Mga Batayang Estadistika
| Pemilik Institusional | 104 total, 104 long only, 0 short only, 0 long/short - change of 1.94% MRQ |
| Alokasi Portofolio Rata-rata | 0.4495 % - change of 6.53% MRQ |
| Saham Institusional (Jangka Panjang) | 104,654,235 (ex 13D/G) - change of 10.14MM shares 10.73% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 2,513,303 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (US:TDTT) memiliki 104 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 104,654,235 saham. Pemegang saham terbesar meliputi Northern Trust Corp, Bell Investment Advisors, Inc, Envestnet Asset Management Inc, West Paces Advisors Inc., Wells Fargo & Company/mn, Morgan Stanley, Boltwood Capital Management, Mml Investors Services, Llc, Valmark Advisers, Inc., and 5th Street Advisors, LLC .
Struktur kepemilikan institusional FlexShares Trust - FlexShares iBoxx 3-Year Target Duration TIPS Index Fund (ARCA:TDTT) 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 24.40 / share. Previously, on September 9, 2024, the share price was 23.88 / share. This represents an increase of 2.20% 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 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 16 | 0.00 | 0 | |||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 62,673 | -8.11 | 1,519 | -8.60 | ||||
| 2025-07-29 | 13F | Empirical Asset Management, LLC | 31,326 | 2.25 | 759 | 1.74 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 45,541 | 44.45 | 1,104 | 43.62 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 31,808 | -8.94 | 771 | -9.40 | ||||
| 2025-05-09 | 13F | Blair William & Co/il | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 9,539 | 231 | ||||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 102 | 325.00 | 2 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,578 | -40.61 | 38 | -40.62 | ||||
| 2025-08-15 | 13F | Fft Wealth Management Llc | 25,400 | 8.84 | 616 | 8.45 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,241 | 33.23 | 54 | 31.71 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 4,926 | 119 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 5,251 | -8.30 | 127 | -7.97 | ||||
| 2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 132,207 | 18.74 | 3,205 | 18.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,474,559 | 1.34 | 35,743 | 0.76 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 109 | -94.56 | 3 | -95.83 | ||||
| 2025-07-29 | 13F | Activest Wealth Management | 323 | 1.57 | 8 | 0.00 | ||||
| 2025-08-27 | NP | XRLX - FundX Conservative ETF | 44,042 | 1,068 | ||||||
| 2025-04-17 | 13F | Highline Wealth Partners Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 3,358 | 0.00 | 81 | 0.00 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,395 | -9.59 | 34 | -10.81 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 29,726 | 0.00 | 721 | -0.55 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bank of New Hampshire | 435 | 0.00 | 11 | 0.00 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 15,815 | -0.98 | 383 | -1.54 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 12,634 | 306 | ||||||
| 2025-07-18 | 13F | Trust Co Of Vermont | 197 | 5 | ||||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 18,765 | 16.95 | 455 | 16.11 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495 | 41.83 | 12 | 37.50 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,428 | 114.27 | 156 | 112.33 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 32,357 | 3.92 | 784 | 3.29 | ||||
| 2025-04-17 | 13F | Grove Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 15,397 | 15.99 | 373 | 15.48 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 13,042 | 1.54 | 316 | 0.96 | ||||
| 2025-08-11 | 13F | Dorsey & Whitney Trust CO LLC | 26,653 | 23.09 | 646 | 22.58 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 126,836 | -1.37 | 3,075 | -1.95 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northern Trust Corp | 92,737,606 | 11.18 | 2,247,960 | 10.54 | ||||
| 2025-08-11 | 13F | Lake Street Financial Llc | 164,204 | 6.03 | 3,980 | 5.43 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 1,820,715 | 2.23 | 44,134 | 1.65 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 126,706 | -22.82 | 3,071 | -23.26 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 14,348 | 0.00 | 348 | -0.57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 2,737 | 714.58 | 66 | 725.00 | ||||
| 2025-08-27 | NP | XFLX - FundX Flexible ETF | 107,500 | 2,606 | ||||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 16,822 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-18 | 13F | Lynx Investment Advisory | 33,132 | 0.98 | 803 | 0.50 | ||||
| 2025-08-14 | 13F | Fmr Llc | 337 | 0.00 | 8 | 0.00 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 88,107 | -2.32 | 2,136 | -2.91 | ||||
