Mga Batayang Estadistika
| Pemilik Institusional | 91 total, 91 long only, 0 short only, 0 long/short - change of 1.10% MRQ |
| Alokasi Portofolio Rata-rata | 0.5299 % - change of -14.03% MRQ |
| Saham Institusional (Jangka Panjang) | 11,878,824 (ex 13D/G) - change of -0.20MM shares -1.68% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 262,727 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (US:IBD) memiliki 91 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 11,878,824 saham. Pemegang saham terbesar meliputi Inspire Advisors, LLC, Ambassador Advisors, LLC, Creative Financial Designs Inc /adv, Bare Financial Services, Inc, Change Path, LLC, CWM Advisors, LLC, Christian Investment Advisors, Inc., PAX Financial Group, LLC, LPL Financial LLC, and OneAscent Wealth Management LLC .
Struktur kepemilikan institusional Northern Lights Fund Trust IV - Inspire Corporate Bond ETF (ARCA:IBD) 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 24.23 / share. Previously, on September 9, 2024, the share price was 24.15 / share. This represents an increase of 0.33% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Clarity Asset Management, Inc. | 117 | -54.12 | 3 | -66.67 | ||||
| 2025-08-06 | 13F | OneAscent Family Office, LLC | 31,805 | -9.84 | 1 | |||||
| 2025-04-29 | 13F | DT Investment Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Pioneer Wealth Management Group | 11,577 | 278 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 8,182 | 13.17 | 196 | 13.95 | ||||
| 2025-07-18 | 13F | Vicus Capital | 78,007 | 4.05 | 1,873 | 5.17 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 15,940 | 0.00 | 383 | 1.06 | ||||
| 2025-07-31 | 13F | Turning Point Benefit Group, Inc. | 42,398 | 1,018 | ||||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 134 | 3 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 29,866 | -3.57 | 717 | -2.45 | ||||
| 2025-04-23 | 13F | AIFG Consultants Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 518 | 12 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 110,649 | -3.15 | 2,657 | -2.10 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 130,435 | -3.21 | 3,132 | -2.16 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 37 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 69,265 | -0.68 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 17,428 | -88.34 | 418 | -88.22 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 619,922 | 0.60 | 14,884 | 1.71 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 9,169 | -10.96 | 220 | -9.84 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,976 | 6.78 | 289 | 7.87 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 46,348 | 82.17 | 1,113 | 84.11 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | HFG Wealth Management, LLC | 65,847 | 7.23 | 1,564 | 8.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 346,177 | 12.29 | 8,312 | 13.52 | ||||
| 2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Values First Advisors, Inc. | 215 | -16.34 | 5 | -16.67 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 97,088 | 86.12 | 2,331 | 88.59 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 316,159 | -1.07 | 8 | 0.00 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 12,420 | 6.01 | 298 | 7.19 | ||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 9,174 | 7.93 | 220 | 9.45 | ||||
| 2025-08-14 | 13F | UBS Group AG | 141 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,290 | -61.27 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Trust Point Inc. | 42,538 | -0.26 | 1,021 | 0.89 | ||||
| 2025-08-06 | 13F | Christian Investment Advisors, Inc. | 582,857 | -33.55 | 13,994 | -33.00 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 27,540 | 664 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,715 | 4.16 | 593 | 5.33 | ||||
| 2025-08-12 | 13F | OneAscent Investment Solutions LLC | 139,357 | -3.03 | 3 | 0.00 | ||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 10,755 | -49.54 | 258 | -49.01 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 25,111 | 17.15 | 603 | 18.27 | ||||
| 2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 12,128 | 1.00 | 291 | 2.11 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 14,366 | -20.19 | 345 | -19.44 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 53,298 | 5.95 | 1,280 | 7.12 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 11,272 | -66.65 | 271 | -66.33 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 89,858 | -2.84 | 2,157 | -1.78 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,990 | 173.06 | 72 | 184.00 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 14,817 | 0.85 | 356 | 2.01 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 16,014 | -2.83 | 384 | -1.79 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 367,148 | -12.44 | 8,815 | -11.49 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1,000 | 0.00 | 24 | 4.35 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 373 | 0.00 | 9 | 0.00 | ||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 121,541 | 58.29 | 2,918 | 60.07 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 79,116 | 1,900 | ||||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 58 | 0.00 | 1 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,725 | 0.47 | 113 | 1.80 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 732 | 0.00 | 18 | 0.00 | ||||
| 2025-09-02 | 13F | Pvg Asset Management Corp | 8,951 | 3.95 | 215 | 4.90 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 305,387 | -30.90 | 7 | -30.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 12,544 | 301 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 682 | 16 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 14 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | LifeGuide Financial Advisors, LLC | 22,533 | 1.25 | 541 | 2.46 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 14,202 | 21.75 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 32 | 60.00 | 1 | |||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 15,860 | 8.60 | 381 | 9.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 24,368 | -23.67 | 585 | -22.82 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,544 | -17.52 | 302 | -16.62 | ||||
| 2025-08-15 | 13F | Keel Point, LLC | 22,814 | 0.00 | 548 | 1.11 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 97,583 | 8.94 | 2,343 | 10.16 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 899,262 | 33.57 | 21,591 | 35.03 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,466 | 0.96 | 35 | 2.94 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | CWM Advisors, LLC | 598,053 | 2.28 | 14,359 | 3.40 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,803 | -10.01 | 211 | -9.05 | ||||
| 2025-07-30 | 13F | Legacy Wealth Asset Management, LLC | 147,185 | 3.13 | 3,534 | 4.25 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 2,938,025 | -0.32 | 70,542 | 0.77 | ||||
| 2025-07-15 | 13F | LVZ Advisors, Inc. | 179,970 | -3.97 | 4,321 | -2.90 | ||||
| 2025-07-08 | 13F | Range Financial Group LLC | 124,936 | 17.02 | 3,000 | 18.30 | ||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 637,196 | 3.90 | 15,299 | 5.04 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 133,169 | -9.24 | 3,197 | -8.24 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,638 | 0.00 | 39 | 2.63 | ||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 81,784 | 2.15 | 1,964 | 3.26 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 52,093 | -4.73 | 1,251 | -3.70 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 25,717 | 43.84 | 617 | 45.52 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | RMG Wealth Management LLC | 15,533 | 372 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 5,651 | 53.43 | 136 | 55.17 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 22,814 | 24.77 | 548 | 26.04 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 16,648 | 0.82 | 400 | 1.79 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 1,463,000 | 2.36 | 35,127 | 3.48 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 8,720 | 209 | ||||||
| 2025-08-14 | 13F | LaSalle St. Investment Advisors, LLC | 28,126 | -2.79 | 1 | |||||
| 2025-07-17 | 13F | E Six Thirteen, Llc | 34,789 | -6.22 | 835 | -5.22 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28,693 | -0.60 | 689 | 0.44 | ||||
| 2025-08-01 | 13F | Advisory Alpha, LLC | 17,306 | 1.81 | 416 | 2.98 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 58,118 | -4.65 | 1,395 | -3.39 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 58,790 | 29,003.96 | 1,412 | 35,175.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13,232 | 0.00 | 0 |
