Mga Batayang Estadistika
Pemilik Institusional | 88 total, 88 long only, 0 short only, 0 long/short - change of 4.76% MRQ |
Alokasi Portofolio Rata-rata | 0.2245 % - change of -0.68% MRQ |
Saham Institusional (Jangka Panjang) | 3,591,142 (ex 13D/G) - change of 0.03MM shares 0.88% MRQ |
Nilai Institusional (Jangka Panjang) | $ 270,000 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF (US:LRGE) memiliki 88 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 3,591,142 saham. Pemegang saham terbesar meliputi Opal Wealth Advisors, LLC, Royal Bank Of Canada, Morgan Stanley, LPL Financial LLC, Avantax Advisory Services, Inc., Stifel Financial Corp, Raymond James Financial Inc, UBS Group AG, AA Financial Advisors, LLC, and M&t Bank Corp .
Struktur kepemilikan institusional Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF (NasdaqGM:LRGE) 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 80.17 / share. Previously, on September 6, 2024, the share price was 68.84 / share. This represents an increase of 16.46% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Captrust Financial Advisors | 5,605 | 0.00 | 445 | 13.55 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1,435 | -57.42 | 114 | -51.91 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,153 | 445.00 | 488 | 524.36 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,897 | 1.83 | 388 | 15.82 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 17,058 | -18.14 | 1,353 | -7.02 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 306 | 24.39 | 24 | 41.18 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 289,647 | -3.94 | 22,972 | 9.18 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 346 | 0.00 | 26 | 8.33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6,215 | 8.35 | 493 | 23.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 295 | 0.00 | 23 | 15.00 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3,410 | 0.00 | 270 | 13.92 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 3,239 | -15.52 | 257 | -3.76 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4,911 | 0.00 | 389 | 13.74 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,016 | -2.04 | 953 | 11.46 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8,387 | -1.76 | 665 | 11.76 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 9,512 | 99.75 | 754 | 127.11 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1,200 | 0.00 | 95 | 14.46 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 382,930 | 12.52 | 30,370 | 27.89 | ||||
2025-08-14 | 13F | UBS Group AG | 143,092 | -2.97 | 11,349 | 10.28 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35,126 | -9.58 | 2,786 | 2.77 | ||||
2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,736 | 296 | ||||||
2025-08-01 | 13F | May Hill Capital, LLC | 4,285 | 0.00 | 340 | 13.38 | ||||
2025-08-08 | 13F | Creative Planning | 4,242 | 0.00 | 336 | 13.51 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 27,200 | 0.00 | 2,157 | 13.65 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 15,223 | -0.24 | 1,207 | 13.44 | ||||
2025-08-14 | 13F | Fmr Llc | 43 | -85.17 | 3 | -85.00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 320 | 25 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 10,014 | -1.78 | 794 | 11.67 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 764 | 0.00 | 61 | 13.21 | ||||
2025-08-12 | 13F | LPL Financial LLC | 363,921 | 7.30 | 28,863 | 21.95 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10,691 | -19.43 | 848 | -8.43 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 105 | 0.00 | 8 | 14.29 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1,464 | 0.00 | 116 | 13.73 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 39,591 | 2.61 | 3,140 | 16.60 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65,412 | -40.17 | 5 | -28.57 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 5,907 | 0.00 | 468 | 13.59 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 525 | 42 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 202,206 | 10.12 | 16,037 | 25.15 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 3,106 | -8.59 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 21,790 | 50.92 | 1,728 | 71.60 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 83 | 0.00 | 7 | 20.00 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 3,386 | 0.00 | 269 | 13.56 | ||||
2025-07-07 | 13F | Investors Research Corp | 1,030 | 19.49 | 82 | 35.00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 8,633 | 0.71 | 685 | 14.38 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 110,929 | 11.12 | 8,798 | 26.30 | ||||
2025-07-18 | 13F | Truist Financial Corp | 39,109 | 12.73 | 3,102 | 28.14 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6,974 | 2.17 | 1 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6,527 | -17.22 | 518 | -6.00 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 54,080 | -16.20 | 4 | 0.00 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9,306 | 4.49 | 738 | 18.84 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45,681 | -18.09 | 4 | 0.00 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 570 | -0.70 | 45 | 12.50 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 573,799 | 2.67 | 45,508 | 16.70 | ||||
2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 395 | 0.00 | 31 | 14.81 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 24,152 | -3.58 | 1,915 | 9.55 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 98,326 | 10.12 | 7,798 | 25.17 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 7,733 | -11.84 | 613 | 0.16 | ||||
2025-07-25 | 13F | Cwm, Llc | 771 | 0 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,300 | 0.00 | 103 | 14.44 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 15,393 | -2.71 | 1,221 | 10.61 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 192 | 0.00 | 15 | 15.38 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20,075 | -1.41 | 1,592 | 12.11 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 32,258 | -1.20 | 2,558 | 12.29 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4,240 | -4.35 | 338 | 9.39 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14,454 | 15.67 | 1,146 | 31.57 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3,197 | -1.48 | 254 | 11.95 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 5,384 | 1.57 | 427 | 15.72 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2,355 | -0.76 | 187 | 12.73 | ||||
2025-08-14 | 13F | Comerica Bank | 5 | 0.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 347 | 0.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 34,612 | 10.99 | 2,745 | 26.15 | ||||
2025-08-15 | 13F | Morgan Stanley | 373,786 | -8.80 | 29,645 | 3.65 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 700 | 0.00 | 49 | -7.69 | ||||
2025-07-07 | 13F | First Community Trust Na | 75 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 10,600 | 841 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 2,924 | 0.00 | 232 | 13.24 | ||||
2025-08-07 | 13F | PFG Advisors | 21,901 | -0.62 | 1,737 | 13.01 | ||||
2025-08-13 | 13F | M&t Bank Corp | 98,662 | -0.50 | 7,824 | 13.08 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 169,840 | -1.82 | 13,470 | 11.60 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 7,731 | -6.20 | 613 | 6.61 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 797 | 0.00 | 63 | 14.55 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 4,311 | -0.23 | 342 | 13.29 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 236 | 0.00 | 19 | 5.88 | ||||
2025-07-25 | 13F | Natural Investments, Llc | 10,001 | 3.96 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Family Management Corp | 6,414 | 0.00 | 509 | 13.65 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2,920 | 232 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 34,741 | 14.14 | 2,755 | 29.77 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 3,882 | 0.00 | 308 | 13.70 | ||||
2025-04-28 | 13F | Novem Group | 0 | -100.00 | 0 |