Mga Batayang Estadistika
| Pemilik Institusional | 127 total, 127 long only, 0 short only, 0 long/short - change of -1.54% MRQ |
| Alokasi Portofolio Rata-rata | 0.0900 % - change of -6.66% MRQ |
| Saham Institusional (Jangka Panjang) | 7,291,619 (ex 13D/G) - change of -0.27MM shares -3.63% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 158,308 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF (US:BSMP) memiliki 127 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 7,291,619 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Invesco Ltd., Cwm, Llc, Advisor Group Holdings, Inc., Commonwealth Equity Services, Llc, Morgan Stanley, Integrated Wealth Concepts LLC, and Envestnet Asset Management Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2025 Municipal Bond ETF (NasdaqGM:BSMP) 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 24.53 / share. Previously, on September 9, 2024, the share price was 24.63 / share. This represents a decline of 0.41% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 17,228 | -3.87 | 423 | -3.65 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 213,595 | -16.55 | 5 | -16.67 | ||||
| 2025-08-12 | 13F | Wayfinding Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 175,492 | -1.44 | 4,307 | -1.19 | ||||
| 2025-08-14 | 13F | Tennessee Valley Asset Management Partners | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2,369 | 136.90 | 58 | 141.67 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 58,699 | -39.26 | 1,440 | -39.11 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 77,108 | -7.69 | 1,892 | -7.44 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 33,942 | -11.28 | 832 | -11.22 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 17,594 | 0.67 | 432 | 0.94 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 189,367 | -31.78 | 4,647 | -31.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 40,068 | -7.50 | 983 | -7.26 | ||||
| 2025-07-14 | 13F | CRA Financial Services, LLC | 10,000 | 0.00 | 245 | 0.41 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 193,682 | 0.76 | 4,753 | 1.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 87,334 | 0.67 | 2,143 | 0.94 | ||||
| 2025-07-28 | 13F | Tlwm | 21,694 | 0.00 | 532 | 0.19 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 13,572 | 6.87 | 333 | 7.42 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 74,986 | 16.97 | 1,840 | 17.27 | ||||
| 2025-08-12 | 13F | Kohmann Bosshard Financial Services, LLC | 10,088 | 0.00 | 248 | 0.41 | ||||
| 2025-08-06 | 13F | ORBA Wealth Advisors, L.L.C. | 20,000 | 0.00 | 491 | 0.20 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 35,179 | -13.40 | 863 | -13.18 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 234,154 | -6.71 | 5,746 | -6.48 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Elequin Capital Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 17,205 | -2.76 | 422 | -2.54 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 31,596 | 0.00 | 775 | 0.26 | ||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 20,380 | 500 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 13,062 | -5.57 | 321 | -5.33 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 28,084 | 688 | ||||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 29,632 | 0.04 | 727 | 0.28 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 627,406 | -9.78 | 15,397 | -9.56 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 17,328 | 0.00 | 425 | 0.24 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 7,360 | 0.00 | 181 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 44,214 | 0.84 | 1,085 | 1.12 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 101,564 | 37.77 | 2,492 | 38.14 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 8,406 | 1.05 | 206 | 1.48 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 15,744 | 0.13 | 386 | 0.52 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 45,880 | -12.73 | 1,126 | -12.52 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 93,899 | 12.53 | 2,304 | 12.83 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 45,374 | 11.73 | 1,113 | 11.97 | ||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 17,580 | -6.57 | 431 | -6.30 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 3,000 | 0.00 | 74 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 67,026 | -56.78 | 1,645 | -56.69 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 41,218 | -7.81 | 1,011 | -7.59 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 41,999 | -13.72 | 1,031 | -13.52 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 18,605 | 0.00 | 456 | 0.22 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 8,200 | 0.00 | 201 | 0.50 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 16,537 | 0.67 | 406 | 0.75 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 22,066 | 542 | ||||||
| 2025-07-31 | 13F | Resonant Capital Advisors, LLC | 60,261 | -3.13 | 1,479 | -2.89 | ||||
| 2025-05-06 | 13F | Rsm Us Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 24,396 | -27.68 | 599 | -27.52 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 15,569 | -53.54 | 382 | -53.41 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,818 | 4.07 | 511 | 4.29 | ||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 83,356 | 2,046 | ||||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 19,686 | -39.64 | 483 | -39.47 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 49,121 | -1.27 | 1,205 | -1.07 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 2,130 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 37,939 | -25.65 | 931 | -25.46 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 42,830 | -34.92 | 1,051 | -34.72 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 189,175 | -5.29 | 5 | 0.00 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 9,415 | 0.00 | 231 | 0.43 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 9,996 | 0.00 | 245 | 0.41 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 180,338 | 11.00 | 4,425 | 11.26 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 7,113 | -61.62 | 174 | -61.67 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 9,912 | -0.65 | 243 | -0.41 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 11,417 | 0.00 | 280 | 0.36 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 85,616 | 4.59 | 2,101 | 4.89 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,194 | 0.00 | 250 | 0.40 | ||||
