Mga Batayang Estadistika
Pemilik Institusional | 75 total, 75 long only, 0 short only, 0 long/short - change of 19.05% MRQ |
Alokasi Portofolio Rata-rata | 0.4199 % - change of 39.36% MRQ |
Saham Institusional (Jangka Panjang) | 5,204,459 (ex 13D/G) - change of 1.99MM shares 61.96% MRQ |
Nilai Institusional (Jangka Panjang) | $ 244,467 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares MSCI USA Quality GARP ETF (US:GARP) memiliki 75 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 5,204,459 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Cambridge Investment Research Advisors, Inc., Landaas & Co /wi /adv, Mount Yale Investment Advisors, LLC, Cetera Investment Advisers, Park National Corp /oh/, Commonwealth Equity Services, Llc, Planned Solutions, Inc., Arq Wealth Advisors, Llc, and Valley National Advisers Inc .
Struktur kepemilikan institusional iShares Trust - iShares MSCI USA Quality GARP ETF (BATS:GARP) 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 62.75 / share. Previously, on September 6, 2024, the share price was 48.92 / share. This represents an increase of 28.27% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-01 | 13F | Rossby Financial, LCC | 12 | 0.00 | 1 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 8,836 | -2.57 | 534 | 15.37 | ||||
2025-08-08 | 13F | D'Orazio & Associates, Inc. | 122,431 | 146.29 | 7,392 | 191.48 | ||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 12,147 | 6.74 | 733 | 26.38 | ||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 582 | -9.06 | 35 | 9.38 | ||||
2025-07-14 | 13F | Armstrong Advisory Group, Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 6,723 | -14.36 | 406 | 1.25 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 14,543 | 878 | ||||||
2025-07-11 | 13F | LongView Wealth Management | 18,952 | 0.01 | 1,144 | 18.43 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 22,948 | 1 | ||||||
2025-07-14 | 13F | Signature Securities Group Corporation | 10,539 | -24.65 | 636 | -10.80 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,288 | 138 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 161,312 | -3.93 | 9,740 | 13.71 | ||||
2025-08-12 | 13F | Calton & Associates, Inc. | 13,164 | 795 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6,105 | -79.86 | 369 | -76.20 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 50,138 | 218.62 | 3,027 | 277.43 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 34,907 | 2,108 | ||||||
2025-07-30 | 13F | Bogart Wealth, LLC | 1,200 | 71.43 | 72 | 105.71 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 102,656 | 5 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 96,682 | 0.96 | 5,838 | 19.49 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concord Wealth Partners | 17 | 0.00 | 1 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 3,858 | 235 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 209,457 | 0.00 | 10,686 | 0.00 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 6,775 | 409 | ||||||
2025-08-14 | 13F | Win Advisors, Inc | 43,489 | 2,626 | ||||||
2025-07-22 | 13F | Valley National Advisers Inc | 209,248 | 17.26 | 13 | 33.33 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 175,568 | 9.10 | 10,601 | 29.13 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 136,579 | 1.33 | 8,232 | 19.72 | ||||
2025-08-11 | 13F | Landaas & Co /wi /adv | 424,178 | 3.69 | 25,610 | 22.71 | ||||
2025-07-01 | 13F | Park National Corp /oh/ | 282,623 | 17,065 | ||||||
2025-07-30 | 13F | D.a. Davidson & Co. | 3,585 | 216 | ||||||
2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 17,635 | 25.80 | 1,065 | 48.81 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 18 | 1 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 3 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Keyvantage Wealth, Llc | 9,612 | -0.08 | 580 | 18.37 | ||||
2025-08-08 | 13F | TD Capital Management LLC | 340 | 0.29 | 21 | 17.65 | ||||
2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 11,905 | 719 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,991 | 232.33 | 181 | 300.00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 159 | 0.00 | 10 | 12.50 | ||||
2025-08-14 | 13F | CIBC World Markets Inc. | 9,435 | -8.84 | 570 | 7.77 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 270,069 | 38.34 | 16 | 77.78 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 26,561 | 1,604 | ||||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 5,077 | 307 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 15,097 | 912 | ||||||
2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 16,398 | 307.10 | 1 | |||||
2025-07-29 | 13F | Planned Solutions, Inc. | 226,228 | 13,660 | ||||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 15 | 0.00 | 1 | 0.00 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 5,610 | -12.96 | 339 | 3.35 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 17,738 | 16.10 | 1,071 | 37.48 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,246 | 75 | ||||||
2025-08-08 | 13F | Kane Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 9,997 | 604 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 11,750 | 28.96 | 709 | 52.80 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 9,103 | 5.14 | 550 | 24.49 | ||||
2025-08-07 | 13F | Flagship Wealth Advisors, Llc | 7,500 | 0.00 | 453 | 18.32 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 53,576 | 17.95 | 3,235 | 39.58 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 1,946 | 9.20 | 118 | 30.00 | ||||
2025-07-15 | 13F | EWG Elevate Inc. | 24,248 | -8.34 | 1,464 | 8.52 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Creative Planning | 6,000 | -1.64 | 362 | 16.40 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 62,689 | 16.55 | 3,785 | 37.99 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 409,425 | 24,721 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 8,782 | 99.36 | 530 | 136.61 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 14,018 | 846 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 88,764 | 45.03 | 5,360 | 71.65 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 461,526 | 32.61 | 28 | 58.82 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 24,163 | 124.75 | 1,459 | 166.06 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,285 | 280.83 | 138 | 315.15 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Disciplined Investments, LLC | 16,766 | 0.00 | 1,012 | 18.36 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 14,693 | -15.73 | 887 | -0.22 | ||||
2025-08-12 | 13F | LPL Financial LLC | 698,785 | 122.35 | 42,193 | 163.16 | ||||
2025-07-25 | 13F | Cwm, Llc | 622 | 0.00 | 0 | |||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Lakeshore Capital Group, Inc. | 5,951 | 359 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 40,004 | 18.45 | 2 | 100.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 407,668 | 53.68 | 24,615 | 81.89 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 6,148 | 17.80 | 371 | 39.47 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 370 | 3.06 | 22 | 22.22 |