Mga Batayang Estadistika
| Pemilik Institusional | 100 total, 100 long only, 0 short only, 0 long/short - change of 8.70% MRQ |
| Alokasi Portofolio Rata-rata | 0.6572 % - change of -6.94% MRQ |
| Saham Institusional (Jangka Panjang) | 15,803,213 (ex 13D/G) - change of -0.24MM shares -1.49% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 717,668 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree U.S. Efficient Core Fund (US:NTSX) memiliki 100 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 15,803,213 saham. Pemegang saham terbesar meliputi Halbert Hargrove Global Advisors, Llc, Cwm, Llc, Wealthcare Advisory Partners LLC, HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF, Rational Advisors Llc, Resources Investment Advisors, LLC., WJ Interests, LLC, Cetera Investment Advisers, Professional Financial Advisors, LLC, and LPL Financial LLC .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree U.S. Efficient Core Fund (ARCA:NTSX) 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 12, 2025 is 53.37 / share. Previously, on September 13, 2024, the share price was 46.29 / share. This represents an increase of 15.29% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 23,245 | 5.59 | 1,164 | 16.65 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 9,432 | 472 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 900 | -1.10 | 45 | 9.76 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,346 | 45.20 | 67 | 55.81 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 33,772 | -53.77 | 1,691 | -48.94 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 23,199 | -11.34 | 1,169 | 3.27 | ||||
| 2025-07-23 | 13F | REAP Financial Group, LLC | 18,562 | -6.09 | 929 | 3.80 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-26 | NP | HNDL - Strategy Shares Nasdaq 7 HANDL(TM) Index ETF | 914,991 | -4.87 | 41,531 | -10.38 | ||||
| 2025-05-05 | 13F | Balentine LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 874 | 0.00 | 44 | 22.86 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,233 | 2.17 | 212 | 12.77 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 1,355 | -25.63 | 67 | -18.29 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 560,794 | -0.02 | 28,073 | 10.47 | ||||
| 2025-07-15 | 13F | FLP Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 12,695 | 635 | ||||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 4,626 | -23.99 | 232 | -16.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 639 | 32 | ||||||
| 2025-08-11 | 13F | Covestor Ltd | 91 | 0.00 | 0 | |||||
| 2025-08-27 | 13F | Barnes Wealth Management Group, Inc | 7,148 | 22.36 | 358 | 35.23 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 23,516 | -23.17 | 1,177 | -15.08 | ||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 49,904 | -20.18 | 2,498 | -11.79 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 600 | 30 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 437,657 | -10.93 | 22,001 | -1.18 | ||||
| 2025-09-09 | 13F | NWF Advisory Services Inc. | 10,750 | 538 | ||||||
| 2025-08-13 | 13F | Kayne Anderson Rudnick Investment Management Llc | 38 | 0.00 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,561 | -51.25 | 228 | -46.10 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5,406 | -1.48 | 271 | 8.87 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 82,000 | 4,105 | ||||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 250,406 | -5.77 | 12,535 | 4.10 | ||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 6,002,518 | -0.27 | 300,486 | 10.19 | ||||
| 2025-07-28 | 13F | Innova Wealth Partners | 23,755 | -1.11 | 1,189 | 9.28 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,191 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,168 | -77.91 | 309 | -75.65 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 11,799 | 591 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 13,200 | 0.00 | 661 | 10.37 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 16,093 | -14.09 | 806 | -5.07 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 5,107 | 256 | ||||||
| 2025-07-31 | 13F/A | Avion Wealth | 9,783 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,031 | -0.86 | 402 | 9.54 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 5,597 | -0.02 | 280 | 10.67 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 93,820 | 11.19 | 4,697 | 22.84 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 78,508 | 3.65 | 3,930 | 14.54 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 70 | 0.00 | 4 | 0.00 | ||||
