Mga Batayang Estadistika
Pemilik Institusional | 67 total, 67 long only, 0 short only, 0 long/short - change of -2.86% MRQ |
Alokasi Portofolio Rata-rata | 0.1479 % - change of -13.78% MRQ |
Saham Institusional (Jangka Panjang) | 6,311,463 (ex 13D/G) - change of 0.46MM shares 7.92% MRQ |
Nilai Institusional (Jangka Panjang) | $ 175,888 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF (US:HYGW) memiliki 67 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 6,311,463 saham. Pemegang saham terbesar meliputi Envestnet Asset Management Inc, LPL Financial LLC, Hennion & Walsh Asset Management, Inc., Cetera Investment Advisers, Eaton Financial Holdings Company, LLC, Commonwealth Equity Services, Llc, Assetmark, Inc, Morgan Stanley, Jpmorgan Chase & Co, and Pnc Financial Services Group, Inc. .
Struktur kepemilikan institusional iShares Trust - iShares High Yield Corporate Bond BuyWrite Strategy ETF (BATS:HYGW) 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 30.22 / share. Previously, on September 6, 2024, the share price was 32.58 / share. This represents a decline of 7.27% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-06 | 13F | Quadrant Private Wealth Management, LLC | 23,641 | 24.99 | 724 | 21.72 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 11,403 | 11.64 | 349 | 8.72 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 12,100 | -1.63 | 0 | |||||
2025-08-12 | 13F | BlackRock, Inc. | 1,246 | 7.69 | 38 | 5.56 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,447 | -36.17 | 44 | -38.03 | ||||
2025-08-12 | 13F | RiverFront Investment Group, LLC | 34,874 | 148.55 | 1,067 | 141.95 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 14,946 | 457 | ||||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 33,838 | 23.72 | 1,036 | 20.35 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,345 | 92.42 | 41 | 95.24 | ||||
2025-07-23 | 13F | Avantra Family Wealth, Inc. | 12,384 | -5.90 | 379 | -8.23 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 363,200 | 8.42 | 11 | 10.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 7,442 | 9.60 | 227 | 6.57 | ||||
2025-08-15 | 13F | High Falls Advisors, Inc | 11,539 | -0.39 | 353 | -3.02 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,904 | 1.49 | 58 | -1.69 | ||||
2025-08-04 | 13F | Integrity Alliance, Llc. | 22,690 | 10.74 | 695 | 7.76 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 91 | 0.00 | 3 | 0.00 | ||||
2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 31,930 | 69.72 | 977 | 65.31 | ||||
2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 542,741 | 9.01 | 16,613 | 6.10 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 38,650 | 1.31 | 1,183 | -1.33 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 12,021 | 378 | ||||||
2025-08-12 | 13F | Change Path, LLC | 54,797 | 11.93 | 1,677 | 8.97 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 13,815 | -78.07 | 423 | -78.70 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,457,255 | 17.92 | 44,607 | 14.77 | ||||
2025-07-24 | 13F | JB Capital LLC | 60,693 | 28.33 | 1,858 | 24.88 | ||||
2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Rossby Financial, LCC | 291 | 277.92 | 9 | 300.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Signet Financial Management, Llc | 20,966 | 46.30 | 642 | 42.44 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 6,844 | -94.98 | 209 | -95.13 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 85 | 6.25 | 3 | 0.00 | ||||
2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | ShoreHaven Wealth Partners, LLC | 50,550 | 62.05 | 1,547 | 57.70 | ||||
2025-08-14 | 13F | Icon Wealth Advisors, LLC | 17,228 | 1.04 | 527 | -1.68 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 162,968 | 56.46 | 4,988 | 52.31 | ||||
2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 398,559 | -7.81 | 12,200 | -10.27 | ||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,784 | -56.74 | 391 | -57.91 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 11,495 | 10.33 | 352 | 7.34 | ||||
2025-07-21 | 13F | Triad Wealth Partners, LLC | 27,679 | 35.65 | 847 | 32.14 | ||||
2025-08-13 | 13F | Luminist Capital LLC | 3,206 | -8.82 | 98 | -10.91 | ||||
2025-08-14 | 13F | Comerica Bank | 2,823 | 56.05 | 86 | 53.57 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 13,141 | 9.32 | 402 | 6.35 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 12,789 | 1.15 | 391 | -1.51 | ||||
2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 520 | 0.00 | 16 | -6.25 | ||||
2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Colonial Trust Co / SC | 4,740 | 145 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | LGT Financial Advisors LLC | 3,251 | 3.34 | 100 | 1.02 | ||||
2025-08-28 | NP | GPMIX - GuidePath(R) Multi-Asset Income Allocation Fund Service Shares | 55,977 | 1.33 | 1,713 | -1.38 | ||||
2025-08-14 | 13F | Napa Wealth Management | 18,934 | -7.05 | 580 | -9.53 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 373 | 11 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 477,264 | 13.28 | 14,609 | 10.26 | ||||
2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 789,158 | 2.03 | 24,156 | -0.69 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 10,836 | 9.89 | 332 | 6.77 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,355 | -8.63 | 41 | -10.87 | ||||
2025-07-23 | 13F | Detalus Advisors, LLC | 17,500 | 52.52 | 536 | 48.61 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 65,398 | 9.84 | 2 | 100.00 | ||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 103,310 | 0.49 | 3,162 | -2.20 | ||||
2025-07-31 | 13F | CAP Partners, LLC | 10,713 | 328 | ||||||
2025-08-07 | 13F | Summit X, LLC | 11,331 | 9.75 | 347 | 6.79 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 194,549 | 47.03 | 5,955 | 43.11 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 941 | 29 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 158,461 | 32.58 | 4,851 | 29.02 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 109 | 3 | ||||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Kelly Financial Services LLC | 107,814 | 13.35 | 3,300 | 10.33 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 208 | 4.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 9,587 | 38.16 | 293 | 34.40 | ||||
2025-06-03 | 13F | Invst, LLC | 21,365 | 9.86 | 672 | 8.75 | ||||
2025-08-15 | 13F | Morgan Stanley | 248,222 | 2.24 | 7,598 | -0.48 | ||||
2025-08-04 | 13F | Assetmark, Inc | 292,949 | 3.88 | 8,967 | 1.12 | ||||
2025-07-24 | 13F | Eastern Bank | 136 | 4 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 73,102 | 119.75 | 2,261 | 116.16 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 125,960 | 35.22 | 4 | 50.00 |