Mga Batayang Estadistika
| Pemilik Institusional | 86 total, 86 long only, 0 short only, 0 long/short - change of 6.10% MRQ |
| Alokasi Portofolio Rata-rata | 0.3211 % - change of 22.36% MRQ |
| Saham Institusional (Jangka Panjang) | 25,586,369 (ex 13D/G) - change of 6.37MM shares 33.13% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 528,341 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF (US:BSCX) memiliki 86 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 25,586,369 saham. Pemegang saham terbesar meliputi Aptus Capital Advisors, LLC, DRSK - Aptus Defined Risk ETF, Raymond James Financial Inc, Ameriprise Financial Inc, LPL Financial LLC, Morgan Stanley, Invesco Ltd., Motley Fool Wealth Management, LLC, Cookson Peirce & Co Inc, and BCS Wealth Management .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2033 Corporate Bond ETF (NasdaqGM:BSCX) 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 21.53 / share. Previously, on September 9, 2024, the share price was 21.60 / share. This represents a decline of 0.32% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,334 | 0.00 | 0 | |||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 9,626 | 0.06 | 204 | 2.00 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 59,865 | -16.02 | 1,269 | -14.78 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 53,859 | -37.85 | 1 | 0.00 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 33,388 | 0.00 | 708 | 1.43 | ||||
| 2025-08-05 | 13F | Ellevest, Inc. | 78,195 | 2.14 | 1,658 | 3.63 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 298,864 | 6,336 | ||||||
| 2025-08-14 | 13F | Wilkins Miller Wealth Management, LLC | 21,943 | -18.20 | 465 | -16.96 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 6,025,655 | 57.16 | 127,744 | 59.50 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 54,073 | 30.64 | 1,146 | 32.64 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 52,576 | 9.32 | 1,115 | 10.96 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 12,916 | 274 | ||||||
| 2025-07-22 | 13F | Carolina Wealth Advisors, LLC | 269,565 | -7.08 | 5,715 | -5.71 | ||||
| 2025-07-25 | 13F | Community Bank, N.A. | 2,700 | 0.00 | 57 | 1.79 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 206,604 | 0.25 | 4,380 | 1.74 | ||||
| 2025-08-12 | 13F | Allen Capital Group, LLC | 12,002 | 254 | ||||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 54,102 | 9.51 | 1,147 | 11.05 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 418 | 59.16 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 6,296 | 24.13 | 133 | 26.67 | ||||
| 2025-07-28 | 13F | Tlwm | 77,537 | 0.00 | 1,644 | 1.48 | ||||
| 2025-06-27 | NP | DRSK - Aptus Defined Risk ETF | 3,916,823 | 81,783 | ||||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 15,532 | 3.96 | 329 | 5.45 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 231,499 | 35.16 | 4,887 | 36.75 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 287,308 | 10.22 | 6,091 | 11.85 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 4,118 | 0.00 | 87 | 1.16 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 288,998 | 17.36 | 6,127 | 19.09 | ||||
| 2025-07-15 | 13F | BCS Wealth Management | 437,162 | 4.50 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 87,194 | 6.75 | 1,849 | 8.32 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 36,149 | 26.80 | 765 | 28.40 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 293,235 | 6,217 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 22,583 | 5.45 | 479 | 6.94 | ||||
| 2025-07-11 | 13F | Butensky & Cohen Financial Security, Inc | 54,866 | 4.92 | 1,163 | 6.50 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 250 | 5 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 2,280,249 | 1.99 | 48,352 | 3.52 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 25,642 | 0.75 | 544 | 2.26 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,433 | -90.55 | 348 | -90.42 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 20 | 0 | ||||||
| 2025-05-13 | 13F | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 68,890 | 22.60 | 1,460 | 24.47 | ||||
