Mga Batayang Estadistika
| Pemilik Institusional | 81 total, 81 long only, 0 short only, 0 long/short - change of 8.00% MRQ |
| Alokasi Portofolio Rata-rata | 0.0419 % - change of -17.11% MRQ |
| Saham Institusional (Jangka Panjang) | 5,496,908 (ex 13D/G) - change of 0.00MM shares 0.02% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 310,634 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF (US:TECB) memiliki 81 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 5,496,908 saham. Pemegang saham terbesar meliputi Financial Engines Advisors L.L.C., Bank Of America Corp /de/, Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Two Sigma Investments, Lp, LPL Financial LLC, Valley National Advisers Inc, Advisory Services Network, LLC, Sheets Smith Wealth Management, and Susquehanna International Group, Llp .
Struktur kepemilikan institusional iShares Trust - iShares U.S. Tech Breakthrough Multisector ETF (ARCA:TECB) 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 58.21 / share. Previously, on September 9, 2024, the share price was 48.38 / share. This represents an increase of 20.31% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7,120 | 408 | ||||||
| 2025-08-14 | 13F | Wealth Preservation Advisors, LLC | 15 | 0.00 | 1 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 175 | 10 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 51,370 | -17.78 | 2,947 | -3.57 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 8,987 | 515 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 4,354,879 | 0.76 | 249,796 | 18.20 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 37,359 | -8.87 | 2,143 | 6.89 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 72 | 0.00 | 4 | 33.33 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 12,967 | 10.17 | 744 | 29.22 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 5,023 | 288 | ||||||
| 2025-08-14 | 13F | Dagco, Inc. | 844 | 48 | ||||||
| 2025-04-23 | 13F | B.O.S.S. Retirement Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 4,091 | 235 | ||||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 34,644 | 337.87 | 1,987 | 414.77 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 88 | 0.00 | 5 | 25.00 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 465 | 0.00 | 27 | 18.18 | ||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 45 | 2 | ||||||
| 2025-05-06 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,055 | -49.59 | 577 | -40.92 | ||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 19,769 | 0.04 | 1,143 | 17.61 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 268 | 0.00 | 15 | 15.38 | ||||
| 2025-08-05 | 13F | Aviance Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 23,599 | 5.02 | 1,354 | 23.22 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 3,971 | -27.85 | 228 | -15.61 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 40 | 2 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 145,490 | -4.03 | 8,337 | 12.53 | ||||
| 2025-04-30 | 13F | Phillips Financial Management, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,081 | 234 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,515 | -0.99 | 431 | 16.17 | ||||
| 2025-07-10 | 13F | Marshall Financial Group LLC | 4,749 | -18.25 | 273 | -3.87 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 12,390 | 1.75 | 711 | 19.33 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 224 | 0.00 | 13 | 20.00 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 5,657 | 324 | ||||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 21,182 | 0.01 | 1,215 | 17.29 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2,949 | -25.47 | 169 | -12.44 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 17,328 | 3.08 | 994 | 20.80 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 9,846 | 565 | ||||||
| 2025-07-16 | 13F | Stephenson National Bank & Trust | 850 | -5.56 | 49 | 9.09 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 1,552 | 0.00 | 89 | 18.67 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,489 | -37.38 | 315 | -26.98 | ||||
| 2025-08-05 | 13F | Transatlantique Private Wealth Llc | 11,415 | 10.27 | 655 | 29.25 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,013 | 0.00 | 58 | 18.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 283 | 162.04 | 16 | 220.00 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 17,803 | -16.72 | 1 | 0.00 | ||||
| 2025-05-02 | 13F | BlackRock, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 160 | 0.00 | 9 | 28.57 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40,243 | 35.73 | 2,326 | 60.52 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 3,913 | 224 | ||||||
| 2025-07-25 | 13F | Hazlett, Burt & Watson, Inc. | 500 | 66.67 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 43 | -92.75 | 2 | -92.86 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 353 | 0.00 | 20 | 17.65 | ||||
| 2025-08-07 | 13F | CENTRAL TRUST Co | 1,400 | -41.67 | 80 | -31.62 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 46,266 | 29.50 | 2,654 | 51.86 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 25,983 | -24.53 | 1,491 | -11.46 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 259,728 | -2.93 | 14,898 | 13.86 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,622 | -81.00 | 552 | -77.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 56 | -59.12 | 3 | -50.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 400 | 0.00 | 23 | 15.79 | ||||
| 2025-07-15 | 13F | Signet Financial Management, Llc | 4,866 | 0.00 | 279 | 17.72 | ||||
| 2025-07-14 | 13F | Abound Wealth Management | 79 | 0.00 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Brasada Capital Management, Lp | 11,694 | -0.89 | 677 | 33.01 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 118 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 49,700 | 23.94 | 2,851 | 45.41 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 10,978 | 0.03 | 630 | 17.35 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 4,477 | 0.00 | 257 | 17.43 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,983 | 16.24 | 802 | 36.16 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,725 | -2.71 | 99 | 13.95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 385 | 0.00 | 22 | 10.00 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 15,112 | 25.09 | 867 | 46.78 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 138 | 8 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,524 | 4.08 | 1,349 | 22.08 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 245 | 0.00 | 14 | 27.27 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 10,783 | 0.39 | 619 | 17.71 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 45,013 | -8.94 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 33,669 | -4.66 | 1,931 | 11.88 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 72 | 0.00 | 4 | 33.33 | ||||
| 2025-05-08 | 13F | Regions Financial Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,910 | 0 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 800 | 0.00 | 46 | 15.38 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,456 | -8.43 | 84 | 7.79 | ||||
| 2025-08-11 | 13F | Bellwether Advisors, LLC | 1,338 | 0.00 | 77 | 16.92 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 12,831 | 113.39 | 1 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 509 | 0.00 | 29 | 20.83 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 8,946 | 6.60 | 513 | 25.12 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4,892 | 12.74 | 281 | 32.08 | ||||
| 2025-08-27 | NP | FFOX - FundX Future Fund Opportunities ETF | 136 | 8 |
