Mga Batayang Estadistika
Pemilik Institusional | 74 total, 74 long only, 0 short only, 0 long/short - change of 2.78% MRQ |
Alokasi Portofolio Rata-rata | 0.4976 % - change of 11.01% MRQ |
Saham Institusional (Jangka Panjang) | 16,839,815 (ex 13D/G) - change of 4.45MM shares 35.91% MRQ |
Nilai Institusional (Jangka Panjang) | $ 420,568 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF (US:FISR) memiliki 74 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 16,839,815 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Envestnet Portfolio Solutions, Inc., Envestnet Asset Management Inc, Aspire Private Capital, LLC, GWM Advisors LLC, Hibernia Wealth Partners, LLC, Austin Private Wealth, LLC, Park Avenue Securities Llc, Raleigh Capital Management Inc., and Landmark Wealth Management, Inc. .
Struktur kepemilikan institusional SSGA Active Trust - SPDR SSGA Fixed Income Sector Rotation ETF (ARCA:FISR) 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 26.04 / share. Previously, on September 9, 2024, the share price was 26.59 / share. This represents a decline of 2.05% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Valtinson Bruner Financial Planning LLC | 33,349 | 331.14 | 862 | 330.50 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 5,814 | 101.60 | 150 | 102.70 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 3,500,821 | 41.34 | 90,461 | 41.12 | ||||
2025-07-18 | 13F | Lockerman Financial Group, Inc. | 84,417 | 22.88 | 2,181 | 22.73 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 10,465 | 8.45 | 270 | 8.43 | ||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 453,825 | 14.28 | 11,727 | 14.10 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 24 | 1 | ||||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 4,935 | 538.42 | 127 | 563.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 26,729 | 1 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 5,893 | -57.11 | 152 | -56.82 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 324,287 | 22.21 | 8,380 | 22.02 | ||||
2025-07-23 | 13F | True Vision MN LLC | 29,144 | 8.68 | 753 | 8.50 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 14,689 | 206.53 | 380 | 205.65 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 134,162 | 27.16 | 3,467 | 26.96 | ||||
2025-04-23 | 13F | Walkner Condon Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 4,809 | 0.00 | 124 | 0.00 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 652,063 | 149.90 | 16,849 | 149.54 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,130 | 2.65 | 55 | 3.77 | ||||
2025-07-07 | 13F | Capital Asset Advisory Services LLC | 18,454 | 28.02 | 475 | 27.08 | ||||
2025-08-04 | 13F | Atria Investments Llc | 11,096 | 3.80 | 287 | 3.62 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 19,221 | 339.14 | 497 | 346.85 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | Merit Financial Group, LLC | 19,547 | -28.91 | 505 | -28.97 | ||||
2025-04-17 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 113,105 | 70.88 | 2,923 | 70.58 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 517,426 | 38.74 | 13 | 44.44 | ||||
2025-08-14 | 13F | Novus Advisors, Llc | 133,562 | 23.66 | 3,451 | 23.47 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,848 | 23.36 | 48 | 23.68 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 48,375 | 27.87 | 1,250 | 27.68 | ||||
2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 15,626 | 404 | ||||||
2025-08-08 | 13F | Hibernia Wealth Partners, LLC | 692,390 | 94.35 | 17,891 | 94.07 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 11,438 | 296 | ||||||
2025-08-15 | 13F | Morgan Stanley | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 50,194 | 226.53 | 1,297 | 226.70 | ||||
2025-08-12 | 13F | Argent Trust Co | 60,882 | -2.04 | 1,573 | -2.18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,524 | 1.42 | 0 | |||||
2025-08-12 | 13F | Maripau Wealth Management Llc | 12,084 | 14.26 | 312 | 14.29 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 4,213,386 | 33.02 | 108,874 | 32.81 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 16,653 | 32.61 | 430 | 32.72 | ||||
2025-07-09 | 13F | VisionPoint Advisory Group, LLC | 27,462 | 2.40 | 710 | 2.16 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 15,511 | -0.19 | 401 | -0.50 | ||||
2025-07-09 | 13F | Triumph Capital Management | 9,282 | 240 | ||||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 852,384 | 9.51 | 22,026 | 9.34 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 827,243 | 14.73 | 21,376 | 14.55 | ||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Absolute Capital Management, LLC | 16,996 | 21.97 | 439 | 21.94 | ||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 8,135 | 208 | ||||||
2025-08-04 | 13F | Family Wealth Group, LLC | 12,992 | -8.00 | 336 | -8.22 | ||||
2025-08-14 | 13F | Mariner, LLC | 8,505 | 0.00 | 220 | -0.45 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 217,318 | 116.08 | 5,615 | 115.80 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 59 | 0.00 | 2 | 0.00 | ||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 446,112 | 67.56 | 11,528 | 67.30 | ||||
2025-08-12 | 13F | Change Path, LLC | 123,636 | 72.06 | 3,195 | 71.81 | ||||
2025-08-12 | 13F | Quadcap Wealth Management, LLC | 21,704 | 0.00 | 561 | -0.18 | ||||
2025-07-11 | 13F | International Private Wealth Advisors LLC | 75,158 | 30.48 | 1,942 | 30.34 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 15,605 | 5.80 | 403 | 5.77 | ||||
2025-08-11 | 13F | Covestor Ltd | 199 | 93.20 | 0 | |||||
2025-07-25 | 13F | Richardson Financial Services Inc. | 4,196 | 35.09 | 108 | 35.00 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 14,695 | 17.45 | 380 | 17.34 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,713 | 9.44 | 70 | 12.90 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,441 | 521.12 | 218 | 522.86 | ||||
2025-04-22 | 13F | Castleview Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Mascagni Wealth Management, Inc. | 7,961 | 0.32 | 206 | 0.00 | ||||
2025-07-29 | 13F | Balboa Wealth Partners | 90,923 | 13.79 | 2,349 | 13.64 | ||||
2025-07-24 | 13F | MSH Capital Advisors LLC | 9,828 | 17.13 | 254 | 16.59 | ||||
2025-08-07 | 13F | Nwam Llc | 10,883 | 0.00 | 279 | -1.07 | ||||
2025-08-05 | 13F | Financial Sense Advisors, Inc. | 8,099 | -12.21 | 209 | -12.18 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 9,040 | 234 | ||||||
2025-07-17 | 13F | Kelly Financial Services LLC | 24,593 | -0.93 | 635 | -1.09 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 40,268 | 42.23 | 1,041 | 42.08 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 9,643 | 46.80 | 249 | 46.47 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,706 | 44 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,688 | 66.96 | 69 | 68.29 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 15,674 | 6.48 | 405 | 6.58 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 57,138 | 40.84 | 1,476 | 40.71 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 509 | 13 | ||||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 226,716 | 14.32 | 5,858 | 14.15 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 119 | -75.36 | 3 | -75.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 2,354,254 | 35.83 | 60,834 | 35.62 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 60 | 0.00 | 2 | 0.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 |