Mga Batayang Estadistika
| Pemilik Institusional | 94 total, 94 long only, 0 short only, 0 long/short - change of 4.40% MRQ |
| Alokasi Portofolio Rata-rata | 0.0917 % - change of -8.04% MRQ |
| Saham Institusional (Jangka Panjang) | 6,023,492 (ex 13D/G) - change of 0.40MM shares 7.02% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 131,928 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF (US:BSMT) memiliki 94 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 6,023,492 saham. Pemegang saham terbesar meliputi Hills Bank & Trust Co, Wells Fargo & Company/mn, Kathmere Capital Management, LLC, Bank Of America Corp /de/, Confluence Investment Management Llc, Invesco Ltd., LPL Financial LLC, Central Valley Advisors, Llc, Morgan Stanley, and Atlantic Union Bankshares Corp .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco BulletShares 2029 Municipal Bond ETF (NasdaqGM:BSMT) 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 23.08 / share. Previously, on September 9, 2024, the share price was 23.22 / share. This represents a decline of 0.60% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Cooksen Wealth, LLC | 15,203 | 0.00 | 345 | -2.27 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 92,500 | -0.54 | 2,101 | -0.66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 104,176 | -8.03 | 2,366 | -8.16 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 146,973 | 1.68 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,200 | 0.00 | 27 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 16,246 | 0.74 | 369 | 0.55 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,632 | 0.00 | 219 | -0.46 | ||||
| 2025-07-09 | 13F | Central Valley Advisors, Llc | 188,508 | -1.36 | 4,281 | -1.47 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19,764 | 79.07 | 449 | 78.88 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 14,667 | 0.00 | 333 | 0.30 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 139,894 | 5.77 | 3,203 | 6.48 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 65,917 | 17.19 | 1,497 | 16.97 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14,491 | 0.00 | 329 | 0.00 | ||||
| 2025-07-21 | 13F | Precedent Wealth Partners, Llc | 118,476 | 8.34 | 2,691 | 8.21 | ||||
| 2025-07-08 | 13F | Legacy Private Trust Co. | 14,350 | 326 | ||||||
| 2025-07-22 | 13F | Marietta Wealth Management, LLC | 22,085 | 502 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 111,801 | -1.46 | 2,539 | -1.59 | ||||
| 2025-07-29 | 13F | Wingate Wealth Advisors, Inc. | 15,420 | 0.74 | 350 | 0.57 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 9,785 | 0.74 | 222 | 0.91 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 81,565 | -8.31 | 1,852 | -8.41 | ||||
| 2025-08-12 | 13F | YANKCOM Partnership | 12,084 | 160.77 | 274 | 160.95 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,482 | 34 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 187,892 | 28.67 | 4,267 | 28.52 | ||||
| 2025-07-28 | 13F | Tlwm | 23,221 | 0.00 | 527 | -0.19 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 22,830 | 9.63 | 518 | 9.51 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 26,155 | 20.31 | 594 | 20.04 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 65,960 | -49.60 | 1,498 | -49.61 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 494,706 | -0.31 | 11,235 | -0.44 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 134,189 | 47.45 | 3,047 | 47.27 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,062 | 206 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 8,650 | 0.00 | 196 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,125 | 0.76 | 48 | 2.13 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 7,461 | 91.70 | 169 | 92.05 | ||||
| 2025-08-06 | 13F | Paulson Wealth Management Inc. | 17,648 | -5.11 | 401 | -5.21 | ||||
| 2025-07-18 | 13F | Foundry Financial Group, Inc. | 9,528 | 216 | ||||||
| 2025-08-05 | 13F | Hills Bank & Trust Co | 610,608 | 90.38 | 13,867 | 90.13 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 431 | -92.85 | 10 | -93.38 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,514 | 0.00 | 125 | 0.00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 154,165 | -7.32 | 3,501 | -7.43 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 865 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 75,968 | 2.99 | 1,725 | 2.86 | ||||
| 2025-07-25 | 13F | Hobbs Group Advisors, LLC | 16,557 | -46.77 | 376 | -46.82 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 9,310 | 0.61 | 211 | 0.48 | ||||
