Mga Batayang Estadistika
Pemilik Institusional | 137 total, 137 long only, 0 short only, 0 long/short - change of 0.73% MRQ |
Alokasi Portofolio Rata-rata | 0.3950 % - change of 8.28% MRQ |
Saham Institusional (Jangka Panjang) | 16,185,211 (ex 13D/G) - change of -0.93MM shares -5.41% MRQ |
Nilai Institusional (Jangka Panjang) | $ 508,841 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
GraniteShares Gold Trust (US:BAR) memiliki 137 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 16,185,211 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Richard Bernstein Advisors LLC, Envestnet Asset Management Inc, Royal Bank Of Canada, LPL Financial LLC, Rockefeller Capital Management L.P., Brandywine Oak Private Wealth Llc, Lake Street Financial Llc, Cetera Investment Advisers, and Advyzon Investment Management, LLC .
Struktur kepemilikan institusional GraniteShares Gold Trust (ARCA:BAR) 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 35.47 / share. Previously, on September 9, 2024, the share price was 24.75 / share. This represents an increase of 43.31% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-11 | 13F | Brendel Financial Advisors LLC | 151,280 | 1.04 | 5 | 0.00 | ||||
2025-07-17 | 13F | Clear Point Advisors Inc. | 97,126 | 0.62 | 3,110 | 4.47 | ||||
2025-08-14 | 13F | Clg Llc | 12,000 | 0.00 | 392 | 5.68 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 228,073 | -11.65 | 7,444 | -6.49 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 158,366 | 45.66 | 5,169 | 54.16 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 6,277 | 205 | ||||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 325 | 0.00 | 8 | -20.00 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 10,630 | 347 | ||||||
2025-08-11 | 13F | Semus Wealth Partners LLC | 33,384 | 0.00 | 1,090 | 5.83 | ||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 663 | 34.21 | 22 | 40.00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 10,021 | 1.25 | 327 | 7.21 | ||||
2025-08-12 | 13F | LPL Financial LLC | 646,000 | -5.11 | 21,085 | 0.43 | ||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 12,824 | -6.88 | 419 | -1.42 | ||||
2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 77,228 | 1.49 | 2,521 | 7.42 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 10,725 | 0.00 | 350 | 6.06 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 9,733 | 0.00 | 318 | 5.67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 273,161 | 22.26 | 8,916 | 29.39 | ||||
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 45,365 | 13.37 | 1,481 | 19.94 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 11,467 | -18.64 | 0 | |||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-05-09 | 13F | Headlands Technologies LLC | 0 | -100.00 | 0 | |||||
2025-05-15 | 13F | Betterment LLC | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 11,227 | -3.69 | 366 | 1.95 | ||||
2025-08-13 | 13F | Renaissance Technologies Llc | 155,100 | -72.29 | 5,062 | -70.67 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 7,863 | 0.00 | 257 | 5.79 | ||||
2025-08-15 | 13F | Morgan Stanley | 65,177 | -34.21 | 2,127 | -30.38 | ||||
2025-07-24 | 13F | Leo Wealth, LLC | 16,907 | 562 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 67,209 | -15.18 | 2,194 | -10.23 | ||||
2025-08-06 | 13F | Richard Bernstein Advisors LLC | 2,703,358 | -7.92 | 88,238 | -2.54 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 33,281 | 5.21 | 1,086 | 11.38 | ||||
2025-08-08 | 13F | Creative Planning | 14,576 | 64.09 | 476 | 73.99 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 6,780 | 221 | ||||||
2025-07-23 | 13F | DMG Group, LLC | 11,840 | 23.49 | 386 | 30.85 | ||||
2025-08-07 | 13F | Cypress Capital Management LLC (WY) | 485 | 0.00 | 16 | 7.14 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 1,317 | 0.00 | 43 | 5.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 767,379 | -9.10 | 25,047 | -3.80 | ||||
2025-05-14 | 13F | Ieq Capital, Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 16,021 | 523 | ||||||
2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 115 | 4 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 11,031 | 0.00 | 360 | 5.88 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 5,255 | -4.49 | 172 | 1.18 | ||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 13,642 | -0.20 | 445 | 5.70 | ||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 2,548 | 0.00 | 83 | 6.41 | ||||
