Mga Batayang Estadistika
Pemilik Institusional | 70 total, 70 long only, 0 short only, 0 long/short - change of 1.45% MRQ |
Alokasi Portofolio Rata-rata | 0.3837 % - change of -5.18% MRQ |
Saham Institusional (Jangka Panjang) | 4,351,051 (ex 13D/G) - change of -0.40MM shares -8.39% MRQ |
Nilai Institusional (Jangka Panjang) | $ 201,617 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF (US:PALC) memiliki 70 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 4,351,051 saham. Pemegang saham terbesar meliputi Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Geneos Wealth Management Inc., Lunt Capital Management, Inc., Enzi Wealth, Financial Enhancement Group LLC, Cambridge Investment Research Advisors, Inc., Ergawealth Advisors, Inc., Centric Wealth Management, and LPL Financial LLC .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF (ARCA:PALC) 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 50.57 / share. Previously, on September 6, 2024, the share price was 47.96 / share. This represents an increase of 5.45% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,394 | -0.71 | 4,367 | 2.30 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 63,722 | -2.05 | 3,148 | 0.90 | ||||
2025-07-22 | 13F | Ergawealth Advisors, Inc. | 201,666 | -2.90 | 9,962 | 0.04 | ||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 4,144 | 205 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 2,190 | 338.00 | 108 | 468.42 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 231 | 0.00 | 11 | 0.00 | ||||
2025-05-13 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Financial Enhancement Group LLC | 245,831 | 0.26 | 12,124 | 7.35 | ||||
2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-15 | 13F | Unified Investment Management | 11,849 | 0.01 | 585 | 2.99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9,376 | -0.77 | 463 | 2.21 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 262,935 | 1.06 | 12,989 | 4.13 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 4,675 | 231 | ||||||
2025-07-15 | 13F | Armis Advisers, LLC | 161,192 | 4.75 | 7,963 | 7.93 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 31,303 | -7.02 | 1,546 | -4.21 | ||||
2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 22,919 | -9.11 | 1,132 | -6.37 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3,174 | -34.30 | 157 | -32.47 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 831 | 0.24 | 41 | 5.13 | ||||
2025-07-25 | 13F | Cwm, Llc | 439 | -12.90 | 0 | |||||
2025-08-14 | 13F | Chicago Wealth Management, Inc. | 8,481 | -2.06 | 419 | 0.72 | ||||
2025-07-15 | 13F | Clarus Group, Inc. | 14,576 | 0.00 | 720 | 3.15 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 32,828 | -67.01 | 1,622 | -66.02 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 298,698 | 20.07 | 14,756 | 23.70 | ||||
2025-07-25 | 13F | Alpha Financial Partners, LLC | 29,494 | -8.63 | 1,457 | -5.82 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,450 | 0.06 | 319 | 2.91 | ||||
2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 130,204 | 0.28 | 6,432 | 3.33 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,391 | 26.49 | 909 | 30.27 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 14,560 | 12.97 | 719 | 16.53 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,479 | 33.97 | 320 | 38.53 | ||||
2025-08-14 | 13F | UBS Group AG | 17,172 | 63.42 | 848 | 68.59 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,905 | -1.16 | 341 | 2.10 | ||||
2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 21,035 | 2.88 | 1,039 | 6.02 | ||||
2025-04-21 | 13F | Clg Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,533 | -17.25 | 1 | 0.00 | ||||
2025-08-12 | 13F | Centric Wealth Management | 195,113 | 1.59 | 9,869 | 7.16 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 359,937 | 8.08 | 17,781 | 11.36 | ||||
2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 36 | -81.05 | 2 | -88.89 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 15,617 | 1 | ||||||
2025-08-15 | 13F | Morgan Stanley | 9,363 | -27.99 | 463 | -25.84 | ||||
2025-07-31 | 13F | Leavell Investment Management, Inc. | 20,627 | -34.19 | 1,019 | -32.22 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 129,937 | 4.97 | 6,417 | 8.14 | ||||
2025-07-09 | 13F | Burt Wealth Advisors | 46,544 | 1.72 | 2,299 | 4.83 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54,008 | 9.84 | 2,668 | 13.19 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,836 | -38.08 | 232 | -39.84 | ||||
2025-08-04 | 13F | L.m. Kohn & Company | 7,775 | 0.00 | 384 | 3.23 | ||||
2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,081 | 0.00 | 103 | 3.03 | ||||
2025-07-28 | 13F | Frazier Financial Advisors, LLC | 121 | 0.00 | 6 | 0.00 | ||||
2025-08-13 | 13F | Trustmark National Bank Trust Department | 9,000 | 0.00 | 445 | 3.02 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 422,835 | -22.28 | 20,882 | -20.04 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 109,054 | -20.58 | 5,387 | -18.18 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,007 | 0.00 | 50 | 4.17 | ||||
2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Financial Designs Corp | 85,395 | -13.80 | 4,219 | -11.20 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 16,018 | 6.21 | 791 | 9.41 | ||||
2025-07-14 | 13F | Enzi Wealth | 257,767 | 0.34 | 12,713 | 6.75 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 42,388 | -1.88 | 2,094 | 1.11 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 43,763 | -50.02 | 2,194 | -47.75 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 58,445 | 0.09 | 2,887 | 3.70 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 235,173 | -4.79 | 12 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 192,035 | -7.40 | 9,487 | -4.60 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 29,903 | -1.47 | 1,477 | 1.51 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 29 | 1 | ||||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27,958 | 208.35 | 1,381 | 218.20 | ||||
2025-08-04 | 13F | Atria Investments Llc | 132,837 | -1.10 | 6,562 | 1.89 | ||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 8,137 | -40.44 | 402 | -38.78 | ||||
2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 246 | 0.41 | 12 | 9.09 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33,923 | -73.99 | 1,682 | -73.12 | ||||
2025-07-18 | 13F | Truist Financial Corp | 6,973 | -6.49 | 344 | -3.64 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,604 | 11.81 | 425 | 15.49 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Fmr Llc | 871 | 37.17 | 43 | 43.33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Landmark Wealth Management, Inc. | 14,687 | -16.72 | 726 | -14.20 | ||||
2025-07-07 | 13F | Centurion Wealth Management LLC | 8,264 | 408 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 166 | 8 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 16,901 | 96.36 | 835 | 102.43 |