Mga Batayang Estadistika
Pemilik Institusional | 72 total, 72 long only, 0 short only, 0 long/short - change of 1.39% MRQ |
Alokasi Portofolio Rata-rata | 0.4090 % - change of -23.94% MRQ |
Saham Institusional (Jangka Panjang) | 5,741,324 (ex 13D/G) - change of 0.51MM shares 9.69% MRQ |
Nilai Institusional (Jangka Panjang) | $ 118,889 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X Variable Rate Preferred ETF (US:PFFV) memiliki 72 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 5,741,324 saham. Pemegang saham terbesar meliputi Morgan Stanley, Janney Montgomery Scott LLC, Bank Of America Corp /de/, Cambridge Investment Research Advisors, Inc., Ironsides Asset Advisors, LLC, Bedel Financial Consulting, Inc., Creative Planning, OIOIX - AXS Income Opportunities Fund Class I, AXS Investments LLC, and LPL Financial LLC .
Struktur kepemilikan institusional Global X Funds - Global X Variable Rate Preferred ETF (ARCA:PFFV) 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 23.18 / share. Previously, on September 6, 2024, the share price was 23.69 / share. This represents a decline of 2.17% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 78,677 | 88.80 | 1,794 | 82.03 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 162,187 | 198.30 | 3,698 | 187.48 | ||||
2025-04-25 | NP | HROAX - FinTrust Income and Opportunity Fund Class A Shares | 15,000 | 361 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 272,685 | 55.07 | 6 | 50.00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 12,819 | 292 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Change Path, LLC | 24,324 | 55.37 | 555 | 49.73 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 10,438 | 0.00 | 238 | -3.66 | ||||
2025-07-25 | 13F | Cwm, Llc | 4,904 | 0.00 | 0 | |||||
2025-08-14 | 13F | Diversify Wealth Management, Llc | 15,944 | 367 | ||||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 30,700 | -8.15 | 700 | -11.52 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 828 | 1.35 | 19 | -5.26 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 346 | 8 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 17,806 | 406 | ||||||
2025-08-25 | NP | OIOIX - AXS Income Opportunities Fund Class I | 212,737 | -22.20 | 4,850 | -25.03 | ||||
2025-07-31 | 13F | West Michigan Advisors, Llc | 28,325 | 13.46 | 646 | 9.32 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,831,058 | 26.68 | 41,748 | 22.07 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,959 | 3.71 | 318 | 0.00 | ||||
2025-07-18 | 13F | Truist Financial Corp | 27,152 | 11.58 | 619 | 7.65 | ||||
2025-05-13 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 16,696 | -17.38 | 381 | -21.33 | ||||
2025-07-09 | 13F | Beacon Financial Group | 21,623 | 0.01 | 493 | -3.72 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 10,570 | 0.00 | 241 | -3.60 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,798 | 41 | ||||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 484 | 0.00 | 11 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 34,100 | 777 | ||||||
2025-07-24 | 13F | Comprehensive Money Management Services LLC | 59,463 | -3.80 | 1,356 | -7.32 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 300 | 7 | ||||||
2025-08-14 | 13F | Napa Wealth Management | 28,055 | -2.05 | 640 | -5.61 | ||||
2025-08-11 | 13F | Trajan Wealth LLC | 96,825 | -5.78 | 2,208 | -9.21 | ||||
2025-07-30 | 13F | Princeton Global Asset Management LLC | 94,638 | 0.98 | 2,158 | -2.71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 60,553 | 1.47 | 1,381 | -2.20 | ||||
2025-08-14 | 13F | Comerica Bank | 32,764 | 1.70 | 747 | -1.97 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 300 | 0.00 | 7 | -14.29 | ||||
2025-08-05 | 13F | Huntington National Bank | 14 | -7.14 | ||||||
2025-08-12 | 13F | Howe & Rusling Inc | 295 | 7 | ||||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 234 | 5 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 227,653 | 0.05 | 5,190 | -3.59 | ||||
2025-04-18 | 13F | GSB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 239,531 | -18.90 | 5 | -16.67 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 500 | 0 | ||||||
2025-08-06 | 13F | Texas Yale Capital Corp. | 10,843 | -45.90 | 247 | -47.89 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 12,819 | -3.75 | 292 | -7.30 | ||||
2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 226,094 | -0.25 | 5,155 | -1.57 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Integral Investment Advisors, Inc. | 80,686 | 59.59 | 1,840 | 53.76 | ||||
2025-08-08 | 13F | Creative Planning | 220,468 | 1.12 | 5,027 | -2.56 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 10,390 | -16.38 | 237 | -19.45 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 47,953 | -0.38 | 1,093 | -3.95 | ||||
2025-08-06 | 13F | Paulson Wealth Management Inc. | 12,746 | 0.00 | 291 | -3.65 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 24,078 | -18.47 | 549 | -21.49 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 15,156 | -73.61 | 346 | -74.59 | ||||
2025-08-08 | 13F | SBI Securities Co., Ltd. | 33,482 | 44.05 | 763 | 38.98 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 80,299 | 5.92 | 1,831 | 2.06 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 13,532 | 0.00 | 309 | -3.75 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 9,143 | 0 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 19,545 | 48.07 | 446 | 42.63 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 25,857 | -0.25 | 590 | -3.92 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 10,521 | -21.87 | 240 | -24.84 | ||||
2025-08-11 | 13F | Howard Wealth Management, Llc | 14,227 | 8.74 | 324 | 4.85 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 257,112 | 6.95 | 5,862 | 3.08 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12,691 | -1.18 | 289 | -4.62 | ||||
2025-08-11 | 13F | AXS Investments LLC | 212,737 | -22.20 | 4,850 | -25.03 | ||||
2025-07-29 | 13F | FLC Capital Advisors | 11,075 | -48.32 | 253 | -50.30 | ||||
2025-08-12 | 13F | LPL Financial LLC | 193,788 | 34.58 | 4,418 | 29.71 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 6,135 | 0.43 | 140 | -3.47 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 11,900 | 0.00 | 271 | -3.56 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 82,326 | -1.22 | 1,877 | -4.77 | ||||
2025-08-13 | 13F | Leslie Global Wealth, LLC | 164,364 | 6.58 | 3,747 | 2.71 | ||||
2025-08-06 | 13F | North Capital, Inc. | 1,892 | 1.83 | 43 | 0.00 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 17,065 | 0.00 | 389 | -3.47 | ||||
2025-07-29 | 13F | Private Trust Co Na | 10,477 | 0.96 | 239 | -2.86 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 294 | 7 | ||||||
2025-08-08 | 13F | Firestone Capital Management | 8,859 | 0.31 | 202 | -3.37 | ||||
2025-07-16 | 13F | Investment Partners Asset Management, Inc. | 191,816 | 14.95 | 4,373 | 10.79 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,283 | 29 | ||||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,400 | 78 |
Other Listings
MX:PFFV |