Mga Batayang Estadistika
| Pemilik Institusional | 121 total, 121 long only, 0 short only, 0 long/short - change of 7.02% MRQ |
| Alokasi Portofolio Rata-rata | 0.1044 % - change of -1.58% MRQ |
| Saham Institusional (Jangka Panjang) | 7,294,273 (ex 13D/G) - change of 0.33MM shares 4.70% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 163,322 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF (US:BSMR) memiliki 121 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 7,294,273 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Atlantic Union Bankshares Corp, Invesco Ltd., Key FInancial Inc, Confluence Investment Management Llc, Bank Of America Corp /de/, VestGen Advisors, LLC, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2027 Municipal Bond ETF (NasdaqGM:BSMR) 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 23.62 / share. Previously, on September 9, 2024, the share price was 23.69 / share. This represents a decline of 0.29% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 130,764 | -9.10 | 3,069 | -9.39 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 18,423 | -0.83 | 432 | -1.14 | ||||
| 2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 18,202 | 2.16 | 427 | 1.91 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 13,009 | 0.00 | 305 | -0.33 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,435 | 34 | ||||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 182,851 | -1.43 | 4,292 | -1.76 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-16 | 13F | Krilogy Financial LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 183,010 | 9.90 | 4 | 33.33 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 128,734 | 11.75 | 3,021 | 11.39 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 49,939 | 0.44 | 1,172 | 0.09 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 201,020 | 2.40 | 4,741 | 2.55 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 9,100 | 214 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 133,095 | 44.41 | 3,124 | 43.92 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 33,220 | 7.69 | 780 | 7.30 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 9,823 | 0 | ||||||
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 14,862 | 0.00 | 349 | -0.85 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,014 | 0.73 | 352 | 0.28 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 11,175 | 262 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 536,467 | -0.83 | 12,591 | -1.17 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 10,984 | 6.71 | 258 | 6.20 | ||||
| 2025-08-07 | 13F | Midland Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 42,784 | 0.72 | 1,004 | 0.40 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 15,762 | 19.23 | 370 | 18.65 | ||||
| 2025-08-11 | 13F | Landaas & Co /wi /adv | 12,061 | 283 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 75,387 | 17.37 | 1,769 | 17.00 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 20,049 | -6.18 | 471 | -6.56 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 104,952 | -8.03 | 2,463 | -8.34 | ||||
| 2025-07-28 | 13F | Tlwm | 22,399 | 0.00 | 526 | -0.38 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 22,857 | 539 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 21,380 | 502 | ||||||
| 2025-08-12 | 13F | YANKCOM Partnership | 23,226 | 38.23 | 545 | 37.97 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,091 | 0.00 | 26 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 58,267 | 6.33 | 1,368 | 5.97 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 34,337 | 0.96 | 806 | 0.63 | ||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,455 | 0.00 | 198 | -0.50 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 445,666 | 1.14 | 10,460 | 0.79 | ||||
| 2025-07-11 | 13F | AA Financial Advisors, LLC | 22,808 | 10.65 | 535 | 10.31 | ||||
| 2025-07-16 | 13F | West Branch Capital LLC | 500 | 0.00 | 12 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 11,221 | 263 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 9,484 | -14.27 | 223 | -14.62 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 48,378 | -11.08 | 1,135 | -11.40 | ||||
| 2025-05-02 | 13F | Fortress Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Atria Investments Llc | 43,872 | -69.95 | 1,030 | -70.07 | ||||
| 2025-07-08 | 13F | Webster Bank, N. A. | 4,875 | -11.68 | 114 | -11.63 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 15,403 | 0.20 | 363 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 11,055 | -4.77 | 259 | -5.13 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 41,456 | -6.87 | 973 | -7.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 8,949 | 586.80 | 210 | 600.00 | ||||
| 2025-08-06 | 13F | SNS Financial Group, LLC | 10,665 | 250 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 41,758 | -0.68 | 980 | -1.01 | ||||
| 2025-07-16 | 13F | Tassel Capital Management, Inc. | 10,659 | 0.73 | 250 | 0.40 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 147,798 | -6.16 | 3,469 | -6.47 | ||||
| 2025-08-13 | 13F | Vermillion & White Wealth Management Group, LLC | 33,956 | -27.13 | 797 | -27.44 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 8,566 | 0.63 | 201 | 0.50 | ||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 78,411 | 0.06 | 1,840 | -0.27 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 22,595 | -41.38 | 530 | -41.57 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48,346 | 3.27 | 1,135 | 2.90 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 7,368 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Farnam Financial LLC | 47,340 | 0.00 | 1,111 | -0.27 | ||||
