Mga Batayang Estadistika
Pemilik Institusional | 77 total, 77 long only, 0 short only, 0 long/short - change of 8.45% MRQ |
Alokasi Portofolio Rata-rata | 0.0947 % - change of -61.29% MRQ |
Saham Institusional (Jangka Panjang) | 12,018,186 (ex 13D/G) - change of 1.02MM shares 9.31% MRQ |
Nilai Institusional (Jangka Panjang) | $ 313,465 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Franklin Templeton ETF Trust - Franklin Income Focus ETF (US:INCM) memiliki 77 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 12,018,186 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Ameriprise Financial Inc, Advisor Group Holdings, Inc., Wealth Enhancement Advisory Services, Llc, Cetera Investment Advisers, Sowell Financial Services LLC, and Larson Financial Group LLC .
Struktur kepemilikan institusional Franklin Templeton ETF Trust - Franklin Income Focus ETF (ARCA:INCM) 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 4, 2025 is 27.62 / share. Previously, on September 5, 2024, the share price was 26.81 / share. This represents an increase of 3.02% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Private Trust Co Na | 15,941 | 1.24 | 431 | 2.86 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 61,112 | 206.73 | 1,653 | 211.89 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 62,082 | 1.38 | 1,679 | 3.01 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 23,165 | 629 | ||||||
2025-08-07 | 13F | PFG Advisors | 8,034 | 217 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2,103,765 | 23.36 | 56,907 | 25.31 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 24,068 | 651 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,525 | 12.89 | 853 | 14.67 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,455 | -72.75 | 39 | -71.94 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 11,929 | 10.55 | 323 | 12.20 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,430 | 66 | ||||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 22,200 | 601 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 169 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 911,490 | 14.19 | 24,656 | 16.00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 135,489 | 18.71 | 3,665 | 20.57 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 18,867 | 0.73 | 510 | 2.41 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 11,005 | 25.57 | 298 | 27.47 | ||||
2025-07-17 | 13F | XML Financial, LLC | 24,915 | 8.73 | 674 | 10.33 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 45,872 | 10.82 | 1,241 | 12.52 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 500,873 | -47.55 | 13,674 | -46.24 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 39,026 | 3,999.37 | 1,056 | 4,120.00 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 8,663 | 0.13 | 234 | 1.74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 172,392 | 61.75 | 4,668 | 64.19 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 10,137 | 274 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 242,357 | -0.87 | 7 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,271,696 | 22.04 | 34,399 | 23.96 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 82,385 | 0.24 | 2,229 | 1.83 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12,493 | 21.49 | 338 | 23.44 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9,511 | 257 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 16,025 | 0.00 | 433 | 1.64 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,111 | 12.37 | 355 | 14.19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 78 | 2 | ||||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 10,998 | -69.38 | 298 | -68.93 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,374 | -5.41 | 91 | -3.19 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 140,167 | 46.48 | 3,792 | 48.78 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 231,932 | 54.28 | 6,274 | 56.71 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 35,793 | 54.31 | 1 | |||||
2025-07-25 | 13F | Cwm, Llc | 62,340 | 367.42 | 2 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 24,410 | 14.89 | 660 | 16.81 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 10,201 | 8.45 | 276 | 10.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 23,301 | 1.93 | 630 | 3.62 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 14,205 | 53.39 | 384 | 56.10 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 33,589 | 31.45 | 909 | 33.53 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 17,818 | 295.60 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 60,948 | -0.47 | 1,649 | 1.10 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1,500 | 0.00 | 41 | 2.56 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 28,744 | -4.27 | 780 | -2.50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 428,152 | 34.56 | 11,582 | 36.68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520,504 | 108.17 | 14,081 | 111.44 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 138,618 | 343.28 | 3,764 | 350.12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 64,002 | -2.62 | 1,731 | -1.09 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 26,609 | 45.91 | 720 | 48.25 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 102,041 | 9.71 | 2,760 | 11.47 | ||||
2025-08-15 | 13F | Morgan Stanley | 52,241 | -1.41 | 1,413 | 0.14 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,019 | -72.13 | 109 | -71.28 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76,016 | 13.49 | 2 | 100.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 37,206 | -71.96 | 1,006 | -71.53 | ||||
2025-08-14 | 13F | Comerica Bank | 3,000 | 50.00 | 81 | 52.83 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,000 | 0.00 | 108 | 1.89 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 70,581 | 138.85 | 1,909 | 142.88 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 412,043 | 2.78 | 11,146 | 4.40 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 680 | 3.98 | 18 | 5.88 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,000 | 270 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 23,728 | -80.10 | 642 | -79.80 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 35,494 | 99.09 | 960 | 102.53 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,693,284 | 14.92 | 45,803 | 16.73 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 38,585 | 26.00 | 1,044 | 28.10 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 333,125 | 876.68 | 9,011 | 892.40 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 18,012 | 12.12 | 487 | 14.05 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,615 | 206 | ||||||
2025-08-11 | 13F | Elequin Capital Lp | 93,095 | 491.19 | 2,518 | 500.95 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 58,980 | 444.00 | 1,595 | 453.82 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 130,598 | 15.15 | 3,533 | 16.95 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 10,747 | 41.39 | 291 | 43.56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 684,853 | 18.06 | 18,522 | 19.84 | ||||
2025-07-08 | 13F | Next Level Private LLC | 256,434 | -0.92 | 6,937 | 0.64 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 90,344 | 36.93 | 2,444 | 39.12 |