Mga Batayang Estadistika
| Pemilik Institusional | 104 total, 104 long only, 0 short only, 0 long/short - change of 36.84% MRQ |
| Alokasi Portofolio Rata-rata | 1.3239 % - change of 6.68% MRQ |
| Saham Institusional (Jangka Panjang) | 26,913,378 (ex 13D/G) - change of 10.66MM shares 65.60% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,038,417 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
TCW ETF Trust - TCW Flexible Income ETF (US:FLXR) memiliki 104 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 26,913,378 saham. Pemegang saham terbesar meliputi Captrust Financial Advisors, Bank Of America Corp /de/, First Pacific Financial, LPL Financial LLC, Morton Capital Management LLC/CA, Cary Street Partners Financial Llc, M&t Bank Corp, UBS Group AG, Envestnet Asset Management Inc, and Tcw Group Inc .
Struktur kepemilikan institusional TCW ETF Trust - TCW Flexible Income ETF (NYSE:FLXR) 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 39.80 / share. Previously, on September 6, 2024, the share price was 39.66 / share. This represents an increase of 0.35% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-18 | 13F | Cooper Financial Group | 12,779 | -0.16 | 504 | 0.60 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 15,391 | -1.60 | 607 | -0.82 | ||||
| 2025-08-11 | 13F | Capital Square, LLC | 36,934 | 147.00 | 1,451 | 148.03 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 9,746 | 89.02 | 384 | 91.04 | ||||
| 2025-08-11 | 13F | Madison Asset Management, LLC | 54,184 | 2,138 | ||||||
| 2025-08-12 | 13F | Argent Trust Co | 33,103 | 21.69 | 1,306 | 22.54 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 8,950 | 0 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 102,946 | 135.04 | 4,061 | 136.79 | ||||
| 2025-07-22 | 13F | Siligmueller & Norvid Wealth Advisors LLC | 115,583 | 4,545 | ||||||
| 2025-07-17 | 13F | Michels Family Financial, LLC | 7,819 | 1.31 | 308 | 1.99 | ||||
| 2025-07-22 | 13F | White & Co Financial Planning Inc | 218,783 | -0.36 | 8,638 | 0.50 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 100,550 | 4 | ||||||
| 2025-04-28 | 13F | Salomon & Ludwin, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 322,130 | 5,541.51 | 12,708 | 5,598.65 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 32,147 | 27.46 | 1,268 | 28.47 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14,939 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 6,814 | 269 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 7,140 | 282 | ||||||
| 2025-07-23 | 13F | Tectonic Advisors Llc | 564,993 | 8.27 | 22,289 | 9.05 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 22,446 | 885 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,452,065 | 37.79 | 57,284 | 38.77 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 17,018 | -5.45 | 671 | -4.69 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 275,976 | 20.96 | 10,887 | 21.83 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,075 | -60.69 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 15,846 | 625 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,268,785 | 4.98 | 168,404 | 5.73 | ||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 41,724 | 183.30 | 1,646 | 185.76 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 482,101 | -7.70 | 19,019 | -7.04 | ||||
| 2025-08-12 | 13F | BlueStem Wealth Partners, LLC | 337,141 | 6.59 | 13,300 | 7.35 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 19,807 | 301.28 | 781 | 311.05 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 2,560 | 0.00 | 101 | 0.00 | ||||
| 2025-07-11 | 13F/A | Umb Bank N A/mo | 28,231 | 0.00 | 1,114 | 0.72 | ||||
| 2025-06-26 | NP | FOPC - Frontier Asset Opportunistic Credit ETF | 225,503 | -1.91 | 8,846 | -1.38 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-04-03 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 26,846 | -6.59 | 1,056 | -6.13 | ||||
| 2025-07-23 | 13F | Litman Gregory Asset Management LLC | 5,230 | 0.00 | 206 | 0.98 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,236 | 13.15 | 128 | 13.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 156,546 | -24.20 | 6,176 | -23.66 | ||||
| 2025-07-25 | 13F | Apollon Financial, LLC | 24,535 | 328.93 | 968 | 331.70 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 89,321 | 10.16 | 3,524 | 10.96 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 60,601 | 2 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,594,650 | 142.24 | 102,359 | 143.97 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 45,946 | 1,813 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 13,564 | 3,678.27 | 535 | 3,721.43 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 1,303,769 | 13.63 | 51,434 | 14.45 | ||||
| 2025-08-13 | 13F | Cary Street Partner Investment Advisory Llc | 6,028 | 42.44 | 238 | 43.64 | ||||
