Mga Batayang Estadistika
| Pemilik Institusional | 68 total, 67 long only, 0 short only, 1 long/short - change of 9.38% MRQ |
| Alokasi Portofolio Rata-rata | 0.2970 % - change of -11.13% MRQ |
| Saham Institusional (Jangka Panjang) | 2,637,216 (ex 13D/G) - change of 0.60MM shares 29.73% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 183,259 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (US:KBWP) memiliki 68 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 2,637,216 saham. Pemegang saham terbesar meliputi Harel Insurance Investments & Financial Services Ltd., LPL Financial LLC, HighTower Advisors, LLC, Morgan Stanley, Raymond James Financial Inc, Kingsview Wealth Management, LLC, Mutual Advisors, LLC, MSSS - Monarch Select Subsector Index ETF, Royal Bank Of Canada, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco KBW Property & Casualty Insurance ETF (NasdaqGM:KBWP) 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 123.29 / share. Previously, on September 5, 2024, the share price was 114.52 / share. This represents an increase of 7.66% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 1,117,500 | 0.00 | 137 | -1.44 | ||||
| 2025-05-01 | 13F | Fulcrum Equity Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 100,177 | 180.00 | 12,305 | 176.06 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 25,408 | 2.16 | 3,121 | 0.71 | ||||
| 2025-08-05 | 13F | Wellington Shields & Co., LLC | 2,199 | 270 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,602 | 2,710.53 | 197 | 2,700.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 19,372 | -22.57 | 2,379 | -23.68 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 4,150 | -1.84 | 510 | -3.23 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 70 | 0.00 | 9 | 0.00 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | CVA Family Office, LLC | 52 | 1.96 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 17,744 | 114.45 | 2,179 | 111.55 | ||||
| 2025-07-08 | 13F | First National Corp /ma/ /adv | 42,295 | 50.22 | 5,195 | 48.13 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 138 | -86.20 | 0 | |||||
| 2025-08-08 | 13F | Hudock, Inc. | 2,325 | 0.09 | 286 | -1.38 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 259 | 21.03 | 32 | 29.17 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 2,945 | 362 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,905 | 848 | ||||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Nilsine Partners, LLC | 10,010 | 1,230 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,088 | 56.68 | 1 | |||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 9,692 | 19.07 | 1,190 | 17.36 | ||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 2,336 | 0.34 | 287 | -1.38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 10,703 | 5.12 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 28,214 | -23.72 | 3,466 | -24.80 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 4 | 0 | ||||||
| 2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 150 | 0.00 | 18 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 282,349 | 60.46 | 34,681 | 58.20 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,136 | 13.93 | 1 | |||||
| 2025-07-14 | 13F | Buska Wealth Management, LLC | 35,390 | 135.56 | 4,347 | 132.28 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 149,012 | 358.13 | 18,303 | 351.70 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | DAVENPORT & Co LLC | 14,485 | 32.88 | 1,779 | 31.00 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 21,530 | 42.14 | 2,645 | 40.12 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 62 | 0.00 | 8 | 0.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 3,178 | 0.00 | 390 | -1.27 | ||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 2,667 | -26.08 | 328 | -27.17 | ||||
| 2025-07-29 | NP | MSSS - Monarch Select Subsector Index ETF | 68,788 | -27.74 | 8,631 | -24.43 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 4,548 | 73.65 | 559 | 71.17 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 6,823 | 838 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11,718 | 20.02 | 1,440 | 18.34 | ||||
| 2025-07-16 | 13F | Minichmacgregor Wealth Management, Llc | 2,692 | 331 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 26,400 | 3,243 | ||||||
| 2025-05-09 | 13F | Washington Growth Strategies Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Murphy & Mullick Capital Management Corp | 40 | 0.00 | 5 | 0.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 3,440 | 423 | ||||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 607 | 0.00 | 75 | 4.23 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 109 | 0.00 | 13 | 8.33 | ||||
| 2025-07-07 | 13F | RDA Financial Network | 5,050 | 0.00 | 620 | -1.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 53,461 | 698.64 | 6,566 | 687.29 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,438 | 178.68 | 177 | 175.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 20,307 | -0.40 | 2,494 | -1.81 | ||||
| 2025-04-29 | 13F | Lee Danner & Bass Inc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 2,025 | 249 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 194,089 | 11,466.69 | 23,840 | 11,306.22 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 1,900 | 233 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 400 | 49 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 3,661 | 450 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 2,325 | 0.87 | 286 | -0.70 | ||||
| 2025-08-04 | 13F | JDM Financial Group LLC | 29 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Western Financial Corp/CA | 2,362 | 290 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 21,602 | 6.77 | 2,653 | 5.28 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 616 | -54.06 | 76 | -55.09 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,805 | 1,941 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 5,608 | -3.23 | 689 | -4.58 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2 | -33.33 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 2,083 | -1.00 | 256 | -2.67 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 78,757 | 9.97 | 9,304 | 10.66 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 10 | 0.00 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 47,793 | 38.26 | 5,870 | 36.32 | ||||
| 2025-07-22 | 13F | Elevate Capital Advisors, LLC | 24,108 | 67.98 | 2,961 | 65.60 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 78,873 | -18.44 | 9,688 | -19.60 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,061 | 13.15 | 499 | 11.41 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 18,738 | 91.54 | 2,302 | 88.92 | ||||
| 2025-08-07 | 13F | PCG Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 100 | 12 | ||||||
| 2025-08-14 | 13F | SWAN Capital LLC | 0 | -100.00 | 0 |
