Mga Batayang Estadistika
Pemilik Institusional | 121 total, 121 long only, 0 short only, 0 long/short - change of 8.04% MRQ |
Alokasi Portofolio Rata-rata | 0.3113 % - change of -1.58% MRQ |
Saham Institusional (Jangka Panjang) | 7,706,320 (ex 13D/G) - change of 0.19MM shares 2.56% MRQ |
Nilai Institusional (Jangka Panjang) | $ 233,969 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March (US:GMAR) memiliki 121 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 7,706,320 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, Commonwealth Equity Services, Llc, BUFZ - FT Vest Laddered Moderate Buffer ETF, BUFT - FT Cboe Vest Buffered Allocation Defensive ETF, ORG Partners LLC, Advisor Group Holdings, Inc., Cetera Investment Advisers, LPL Financial LLC, Envestnet Asset Management Inc, and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Moderate Buffer ETF - March (BATS:GMAR) 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 39.79 / share. Previously, on September 6, 2024, the share price was 35.54 / share. This represents an increase of 11.95% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-04-16 | FIRST TRUST PORTFOLIOS LP | 1,150,278 | 1,422,254 | 23.64 | 13.02 | -10.88 |
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | StoneX Group Inc. | 5,382 | 210 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 8,127 | 0.57 | 317 | 5.33 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 12,349 | 0.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 16,800 | 0.00 | 654 | 4.81 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 1,859 | 113.68 | 0 | |||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,840 | -14.50 | 305 | -10.56 | ||||
2025-05-12 | 13F | Americana Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 3,388 | 0 | ||||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 6,767 | 5.62 | 264 | 10.50 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,434 | 0.00 | 251 | 4.60 | ||||
2025-08-14 | 13F | LM Advisors LLC | 8,248 | 10.44 | 0 | |||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 35,829 | -10.55 | 1,333 | -11.20 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,261 | 3.64 | 233 | 2.65 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 6,195 | 241 | ||||||
2025-07-28 | 13F | Holistic Planning, LLC | 54,496 | -4.49 | 2,123 | 0.00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 18,535 | 27.74 | 722 | 33.77 | ||||
2025-07-09 | 13F | Keystone Wealth Services, LLC | 38,465 | 0.00 | 1,498 | 4.76 | ||||
2025-07-25 | NP | BUFZ - FT Vest Laddered Moderate Buffer ETF | 1,001,251 | 12.51 | 38,198 | 12.72 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11,072 | -6.00 | 431 | -1.60 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 158,728 | 953.41 | 6 | -98.93 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 16,090 | 627 | ||||||
2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8,933 | -61.58 | 348 | -59.84 | ||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 294,780 | -77.34 | 11,482 | -76.28 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 88,521 | -5.93 | 3,316 | -5.26 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 7,205 | 0.00 | 281 | 4.48 | ||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 940 | 0.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 173,104 | 10.75 | 6,742 | 15.96 | ||||
2025-08-11 | 13F | Anfield Capital Management, LLC | 41,482 | 1,616 | ||||||
2025-05-07 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Colony Group, LLC | 6,910 | 269 | ||||||
2025-08-12 | 13F | Change Path, LLC | 27,747 | 13.55 | 1,081 | 18.81 | ||||
2025-08-11 | 13F | Brass Tax Wealth Management, Inc | 20,341 | -0.25 | 792 | 4.49 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 701 | -7.15 | 27 | -3.57 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | BlueChip Wealth Advisors LLC | 13,401 | 0.00 | 522 | 4.62 | ||||
2025-08-12 | 13F | Insigneo Advisory Services, Llc | 16,342 | 6.07 | 637 | 10.99 | ||||
2025-07-22 | 13F | Diligent Investors, LLC | 23,568 | 0.00 | 918 | 4.68 | ||||
2025-08-04 | 13F | Atria Investments Llc | 8,627 | 30.10 | 336 | 36.59 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 273,253 | -0.29 | 10,643 | 4.40 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62,777 | 304.13 | 2 | |||||
2025-08-12 | 13F | PKS Advisory Services, LLC | 9,261 | 13.56 | 361 | 18.81 | ||||
2025-07-14 | 13F | Chris Bulman Inc | 16,363 | 1.07 | 637 | 5.81 | ||||
2025-07-10 | 13F | NorthCrest Asset Manangement, LLC | 10,422 | 0.00 | 407 | 5.17 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 37,533 | -7.40 | 1,462 | -3.05 | ||||
2025-08-08 | 13F | Bouchey Financial Group Ltd | 119,425 | -1.49 | 4,652 | 3.15 | ||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 1,744 | 0.00 | 68 | 4.69 | ||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 500 | -86.67 | 19 | -86.43 | ||||
2025-08-12 | 13F | Archer Investment Corp | 5,597 | 0.18 | 218 | 4.83 | ||||
2025-07-18 | 13F | Madrona Financial Services, LLC | 16,039 | 0.00 | 625 | 4.70 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 128,307 | -0.25 | 4,998 | 4.45 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-04-15 | 13F | Noble Wealth Management PBC | 20,869 | -1.48 | 776 | -2.14 | ||||
2025-07-08 | 13F | Range Financial Group LLC | 17,511 | 101.93 | 682 | 111.80 | ||||
