Mga Batayang Estadistika
| Pemilik Institusional | 90 total, 90 long only, 0 short only, 0 long/short - change of 3.45% MRQ |
| Alokasi Portofolio Rata-rata | 0.3492 % - change of 5.92% MRQ |
| Saham Institusional (Jangka Panjang) | 9,039,516 (ex 13D/G) - change of 0.81MM shares 9.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 426,457 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF (US:XBIL) memiliki 90 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 9,039,516 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Acorn Financial Advisory Services Inc /adv, UBS Group AG, Stifel Financial Corp, Raymond James Financial Inc, Good Life Advisors, LLC, Mml Investors Services, Llc, IHT Wealth Management, LLC, 49 Wealth Management, Llc, and Private Advisor Group, LLC .
Struktur kepemilikan institusional The RBB Fund, Inc. - F/m US Treasury 6 Month Bill ETF (NasdaqGM:XBIL) 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 50.08 / share. Previously, on September 9, 2024, the share price was 50.02 / share. This represents an increase of 0.12% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 5,292 | 265 | ||||||
| 2025-07-29 | 13F | Manchester Financial Inc | 20,236 | 4.68 | 1,015 | 4.64 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 5,522 | 277 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 2,207,827 | 17.77 | 110,723 | 17.72 | ||||
| 2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Verus Financial Partners, Inc. | 4,100 | 0.00 | 205 | 0.00 | ||||
| 2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 1,171,132 | -4.87 | 58,732 | -4.90 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 18,905 | -78.02 | 948 | -78.03 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 19,806 | 30.70 | 993 | 30.66 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 7,736 | 55.65 | 388 | 55.42 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 70,827 | -13.20 | 3,552 | -13.24 | ||||
| 2025-04-30 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 55,668 | 52,917.14 | 2,792 | 55,720.00 | ||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 35,815 | 2.36 | 1,796 | 2.34 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 17,726 | -26.17 | 889 | -26.25 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 243,088 | -5.88 | 12,191 | -5.92 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 42,675 | -3.18 | 2,140 | -3.21 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,757 | 57.65 | 2,395 | 57.67 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 82,669 | 71.54 | 4,133 | 71.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 29,089 | 1.49 | 1,459 | 1.46 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 6,955 | -7.22 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 4,766 | 239 | ||||||
| 2025-07-16 | 13F | Spinnaker Investment Group, LLC | 62,672 | -10.84 | 3,143 | -10.86 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 80,592 | 4,042 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 13,407 | 2.49 | 672 | 2.44 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 19,515 | -9.04 | 979 | -9.11 | ||||
| 2025-08-13 | 13F | Ted Buchan & Co | 6,440 | -6.53 | 323 | -6.67 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 200 | 0.00 | 10 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 37,153 | 19.24 | 1,863 | 19.19 | ||||
| 2025-08-14 | 13F | UBS Group AG | 838,226 | 22.31 | 42,037 | 22.26 | ||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 17,513 | 3.02 | 878 | 3.05 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,409 | 162.71 | 823 | 162.62 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 19,337 | 9.44 | 970 | 9.37 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,094 | 5.57 | 356 | 5.34 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 565,743 | 31.89 | 28,372 | 31.84 | ||||
| 2025-08-08 | 13F | Financial Gravity Companies, Inc. | 220 | -64.29 | 11 | -63.33 | ||||
| 2025-04-30 | 13F | Sofos Investments, Inc. | 616 | -50.92 | 31 | -51.61 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,585 | 0.00 | 230 | -0.43 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 90,232 | -3.27 | 4,525 | -3.31 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,548 | 0.00 | 328 | 0.00 | ||||
| 2025-07-29 | 13F | Portland Financial Advisors Inc | 4,400 | 221 | ||||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5,469 | 274 | ||||||
