Mga Batayang Estadistika
| Pemilik Institusional | 85 total, 85 long only, 0 short only, 0 long/short - change of -3.33% MRQ |
| Alokasi Portofolio Rata-rata | 0.1769 % - change of -16.72% MRQ |
| Saham Institusional (Jangka Panjang) | 2,424,838 (ex 13D/G) - change of -0.38MM shares -13.45% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 90,468 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF (US:RSPD) memiliki 85 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 2,424,838 saham. Pemegang saham terbesar meliputi Harel Insurance Investments & Financial Services Ltd., Raymond James Financial Inc, Strategic Wealth Partners, Ltd., HighTower Advisors, LLC, Legend Financial Advisors, Inc., LPL Financial LLC, Royal Bank Of Canada, Wells Fargo & Company/mn, Park Avenue Securities Llc, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Discretionary ETF (ARCA:RSPD) 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 58.92 / share. Previously, on September 6, 2024, the share price was 48.16 / share. This represents an increase of 22.34% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Scotia Capital Inc. | 51,552 | 21.36 | 2,743 | 29.45 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 6,487 | 0.06 | 345 | 6.50 | ||||
| 2025-08-05 | 13F | Harel Insurance Investments & Financial Services Ltd. | 645,873 | 27.31 | 34 | 36.00 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 3,306 | 0.39 | 176 | 6.71 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 134,724 | 4.73 | 7,169 | 1.01 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 129,828 | -1.60 | 6,908 | 4.94 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 10,000 | 532 | ||||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 123 | -12.14 | 7 | -14.29 | ||||
| 2025-08-14 | 13F | Comerica Bank | 891 | 0.00 | 47 | 6.82 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 109,305 | -12.50 | 5,816 | -6.69 | ||||
| 2025-08-26 | NP | LCR - Leuthold Core ETF | 22,137 | 2.55 | 1,178 | 9.29 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 100 | -3.85 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 826 | -50.89 | 44 | -48.19 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15,772 | -24.62 | 839 | -19.64 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 109 | -33.13 | 6 | -37.50 | ||||
| 2025-07-31 | 13F | Brian Low Financial Group, Llc | 12,533 | 667 | ||||||
| 2025-05-09 | 13F | Connable Office Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 37,914 | -23.41 | 2,017 | -18.34 | ||||
| 2025-07-23 | 13F | Friedenthal Financial | 26,306 | 2.66 | 1,400 | 9.47 | ||||
| 2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 166 | 0.61 | 9 | 0.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 1,350 | 0.00 | 67 | -6.94 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 31,476 | -10.86 | 1,675 | -4.94 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 245 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 4,889 | -5.14 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 36,626 | -23.94 | 1,949 | -18.90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 231 | 0.00 | 12 | 9.09 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 31,698 | -0.25 | 1,687 | 6.37 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 6,689 | -97.81 | 356 | -97.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 540 | 0.00 | 29 | 7.69 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 90 | 0.00 | 5 | 0.00 | ||||
| 2025-07-14 | 13F | ABLE Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,900 | -65.35 | 101 | -63.00 | ||||
| 2025-05-15 | 13F | Hilltop Holdings Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 57,956 | 10.81 | 3,084 | 18.17 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 6,733 | 358 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 96,472 | -17.77 | 5,133 | -12.32 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 28,049 | -13.26 | 1,531 | 0.33 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 6,006 | -93.16 | 320 | -92.72 | ||||
| 2025-07-22 | 13F | Yoder Wealth Management, Inc. | 32,451 | 7.80 | 1,727 | 14.91 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 92 | 0.00 | 5 | 0.00 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | -59.11 | 18 | -56.10 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 141 | 0.00 | 8 | 0.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 56,195 | -0.66 | 2,990 | 5.32 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 5,116 | -5.43 | 272 | 1.12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,194 | -0.22 | 170 | 6.92 | ||||
| 2025-04-22 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 140 | 366.67 | 7 | 500.00 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,302 | -5.23 | 548 | 1.11 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 100,667 | 346.95 | 5,357 | 376.60 | ||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 128,526 | 0.38 | 6,839 | 7.03 | ||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 6,350 | -62.35 | 338 | -59.93 | ||||
| 2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 68,498 | 4 | ||||||
| 2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 602 | 0.33 | 32 | 10.34 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 142,153 | 9.40 | 7,564 | 16.66 | ||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 17 | 1 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,895 | 0.00 | 101 | 6.38 | ||||
| 2025-08-13 | 13F | Leuthold Group, Llc | 23,805 | 2.67 | 1,267 | 9.52 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 271 | -0.37 | 14 | 7.69 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 40,514 | -1.27 | 2,156 | 5.28 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 10,931 | 0.00 | 601 | 10.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,674 | 0.07 | 142 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 507 | -14.93 | 27 | -10.34 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,072 | -26.06 | 163 | -21.26 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 214 | 21,300.00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 52,165 | -0.05 | 2,776 | 6.57 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 24,048 | -1.29 | 1,280 | 5.27 | ||||
| 2025-04-25 | NP | SRGAX - Stringer Growth Fund Class A Shares | 8,446 | -19.91 | 459 | -70.60 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 3,922 | 209 | ||||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 8,599 | -2.32 | 458 | 4.10 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 29,352 | -4.38 | 1,562 | 12.55 | ||||
| 2025-04-15 | 13F | Collier Financial | 2,737 | 0.00 | 137 | -6.85 | ||||
| 2025-08-04 | 13F | Pinnacle Associates Ltd | 23,715 | -1.25 | 1,262 | 5.26 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 2,915 | 40.82 | 155 | 50.98 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 5,143 | 0.00 | 274 | 6.64 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Walker Asset Management, LLC | 20,083 | -3.68 | 1,069 | 2.69 | ||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 225 | 0.00 | 12 | 0.00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 10 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 105 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 111 | 6 | ||||||
| 2025-07-08 | 13F | Madison Park Capital Advisors, LLC | 9,267 | -51.15 | 493 | -47.89 | ||||
| 2025-04-25 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Green Harvest Asset Management LLC | 9,521 | -8.53 | 507 | -2.50 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,356 | -7.14 | 232 | -1.28 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 4,454 | -4.93 | 237 | 1.29 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 24,048 | 1,280 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 270 | 0.00 | 14 | 7.69 | ||||
| 2025-04-09 | 13F | Nbc Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Blue Chip Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 1,350 | 72 | ||||||
| 2025-05-13 | 13F | CacheTech Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winthrop Capital Management, LLC | 5,694 | -89.65 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 21,132 | -32.88 | 1,124 | -28.45 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 5 | -42.86 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 5,602 | -74.41 | 298 | -72.74 |
