Mga Batayang Estadistika
Pemilik Institusional | 127 total, 127 long only, 0 short only, 0 long/short - change of -3.05% MRQ |
Alokasi Portofolio Rata-rata | 0.0988 % - change of 2.71% MRQ |
Saham Institusional (Jangka Panjang) | 8,383,991 (ex 13D/G) - change of -0.14MM shares -1.63% MRQ |
Nilai Institusional (Jangka Panjang) | $ 293,464 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF (US:NUMV) memiliki 127 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 8,383,991 saham. Pemegang saham terbesar meliputi Morgan Stanley, Tiaa Trust, National Association, Abacus Wealth Partners, LLC, LPL Financial LLC, Royal Bank Of Canada, Raymond James Financial Inc, Bank of New York Mellon Corp, Bank Of America Corp /de/, UBS Group AG, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management .
Struktur kepemilikan institusional Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF (BATS:NUMV) 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 38.50 / share. Previously, on September 6, 2024, the share price was 34.96 / share. This represents an increase of 10.13% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Millstone Evans Group, LLC | 519 | 0.00 | 19 | 5.88 | ||||
2025-08-14 | 13F | Comerica Bank | 1,833 | -39.54 | 66 | -35.92 | ||||
2025-08-12 | 13F | LPL Financial LLC | 547,029 | 2.93 | 19,720 | 8.46 | ||||
2025-08-07 | 13F | Allworth Financial LP | 256 | 0.00 | 9 | 12.50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 44,774 | -4.88 | 1,614 | 0.25 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 236 | 3.96 | 9 | 14.29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 217 | 102.80 | 8 | 133.33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | McAdam, LLC | 6,992 | 8.44 | 252 | 14.55 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 61 | 0.00 | 2 | 0.00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 17 | 0.00 | 1 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 56 | 0.00 | 2 | 100.00 | ||||
2025-08-14 | 13F | UBS Group AG | 278,749 | 4.58 | 10,049 | 10.20 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 256,110 | -0.23 | 9,233 | 5.14 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10,720 | 0.00 | 386 | 5.46 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 821 | -76.09 | 30 | -75.21 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 7,269 | 10.17 | 262 | 16.44 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,057 | -77.83 | 0 | -100.00 | ||||
2025-07-16 | 13F/A | CX Institutional | 6,447 | -5.21 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 0.00 | 1 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 14,500 | 0.00 | 540 | 8.67 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 96,611 | 9.36 | 3,460 | 15.38 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 303,998 | -0.01 | 10,959 | 5.36 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28,713 | -4.70 | 1,035 | 0.49 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 41,661 | -20.18 | 1,502 | -15.91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,446 | 485 | ||||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18,438 | 1.65 | 665 | 7.10 | ||||
2025-08-12 | 13F | MAI Capital Management | 530 | 1.53 | 19 | 11.76 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 7,660 | 18.69 | 276 | 25.45 | ||||
2025-08-14 | 13F | Mariner, LLC | 26,120 | 0.00 | 942 | 5.38 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 41,847 | 183.98 | 1,509 | 199.21 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 318 | 11 | ||||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 15,560 | 0.00 | 561 | 5.26 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7,852 | 0 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,615 | -1.01 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,566 | 0.00 | 633 | 6.21 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 538,787 | 3.94 | 19,423 | 9.53 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 24,825 | -3.98 | 895 | 1.13 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1,018 | 19.34 | 37 | 24.14 | ||||
2025-08-06 | 13F | Simmons Bank | 11,066 | -2.34 | 399 | 2.84 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1,004,386 | -17.57 | 36,208 | -13.13 | ||||
2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 6,473 | -25.02 | 233 | -21.02 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 139,271 | -0.68 | 5,021 | 4.65 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 38,115 | 0.40 | 1,374 | 5.86 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 27,485 | 2.02 | 991 | 7.49 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 9,491 | 1.38 | 342 | 6.88 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 13,550 | -11.27 | 488 | -6.51 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 35,710 | 0.74 | 1,287 | 6.19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29,298 | 12.08 | 1,056 | 18.12 | ||||
2025-08-14 | 13F | Fmr Llc | 1,373 | 17.55 | 49 | 25.64 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 8,225 | 25.67 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 9,744 | -4.68 | 351 | 0.57 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 25,648 | -5.17 | 925 | -0.11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 100,714 | -0.47 | 3,631 | 4.88 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 9,677 | -16.40 | 349 | -11.90 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,463,546 | 2.13 | 52,761 | 7.63 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 11,762 | -59.73 | 424 | -57.56 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 12,721 | 0.32 | 459 | 5.77 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8,611 | 4.21 | 310 | 9.93 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 20,040 | 10.59 | 722 | 16.64 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 68 | 0.00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 499 | 0.00 | 18 | 0.00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 35 | 0.00 | 1 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9,325 | -9.72 | 336 | -4.82 | ||||