2025-04-28 | NP | MPAY - Akros Monthly Payout ETF | 5,875 | 7.35 | 166 | 15.38 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | ASB Consultores, LLC | 7,584 | 248 | ||||||
2025-08-13 | 13F | Smith, Moore & Co. | 30,859 | 2.32 | 1,007 | 8.28 | ||||
2025-07-16 | 13F | Maridea Wealth Management LLC | 198,800 | 6,489 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,246 | 0.00 | 41 | 5.26 | ||||
2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 17,067 | -4.03 | 557 | 1.64 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 12,180 | 69.03 | 398 | 78.83 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 6,789 | 2.40 | 222 | 8.33 | ||||
2025-07-10 | 13F | Capital Advisory Group Advisory Services, LLC | 77,820 | 4.31 | 2,540 | 10.43 | ||||
2025-08-13 | 13F | Cambria Investment Management, L.P. | 307,471 | -20.20 | 10,036 | -15.54 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 35 | 0.00 | 1 | 0.00 | ||||
2025-07-23 | 13F | Defined Financial Planning LLC | 41,930 | 1,377 | ||||||
2025-07-31 | 13F | WFA Asset Management Corp | 1,500 | 0.00 | 34 | 6.25 | ||||
2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14,960 | -3.11 | 488 | 2.52 | ||||
2025-08-07 | 13F | PFG Advisors | 18,352 | 0.00 | 599 | 6.02 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-14 | 13F | Crew Capital Management, Ltd. | 10,493 | 342 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 147,624 | 0.28 | 4,818 | 6.15 | ||||
2025-07-08 | 13F | Ehrlich Financial Group | 16,066 | -5.93 | 524 | -0.38 | ||||
2025-07-16 | 13F | Essex Financial Services, Inc. | 15,627 | -3.76 | 510 | 2.00 | ||||
2025-08-14 | 13F | Comerica Bank | 8,797 | -2.66 | 287 | 3.24 | ||||
2025-07-29 | 13F | Kraft, Davis & Associates, LLC | 12,767 | 0.00 | 418 | -1.88 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,685 | -0.15 | 1 | 0.00 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 227,510 | 120.29 | 7,426 | 133.12 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 188,363 | 6,148 | ||||||
2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 230 | 8 | ||||||
2025-08-13 | 13F | Denver Wealth Management, Inc. | 16,307 | 1.91 | 532 | 7.91 | ||||
2025-08-14 | 13F | Fmr Llc | 3,708 | 48.02 | 121 | 57.14 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 145,013 | -5.87 | 4,733 | -0.38 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 445,034 | -1.12 | 14,526 | 4.65 | ||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,924 | 3.11 | 232 | 12.14 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 13,025 | 92.88 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 12,719 | -25.64 | 415 | -6.11 | ||||
2025-06-27 | NP | GMOM - Cambria Global Momentum ETF | 191,198 | -24.17 | 6,214 | -10.87 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 933 | 0.00 | 30 | 7.14 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 400,189 | -0.54 | 13,062 | 5.28 | ||||
2025-08-07 | 13F | Investment Management Corp /va/ /adv | 4,926 | 0.00 | 161 | 5.96 | ||||
2025-07-16 | 13F | Signaturefd, Llc | 91 | 0.00 | 3 | 0.00 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 35,911 | -3.13 | 1,172 | 2.54 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 322,782 | 10,536 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 72,806 | -6.96 | 2,376 | -1.53 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 20,651 | 2.38 | 674 | 8.20 | ||||
2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 1,437 | 22.61 | 47 | 27.78 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 34,317 | -38.67 | 1,120 | -35.07 | ||||
2025-06-27 | NP | TRTY - Cambria Trinity ETF | 66,732 | -23.27 | 2,169 | -9.82 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 890 | 0.00 | 29 | 7.41 | ||||
2025-08-28 | 13F | China Universal Asset Management Co., Ltd. | 303,000 | 12.64 | 9,890 | 19.22 | ||||
2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 37 | -99.24 | 1 | -99.33 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,695 | 0.00 | 284 | 5.60 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 118,636 | -1.00 | 4 | 0.00 | ||||