| 2025-04-30 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,032 | 25 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 532,731 | 3.68 | 13 | 0.00 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 47,398 | 1,149 | ||||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 70 | 2 | ||||||
| 2025-08-08 | 13F | Tiemann Investment Advisors, Llc | 46,387 | 13.37 | 1,124 | 12.74 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3,710 | -96.19 | 90 | -96.21 | ||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 27,423 | -0.05 | 665 | -0.60 | ||||
| 2025-08-04 | 13F | Kovack Advisors, Inc. | 11,000 | -21.43 | 267 | -21.99 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 1,157,668 | 0.39 | 28,062 | -0.19 | ||||
| 2025-07-30 | 13F | Gables Capital Management Inc. | 1,502 | 36 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,512 | -6.82 | 1 | |||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 284,315 | -6.58 | 6,892 | -7.12 | ||||
| 2025-04-01 | 13F | Massmutual Trust Co Fsb/adv | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 35,485 | -1.75 | 860 | -2.27 | ||||
| 2025-08-14 | 13F | UBS Group AG | 22,600 | 112.87 | 548 | 112.02 | ||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 11,234 | 1.37 | 272 | 0.74 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 8,544 | -6.06 | 207 | -6.33 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25,439 | 26.53 | 617 | 25.71 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 38,907 | -8.20 | 943 | -8.71 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,000 | 0.00 | 24 | 4.35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 16,371 | 0.00 | 396 | -0.75 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 27,976 | 5.43 | 678 | 4.95 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 99,958 | 13.19 | 2,423 | 12.55 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 99,551 | -6.72 | 2,413 | -7.23 | ||||
| 2025-07-08 | 13F | Boltwood Capital Management | 683,782 | 6.29 | 16,575 | 5.67 | ||||
| 2025-07-24 | 13F | Horizon Bancorp Inc /in/ | 323,599 | -1.95 | 8 | -12.50 | ||||
| 2025-07-16 | 13F | American National Bank | 10,754 | 261 | ||||||
| 2025-08-12 | 13F | Absolute Capital Management, LLC | 15,051 | -4.53 | 365 | -5.21 | ||||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | 5th Street Advisors, LLC | 479,594 | -1.66 | 11,625 | -2.23 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 705,507 | -5.38 | 17,102 | -5.92 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11,305 | 262 | ||||||
| 2025-08-19 | 13F | Delos Wealth Advisors, LLC | 153,716 | -20.04 | 3,726 | -20.50 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 32,877 | 1 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,333 | -33.61 | 396 | -34.06 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 40,540 | 6.36 | 982 | 6.05 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 14,655 | 7.48 | 355 | 6.93 | ||||
| 2025-08-12 | 13F | Bokf, Na | 3,949 | -33.97 | 96 | -34.48 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,082 | 28.39 | 147 | 27.83 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 851 | 0.00 | 0 | |||||
| 2025-06-24 | NP | BNDC - FlexShares Core Select Bond Fund | 111,785 | -12.95 | 2,729 | -11.00 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 481 | 0.00 | 12 | 0.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 38,792 | -57.96 | 940 | -58.20 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 177,939 | 0.09 | 4,313 | -0.48 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 17,452 | 0.00 | 423 | -0.47 | ||||
| 2025-07-25 | 13F | Hemington Wealth Management | 896 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 23,930 | -29.33 | 1 | |||||
| 2025-08-08 | 13F | Union Savings Bank | 81 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 9,899 | 0.00 | 240 | -0.83 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-08-08 | 13F | VeraBank, N.A. | 421,149 | 11.95 | 10,209 | 11.31 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 15,000 | 0.00 | 364 | -0.55 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 5,333 | -11.56 | 0 | |||||
| 2025-08-14 | 13F | Camden Capital, LLC | 12,600 | 0.00 | 305 | -0.65 | ||||
| 2025-05-15 | 13F | EP Wealth Advisors, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 934,247 | 315.10 | 22,646 | 312.72 | ||||
| 2025-07-31 | 13F | Optimum Investment Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Greenleaf Trust | 9,328 | -8.11 | 226 | -8.50 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 7,815 | 189 | ||||||
| 2025-07-18 | 13F | Forza Wealth Management, LLC | 10,000 | -28.57 | 242 | -29.03 | ||||
| 2025-08-11 | 13F | One Capital Management, LLC | 101,509 | 2,461 | ||||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 1,447 | -5.11 | 35 | -5.41 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,622 | -33.95 | 354 | -34.32 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 512,356 | 0.69 | 12,420 | 0.11 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,589 | -34.61 | 39 | -35.59 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 19,974 | 484 |
