Mga Batayang Estadistika
Pemilik Institusional | 69 total, 69 long only, 0 short only, 0 long/short - change of 9.52% MRQ |
Alokasi Portofolio Rata-rata | 0.3585 % - change of 6.63% MRQ |
Saham Institusional (Jangka Panjang) | 2,086,522 (ex 13D/G) - change of 0.61MM shares 41.27% MRQ |
Nilai Institusional (Jangka Panjang) | $ 135,851 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
American Century ETF Trust - Avantis Responsible International Equity ETF (US:AVSD) memiliki 69 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 2,086,522 saham. Pemegang saham terbesar meliputi Maseco Llp, Willow Creek Wealth Management Inc., Clarity Asset Management, Inc., CI Private Wealth, LLC, Colony Group, LLC, LongView Asset Management LLC, Commonwealth Equity Services, Llc, Warren Averett Asset Management, LLC, Riverwater Partners LLC, and HighTower Advisors, LLC .
Struktur kepemilikan institusional American Century ETF Trust - Avantis Responsible International Equity ETF (ARCA:AVSD) 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 70.10 / share. Previously, on September 9, 2024, the share price was 58.10 / share. This represents an increase of 20.65% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 3,049 | 206 | ||||||
2025-08-12 | 13F | Tarbox Family Office, Inc. | 5,481 | 0.00 | 370 | 12.80 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 3,964 | 1.72 | 268 | 14.59 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 4,176 | 282 | ||||||
2025-07-31 | 13F | Opes Wealth Management LLC | 13,654 | 14.84 | 922 | 29.31 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13,510 | 913 | ||||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 207,501 | 9.82 | 14,017 | 23.67 | ||||
2025-08-14 | 13F | Herold Advisors, Inc. | 3,396 | -48.82 | 229 | -42.46 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 37 | 0.00 | 2 | 0.00 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2,494 | 64.95 | 168 | 95.35 | ||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 6,070 | 0.00 | 410 | 12.64 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 579 | 43.32 | 39 | 62.50 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 9,021 | 29.30 | 610 | 39.59 | ||||
2025-08-12 | 13F | LPL Financial LLC | 32,867 | 483.78 | 2,220 | 558.75 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 125 | -83.04 | 8 | -81.82 | ||||
2025-08-14 | 13F | Fmr Llc | 257 | -12.59 | 17 | 0.00 | ||||
2025-08-19 | 13F | Asset Dedication, LLC | 661 | 33.27 | 45 | 51.72 | ||||
2025-07-08 | 13F | Zrc Wealth Management, Llc | 463 | 1.31 | 31 | 14.81 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 31,325 | -2.25 | 2,116 | 10.09 | ||||
2025-08-14 | 13F | Mariner, LLC | 10,409 | -10.04 | 703 | 1.30 | ||||
2025-08-12 | 13F | Pathstone Holdings, LLC | 4,747 | 321 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 2 | 0 | ||||||
2025-08-14 | 13F | Colony Group, LLC | 66,718 | -3.30 | 4,507 | 8.92 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 4,890 | 0.00 | 330 | 12.63 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6,656 | 450 | ||||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 1,787 | 0.00 | 0 | |||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 30,234 | 2,042 | ||||||
2025-07-25 | 13F | Stephens Consulting, LLC | 183 | 12 | ||||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 4,947 | 102.75 | 334 | 128.77 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 9,595 | -1.60 | 648 | 10.96 | ||||
2025-08-12 | 13F | Team Hewins, LLC | 12,699 | 0.02 | 858 | 12.61 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 141,569 | -16.04 | 9,563 | -5.44 | ||||
2025-05-07 | 13F | Passive Capital Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 14,293 | 108.23 | 966 | 134.79 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 1,007 | 1.72 | 68 | 15.25 | ||||
2025-07-30 | 13F | Caliber Wealth Management, LLC / KS | 3,390 | 229 | ||||||
2025-07-14 | 13F | Northland Capital Management LLC | 24,879 | -10.54 | 1,681 | 0.72 | ||||
2025-07-23 | 13F | Austin Asset Management Co Inc | 3,480 | 0.00 | 235 | 12.98 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 20,694 | -5.58 | 1,241 | 1.72 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 4,073 | 1.72 | 275 | 14.58 | ||||
2025-07-16 | 13F | Plancorp, LLC | 5,840 | 0.00 | 395 | 12.57 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 3,624 | 1.68 | 245 | 14.55 | ||||
2025-07-29 | 13F | Kelman-Lazarov, Inc. | 4,235 | 0.00 | 286 | 12.60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 58,689 | 2.01 | 4 | 0.00 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 216,488 | 6.42 | 14,624 | 19.86 | ||||
2025-08-01 | 13F | Riverwater Partners LLC | 52,288 | 38.91 | 3,532 | 56.49 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 21,461 | -1.86 | 1,450 | 10.53 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 55,170 | -0.79 | 3,727 | 11.72 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5,806 | -15.46 | 392 | -4.62 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 15,998 | 1,081 | ||||||
2025-08-14 | 13F | Raymond James Financial Inc | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Trellis Wealth Advisors LLC | 26,228 | 0.03 | 1,772 | 12.66 | ||||
2025-08-12 | 13F | Journey Strategic Wealth Llc | 10,367 | -7.65 | 700 | 4.01 | ||||
2025-08-15 | 13F | WealthCollab, LLC | 1,460 | 0.00 | 99 | 12.64 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 3,030 | 0.00 | 205 | 12.71 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 1,373 | -10.50 | 93 | 0.00 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 2,266 | -4.79 | 153 | 7.75 | ||||
2025-07-15 | 13F | Vestment Financial LLC | 13,072 | 27.35 | 881 | 42.63 | ||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 26,496 | 10.09 | 1,790 | 23.98 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 5,514 | 17.49 | 372 | 32.38 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 17,010 | 0.00 | 1,149 | 19.07 | ||||
2025-07-15 | 13F | Maseco Llp | 660,004 | 44,577 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 47,127 | -10.48 | 3,184 | 0.82 | ||||
2025-07-18 | 13F | Truist Financial Corp | 10,026 | 54.70 | 677 | 74.48 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 12,160 | -4.77 | 1 | |||||
2025-08-11 | 13F | Diversified Portfolios, Inc. | 9,309 | 0.00 | 629 | 12.54 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Grand Wealth Management, Llc | 2,800 | 0.00 | 189 | 13.17 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Highland Financial Advisors, LLC | 23,414 | -8.85 | 1,582 | 2.66 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 263 | 13,050.00 | 18 | 21.43 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 64,593 | -3.99 | 4,363 | 8.13 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Fmb Wealth Management | 5,529 | 374 |