Mga Batayang Estadistika
Pemilik Institusional | 80 total, 80 long only, 0 short only, 0 long/short - change of 5.26% MRQ |
Alokasi Portofolio Rata-rata | 0.0266 % - change of 18.19% MRQ |
Saham Institusional (Jangka Panjang) | 899,200 (ex 13D/G) - change of -0.38MM shares -29.56% MRQ |
Nilai Institusional (Jangka Panjang) | $ 70,019 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF (US:PKB) memiliki 80 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 899,200 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Morgan Stanley, Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Avantax Advisory Services, Inc., Truist Financial Corp, Wells Fargo & Company/mn, Royal Bank Of Canada, MAI Capital Management, and Great Diamond Partners, LLC .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco Building & Construction ETF (ARCA:PKB) 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 92.16 / share. Previously, on September 6, 2024, the share price was 71.04 / share. This represents an increase of 29.72% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Bank Of America Corp /de/ | 53,020 | -75.75 | 4,260 | -71.06 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 3,684 | -4.95 | 296 | 13.85 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 45 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 6,855 | -42.28 | 551 | -31.16 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,500 | 121 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 40,920 | -34.58 | 3,288 | -21.94 | ||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 3,692 | 0.00 | 297 | 19.35 | ||||
2025-08-15 | 13F | Morgan Stanley | 98,035 | -12.69 | 7,877 | 4.19 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 810 | 9.02 | 65 | 30.00 | ||||
2025-05-02 | 13F | Apollon Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 25 | 2 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 18,853 | -9.44 | 1,515 | 8.07 | ||||
2025-07-18 | 13F | Truist Financial Corp | 42,734 | -0.26 | 3,434 | 19.04 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 7,117 | -5.38 | 572 | 12.85 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 2,969 | -83.35 | 239 | -80.17 | ||||
2025-05-08 | 13F | BRYN MAWR TRUST Co | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 5,749 | -17.04 | 462 | -1.07 | ||||
2025-07-25 | 13F | Cwm, Llc | 14 | 0.00 | 0 | |||||
2025-07-22 | 13F | Accel Wealth Management | 6,248 | 17.71 | 502 | 40.62 | ||||
2025-08-13 | 13F | Summit Financial, LLC | 2,935 | 236 | ||||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 3,392 | -27.65 | 273 | -13.65 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 3,435 | -0.89 | 276 | 18.03 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 4,961 | -8.42 | 399 | 9.34 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 9,077 | -16.00 | 729 | 0.28 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 8,229 | -82.57 | 661 | -79.20 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10,213 | -20.50 | 1 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,226 | -43.59 | 259 | -32.73 | ||||
2025-08-13 | 13F | Colonial Trust Co / SC | 793 | 64 | ||||||
2025-08-06 | 13F | Founders Financial Securities Llc | 2,629 | 211 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 52,542 | -9.79 | 4,222 | 7.65 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 11,012 | 0.81 | 885 | 20.44 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | Total Investment Management Inc | 3 | 0 | ||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 127 | 0.00 | 10 | 25.00 | ||||
2025-08-05 | 13F | Advisors Preferred, LLC | 318 | 26 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 56 | 0.00 | 4 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9,041 | 36.69 | 726 | 63.15 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-04-29 | 13F | Riggs Asset Managment Co. Inc. | 0 | -100.00 | 0 | |||||
2025-05-08 | 13F | Private Advisory Group LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 125 | 0.00 | 10 | 25.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,689 | -7.46 | 1,020 | 10.40 | ||||
2025-05-15 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F | ZynergyRetirementPlanningLLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 30,983 | 43.02 | 2,489 | 70.60 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | MGB Wealth Management, LLC | 250 | 0.00 | 20 | 25.00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 920 | 8.36 | 74 | 14.06 | ||||
2025-08-04 | 13F | Northwest Financial Advisors | 2,854 | 229 | ||||||
2025-07-18 | 13F | PFG Investments, LLC | 3,282 | -1.44 | 264 | 17.41 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 8,726 | -17.00 | 1 | |||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 5,800 | -61.33 | 466 | -53.82 | ||||
2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 530 | 43 | ||||||
2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | 0 | ||||||
2025-08-14 | 13F | Ameriprise Financial Inc | 26,188 | -12.35 | 2,104 | 4.62 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 586 | 0.00 | 47 | 20.51 | ||||
2025-08-04 | 13F | Spire Wealth Management | 855 | -6.46 | 69 | 11.48 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 3,199 | -5.02 | 257 | 13.72 | ||||
2025-04-10 | 13F | Hennion & Walsh Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-04-22 | 13F | Minichmacgregor Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Peterson Wealth Services | 4 | 0.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 4,796 | -2.91 | 385 | 15.96 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 3,074 | -87.92 | 247 | -85.64 | ||||
2025-08-14 | 13F | UBS Group AG | 19,400 | -0.86 | 1,559 | 18.30 | ||||
2025-04-22 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
2025-04-23 | 13F | Western Financial Corp/CA | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Capital Investment Counsel, Inc | 14 | 0.00 | 1 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 45 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5,504 | -3.83 | 442 | 14.81 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 3,630 | 0.00 | 292 | 19.26 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 387 | 0.00 | 31 | 19.23 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 90 | 0.00 | 7 | 16.67 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 17,265 | 3.11 | 1,387 | 23.07 | ||||
2025-08-05 | 13F | Sigma Planning Corp | 2,646 | 213 | ||||||
2025-05-15 | 13F | Prospera Financial Services Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Mariner, LLC | 5,301 | 5.26 | 426 | 25.37 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 660 | 53 | ||||||
2025-08-14 | 13F | KKM Financial LLC | 3,843 | 0.00 | 309 | 19.38 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 4 | 0 | ||||||
2025-07-15 | 13F | Carr Financial Group Corp | 3,649 | -30.69 | 293 | -17.23 | ||||
2025-08-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 318 | -34.70 | 26 | -3.85 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 4,779 | 0.08 | 384 | 19.31 | ||||
2025-08-12 | 13F | LPL Financial LLC | 161,506 | -22.05 | 12,977 | -6.98 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 51 | 0.00 | 4 | 33.33 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 155 | 0.00 | 12 | 20.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 29,346 | -1.88 | 2,358 | 17.09 | ||||
2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | one8zero8, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 50,795 | 14.78 | 4,081 | 36.99 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 5,818 | 16.87 | 0 | |||||
2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,611 | 0 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 19,932 | -23.52 | 1,602 | -8.72 | ||||
2025-07-16 | 13F | Crowley Wealth Management, Inc. | 307 | 0.00 | 25 | 20.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 11,924 | 12.98 | 962 | 35.54 | ||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Great Diamond Partners, LLC | 26,738 | -1.60 | 2,148 | 17.44 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 3,162 | 3.77 | 254 | 23.90 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 200 | 0.00 | 16 | 23.08 |