Mga Batayang Estadistika
Pemilik Institusional | 71 total, 71 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
Alokasi Portofolio Rata-rata | 0.2228 % - change of 7.91% MRQ |
Saham Institusional (Jangka Panjang) | 1,340,250 (ex 13D/G) - change of 0.21MM shares 18.06% MRQ |
Nilai Institusional (Jangka Panjang) | $ 128,260 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (US:EMNT) memiliki 71 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 1,340,250 saham. Pemegang saham terbesar meliputi Allianz Investment Management U.S. LLC, PFG Investments, LLC, Morgan Stanley, Milestone Investment Advisors LLC, Wealth Enhancement Advisory Services, Llc, Clarity Asset Management, Inc., Destination Wealth Management, Stewardship Advisors, LLC, UBS Group AG, and Laurel Wealth Planning LLC .
Struktur kepemilikan institusional PIMCO ETF Trust - PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund (ARCA:EMNT) 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 98.62 / share. Previously, on September 6, 2024, the share price was 98.60 / share. This represents an increase of 0.03% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 60,701 | 2.11 | 5,973 | 1.75 | ||||
2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 13,810 | 27.85 | 1,364 | 27.86 | ||||
2025-08-07 | 13F | Allworth Financial LP | 3,930 | -1.31 | 388 | -1.02 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 57,678 | 18.55 | 5,697 | 18.57 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,500 | 0.00 | 346 | 0.00 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 11,061 | -2.05 | 1,092 | -2.06 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 7,868 | 4.73 | 777 | 5.14 | ||||
2025-08-11 | 13F | Citigroup Inc | 18,502 | 280.54 | 1,827 | 280.63 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 37,812 | -1.76 | 3,735 | -1.74 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21 | 2 | ||||||
2025-07-29 | 13F | Mezzasalma Advisors, LLC | 3,389 | 0.06 | 335 | 0.00 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Destination Wealth Management | 43,971 | -14.12 | 4,343 | -14.10 | ||||
2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,692 | 2.53 | 365 | 2.54 | ||||
2025-07-16 | 13F | PFS Partners, LLC | 125 | 0.81 | 12 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 3,079 | -4.50 | 304 | -4.40 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 195 | 0.00 | 19 | 0.00 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 197,347 | 68.40 | 19,491 | 68.43 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 2,648 | 0.23 | 262 | 0.38 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 6 | 0.00 | 1 | |||||
2025-08-08 | 13F | Creative Planning | 4,238 | 0.00 | 419 | 0.00 | ||||
2025-08-08 | 13F | Phoenix Wealth Advisors | 16,399 | 1,620 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 6,292 | 69.64 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | UBS Group AG | 38,355 | 12.92 | 3,788 | 12.94 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2,101 | 0.00 | 208 | 0.00 | ||||
2025-04-11 | 13F | First Affirmative Financial Network | 13,539 | -13.72 | 1,337 | -13.41 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 331 | -96.82 | 33 | -96.87 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 5,052 | 8.88 | 0 | |||||
2025-08-11 | 13F | Amara Financial, Llc. | 6,826 | 2.09 | 674 | 2.12 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 21 | 950.00 | 2 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 150 | 0.00 | 15 | 0.00 | ||||
2025-07-09 | 13F | Towerpoint Wealth, LLC | 2,520 | 10.14 | 249 | 10.22 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 4,192 | 9.94 | 414 | 10.11 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,575 | -37.53 | 254 | -37.59 | ||||
2025-07-22 | 13F | LGT Group Foundation | 5,518 | 545 | ||||||
2025-04-15 | 13F | Skyline Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 175 | 0.00 | 17 | 0.00 | ||||
2025-07-25 | 13F | Natural Investments, Llc | 3,582 | 2.49 | 0 | |||||
2025-08-06 | 13F | Round Rock Advisors, LLC | 3,814 | -12.36 | 377 | -12.35 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 11 | -8.33 | 1 | 0.00 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 2,655 | -20.86 | 262 | -20.85 | ||||
2025-07-16 | 13F | Blue Oak Capital, LLC | 9,000 | -2.06 | 889 | -2.09 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,203 | 135.76 | 1 | |||||
2025-07-24 | 13F | Live Oak Investment Partners | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-05 | 13F | American Capital Advisory, LLC | 1,459 | 0.00 | 144 | 0.00 | ||||
2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 430 | 0.00 | 42 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 983 | 97 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 94 | 0.00 | 9 | 0.00 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 868 | -2.25 | 86 | -2.30 | ||||
2025-08-12 | 13F | LPL Financial LLC | 33,361 | 103.22 | 3,295 | 103.21 | ||||
2025-08-08 | 13F | Laurel Wealth Planning LLC | 37,860 | -10.79 | 3,739 | -10.76 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 20,447 | 1,128.05 | 2,019 | 1,131.10 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 42,858 | -3.46 | 4,233 | -3.45 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 8,339 | -14.52 | 824 | -14.54 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 548 | 13.69 | 54 | 14.89 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 4,033 | -79.60 | 398 | -79.60 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 3,919 | 0.00 | 387 | 0.52 | ||||
2025-08-15 | 13F | Morgan Stanley | 107,565 | 6.71 | 10,624 | 6.72 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 29,519 | 7.73 | 2,915 | 7.76 | ||||
2025-07-25 | 13F | Cwm, Llc | 13,980 | 495.15 | 1 | |||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 249,000 | 0.00 | 24,592 | 0.18 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,810 | 24.68 | 969 | 24.58 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6 | 0.00 | 1 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 64 | 1.59 | 6 | 0.00 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 2,856 | 0.00 | 282 | 0.00 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 104,009 | 52.40 | 10,272 | 52.43 | ||||
2025-08-14 | 13F | Comerica Bank | 70 | 0.00 | 7 | 0.00 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 23,600 | 2,331 | ||||||
2025-05-14 | 13F | Tradition Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 6,089 | 5.33 | 602 | 5.43 | ||||
2025-08-19 | 13F | Cim, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 17,412 | -3.14 | 1,720 | -3.15 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 2,369 | 0.00 | 233 | 0.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 437 | -94.08 | 43 | -94.09 | ||||
2025-07-11 | 13F | Capital Advantage, Inc. | 6,763 | 21.11 | 668 | 21.49 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 2,618 | -77.18 | 259 | -77.21 |