| 2025-05-15 | 13F | Creative Planning | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Heritage Trust Co | 10,949 | 0.00 | 269 | 0.00 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 33,004 | 0.00 | 810 | 0.25 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 394 | 0.00 | 10 | 0.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 29,864 | 187.40 | 733 | 188.19 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1 | -99.53 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 12,418 | -24.74 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,801 | -26.29 | 69 | -26.88 | ||||
| 2025-07-14 | 13F | Clear Harbor Asset Management, LLC | 19,455 | 0.20 | 477 | 0.42 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 267,949 | -3.60 | 7 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 13,274 | 0.00 | 326 | 0.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 149,126 | 5.61 | 3,660 | 5.87 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 44,786 | 14.09 | 1,099 | 14.48 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 6,840 | 0.00 | 168 | 0.00 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,063 | 100 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 140,705 | 7.65 | 3,453 | 7.91 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 11,777 | 24.93 | 289 | 25.22 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 11,595 | 23.34 | 284 | 23.04 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 12,629 | 103.89 | 310 | 104.64 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 117,878 | 8.85 | 2,893 | 9.13 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 15,022 | -29.46 | 369 | -29.37 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 32,536 | -0.61 | 798 | -0.37 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 9,686 | 0.00 | 237 | 0.42 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 114,183 | 20.68 | 2,802 | 20.98 | ||||
| 2025-04-14 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 10,065 | 247 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 312,416 | 8.18 | 7,667 | 8.45 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 106,632 | -3.10 | 2,617 | -2.86 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,178 | 46.30 | 618 | 46.56 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 31,633 | -23.08 | 773 | -22.85 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 148,620 | 9.13 | 3,647 | 9.42 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 69,972 | 2 | ||||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 11,075 | -55.76 | 272 | -55.72 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 32,042 | 0.23 | 786 | 0.51 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 10,690 | -4.90 | 262 | -4.73 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 83,409 | 19.88 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 9,720 | -15.07 | 239 | -15.00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 14,123 | -9.43 | 347 | -9.19 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 33,869 | -8.39 | 831 | -8.18 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 14,123 | 347 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 47,563 | -22.22 | 1,167 | -21.99 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 12,257 | 0.59 | 301 | 0.67 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Creative Financial Designs Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 116,560 | 16.31 | 2,860 | 16.59 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 239 | -7.75 | ||||||
| 2025-04-15 | 13F | Collier Financial | 10,615 | -20.22 | 260 | -20.55 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 290,279 | 7.07 | 7,123 | 7.34 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11,024 | 0.00 | 271 | 0.37 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 2,542 | 0.20 | 62 | 0.00 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 53,422 | 14.00 | 1,311 | 14.21 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 929 | 0.00 | 23 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 850 | 0.00 | 21 | 0.00 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 26,314 | 12.10 | 646 | 12.37 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 206,652 | -16.44 | 5,071 | -16.24 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 8,813 | 0.00 | 216 | 0.47 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 375 | 0.00 | 9 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 431,703 | 7.83 | 10,594 | 8.09 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,504 | -20.51 | 552 | -20.35 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 35,354 | 0.00 | 868 | 0.23 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 30,231 | -10.25 | 742 | -10.07 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 14,943 | -3.82 | 367 | -3.68 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 14,425 | -65.14 | 354 | -65.12 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 27,270 | -51.92 | 669 | -51.70 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 1 | -99.70 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,132 | 0.00 | 126 | 0.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 159,561 | -14.49 | 3,916 | -14.30 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,000 | 221 |