| 2025-08-13 | 13F | Denver Wealth Management, Inc. | 10,465 | -5.88 | 246 | -6.13 | ||||
| 2025-07-10 | 13F | Voisard Asset Management Group, Inc. | 16,980 | 29.32 | 399 | 28.80 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 25,872 | 49.36 | 607 | 49.14 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 33,876 | -41.48 | 795 | -41.67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 24,058 | 3.67 | 565 | 3.30 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,393 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 166,610 | -5.93 | 3,910 | -6.26 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 37,724 | 0.00 | 885 | -0.34 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 8,554 | 201 | ||||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 315,561 | 13.08 | 7,406 | 12.69 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Mercer Global Advisors Inc /adv | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 283,788 | 0.00 | 6,661 | -0.34 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,587 | 0.38 | 37 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 42,664 | 0.00 | 1,001 | -0.30 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 27,514 | 646 | ||||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 11,791 | -8.67 | 277 | -9.21 | ||||
| 2025-08-12 | 13F | Heritage Trust Co | 16,134 | -4.89 | 379 | -5.26 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 2,956 | -25.97 | 69 | -26.60 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,691 | -28.55 | 110 | -28.57 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 4,200 | 99 | ||||||
| 2025-08-13 | 13F | Brown Advisory Inc | 46,644 | 0.00 | 1,095 | -0.36 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 165,074 | 6.31 | 3,874 | 5.96 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 150 | 0.00 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 15,923 | 1.02 | 374 | 0.54 | ||||
| 2025-05-14 | 13F | Comerica Bank | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7,060 | 0.00 | 166 | -0.60 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,238 | 25.42 | 287 | 25.33 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 89,127 | 9.52 | 2,092 | 9.13 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 16,122 | -1.26 | 378 | -1.56 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,241 | 55.18 | 404 | 54.79 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 120,405 | 52.68 | 2,826 | 52.13 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 27,033 | -9.09 | 634 | -9.43 | ||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 29,061 | 28.66 | 682 | 28.44 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 265,158 | -3.22 | 6,223 | -3.55 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 46,275 | 14.54 | 1,086 | 14.20 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,349 | 0.00 | 126 | 0.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 63,104 | 13.88 | 1,481 | 13.57 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 257,482 | 11.47 | 6,043 | 11.08 | ||||
| 2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 44,030 | -22.74 | 1,033 | -21.82 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 59,049 | 321.33 | 1 | |||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 14,690 | 16.45 | 345 | 15.82 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 73,984 | 22.43 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 11,898 | -4.52 | 279 | -4.78 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 17,867 | 47.03 | 419 | 46.50 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 16,977 | 11.85 | 398 | 11.48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Savant Capital, LLC | 30,820 | 0.06 | 723 | -0.28 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 16,977 | 398 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 33,632 | 0.00 | 789 | -0.38 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28,134 | -2.89 | 660 | -3.23 | ||||
| 2025-08-11 | 13F | Elequin Capital Lp | 89,011 | 2,089 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 303 | -37.14 | ||||||
| 2025-07-09 | 13F | Sarver Vrooman Wealth Advisors | 35,185 | 0.00 | 826 | -0.36 | ||||
| 2025-04-15 | 13F | Collier Financial | 11,244 | -19.24 | 265 | -19.51 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 106,949 | 1.85 | 2,510 | 1.54 | ||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 169,885 | 7.45 | 3,987 | 7.09 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 2,236 | 0.72 | 52 | 0.00 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 293,809 | 7.34 | 6,896 | 6.97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 49,476 | 7.40 | 1,161 | 7.10 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 11,768 | 0.00 | 276 | -0.36 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 24,312 | 17.95 | 571 | 17.53 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,099 | -21.80 | 519 | -22.11 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 426,482 | 25.84 | 10,010 | 25.41 | ||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 28,157 | -44.64 | 661 | -44.86 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 17,119 | 0.00 | 402 | -0.50 | ||||
| 2025-07-21 | 13F | Old Second National Bank Of Aurora | 800 | 0.00 | 19 | 0.00 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 850 | 0.00 | 20 | -5.00 | ||||
| 2025-07-21 | 13F | River Street Advisors LLC | 11,040 | 259 | ||||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 140,666 | 3,301 |