| 2025-08-12 | 13F | Farmers National Bank | 48,095 | 2.35 | 1,092 | 2.25 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 293 | 0.00 | 7 | 0.00 | ||||
| 2025-07-15 | 13F | Garrett Investment Advisors LLC | 29,543 | -46.32 | 671 | -46.44 | ||||
| 2025-08-14 | 13F | Comerica Bank | 4,734 | 0.00 | 108 | 0.00 | ||||
| 2025-04-22 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 1 | -99.99 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 118,291 | 16.01 | 2,686 | 15.88 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 168,576 | 11.92 | 3,828 | 11.77 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 20,031 | -15.18 | 455 | -15.46 | ||||
| 2025-07-08 | 13F | Rise Advisors, LLC | 213 | 0.00 | 5 | 0.00 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 37,262 | 74.33 | 846 | 74.07 | ||||
| 2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 12,837 | 5.59 | 292 | 5.43 | ||||
| 2025-08-25 | 13F | Silverlake Wealth Management Llc | 18,717 | 0.00 | 425 | 0.00 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 28,555 | 648 | ||||||
| 2025-08-05 | 13F | Key FInancial Inc | 116,532 | 0.00 | 2,646 | -0.11 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,060 | -25.69 | 69 | -26.60 | ||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 9,020 | -0.82 | 205 | -0.97 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 1,200 | 0.00 | 27 | 0.00 | ||||
| 2025-08-14 | 13F | Toronto Dominion Bank | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 73,757 | 56.22 | 1,675 | 56.10 | ||||
| 2025-08-04 | 13F | AlphaStar Capital Management, LLC | 47,862 | 14.68 | 1,087 | 14.44 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 13,288 | 302 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 148,285 | 7.80 | 3,368 | 7.64 | ||||
| 2025-07-22 | 13F | Knights of Columbus Asset Advisors LLC | 7,185 | 0.00 | 163 | 0.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 11,158 | 27.53 | 253 | 27.14 | ||||
| 2025-08-12 | 13F | Jacobi Capital Management LLC | 12,526 | 25.56 | 284 | 25.66 | ||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 234,965 | 13.15 | 5,336 | 13.00 | ||||
| 2025-07-01 | 13F | Confluence Investment Management Llc | 227,286 | -3.44 | 5,162 | -3.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 25,791 | 46.32 | 586 | 46.25 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 17,350 | 2.64 | 394 | 2.60 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 119,651 | 37.90 | 2,717 | 37.71 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 69,334 | 19.06 | 1,575 | 18.88 | ||||
| 2025-05-08 | 13F | Savant Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Clark Asset Management, LLC | 38,190 | 8.21 | 867 | 8.10 | ||||
| 2025-08-11 | 13F | PAX Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 65,794 | 26.96 | 1 | 0.00 | ||||
| 2025-07-01 | 13F | Harbor Investment Advisory, Llc | 700 | 0.00 | 16 | 0.00 | ||||
| 2025-07-07 | 13F | Horizons Wealth Management | 21,251 | 3.38 | 483 | 3.21 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 28,668 | -2.85 | 651 | -2.98 | ||||
| 2025-08-11 | 13F | Howard Wealth Management, Llc | 10,642 | 0.73 | 242 | 0.42 | ||||
| 2025-08-01 | 13F | First Command Advisory Services, Inc. | 5,224 | -63.45 | 119 | -63.58 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 154,598 | 5.96 | 3,511 | 5.82 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 778 | 6.87 | ||||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 65,779 | 9.19 | 1,494 | 9.06 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 216,812 | 2.55 | 4,924 | 2.41 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 215,478 | 0.97 | 4,894 | 0.82 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 34,280 | 13.60 | 778 | 13.41 | ||||
| 2025-03-25 | 13F | Higgins & Schmidt Wealth Strategies LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 17,465 | 0.00 | 397 | -0.25 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 22,698 | -20.39 | 515 | -20.52 | ||||
| 2025-05-07 | 13F | Mb, Levis & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Carnegie Capital Asset Management, LLC | 19,429 | -1.88 | 441 | -0.68 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 58,900 | 0.00 | 1,338 | -0.15 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 11,338 | -4.91 | 257 | -5.17 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 9,507 | -95.38 | 216 | -95.41 | ||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 295 | 0.00 | 7 | 0.00 | ||||
| 2025-07-16 | 13F | Kathmere Capital Management, LLC | 286,752 | 60.96 | 6,512 | 60.75 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 15,230 | -2.39 | 346 | -2.54 |