2025-08-13 | 13F | Quadrature Capital Ltd | 15,707 | 513 | ||||||
2025-08-14 | 13F | UBS Group AG | 276 | 9 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 2,722 | 0.00 | 89 | 6.02 | ||||
2025-08-18 | 13F | Tactive Advisors, LLC | 20,115 | -31.60 | 657 | 1.71 | ||||
2025-08-05 | 13F | Huntington National Bank | 813 | 6.01 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | WCG Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Rsm Us Wealth Management Llc | 17,239 | 15.40 | 563 | 22.17 | ||||
2025-07-29 | 13F | BKM Wealth Management, LLC | 28,536 | 22.91 | 931 | 30.03 | ||||
2025-08-06 | 13F | ETF Store, Inc. | 119,727 | -1.50 | 3,908 | 4.24 | ||||
2025-08-12 | 13F | Archer Investment Corp | 923 | 30 | ||||||
2025-08-07 | 13F | Evoke Wealth, Llc | 10,612 | 346 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 149,864 | 5.00 | 4,892 | 11.13 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 12,204 | 0.00 | 398 | 5.85 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 16,074 | -49.87 | 525 | -46.96 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 338,427 | -6.90 | 11,046 | -1.46 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 9,034 | 31.35 | 295 | 38.68 | ||||
2025-07-25 | 13F | Cwm, Llc | 541 | 0.00 | 0 | |||||
2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,065 | 0.00 | 198 | 5.35 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 696,903 | -12.52 | 22,747 | -7.42 | ||||
2025-07-24 | 13F | Brandywine Oak Private Wealth Llc | 439,760 | -9.47 | 14,354 | -4.19 | ||||
2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 8,687 | 0.00 | 284 | 5.99 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 83,329 | -33.67 | 2,720 | -29.81 | ||||
2025-05-08 | 13F | Us Bancorp \de\ | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 7,750 | 3.68 | 253 | 9.57 | ||||
2025-08-11 | 13F | Eq Llc | 27,493 | 0.00 | 897 | 5.90 | ||||
2025-08-04 | 13F | Atria Investments Llc | 20,679 | -2.61 | 675 | 3.06 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 14,830 | 8.67 | 484 | 15.24 | ||||
2025-08-14 | 13F | Financial Strategies Group, Inc. | 6,213 | -15.33 | 206 | -12.02 | ||||
2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 5,077 | 7.02 | 166 | 13.01 | ||||
2025-08-05 | 13F | Freestone Capital Holdings, LLC | 17,764 | 0.00 | 580 | 5.85 | ||||
2025-08-11 | 13F | Western Wealth Management, LLC | 10,215 | -5.64 | 333 | 0.00 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,135 | 11.29 | 102 | 18.60 | ||||
2025-08-07 | 13F | Ibex Wealth Advisors | 35,905 | -69.97 | 1,172 | -68.24 | ||||
2025-07-31 | 13F | Jackson Hole Capital Partners, LLC | 71,069 | 0.00 | 2,320 | 5.84 | ||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | ALM First Financial Advisors, LLC | 233,353 | 0.00 | 7,245 | 5.83 | ||||
2025-03-25 | NP | DRRAX - BNY Mellon Global Real Return Fund Class A | 149,153 | -49.82 | 4,124 | -48.80 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 10,576 | 0.00 | 345 | 5.83 | ||||
2025-07-23 | 13F | Columbus Macro, LLC | 269,821 | -8.48 | 8,807 | -3.15 | ||||
2025-07-25 | 13F | Almanack Investment Partners, LLC. | 17,325 | -5.38 | 565 | 0.18 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Beacon Financial Advisory LLC | 11,563 | 0.00 | 377 | 5.90 | ||||
2025-06-27 | NP | GAA - Cambria Global Asset Allocation ETF | 86,983 | 0.00 | 2,827 | 17.51 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 466 | 112.79 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 104,755 | -14.10 | 3,419 | -9.07 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 216,038 | 1.56 | 7 | 16.67 | ||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 11,134 | -29.39 | 363 | -25.31 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 120,517 | 12.23 | 3,934 | 18.79 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 3,199,277 | -9.08 | 104,424 | -3.78 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 13,910 | -4.15 | 454 | 1.57 | ||||
2025-08-12 | 13F | Change Path, LLC | 7,021 | -0.13 | 229 | 6.02 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 159,074 | 39.79 | 5,192 | 47.96 | ||||
2025-07-29 | 13F | Financial Guidance Group, Inc. | 29,503 | -42.31 | 963 | -39.00 | ||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1,517 | 0.00 | 50 | 6.52 |