Mga Batayang Estadistika
| Pemilik Institusional | 128 total, 128 long only, 0 short only, 0 long/short - change of 15.32% MRQ |
| Alokasi Portofolio Rata-rata | 1.2236 % - change of -15.65% MRQ |
| Saham Institusional (Jangka Panjang) | 13,982,996 (ex 13D/G) - change of 1.27MM shares 9.96% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 694,968 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF (US:DUSB) memiliki 128 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 13,982,996 saham. Pemegang saham terbesar meliputi Planning Center, Inc., Prudent Man Investment Management, Inc., Market Street Wealth Management Advisors Llc, Root Financial Partners, LLC, SC&H Financial Advisors, Inc., Sterling Wealth Management, Inc., Chicago Partners Investment Group LLC, SJS Investment Consulting Inc., DiNuzzo Private Wealth, Inc., and American Capital Advisory, LLC .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF (ARCA:DUSB) 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 50.80 / share. Previously, on September 9, 2024, the share price was 50.80 / share. This represents an increase of 0.00% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69,114 | 0.66 | 3,509 | 0.72 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,841 | -4.29 | 246 | -4.30 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 225,384 | 337.93 | 11,450 | 572,350.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,200 | 93.15 | 112 | 94.74 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 291,447 | -1.10 | 14,791 | -1.06 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 45,125 | 206.04 | 2,290 | 206.15 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121,313 | 4.71 | 6,157 | 4.75 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5,325 | 3.30 | 270 | -1.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 562,502 | 28.52 | 28,547 | 28.57 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 68,986 | 3,501 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,047 | 1.10 | 205 | 0.99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 64,431 | 13.90 | 3,270 | 13.94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 178,909 | 27.28 | 9,080 | 27.34 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 117,865 | -2.48 | 5,982 | -2.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 52 | 0 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 12,522 | -11.13 | 636 | -10.81 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 222,682 | 6.36 | 11,301 | 6.40 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 4,121 | 0.88 | 209 | 0.97 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130,489 | 99.11 | 6,622 | 99.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,935 | 63.78 | 504 | 64.17 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 20,557 | -54.08 | 1,043 | -54.05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98,732 | 22.31 | 5,011 | 22.34 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 67 | 34.00 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15,460 | 63.03 | 785 | 62.99 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67,000 | 0.75 | 3,400 | 0.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 98,600 | 15.92 | 5,004 | 15.94 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34,825 | 160.86 | 1,767 | 161.00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 22,678 | -34.12 | 1,151 | -34.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99,840 | 292.28 | 5,067 | 292.41 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 673,636 | -20.55 | 34,187 | -20.51 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 14,290 | -4.03 | 725 | -3.97 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 67 | -41.74 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 35,761 | 29.85 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 21,348 | 294.97 | 1,083 | 295.26 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22,745 | 4.09 | 1,154 | 4.15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 25,140 | 1,275 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,000 | 254 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 4,653 | -23.95 | 236 | -23.87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 305 | 0.99 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22,617 | -4.14 | 1,148 | -4.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 796 | -91.01 | 40 | -91.07 | ||||
| 2025-08-08 | 13F | Creative Planning | 67,651 | 113.24 | 3,433 | 113.36 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27,860 | -0.11 | 1,414 | -0.07 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 51,289 | 2,603 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 414,416 | 8.87 | 21,032 | 8.91 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 17,254 | -54.18 | 876 | -54.19 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4,228 | 215 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 40,660 | -5.67 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 103,871 | 9.81 | 5,271 | 9.86 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 11,735 | 0.00 | 596 | 0.00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 51,027 | 2,590 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 53,337 | 49.47 | 2,707 | 49.50 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 26,692 | -32.09 | 1,355 | -32.06 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 73,025 | 23.28 | 3,706 | 23.37 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26,519 | 1,346 | ||||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 168,610 | 1.51 | 8,565 | 1.66 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 125,447 | 1.95 | 6,366 | 2.00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 10,883 | 148.07 | 552 | 148.65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167,719 | 7.97 | 8,512 | 8.01 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 62,239 | -3.23 | 3,162 | -2.95 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 9,697 | 493 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,813 | 0.00 | 92 | 1.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,345 | 9.22 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 16,825 | 1.09 | 854 | 1.07 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12,446 | 632 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 175,817 | 93.05 | 8,923 | 93.12 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 147,868 | 2.21 | 7,490 | 2.07 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,813 | 92 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,746 | 292 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 158,674 | 3.82 | 8,053 | 3.86 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16,855 | 2.18 | 855 | 2.27 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 23,283 | 2.58 | 1,182 | 2.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,962 | 0.05 | 100 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10,754 | -0.38 | 546 | -0.37 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 209,326 | -3.18 | 10,623 | -3.15 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,288 | 342,833.33 | 522 | 0.38 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 185 | 9 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 87,981 | -3.98 | 4,465 | -3.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,138 | 52.12 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1,134,166 | -0.30 | 57,377 | -0.30 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 6,471 | 0.83 | 328 | 0.92 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 369 | -73.40 | 19 | -74.29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,947 | 302 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14,782 | 0.00 | 751 | 0.13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9,353 | 63.34 | 475 | 63.45 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 9,933 | 504 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,674 | 745 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 68,703 | 1.26 | 3,487 | 1.31 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18,594 | 41.35 | 944 | 41.38 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 404,800 | 4.14 | 20,544 | 4.18 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 29,711 | 20.39 | 1,508 | 20.46 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 85,492 | -8.09 | 4,411 | -6.51 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,768 | 242 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 298,810 | 5.79 | 15,165 | 5.83 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10,964 | -20.61 | 556 | -20.57 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25,794 | 33.03 | 1,309 | 33.16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 138,562 | 4.27 | 7,032 | 4.32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 447,866 | 12.43 | 22,711 | 12.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,797 | 6.15 | 243 | 6.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,486 | 1.99 | 380 | 1.88 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16,477 | 25.67 | 836 | 25.71 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 113,695 | -31.71 | 5,770 | -31.68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 58,196 | 17.48 | 2,953 | 17.56 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,332 | 1.06 | 68 | 1.52 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 185,413 | 9,410 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 23,710 | 88.50 | 1,203 | 88.56 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,638 | 235 | ||||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 68,703 | 3,487 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 460,476 | -7.74 | 23,369 | -7.45 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 27,466 | -72.46 | 1 | -80.00 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16,236 | -25.27 | 824 | -25.32 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 322,284 | 6.91 | 16,356 | 6.94 | ||||
| 2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5,900 | 299 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5,230 | 0.00 | 265 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,993 | 0.85 | 406 | 0.75 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 608,625 | 14.83 | 30,888 | 14.88 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 19,284 | -8.06 | 979 | -8.08 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 67,959 | 13.16 | 3,449 | 13.20 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,929,200 | 4.56 | 148,657 | 4.60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7,069 | 0.00 | 359 | 0.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,102 | 360 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 68,635 | 16.16 | 3 | 50.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 33,744 | -24.00 | 1,712 | -23.98 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 11,421 | -28.93 | 580 | -28.96 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 183,205 | 3.24 | 9,327 | 3.60 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8,634 | 0.64 | 438 | 0.69 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 42,497 | 4.93 | 2,157 | 4.97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,145 | 58 |