| 2025-07-23 | 13F | Peak Financial Management, Inc. | 124,526 | 4,913 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 150,792 | 11.28 | 6 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 7,186 | 283 | ||||||
| 2025-07-18 | 13F | First Pacific Financial | 1,881,546 | 74,227 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 79,532 | 133.28 | 3,138 | 134.98 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 507,527 | 1,202.79 | 20,022 | 1,212.92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 150,089 | 42.11 | 5,921 | 43.13 | ||||
| 2025-08-08 | 13F | Everett Harris & Co /ca/ | 6,590 | 0.00 | 260 | 0.39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 262 | 10 | ||||||
| 2025-08-14 | 13F | Napa Wealth Management | 24,632 | 20.20 | 972 | 21.07 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 21,516 | 4.14 | 849 | 4.94 | ||||
| 2025-07-25 | 13F | Concord Wealth Partners | 15,846 | 21.38 | 625 | 22.31 | ||||
| 2025-08-14 | 13F | Tcw Group Inc | 977,529 | 431.49 | 38,564 | 435.30 | ||||
| 2025-07-30 | 13F | Capstone Triton Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,044,858 | 15.61 | 41,220 | 16.44 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 52,054 | 36.01 | 2 | 100.00 | ||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 10,125 | 399 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,580 | 62 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 36,372 | 6.80 | 1 | 0.00 | ||||
| 2025-07-31 | 13F | CAP Partners, LLC | 19,881 | 7.00 | 784 | 7.84 | ||||
| 2025-08-04 | 13F | Bridgewealth Advisory Group, LLC | 16,173 | 48.04 | 638 | 49.41 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 5,303 | 209 | ||||||
| 2025-08-08 | 13F | Francis Financial, Inc. | 757,595 | 64.87 | 29,887 | 66.06 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 53,099 | 23.67 | 2,095 | 24.57 | ||||
| 2025-04-22 | 13F | FSC Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 139,441 | 1.43 | 5,501 | 2.15 | ||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 51,934 | 18.01 | 2,049 | 18.86 | ||||
| 2025-08-11 | 13F | Morling Financial Advisors, LLC | 668,998 | 26,392 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 72,063 | 2,843 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 61,758 | 43.50 | 2 | 100.00 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 151,115 | 5,961 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 108,890 | 1,240.51 | 4,296 | 1,250.94 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 21,882 | 4.23 | 863 | 4.99 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 10,358 | 409 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 231,877 | 9,148 | ||||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 45,735 | 228.49 | 1,804 | 231.01 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 12,734 | 12.83 | 502 | 13.83 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Snowden Capital Advisors LLC | 13,909 | -0.64 | 549 | 0.00 | ||||
| 2025-07-24 | 13F | Weaver Capital Management LLC | 410,194 | 6.37 | 16,182 | 7.13 | ||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,257,737 | -3.12 | 49,617 | -2.43 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 43,196 | 1,704 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 28,900 | 1,140 | ||||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 547,259 | 267.30 | 21,589 | 269.93 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,731 | 438.16 | 423 | 449.35 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,172,725 | 46,264 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 1,373,849 | 5.39 | 54,198 | 6.15 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 300 | 0.00 | 12 | 0.00 | ||||
| 2025-08-07 | 13F | Fagan Associates, Inc. | 242,581 | 9,570 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,294 | 67.81 | 91 | 69.81 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 123,749 | 4,882 | ||||||
| 2025-07-31 | 13F | Leelyn Smith, LLC | 62,815 | -1.57 | 2,478 | -0.84 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 8,279 | 160.43 | 327 | 162.90 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 30,165 | -19.32 | 1,195 | -17.94 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 90,274 | 25.09 | 3,561 | 26.01 | ||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 102,568 | 4,046 | ||||||
| 2025-07-30 | 13F/A | KPP Advisory Services LLC | 36,184 | 1,427 | ||||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 96,235 | 88.23 | 4 | 50.00 | ||||
| 2025-06-26 | NP | FCBD - Frontier Asset Core Bond ETF | 260,454 | -23.85 | 10,218 | -23.45 | ||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 226,595 | 52.04 | 8,939 | 53.14 | ||||
| 2025-08-12 | 13F | Frontier Asset Management, LLC | 47,641 | -9.55 | 1,879 | -8.92 | ||||
| 2025-08-26 | 13F | Nautilus Advisors LLC | 7,055 | -15.46 | 278 | -14.72 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 6,810 | 269 |