2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2,183 | -31.37 | 79 | -27.78 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 465 | 0.00 | 17 | 6.67 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 6,589 | -28.55 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 6,680 | 108.36 | 241 | 120.18 | ||||
2025-07-18 | 13F | Vicus Capital | 9,643 | 0.73 | 348 | 6.12 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 8,032 | -11.42 | 290 | -6.77 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 2,909 | 0.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68 | 0.00 | 2 | 0.00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24,747 | 27.70 | 892 | 34.59 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 26,583 | 3.40 | 958 | 8.99 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 9,246 | -2.89 | 333 | 2.46 | ||||
2025-08-11 | 13F | Citigroup Inc | 380 | 0.00 | 14 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28,280 | 0.00 | 1,019 | 5.38 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,980 | 107 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7,482 | -3.38 | 275 | 4.17 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 446,116 | 9.51 | 16,082 | 15.40 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | DT Investment Partners, LLC | 175 | -15.46 | 6 | -14.29 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,208 | 0.00 | 44 | 4.88 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48,152 | -10.90 | 1,736 | -6.11 | ||||
2025-08-07 | 13F | Commerce Bank | 15,030 | -11.25 | 542 | -6.56 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6,280 | 0.00 | 226 | 5.61 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 17,964 | -1.55 | 648 | 3.69 | ||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 370 | 0.00 | 13 | 8.33 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 18,007 | 0.00 | 649 | 5.36 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 14,818 | 118.88 | 534 | 131.17 | ||||
2025-05-02 | 13F | Invera Wealth Advisors, LLC | 63,582 | 0.35 | 2,175 | -5.15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 150,875 | -11.76 | 5 | 0.00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8,916 | 34.08 | 0 | |||||
2025-04-09 | 13F | West Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 405 | 0.00 | 15 | 7.69 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 401 | 0.00 | 14 | 7.69 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 902,286 | -3.09 | 32,527 | 2.13 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6,774 | 0.00 | 244 | 5.63 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 18,962 | 0.00 | 684 | 5.40 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 89,246 | 0.00 | 3,217 | 5.37 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,294 | 3.10 | 83 | 7.89 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 11,450 | 0.00 | 413 | 5.37 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 194 | -17.09 | 7 | -25.00 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 19,097 | -3.61 | 688 | 1.62 | ||||
2025-08-14 | 13F | Colony Group, LLC | 8,253 | 0.00 | 298 | 5.32 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,575 | 0.00 | 93 | 4.55 | ||||
2025-08-08 | 13F | Creative Planning | 108,300 | 0.00 | 3,904 | 5.40 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 259 | 0.00 | 9 | 12.50 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 36,010 | -3.20 | 1,298 | 2.04 | ||||
2025-07-25 | 13F | Cwm, Llc | 9,522 | 169.82 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 540,324 | -0.82 | 19,478 | 4.51 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 136,996 | 7.03 | 4,939 | 12.79 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 13,723 | 11.20 | 0 | |||||
2025-08-14 | 13F | Abound Financial, Llc | 7,915 | 24.53 | 285 | 31.34 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14,503 | 258.45 | 523 | 278.26 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 634 | 0.00 | 23 | 4.76 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 61 | 0.00 | 2 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 869 | 0.00 | 31 | 3.33 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 18,970 | 0.00 | 684 | 5.40 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 15,827 | 19.97 | 571 | 26.39 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 6,540 | 4.11 | 236 | 9.81 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,860 | 0.00 | 211 | 5.50 | ||||
2025-07-30 | 13F | Whittier Trust Co | 12,433 | 0.00 | 448 | 5.41 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | rebel Financial LLC | 29,542 | 1,065 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 22,427 | -25.79 | 808 | -21.78 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 9,686 | 349 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,829 | 20.49 | 66 | 27.45 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 17,473 | 2.21 | 630 | 7.71 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 682 | 0.00 | 25 | 4.35 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1,834 | 0.00 | 66 | 6.45 |