Mga Batayang Estadistika
Pemilik Institusional | 71 total, 71 long only, 0 short only, 0 long/short - change of 24.14% MRQ |
Alokasi Portofolio Rata-rata | 0.5257 % - change of -2.44% MRQ |
Saham Institusional (Jangka Panjang) | 21,077,127 (ex 13D/G) - change of 4.18MM shares 24.72% MRQ |
Nilai Institusional (Jangka Panjang) | $ 430,354 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Angel Oak Funds Trust - Angel Oak Income ETF (US:CARY) memiliki 71 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 21,077,127 saham. Pemegang saham terbesar meliputi Wells Fargo & Company/mn, Arkadios Wealth Advisors, Morgan Stanley, Advocacy Wealth Management Services, LLC, Colony Group, LLC, Channel Wealth Llc, UBS Group AG, Congress Wealth Management LLC / DE /, Tortoise Investment Management, LLC, and Baird Financial Group, Inc. .
Struktur kepemilikan institusional Angel Oak Funds Trust - Angel Oak Income ETF (NasdaqGM:CARY) 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 20.96 / share. Previously, on September 6, 2024, the share price was 21.13 / share. This represents a decline of 0.78% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Rareview Capital LLC | 68,709 | 1.34 | 1,429 | 1.56 | ||||
2025-08-12 | 13F | Heritage Trust Co | 153,661 | -0.32 | 3,196 | -0.12 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 94,504 | 1,966 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 28,058 | 584 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21,155 | 440 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225,983 | 1.12 | 4,700 | 1.31 | ||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 427,158 | 40.81 | 8,885 | 41.08 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,592 | -53.50 | 75 | -53.75 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102,541 | 7.48 | 2,133 | 7.68 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 23,118 | 36.25 | 481 | 36.36 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 521,598 | -4.12 | 10,849 | -4.33 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368,613 | 7.21 | 7,667 | 7.43 | ||||
2025-08-12 | 13F | Argent Trust Co | 13,250 | 0.00 | 276 | 0.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,065 | 355 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,334 | 5.13 | 215 | 4.90 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,814,675 | 66.91 | 58,545 | 67.24 | ||||
2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Able Wealth Management LLC | 61,455 | 56.64 | 1,278 | 57.00 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 9,949 | 0.00 | 207 | 0.00 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21,054 | 0.30 | 438 | 0.46 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 47,467 | 0.01 | 987 | 0.20 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24,359 | 47.28 | 507 | 47.52 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 131,790 | 13.00 | 2,741 | 13.22 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 18,453 | -54.76 | 384 | -54.73 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 296,490 | 2.72 | 6,167 | 2.90 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 316,224 | -0.42 | 6,577 | -0.23 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 4,500 | 0.00 | 94 | 0.00 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85,472 | 1,778 | ||||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 158,131 | 245.94 | 3 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 34,906 | 726 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 75,516 | -2.54 | 1,571 | 156,900.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,189,547 | 5,266.67 | 45,543 | 5,283.22 | ||||
2025-08-01 | 13F | Mendel Money Management | 124,342 | 8.39 | 2,586 | 8.61 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811,224 | 4.30 | 16,873 | 4.50 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2,058,325 | 7.31 | 42,813 | 7.52 | ||||
2025-04-11 | 13F | Davis Capital Management | 288 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54,415 | 64.76 | 1,132 | 65.11 | ||||
2025-07-18 | 13F | Astor Investment Management LLC | 383,809 | 7,983 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 96,567 | 47.04 | 2,009 | 47.32 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 59,347 | 1,234 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 143,860 | 8.95 | 2,992 | 9.16 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 6,626 | 138 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 8,228 | 471.39 | 171 | 489.66 | ||||
2025-08-12 | 13F | LPL Financial LLC | 241,047 | 10.06 | 5,014 | 10.27 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,374,357 | 4.92 | 28,587 | 5.12 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 52,472 | 31.54 | 1,091 | 31.76 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 558,813 | -0.43 | 11,623 | -0.23 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2,291,182 | 1.66 | 47,657 | 1.86 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 1,053,012 | -12.77 | 21,903 | -12.61 | ||||
2025-08-12 | 13F | Change Path, LLC | 20,001 | 416 | ||||||
2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 198,740 | 103.86 | 4 | 100.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 269 | 31.37 | ||||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 27,856 | 1 | ||||||
2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 469,620 | 0.29 | 9,768 | 0.48 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 11,876 | 247 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,835 | 38 | ||||||
2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59,257 | 2.45 | 1,233 | 2.67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 358,408 | 7,455 | ||||||
2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139,969 | 2,897 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 110,380 | 2,296 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 599,336 | 1.64 | 12,466 | 1.84 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,188 | -2.08 | 316 | -2.17 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15,190 | 316 | ||||||
2025-08-14 | 13F | UBS Group AG | 939,991 | 39.16 | 19,552 | 39.42 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10,935 | 227 | ||||||
2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31,175 | 645 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,437 | 73.67 | 467 | 73.88 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 183,692 | -7.24 | 3,821 | -7.08 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 13,925 | 290 | ||||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10,500 | 218 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 149,275 | 276.15 | 3,105 | 277.16 |