2025-04-04 | 13F | Sage Capital Advisors,llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 5,666 | 0.00 | 221 | 4.76 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 9,513 | 0.00 | 371 | 4.82 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 5,994 | 0.00 | 233 | 4.95 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 300 | 0.00 | 12 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 25,052 | 976 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 6,500 | -9.21 | 253 | -4.89 | ||||
2025-07-03 | 13F | TrueWealth Advisors, LLC | 7,816 | 304 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 7,575 | -65.00 | 295 | -63.35 | ||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 1,550 | 63.16 | 60 | 71.43 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,045 | 60.13 | 158 | 68.82 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 163,960 | 125.76 | 6 | 200.00 | ||||
2025-07-17 | 13F | City Holding Co | 133,250 | 0.66 | 5,190 | 5.40 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 325 | 0.00 | 13 | 0.00 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 10,913 | 0.00 | 430 | 6.97 | ||||
2025-07-29 | 13F | Schubert & Co | 26,237 | -13.75 | 1,022 | -9.73 | ||||
2025-07-16 | 13F | ORG Partners LLC | 397,268 | -23.01 | 15,493 | -19.39 | ||||
2025-07-25 | 13F | Cwm, Llc | 2,860 | 0.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 36,551 | 13.08 | 1,424 | 18.39 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 13,983 | -5.65 | 545 | -1.27 | ||||
2025-07-30 | 13F | IMG Wealth Management, Inc. | 588 | 0.00 | 23 | 4.76 | ||||
2025-08-12 | 13F | LPL Financial LLC | 252,243 | 21.58 | 9,825 | 27.30 | ||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 5,560 | 0.00 | 217 | 4.85 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 22,330 | 32.92 | 870 | 39.26 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,052,741 | 411.44 | 41 | 485.71 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 27,515 | 1,072 | ||||||
2025-07-14 | 13F | Park Avenue Securities Llc | 5,719 | 0 | ||||||
2025-04-21 | 13F | Luken Investment Analytics, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 6,646 | 0.00 | 259 | 4.45 | ||||
2025-08-14 | 13F | Sequent Planning LLC | 5,547 | 216 | ||||||
2025-08-15 | 13F | Captrust Financial Advisors | 7,200 | 0.00 | 280 | 4.87 | ||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 420,950 | -2.72 | 16,059 | -2.54 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 8,147 | 0.00 | 317 | 4.62 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,925 | 114 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 16,240 | 62.79 | 633 | 70.35 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 154,805 | 358.21 | 6 | 500.00 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,250 | 23.01 | 360 | 29.03 | ||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 7,366 | 287 | ||||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 5,652 | 0.00 | 220 | 4.76 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 13,063 | 0.00 | 509 | 4.74 | ||||
2025-07-15 | 13F | Legacy Solutions, Llc | 7,177 | 0.00 | 280 | 4.89 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Alesco Advisors Llc | 15,737 | -28.08 | 613 | -24.72 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 62,028 | -1.35 | 2,416 | 3.25 | ||||
2025-08-07 | 13F | Allworth Financial LP | 589 | 23 | ||||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 5,614 | -10.33 | 219 | -6.03 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 62,028 | -1.29 | 2,416 | 3.34 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 7,660 | 0.00 | 298 | 4.93 | ||||
2025-08-06 | 13F | Founders Financial Securities Llc | 82,703 | 216.86 | 3,156 | 227.62 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 216,233 | 12.94 | 8,422 | 18.25 | ||||
2025-08-06 | 13F | Bullseye Investment Management, LLC | 26,572 | 0.00 | 988 | 0.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 400 | 0.00 | 16 | 7.14 | ||||
2025-04-21 | 13F | Kingswood Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Signature Securities Group Corporation | 7,741 | 10.22 | 302 | 15.33 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,881 | 0.00 | 73 | 5.80 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,276 | -86.78 | 50 | -86.35 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,131,873 | -18.25 | 44,086 | -14.40 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 5,267 | 146.93 | 205 | 159.49 | ||||
2025-08-12 | 13F | MAI Capital Management | 74,566 | -0.59 | 2,904 | 4.09 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 6,643 | 0.00 | 259 | 4.45 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 20,281 | 1.92 | 803 | 9.10 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,259 | 245 | ||||||
2025-07-29 | 13F | Stephens Inc /ar/ | 14,151 | 0.00 | 551 | 4.75 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,073 | -33.97 | 42 | -31.67 | ||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 37,637 | 6.25 | 1,466 | 11.24 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,609 | 123.57 | 374 | 135.22 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 27,700 | -4.26 | 1,079 | 0.19 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 5,339 | 208 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 6,806 | 0.00 | 265 | 4.74 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 9,991 | -2.44 | 389 | 2.37 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 13,953 | 0.81 | 543 | 5.64 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 31,291 | 1 | ||||||
2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 2,735 | 0.00 | 0 | |||||
2025-08-14 | 13F | Aqr Capital Management Llc | 18,460 | 719 | ||||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 24,883 | -0.36 | 975 | 5.41 |