Mga Batayang Estadistika
Pemilik Institusional | 77 total, 77 long only, 0 short only, 0 long/short - change of 8.45% MRQ |
Alokasi Portofolio Rata-rata | 0.4556 % - change of -17.08% MRQ |
Saham Institusional (Jangka Panjang) | 7,930,678 (ex 13D/G) - change of 1.62MM shares 25.70% MRQ |
Nilai Institusional (Jangka Panjang) | $ 406,074 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Global Credit ETF (US:DGCB) memiliki 77 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 7,930,678 saham. Pemegang saham terbesar meliputi Vestmark Advisory Solutions, Inc., Bank Of America Corp /de/, Envestnet Asset Management Inc, Integrity Alliance, Llc., DiNuzzo Private Wealth, Inc., GWM Advisors LLC, RFG Advisory, LLC, Mattern Wealth Management LLC, Commonwealth Equity Services, Llc, and Dravo Bay Llc .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Global Credit ETF (NasdaqGM:DGCB) 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 55.17 / share. Previously, on September 9, 2024, the share price was 54.64 / share. This represents an increase of 0.97% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | RCS Financial Planning, LLC | 11,944 | -4.81 | 648 | -3.00 | ||||
2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 43,563 | 126.96 | 2,362 | 131.57 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 27,568 | 18.07 | 1,495 | 20.37 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 8,350 | 9.55 | 453 | 11.88 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Meredith Wealth Planning | 38,720 | 11.48 | 2,100 | 13.71 | ||||
2025-07-24 | 13F | Vantage Point Financial LLC | 82,004 | 0.39 | 4,447 | 2.39 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,773 | 242.44 | 693 | 249.49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1,871 | 101 | ||||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 2,741,234 | 124.95 | 148,657 | 129.44 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 207,830 | -28.42 | 11 | -26.67 | ||||
2025-08-14 | 13F | 10Elms LLP | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,731 | 7.81 | 1 | |||||
2025-08-14 | 13F | Clarity Capital Advisors, LLC | 6,433 | 0.00 | 349 | 1.75 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 18,432 | 1,000 | ||||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 9,620 | 1.84 | 522 | 3.78 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,040 | 111 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 146 | 8 | ||||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 2,557 | 139 | ||||||
2025-07-22 | 13F | USAdvisors Wealth Management, LLC | 6,593 | -7.74 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 7,686 | 417 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,568 | 4.23 | 4,098 | 6.33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 592,144 | 15.57 | 32,112 | 17.87 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6,216 | 0.84 | 337 | 3.06 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 9,562 | -29.63 | 518 | -28.25 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 21,054 | -7.53 | 1,143 | -3.14 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 38,021 | 109.42 | 2,062 | 113.58 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 59,092 | 121.33 | 3 | 200.00 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 1,544 | 1.71 | 84 | 3.75 | ||||
2025-07-17 | 13F | Mattern Wealth Management LLC | 219,719 | 16.40 | 11,915 | 18.72 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 11,729 | 209.55 | 636 | 216.42 | ||||
2025-07-23 | 13F | Tcfg Wealth Management, Llc | 11,050 | -3.85 | 599 | -1.96 | ||||
2025-08-04 | 13F | Assetmark, Inc | 155 | -6.63 | 8 | 0.00 | ||||
2025-08-05 | 13F | Dravo Bay Llc | 194,706 | 1.30 | 10,740 | 5.08 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 15,433 | 837 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 326,282 | -0.91 | 17,694 | 1.07 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 3,198 | 142.09 | 173 | 147.14 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 3,941 | -65.75 | 214 | -65.14 | ||||
2025-08-14 | 13F | Sei Investments Co | 8,993 | 488 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 246,559 | -4.06 | 13,371 | -2.14 | ||||
2025-07-29 | 13F | Master's Wealth Management Inc. | 78,266 | 2.01 | 4,244 | 4.05 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,394 | -2.00 | 293 | 0.00 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 9,269 | 58.99 | 503 | 62.46 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 9,446 | -49.70 | 512 | -48.70 | ||||
2025-08-14 | 13F | Betterment LLC | 135,287 | 11.99 | 7 | 16.67 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 522,447 | 9.97 | 28,332 | 12.16 | ||||
2025-08-12 | 13F | Change Path, LLC | 16,425 | 8.82 | 891 | 10.97 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 25,305 | 1 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 10,233 | -10.24 | 555 | -8.58 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 3,942 | 0.00 | 214 | 1.91 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 66,402 | 5.53 | 3,601 | 7.65 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Abel Hall, LLC | 6,416 | -0.20 | 348 | 1.76 | ||||
2025-08-11 | 13F | Copperleaf Capital, LLC | 18,231 | 0.44 | 989 | 2.38 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 62,924 | -2.33 | 3,346 | -1.27 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 4,263 | 1.19 | 231 | 3.13 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 113,244 | 9.66 | 6,141 | 11.86 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 6,416 | -0.20 | 348 | 1.76 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 32,238 | 22.89 | 1,748 | 25.39 | ||||
2025-08-12 | 13F | LPL Financial LLC | 22,706 | 270.29 | 1,231 | 277.61 | ||||
2025-08-11 | 13F | Citigroup Inc | 23,695 | -7.08 | 1,285 | -5.24 | ||||
2025-04-25 | 13F | Hutchens & Kramer Investment Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 13,978 | -3.37 | 758 | -1.43 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 2,383 | 129 | ||||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 10 | 0.00 | 1 | |||||
2025-07-14 | 13F | Sowell Financial Services LLC | 26,107 | 5.30 | 1,416 | 7.36 | ||||
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 59,506 | -56.59 | 3,227 | -55.72 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 179,291 | 13.11 | 9,723 | 15.37 | ||||
2025-05-15 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 64,762 | 4.43 | 3,512 | 6.52 | ||||
2025-07-25 | 13F | Cwm, Llc | 775 | 0.00 | 0 | |||||
2025-08-13 | 13F | Daner Wealth Management, LLC | 19,852 | -24.37 | 1,084 | -22.03 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 19,868 | 2.69 | 1,077 | 4.77 | ||||
2025-08-18 | 13F | Hershey Financial Advisers, LLC | 9,111 | 494 | ||||||
2025-07-24 | 13F | Wealth Advisors Northwest LLC | 164,186 | 48.22 | 8,904 | 51.18 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 1,655 | 90 | ||||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 946 | 0.00 | 51 | 2.00 | ||||
2025-04-23 | 13F | Symmetry Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 11,569 | 0.00 | 627 | 1.95 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 22,901 | 3.71 | 1,237 | 5.64 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 269,542 | -20.06 | 14,617 | -18.46 | ||||
2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 30,821 | 2.60 | 1,671 | 4.63 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 776,805 | 11.39 | 42,126 | 13.61 |