Mga Batayang Estadistika
| Pemilik Institusional | 75 total, 71 long only, 0 short only, 4 long/short - change of 7.69% MRQ |
| Alokasi Portofolio Rata-rata | 0.1665 % - change of -28.41% MRQ |
| Saham Institusional (Jangka Panjang) | 1,798,943 (ex 13D/G) - change of 0.04MM shares 6.27% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 199,205 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco CurrencyShares Swiss Franc Trust (MX:FXF) memiliki 75 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 1,798,943 saham. Pemegang saham terbesar meliputi Stifel Financial Corp, Benjamin Edwards Inc, Confluence Investment Management Llc, Morgan Stanley, Citadel Advisors Llc, Hengehold Capital Management Llc, CIBC World Markets Inc., Wells Fargo & Company/mn, Raymond James Financial Inc, and Susquehanna International Group, Llp .
Struktur kepemilikan institusional Invesco CurrencyShares Swiss Franc Trust (BMV:FXF) 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%.
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.
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Hengehold Capital Management Llc | 99,594 | 11,135 | ||||||
| 2025-08-14 | 13F | Peapack Gladstone Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,688 | 189 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,626 | 226.08 | 1,076 | 263.51 | ||||
| 2025-08-07 | 13F | David R. Rahn & Associates Inc. | 15,637 | 1,748 | ||||||
| 2025-08-07 | 13F | Encompass More Asset Management | 8,513 | 952 | ||||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 8,800 | 984 | ||||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,908 | 549 | ||||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 13,499 | 1,509 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 4,531 | -31.41 | 1 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,610 | -33.94 | 404 | -26.46 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 25,053 | 126.60 | 2,801 | 152.48 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 127,895 | 112.79 | 14,299 | 137.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 391,893 | 43,814 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 1,200 | 0.00 | 134 | 11.67 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 1,171 | 131 | ||||||
| 2025-07-08 | 13F | Baker Ellis Asset Management LLC | 4,500 | 45.16 | 503 | 61.74 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,830 | 205 | ||||||
| 2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,704 | 973 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 185 | 21 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 65,526 | 7,326 | ||||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 381 | 43 | ||||||
| 2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 17,409 | 54.25 | 1,946 | 194,500.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 2,278 | 255 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 2,690 | 298 | ||||||
| 2025-07-18 | 13F | PFG Investments, LLC | 4,357 | 487 | ||||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 1,038 | 116 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Call | 10,900 | 1,208 | |||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | Put | 2,800 | 310 | |||||
| 2025-04-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Carret Asset Management, Llc | 4,630 | 518 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,565 | 10,769.05 | 510 | 12,650.00 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 1,985 | -49.76 | 222 | -45.70 | ||||
| 2025-08-04 | 13F | Haven Private, LLC | 8,258 | 923 | ||||||
| 2025-08-13 | 13F | Sonoma Private Wealth LLC | 16,402 | 14.29 | 1,834 | 27.29 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,941 | 107.78 | 552 | 143.17 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 50 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 5,082 | -0.97 | 568 | 10.29 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 14,400 | 121.54 | 1,610 | 146.78 | |||
| 2025-07-15 | 13F | Fifth Third Bancorp | 1,500 | 0.00 | 168 | 11.33 | ||||
| 2025-08-07 | 13F | Bradley & Co. Private Wealth Management, LLC | 37 | 4 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,855 | 207 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 9,320 | -49.40 | 1,042 | -43.70 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 51,300 | 1,610.00 | 5,735 | 1,805.32 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 116,500 | 529.73 | 13,025 | 601.35 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 14,500 | 40.78 | 1,621 | 56.92 | |||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,138 | 910 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 342,214 | 38,260 | ||||||
| 2025-08-12 | 13F | MAI Capital Management | 4 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,834 | 205 | ||||||
| 2025-07-07 | 13F | Roxbury Financial LLC | 138 | 15 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,364 | 0 | ||||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 3,762 | 421 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,870 | 61.60 | 880 | 80.12 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 24,297 | -22.09 | 2,716 | -13.23 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 27,396 | 3,063 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 14,913 | 82.91 | 1,667 | 103.79 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 5,590 | 625 | ||||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 2,295 | 257 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 3,409 | 1,036.33 | 381 | 1,170.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 143,339 | 16,025 | ||||||
| 2025-08-08 | 13F | Creative Planning | 5,187 | 580 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 17,671 | 8.99 | 1,976 | 21.39 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 941 | 105 | ||||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 77,963 | 42.61 | 8,716 | 58.85 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,402 | 269 | ||||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 125 | 0.00 | 14 | 8.33 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 6,545 | 14.72 | 1 | |||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 22 | 10.53 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,595 | 489.86 | 514 | 558.97 | ||||
| 2025-08-13 | 13F | Wellspring Financial Advisors, LLC | 3,500 | 0.00 | 391 | 11.40 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,283 | 32,730.00 | 367 | 36,600.00 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 200 | 0 | |||||
| 2025-07-29 | 13F | Swmg, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 1,328 | 0 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 18,123 | 0.57 | 2,026 | 12.06 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,520 | 22.03 | 282 | 35.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 73,000 | 503.95 | 8,161 | 572.79 | ||||
| 2025-08-14 | 13F | Df Dent & Co Inc | 2,560 | 0.00 | 286 | 11.72 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 3,086 | 345 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 41,805 | 1.84 | 4,674 | 13.42 | ||||
| 2025-05-15 | 13F | Oxford Financial Group Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cooper Capital Advisors LLC | 2,700 | 302 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 3,201 | 358 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 18,200 | 2,035 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 27,997 | 3.52 | 3,130 | 15.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 18,391 | -5.34 | 2,056 | 5.44 | ||||
| 2025-08-01 | 13F | James Investment Research Inc | 7,316 | 818 |
Other Listings
| US:FXF | US$ 110.94 |
