Mga Batayang Estadistika
Pemilik Institusional | 93 total, 93 long only, 0 short only, 0 long/short - change of 3.33% MRQ |
Alokasi Portofolio Rata-rata | 0.2603 % - change of -10.98% MRQ |
Saham Institusional (Jangka Panjang) | 791,368 (ex 13D/G) - change of 0.02MM shares 2.69% MRQ |
Nilai Institusional (Jangka Panjang) | $ 84,391 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF (US:SMLV) memiliki 93 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 791,368 saham. Pemegang saham terbesar meliputi Congress Wealth Management LLC / DE /, LPL Financial LLC, DORVAL Corp, Cambridge Investment Research Advisors, Inc., Ieq Capital, Llc, Aqr Capital Management Llc, Ameriprise Financial Inc, Commonwealth Equity Services, Llc, McNaughton Wealth Management, LLC, and Susquehanna International Group, Llp .
Struktur kepemilikan institusional SPDR Series Trust - SPDR SSGA US Small Cap Low Volatility Index ETF (ARCA:SMLV) 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 133.08 / share. Previously, on September 6, 2024, the share price was 121.41 / share. This represents an increase of 9.61% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | Sage Mountain Advisors LLC | 452 | 0.00 | 57 | 1.82 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 24,821 | -21.58 | 3 | 0.00 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 13,562 | 10.05 | 1,697 | 12.02 | ||||
2025-07-10 | 13F | High Net Worth Advisory Group LLC | 1,870 | -1.84 | 234 | -0.43 | ||||
2025-08-07 | 13F | Winthrop Capital Management, LLC | 142 | -4.70 | 0 | |||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-29 | 13F | Portland Financial Advisors Inc | 4,215 | 0.00 | 527 | 1.93 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 17,287 | -6.19 | 2,163 | -4.51 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 5,786 | -1.93 | 724 | -0.14 | ||||
2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8,480 | -3.89 | 1,061 | -2.21 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 56,025 | 0.00 | 7,009 | 1.82 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10 | 0.00 | 1 | 0.00 | ||||
2025-08-14 | 13F | UBS Group AG | 10,285 | 1.50 | 1,287 | 3.29 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 4,056 | 2.81 | 508 | 4.75 | ||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 3,985 | 0.66 | 499 | 2.47 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 64,889 | 4.75 | 8 | 14.29 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 2,979 | 0.27 | 373 | 1.92 | ||||
2025-07-14 | 13F | Painted Porch Advisors LLC | 115 | 0.88 | 14 | 0.00 | ||||
2025-08-13 | 13F | Summit Wealth Group Llc / Co | 4,493 | 562 | ||||||
2025-06-24 | NP | TNQIX - 1290 Retirement 2055 Fund Class I | 744 | 0.00 | 89 | -9.28 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 36,642 | 1.82 | 4,584 | 3.69 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,001 | -2.14 | 1,376 | -0.36 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 113 | 0.89 | 14 | 7.69 | ||||
2025-08-04 | 13F | Spire Wealth Management | 37 | -77.16 | 5 | -78.95 | ||||
2025-07-09 | 13F | Fragasso Group Inc. | 2,909 | 364 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 69 | 0.00 | 9 | 0.00 | ||||
2025-08-11 | 13F | Citigroup Inc | 6,100 | 0.15 | 763 | 2.01 | ||||
2025-07-16 | 13F | Swisher Financial Concepts, Inc. | 2,541 | 7.90 | 318 | 9.69 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 6,194 | -6.77 | 775 | -5.15 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 7,702 | 0.00 | 964 | 1.80 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 8 | 0.00 | 1 | |||||
2025-06-24 | NP | TNWIX - 1290 Retirement 2050 Fund Class I | 726 | 0.00 | 86 | -9.47 | ||||
2025-08-15 | 13F | Morgan Stanley | 10,664 | 6.45 | 1,334 | 8.46 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 720 | 0.00 | 90 | 2.27 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 2,015 | 0.05 | 252 | 2.02 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,513 | 86.00 | 690 | 89.29 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,400 | 0.00 | 175 | 13.64 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 5,118 | 16.93 | 641 | 19.14 | ||||
2025-07-22 | 13F | Valley National Advisers Inc | 191 | 0.00 | 0 | |||||
2025-06-24 | NP | TNIIX - 1290 Retirement 2020 Fund Class I | 85 | 0.00 | 10 | -9.09 | ||||
2025-05-15 | 13F | Capstone Investment Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,052 | 0.00 | 132 | 1.55 | ||||