| 2025-08-13 | 13F | Wealthquest Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Retirement Capital Strategies | 83,272 | 316.78 | 4,176 | 316.77 | ||||
| 2025-04-21 | 13F | Five Pine Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 158,418 | 61.66 | 7,945 | 61.59 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Fonville Wealth Management LLC | 67,075 | 12.14 | 3,364 | 12.10 | ||||
| 2025-07-17 | 13F | David Kennon Inc | 12,743 | -3.28 | 639 | -3.18 | ||||
| 2025-07-23 | 13F | Gentry Private Wealth, Llc | 16,700 | 13.61 | 838 | 13.57 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 267,484 | -14.33 | 13 | -13.33 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27,953 | -86.60 | 1,402 | -86.62 | ||||
| 2025-07-31 | 13F | B & T Capital Management DBA Alpha Capital Management | 11,290 | 3.39 | 566 | 3.47 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 29,882 | 37.91 | 1,499 | 37.81 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 365,523 | 9.97 | 18,331 | 9.92 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 57,354 | 6.47 | 2,876 | 6.44 | ||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,859 | 1.03 | 294 | 1.03 | ||||
| 2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | F/M Investments LLC | 83,599 | 4,192 | ||||||
| 2025-07-29 | 13F | Private Trust Co Na | 10,997 | -4.35 | 552 | -4.34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,094 | 255 | ||||||
| 2025-04-21 | 13F | Trivant Custom Portfolio Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-28 | 13F | Revolve Wealth Partners, LLC | 12,704 | -19.71 | 637 | -19.67 | ||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 5,700 | 0.00 | 286 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 133 | 7 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 401,025 | -0.52 | 20,111 | -0.55 | ||||
| 2025-05-07 | 13F | First Heartland Consultants, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 755 | 38 | ||||||
| 2025-08-05 | 13F | Integrity Financial Corp /WA | 500 | 0.00 | 25 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 15,157 | 1.05 | 760 | 1.06 | ||||
| 2025-08-05 | 13F | Milestone Asset Management, Llc | 200,214 | 1,161.75 | 10,041 | 1,161.31 | ||||
| 2025-08-14 | 13F | Mpwm Advisory Solutions, Llc | 1,218 | 1.00 | 61 | 1.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 215,827 | -7.98 | 11 | -9.09 | ||||
| 2025-07-29 | NP | IAFMX - F/M INVESTMENTS LARGE CAP FOCUSED FUND Investor Shares | 41,697 | 2,091 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 61,606 | 6.01 | 3,090 | 5.97 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 266,426 | 20.28 | 13,361 | 20.23 | ||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 10,989 | 0.02 | 551 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,273 | 164 | ||||||
| 2025-08-07 | 13F | 49 Wealth Management, Llc | 245,931 | -11.97 | 12,333 | -12.01 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 13,572 | 7.66 | 681 | 7.59 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,226 | -80.14 | 1,064 | -80.15 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 44,504 | -21.99 | 2 | 0.00 | ||||
| 2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 4,996 | 0.42 | 251 | 0.40 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 54,692 | 18.39 | 2,743 | 18.34 | ||||
| 2025-08-15 | 13F | Semmax Financial Advisors Inc. | 28,874 | -13.46 | 1,445 | -13.47 | ||||
| 2025-07-22 | 13F | Unique Wealth, Llc | 10,587 | 2.00 | 531 | 1.92 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 10,030 | 29.40 | 503 | 29.64 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 500 | -50.00 | 0 | |||||
| 2025-08-19 | 13F/A | Pitcairn Co | 12,456 | 0.00 | 625 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 67,332 | 92.93 | 3,377 | 92.91 | ||||
| 2025-08-07 | 13F | Ibex Wealth Advisors | 10,386 | -2.10 | 521 | -2.26 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 350 | 250.00 | 18 | 240.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,838 | -43.96 | 1,246 | -43.99 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 114,742 | 8.96 | 5,754 | 8.92 | ||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 15,640 | 0.00 | 784 | 0.00 | ||||
| 2025-07-14 | 13F | Sterling Group Wealth Management, LLC | 4,661 | 234 | ||||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4,024 | 0.00 | 202 | 0.00 | ||||
| 2025-07-21 | 13F | Curran Financial Partners, LLC | 15,746 | 38.82 | 790 | 38.66 | ||||
| 2025-07-29 | NP | XFIX - F/m Opportunistic Income ETF | 0 | -100.00 | 0 | -100.00 |
