Mga Batayang Estadistika
Pemilik Institusional | 59 total, 59 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
Alokasi Portofolio Rata-rata | 0.2465 % - change of 13.58% MRQ |
Saham Institusional (Jangka Panjang) | 3,616,933 (ex 13D/G) - change of 0.44MM shares 13.88% MRQ |
Nilai Institusional (Jangka Panjang) | $ 78,099 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF (US:APRW) memiliki 59 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 3,616,933 saham. Pemegang saham terbesar meliputi Commonwealth Equity Services, Llc, Advisor Group Holdings, Inc., Raymond James Financial Inc, Cetera Investment Advisers, Centaurus Financial, Inc., Envestnet Asset Management Inc, Spire Wealth Management, Certified Advisory Corp, Atria Wealth Solutions, Inc., and AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF .
Struktur kepemilikan institusional AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Apr ETF (ARCA:APRW) 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 34.00 / share. Previously, on September 9, 2024, the share price was 31.39 / share. This represents an increase of 8.33% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-07 | 13F | PFG Advisors | 20,934 | 82.93 | 698 | 90.19 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 281 | 32.55 | 9 | 50.00 | ||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 36,613 | 110.80 | 1,222 | 119.21 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 9,761 | -66.85 | 326 | -65.57 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9,351 | 2.03 | 312 | 6.12 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 15,128 | 50.50 | 505 | 51.81 | ||||
2025-08-12 | 13F | LPL Financial LLC | 48,515 | 52.61 | 1,619 | 58.63 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 48,898 | 3.64 | 1,631 | 7.73 | ||||
2025-07-15 | 13F | Elevated Capital Advisors, LLC | 21,598 | 0.00 | 693 | 0.00 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 99,462 | 177.66 | 3,318 | 188.77 | ||||
2025-08-14 | 13F | Main Street Financial Solutions, LLC | 15,444 | 20.66 | 515 | 25.61 | ||||
2025-05-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 334,632 | 17.62 | 11,164 | 22.29 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,000,525 | 13.19 | 33 | 17.86 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 6,911 | 4.22 | 231 | 8.49 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 10,591 | -54.12 | 353 | -52.30 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,709 | 225 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 142,728 | -17.95 | 4,762 | -14.71 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 4,000 | 0.00 | 133 | 5.56 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F/A | Barclays Plc | 121 | -96.63 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 18,812 | 11.23 | 628 | 15.47 | ||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 15,310 | 511 | ||||||
2025-08-13 | 13F | Transce3nd, LLC | 91 | 0.00 | 3 | 50.00 | ||||
2025-07-29 | 13F | Ballast, Inc. | 54,977 | 1,834 | ||||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Fortis Capital Management LLC | 22,308 | 744 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 69,467 | 51.86 | 2,223 | 45.87 | ||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 48,087 | -3.87 | 1,604 | -0.06 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 28,170 | 23.95 | 940 | 28.81 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3,600 | 0.00 | 120 | 4.35 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 6,358 | -0.55 | 212 | 3.41 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 32,181 | -2.13 | 1,074 | 1.71 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 78,574 | 8.26 | 2,621 | 12.54 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 11,343 | 378 | ||||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 25,014 | 3.61 | 835 | 7.75 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7,684 | -12.33 | 256 | -8.90 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 8,980 | 300 | ||||||
2025-07-28 | 13F | Compass Advisory Group LLC | 35,804 | 0.00 | 1,195 | 4.01 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 6,570 | 0.00 | 219 | 4.29 | ||||
2025-04-17 | 13F | Sagespring Wealth Partners, Llc | 0 | -100.00 | 0 | |||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 172,400 | 19.10 | 6 | 25.00 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 1,455 | 0.00 | 49 | 4.35 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 18,789 | -2.97 | 627 | 0.81 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 54,977 | 774.73 | 1,834 | 812.44 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 736 | 0.00 | 25 | 4.35 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 463,317 | 22.04 | 15,456 | 26.88 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 3,775 | 0.00 | 126 | 3.31 | ||||
2025-08-14 | 13F | Prestige Wealth Management Group LLC | 1,450 | 0.00 | 48 | 4.35 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 10 | 0 | ||||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 14,336 | 478 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 66,295 | 22.13 | 2,212 | 27.00 | ||||
2025-07-08 | 13F | Gradient Investments LLC | 28,240 | 942 | ||||||
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 692 | 1.47 | 23 | 9.52 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 50,361 | 35.29 | 2 | 0.00 | ||||
2025-08-14 | 13F | Sentinus, LLC | 6,325 | -7.12 | 211 | -3.21 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 21,214 | -1.42 | 710 | 5.03 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 17,473 | -9.85 | 583 | -6.28 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,617 | -0.88 | 554 | 3.17 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 208,447 | 2.62 | 6,954 | 6.69 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 92,235 | -13.08 | 3,077 | -9.63 | ||||
2025-05-16 | 13F | Stuart Chaussee & Associates, Inc. | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 22,359 | -4.01 | 757 | 1.48 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 49,898 | 17.26 | 2 | 0.00 |