| 2025-04-14 | 13F | Baldwin Brothers Inc/ma | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | RW Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 17,560 | 7.04 | 879 | 18.30 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 4,042 | 0.00 | 202 | 10.38 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,920 | 181.00 | 196 | 211.11 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,922 | 7.07 | 246 | 18.27 | ||||
| 2025-08-05 | 13F | Astra Wealth Partners LLC | 7,800 | 5.05 | 390 | 16.07 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 37,579 | 4.58 | 1,876 | 15.09 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 112,867 | 9.76 | 5,650 | 21.27 | ||||
| 2025-05-13 | 13F | Ground Swell Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 470 | -20.88 | 24 | -11.54 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 11,751 | 10.95 | 588 | 22.76 | ||||
| 2025-08-12 | 13F | WealthTrak Capital Management LLC | 185 | 28.47 | 9 | 50.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 8,641 | -14.65 | 433 | -5.68 | ||||
| 2025-08-14 | 13F | Fmr Llc | 13 | 1,200.00 | 1 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,333 | 0.00 | 67 | 10.00 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 137,737 | -49.40 | 6,895 | -44.10 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 757,588 | 0.25 | 37,925 | 10.75 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 275,227 | -1.17 | 13,778 | 9.19 | ||||
| 2025-08-14 | 13F | Cibc World Markets Corp | 68,808 | -9.73 | 3,445 | -0.26 | ||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 13,251 | 14.52 | 600 | 11.11 | ||||
| 2025-07-10 | 13F | Wedmont Private Capital | 10,054 | 0.00 | 505 | 16.13 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 11,757 | -17.83 | 589 | -9.26 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 130,587 | -30.83 | 6,537 | -23.58 | ||||
| 2025-08-11 | 13F | Sierra Capital LLC | 21,439 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 37,148 | 72.08 | 1,860 | 90.08 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 5,107 | 243 | ||||||
| 2025-07-31 | 13F | Ndwm Llc | 12,347 | -10.71 | 618 | -1.28 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 27,000 | 0.00 | 1,352 | 10.47 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 6,880 | 0.28 | 344 | 10.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,194 | 0.01 | 1 | |||||
| 2025-07-30 | 13F | IMG Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 55,333 | -7.40 | 3 | 0.00 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 227 | 11 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 477,465 | 5.58 | 23,902 | 16.64 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 31,416 | 2.06 | 1,573 | 12.77 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 31,093 | -5.18 | 1,553 | 4.58 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 328,382 | -1.60 | 16,438 | 8.72 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,818 | 7.71 | 341 | 19.23 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 140 | 0 | ||||||
| 2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 473,552 | 5.64 | 23,706 | 16.72 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 5,110 | -7.36 | 231 | -7.23 | ||||
| 2025-07-22 | 13F | WJ Interests, LLC | 587,204 | -2.77 | 29,395 | 7.43 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 16,480 | -0.18 | 769 | 2.81 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 404 | 34.67 | 20 | 53.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,183 | 59 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 385 | -6.10 | 19 | 5.56 | ||||
| 2025-07-15 | 13F | ACT Advisors, LLC. | 15,923 | -1.27 | 797 | 9.18 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 35,869 | 84.00 | 1,796 | 103.28 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-23 | 13F | Morton Capital Management LLC/CA | 32,762 | 0.31 | 1,640 | 10.89 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 920,204 | 1.77 | 46,065 | 12.44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,774 | 1.68 | 239 | 12.26 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,263,664 | 5.96 | 63 | 16.67 | ||||
| 2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 16,739 | -2.01 | 838 | 8.14 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12,679 | 5.91 | 635 | 16.97 | ||||
| 2025-08-12 | 13F | Bravias Capital Group, LLC | 84,701 | 10.30 | 4,240 | 21.87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 162 | 8 | ||||||
| 2025-07-31 | 13F | Rational Advisors Llc | 779,076 | -13.85 | 39,001 | -4.82 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 58,515 | 5.55 | 2,929 | 16.65 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 5,107 | 256 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 28,904 | -0.43 | 1,447 | 9.96 | ||||
| 2025-07-22 | 13F | Team Financial Group, LLC | 3,680 | 184 | ||||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 11,675 | 0.00 | 578 | 9.26 |
