Mga Batayang Estadistika
Pemilik Institusional | 75 total, 75 long only, 0 short only, 0 long/short - change of -1.32% MRQ |
Alokasi Portofolio Rata-rata | 0.8030 % - change of 4.65% MRQ |
Saham Institusional (Jangka Panjang) | 8,863,139 (ex 13D/G) - change of -0.06MM shares -0.64% MRQ |
Nilai Institusional (Jangka Panjang) | $ 256,638 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF (US:DECW) memiliki 75 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 8,863,139 saham. Pemegang saham terbesar meliputi AE Wealth Management LLC, Commonwealth Equity Services, Llc, Access Financial Services, Inc., Lloyd Advisory Services, LLC., Advisor Group Holdings, Inc., FSR Wealth Management Ltd., B.O.S.S. Retirement Advisors, LLC, Outlook Wealth Advisors, LLC, Authentikos Wealth Advisory, LLC, and American Asset Management Inc. .
Struktur kepemilikan institusional AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF (ARCA:DECW) 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 32.46 / share. Previously, on September 9, 2024, the share price was 30.00 / share. This represents an increase of 8.21% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | American Asset Management Inc. | 175,235 | -5.66 | 5,537 | -0.49 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 11,000 | 0.00 | 348 | 5.47 | ||||
2025-08-14 | 13F/A | Barclays Plc | 194 | 0 | ||||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 26,862 | 119.93 | 849 | 132.33 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 77,940 | 8.34 | 2,463 | 14.30 | ||||
2025-08-14 | 13F | UBS Group AG | 1,589 | -84.35 | 50 | -83.55 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 17,240 | -16.27 | 545 | -11.69 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6,359 | -11.84 | 202 | -3.81 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 54,364 | 2.87 | 1,718 | 8.53 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 92,627 | -61.39 | 2,927 | -59.28 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 800 | 0.00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6,492 | 208 | ||||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 79,106 | -1.34 | 2,369 | -1.33 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 48,237 | 319.31 | 1,524 | 343.02 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676,805 | 5.79 | 21 | 10.53 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 74,970 | 51.78 | 2,242 | 47.11 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10,701 | -49.93 | 338 | -47.19 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 73,044 | 18.88 | 2,248 | 25.31 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 154 | -87.36 | 5 | -88.89 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 1,544 | 144.69 | 49 | 166.67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12,019 | 28.92 | 380 | 35.84 | ||||
2025-07-29 | 13F | Ballast, Inc. | 9,285 | 293 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11,645 | 48.25 | 368 | 56.17 | ||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 5,000 | 0.00 | 158 | 6.80 | ||||
2025-07-15 | 13F | Optima Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 58,581 | -29.89 | 1,851 | -26.02 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 115,770 | -2.63 | 3,658 | 2.70 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 5,024 | -1.51 | 159 | 3.95 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 192 | 6 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 13,172 | 0 | ||||||
2025-07-18 | 13F | Access Financial Services, Inc. | 649,506 | -14.34 | 20,521 | -9.63 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1,731 | 38.92 | 55 | 45.95 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10,740 | -80.32 | 339 | -79.25 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 33,036 | -0.48 | 1,044 | 4.93 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 220 | -1.79 | 7 | 0.00 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 36,255 | 9.86 | 1,145 | 15.66 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11,047 | -6.49 | 349 | -1.13 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 23,052 | 0.00 | 728 | 5.51 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 17,043 | -3.83 | 1 | |||||
2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1,105 | -3.07 | 35 | 0.00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,408 | -12.79 | 171 | -8.11 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 23,391 | -23.72 | 739 | -19.50 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 40,622 | 42.73 | 1,283 | 50.59 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 10,750 | 0.00 | 340 | 5.61 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 10,581 | 334 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 243,060 | 0.04 | 7,679 | 5.54 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21,325 | -18.13 | 1 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 90,495 | -9.21 | 2,859 | -4.22 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 10,441 | 330 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 116 | 4 | ||||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 9,144 | 0.00 | 289 | 5.49 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 291,584 | -0.15 | 9,213 | 5.34 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 242,476 | -0.91 | 7,661 | 4.53 | ||||
2025-08-08 | 13F | Creative Planning | 11,380 | 0.00 | 360 | 5.59 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 453,712 | -1.64 | 14,334 | 3.76 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14,156 | 0.68 | 447 | 6.18 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19,957 | 54.83 | 631 | 63.21 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 59,245 | 21.44 | 1,872 | 28.06 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9,285 | 9.75 | 293 | 15.81 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 37,800 | 0.00 | 1,194 | 5.48 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 6,515 | -7.59 | 206 | -2.84 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17,601 | -9.33 | 556 | -4.30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 136,185 | -1.84 | 4,303 | 3.54 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 13,985 | 0.00 | 442 | 5.50 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3,544,936 | 1.57 | 112,002 | 7.15 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57,213 | 0.39 | 1,808 | 5.92 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 988 | 0.00 | 31 | 6.90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81,931 | -2.45 | 2,589 | 2.90 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 84,320 | 49.22 | 2,664 | 57.45 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 238,400 | 894.87 | 7,532 | 950.49 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 17,752 | 220.32 | 561 | 239.39 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12,103 | 115.47 | 362 | 112.94 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 36,607 | 6.27 | 1,157 | 12.12 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 551,395 | -3.89 | 17,421 | 1.39 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,749 | -66.15 | 52 | -66.88 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,845 | 0.00 | 216 | 5.37 |