| 2025-07-30 | 13F | Nottingham Advisors, Inc. | 162,946 | 3.13 | 3,454 | 4.67 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 2,524 | 0.00 | 54 | 1.92 | ||||
| 2025-08-07 | 13F | Investment Management Corp /va/ /adv | 7,815 | -6.40 | 166 | -5.17 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 34,736 | 3.27 | 736 | 4.84 | ||||
| 2025-07-25 | 13F | G2 Capital Management, Llc / Oh | 59,227 | 1.28 | 1,256 | 2.78 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,337,589 | 6.97 | 28,357 | 8.56 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,620 | 119 | ||||||
| 2025-08-07 | 13F | Davis R M Inc | 16,242 | 31.13 | 344 | 33.33 | ||||
| 2025-08-14 | 13F | Comerica Bank | 170 | -89.29 | 4 | -90.91 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 60,682 | 3.23 | 1,286 | 4.81 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Beacon Harbor Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 23,845 | 36.73 | 506 | 38.74 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2 | 100.00 | 0 | |||||
| 2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 120,537 | 7.27 | 2,555 | 8.86 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 10,059 | 13.58 | 213 | 15.76 | ||||
| 2025-08-14 | 13F | Quartz Partners, LLC | 24,023 | -7.09 | 509 | -5.74 | ||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 12,595 | 263 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,344 | -6.43 | 0 | |||||
| 2025-07-30 | 13F | Cookson Peirce & Co Inc | 473,771 | 0.74 | 10,044 | 2.23 | ||||
| 2025-07-29 | 13F | Sigma Investment Counselors Inc | 21,103 | 0.00 | 447 | 1.59 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,755 | 0.00 | 80 | 1.28 | ||||
| 2025-08-06 | 13F | ETF Store, Inc. | 10,817 | 2.74 | 229 | 4.57 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 13,804 | 0.74 | 293 | 2.10 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 200,560 | 11.19 | 4,252 | 12.82 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 198,068 | 5.20 | 4,199 | 6.76 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 128,620 | 8.47 | 2,727 | 10.05 | ||||
| 2025-08-08 | 13F | Sawgrass Asset Management Llc | 48,073 | -10.11 | 1,019 | -8.77 | ||||
| 2025-04-15 | 13F | Noble Wealth Management PBC | 15,775 | -5.26 | 330 | -4.08 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 103,040 | 97.37 | 2,184 | 100.37 | ||||
| 2025-08-08 | 13F | Smithfield Trust Co | 996 | -2.92 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 195,243 | 10.01 | 4,139 | 11.65 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 118,243 | 1.43 | 2,507 | 2.92 | ||||
| 2025-08-13 | 13F | River Wealth Advisors LLC | 45,543 | 4.12 | 966 | 5.70 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,697,798 | -13.83 | 57,193 | -12.55 | ||||
| 2025-07-29 | 13F | Novare Capital Management Llc | 77,592 | 19.52 | 1,645 | 21.24 | ||||
| 2025-08-12 | 13F | Kaye Capital Management | 298,864 | 12.01 | 6,336 | 13.67 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,800 | 166.67 | 38 | 184.62 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 96,462 | -6.50 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,339,744 | 6.09 | 28,403 | 7.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 308,515 | 2.99 | 6,541 | 5.40 | ||||
| 2025-07-18 | 13F | Ledgewood Wealth Advisors, LLC | 155,515 | 3.85 | 3,297 | 5.37 | ||||
| 2025-07-08 | 13F | Dover Advisors, Llc | 24,600 | -1.56 | 522 | -0.19 | ||||
| 2025-07-17 | 13F | Independence Bank of Kentucky | 39,613 | 4.74 | 840 | 6.20 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 146,014 | 8.48 | 3,095 | 10.06 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 25,100 | 532 | ||||||
| 2025-08-13 | 13F | Invesco Ltd. | 711,951 | -35.67 | 15,093 | -34.71 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 24,172 | 6.65 | 512 | 8.25 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 12,757 | 6.75 | 270 | 9.76 | ||||
| 2025-08-01 | 13F | Motley Fool Wealth Management, LLC | 596,948 | 12,655 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Exchange Capital Management, Inc. | 161,506 | -2.68 | 3,424 | -1.24 |
