 | 7,311 | -2.14 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 26,022 | 8.90 | 1,203 | 9.07 | ||||
2025-08-14 | 13F | UBS Group AG | 568,329 | 3.55 | 26,280 | 3.71 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,338 | 15.59 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 500 | 0.00 | 23 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | PMV Capital Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 10,157 | 0.18 | 470 | 0.21 | ||||
2025-04-30 | 13F | Parr Mcknight Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,350 | 11.38 | 340 | 11.51 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 43,570 | -2.26 | 2,015 | -2.09 | ||||
2025-08-14 | 13F | Comerica Bank | 11,070 | 0.00 | 512 | 0.00 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 6,803 | 0.00 | 315 | 0.00 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 22,528 | 1,042 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 11,756 | 1.49 | 544 | 1.69 | ||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 58,836 | -14.77 | 2,721 | -14.65 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 290 | -27.50 | 13 | -27.78 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 279,464 | -1.98 | 12,922 | -1.83 | ||||
2025-07-29 | 13F | SilverOak Wealth Management LLC | 26,924 | 1.78 | 1,245 | 1.88 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 394,891 | 289.96 | 18,260 | 290.57 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 85,418 | 3,921 | ||||||
2025-08-14 | 13F | Visionary Wealth Advisors | 177,754 | 8,219 | ||||||
2025-07-28 | 13F | Cornerstone Wealth Group, LLC | 45,872 | -6.28 | 2,121 | -6.11 | ||||
2025-04-14 | 13F | Bangor Savings Bank | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 5,446 | 0.00 | 252 | 0.00 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 1,369 | 0.00 | 63 | 0.00 | ||||
2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 25,019 | 0.63 | 1,157 | 0.78 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 8,776 | -4.36 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 59 | -63.58 | 3 | -71.43 | ||||
2025-08-12 | 13F | Waddell & Associates, Llc | 182,433 | -2.45 | 8,436 | -2.30 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 121,193 | 30.16 | 5,604 | 30.36 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 109,569 | 107.97 | 5,066 | 108.31 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 5,882 | 3.90 | 272 | 3.83 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 24,074 | -27.07 | 1,113 | -26.97 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 29,396 | 37.42 | 1,359 | 37.69 | ||||
2025-07-31 | 13F | Boothe Investment Group, Inc. | 593,523 | 6.94 | 27,445 | 7.10 | ||||
2025-08-05 | 13F | Benchmark Financial Wealth Advisors, LLC | 367,708 | 8.04 | 17,003 | 8.20 | ||||
2025-07-25 | 13F | Northwest Capital Management Inc | 273 | 13.28 | 13 | 9.09 | ||||
2025-08-05 | 13F | Elyxium Wealth, LLC | 125,539 | 387.11 | 5,805 | 388.14 | ||||
2025-07-14 | 13F | Seascape Capital Management | 599,767 | 10.70 | 28 | 8.00 |