Mga Batayang Estadistika
| Pemilik Institusional | 101 total, 101 long only, 0 short only, 0 long/short - change of -0.98% MRQ |
| Alokasi Portofolio Rata-rata | 0.2068 % - change of -9.11% MRQ |
| Saham Institusional (Jangka Panjang) | 8,508,658 (ex 13D/G) - change of -1.18MM shares -12.22% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 284,013 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
VanEck ETF Trust - VanEck Morningstar SMID Moat ETF (US:SMOT) memiliki 101 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 8,508,658 saham. Pemegang saham terbesar meliputi Gradient Investments LLC, LPL Financial LLC, Great Lakes Advisors, Llc, Bank Of America Corp /de/, Morgan Stanley, Financial Management Network Inc, Apexium Financial, Lp, Mesirow Financial Investment Management, Inc., Raymond James Financial Inc, and Woodmont Investment Counsel Llc .
Struktur kepemilikan institusional VanEck ETF Trust - VanEck Morningstar SMID Moat ETF (BATS:SMOT) 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 3, 2025 is 36.16 / share. Previously, on September 4, 2024, the share price was 33.42 / share. This represents an increase of 8.20% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 13,709 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,659 | -58.93 | 58 | -56.82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,614 | -0.03 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 12,208 | -98.49 | 425 | -98.40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 316 | 11 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,933 | -16.13 | 311 | -11.17 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 175,639 | 0.34 | 6,112 | 6.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,727 | -4.29 | 478 | 1.49 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 527 | 167.51 | 18 | 200.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,871 | 37.68 | 2,288 | 46.39 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 652 | 13.19 | 23 | 22.22 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 20,222 | -0.87 | 704 | 5.24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 633 | -0.16 | 22 | 10.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 73,249 | -4.42 | 2,549 | 1.47 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18,601 | 2.13 | 647 | 8.38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 500 | 33.33 | 17 | 41.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 566,448 | -10.85 | 19,712 | -5.39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 720 | 25 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52,172 | 4.34 | 1,816 | 10.74 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24,551 | 9.28 | 854 | 16.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22,460 | 81.72 | 782 | 93.09 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13,629 | 1.71 | 474 | 7.97 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28,648 | -6.32 | 997 | -0.60 | ||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | 81,237 | -10.63 | 2,800 | -6.04 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 324,756 | -5.46 | 11,302 | 0.34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38,314 | 1,333 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87,341 | -2.08 | 3,039 | 3.93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 13,012 | -80.95 | 453 | -79.82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49,435 | 0.79 | 1,720 | 6.97 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11,086 | 34.49 | 386 | 42.59 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 77,200 | -0.74 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 177,833 | -32.98 | 6,189 | -28.87 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 7,824 | 0.50 | 439 | 71.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 215 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 39,836 | -4.37 | 1,386 | 1.54 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,350 | 0.00 | 499 | 6.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 153,785 | -32.23 | 5,352 | -28.25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 87,833 | -2.58 | 3,057 | 3.38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,755 | 200 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,305 | 0.00 | 80 | 6.67 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 13,572 | -4.94 | 472 | 0.85 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,583 | -16.73 | 542 | -11.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,836 | 99 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 609,663 | 18.68 | 21,216 | 25.96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13,058 | 11.23 | 454 | 18.23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,570 | 298 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,193 | 355 | ||||||
| 2025-08-15 | 13F | Brown Financial Advisors | 73,269 | -1.76 | 2,550 | 4.25 | ||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16,999 | 7.49 | 557 | 10.30 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23,750 | -4.04 | 826 | 1.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 156 | 200.00 | 5 | 400.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 3 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49,046 | -1.90 | 1,707 | 4.09 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 50,490 | -0.50 | 1,757 | 5.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87,938 | 4.32 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 27,221 | -42.35 | 947 | -38.82 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 7,146 | -12.69 | 249 | -7.46 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8,813 | 0.22 | 307 | 6.25 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 77,726 | -3.07 | 2,705 | 2.85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,962 | -18.48 | 764 | -13.48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,158,015 | -8.83 | 40,299 | -3.24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,000 | 0.00 | 35 | 6.25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65,322 | 23.56 | 2,273 | 31.16 | ||||
| 2025-07-29 | 13F | Creekside Partners | 65,289 | 0.42 | 2,272 | 6.62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,084 | 3.91 | 281 | 10.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 | 20 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 998,750 | 6.96 | 34,756 | 13.52 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 256,624 | -4.59 | 8,931 | 1.26 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 20,335 | 4.62 | 708 | 10.99 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,688 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,080 | 0.00 | 38 | 5.71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,236,426 | 2.01 | 43,028 | 8.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,924 | -10.57 | 311 | -5.20 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 4,226 | 0.00 | 143 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24,875 | -19.81 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 11,374 | -24.35 | 403 | -18.29 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 165 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 561,077 | 1.05 | 20,193 | 24.73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 70,195 | -53.38 | 2,443 | -50.54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55,629 | 2,002 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 56,716 | 2.48 | 1,974 | 8.77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26,510 | 0.30 | 1 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6,561 | 0.00 | 236 | 9.77 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 14,489 | -18.27 | 504 | -13.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 117,718 | -11.52 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7,230 | 8.72 | 252 | 15.14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29,375 | -53.34 | 1,022 | -50.48 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,253 | 5.62 | 252 | 12.00 | ||||
| 2025-05-07 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 | 1 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 14,507 | -53.61 | 505 | -50.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,752 | -1.84 | 374 | 4.18 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 22,368 | 35.15 | 778 | 36.49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 35,323 | -8.58 | 1,229 | -2.92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,432 | 166.67 | 50 | 188.24 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 72,756 | 43.72 | 2,532 | 52.56 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 19,892 | -2.60 | 692 | 3.44 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 31,980 | -3.66 | 1,113 | 2.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 515 | 123.91 | 18 | 142.86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32,937 | 6.76 | 1,146 | 13.35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24,748 | -57.72 | 861 | -55.13 |