2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 13,361 | 3.29 | 2 | 0.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 1,991 | 0.61 | 249 | 2.47 | ||||
2025-07-10 | 13F | HF Advisory Group, LLC | 7,289 | -1.21 | 912 | 0.55 | ||||
2025-07-28 | 13F | DORVAL Corp | 74,202 | 4.19 | 9,284 | -0.42 | ||||
2025-06-24 | NP | TNLIX - 1290 Retirement 2035 Fund Class I | 270 | 0.00 | 32 | -8.57 | ||||
2025-08-04 | 13F | Assetmark, Inc | 165 | 21 | ||||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 2,545 | -9.53 | 318 | -7.83 | ||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 1,602 | 200 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 6,255 | -6.88 | 783 | -5.21 | ||||
2025-07-23 | 13F | Dohj, Llc | 2,555 | -0.04 | 300 | -4.78 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 480 | 0.00 | 60 | 3.45 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 100 | 0.00 | 13 | 0.00 | ||||
2025-07-17 | 13F | Vermillion Wealth Management, Inc. | 112 | 0.90 | 14 | 0.00 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 110 | 0.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 629 | 1.94 | 79 | 0.00 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,974 | -41.88 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 66 | 0.00 | 8 | 0.00 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 46,571 | 0.00 | 5,827 | 1.82 | ||||
2025-08-12 | 13F | Cowa, Llc | 7,387 | 4.51 | 924 | 6.45 | ||||
2025-07-22 | 13F | McNaughton Wealth Management, LLC | 23,417 | 1.96 | 2,930 | 3.79 | ||||
2025-08-08 | 13F | Cornerstone Advisors Asset Management, Inc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 383 | 0.79 | 48 | 2.17 | ||||
2025-08-13 | 13F | Navis Wealth Advisors, LLC | 6,050 | 0.67 | 757 | 2.44 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 4,391 | -12.95 | 549 | -11.31 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 13,280 | -5.05 | 1,662 | -3.32 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 2,272 | 0.53 | 284 | 2.53 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 3,846 | 0.65 | 481 | 2.56 | ||||
2025-08-11 | 13F | Tidemark, LLC | 162 | 0.00 | 20 | 5.26 | ||||
2025-06-24 | NP | TNKIX - 1290 Retirement 2030 Fund Class I | 227 | 0.00 | 27 | -6.90 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 5,762 | 16.08 | 721 | 18.23 | ||||
2025-07-15 | 13F | McAdam, LLC | 2,988 | 5.55 | 374 | 7.49 | ||||
2025-06-24 | NP | TNJIX - 1290 Retirement 2025 Fund Class I | 19 | -5.00 | 2 | 0.00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 1,924 | -48.36 | 241 | -47.48 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 67 | 0.00 | 8 | 0.00 | ||||
2025-06-24 | NP | TNOIX - 1290 Retirement 2045 Fund Class I | 654 | 0.00 | 78 | -9.41 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 7,400 | -28.85 | 926 | -27.56 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 89 | -31.01 | 11 | -26.67 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 8,225 | 44.81 | 1,029 | 47.49 | ||||
2025-08-12 | 13F | LPL Financial LLC | 75,092 | 25.27 | 9,395 | 27.55 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 3,110 | 0.00 | 389 | 1.83 | ||||
2025-08-05 | 13F | Roffman Miller Associates Inc /pa/ | 2,932 | 0.55 | 367 | 2.23 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 1,346 | 62.17 | 169 | 65.69 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 19,694 | 2,464 | ||||||
2025-04-08 | 13F | J2 Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | 13F | Bogart Wealth, LLC | 74 | 0.00 | 9 | 0.00 | ||||
2025-03-28 | 13F/A | Berkeley, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 9,798 | 41.30 | 1 | |||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 9,328 | -9.71 | 1,167 | -8.12 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3,062 | 1.36 | 383 | 3.23 | ||||
2025-06-24 | NP | TNNIX - 1290 Retirement 2040 Fund Class I | 577 | 0.00 | 69 | -9.33 | ||||
2025-08-14 | 13F | Fmr Llc | 157 | -12.78 | 20 | -13.64 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 668 | 0.60 | 84 | 2.47 | ||||
2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 59 | 1.72 | 7 | 0.00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 85,695 | -19.27 | 10,722 | -17.80 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 2,235 | -1.97 | 280 | -0.36 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 2,725 | 341 | ||||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 |