Mga Batayang Estadistika
Pemilik Institusional | 141 total, 141 long only, 0 short only, 0 long/short - change of 0.71% MRQ |
Alokasi Portofolio Rata-rata | 1.1043 % - change of -5.34% MRQ |
Saham Institusional (Jangka Panjang) | 19,417,021 (ex 13D/G) - change of 0.37MM shares 1.95% MRQ |
Nilai Institusional (Jangka Panjang) | $ 760,854 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF (US:DFIP) memiliki 141 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 19,417,021 saham. Pemegang saham terbesar meliputi Matson Money. Inc., FMFIX - Free Market Fixed Income Fund Institutional Class, Heirloom Wealth Management, Planning Center, Inc., Hill Investment Group Partners, LLC, Hemington Wealth Management, Geometric Wealth Advisors, CPA Asset Management LLC, Rather & Kittrell, Inc., and Pinney & Scofield, Inc. .
Struktur kepemilikan institusional Dimensional ETF Trust - Dimensional Inflation-Protected Securities ETF (ARCA:DFIP) 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 42.56 / share. Previously, on September 9, 2024, the share price was 42.03 / share. This represents an increase of 1.25% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-16 | 13F | Tru Independence Asset Management 2, Llc | 20,023 | -49.31 | 837 | -49.67 | ||||
2025-07-29 | NP | FMVFX - Matson Money Fixed Income VI Portfolio Institutional Class | 29,452 | -3.44 | 1,224 | -4.30 | ||||
2025-07-22 | 13F | Awm Capital, Llc | 78,517 | 1.26 | 3,283 | 0.52 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | PBMares Wealth Management LLC | 30,290 | -2.06 | 1,266 | -2.76 | ||||
2025-08-05 | 13F | Centennial Bank/AR/ | 22,269 | -2.90 | 931 | -3.52 | ||||
2025-07-09 | 13F | Krilogy Financial LLC | 104,458 | 1.64 | 4,367 | 0.92 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,107 | 130 | ||||||
2025-07-14 | 13F | Shearwater Capital LLC | 39,773 | 1.01 | 1,663 | 0.24 | ||||
2025-07-11 | 13F | Physician Wealth Solutions Inc. | 350,435 | -0.28 | 14,652 | -0.99 | ||||
2025-07-30 | 13F | Phillips Financial Management, Llc | 2,601 | 0.00 | 109 | -0.92 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 31,111 | 8.16 | 1,301 | 7.35 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 19,798 | 146.83 | 828 | 145.40 | ||||
2025-07-09 | 13F | HFG Wealth Management, LLC | 10,920 | 2.30 | 460 | 6.25 | ||||
2025-07-23 | 13F | First Financial Group Corp | 6,220 | -1.19 | 260 | -1.89 | ||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 7,775 | 1.12 | 325 | 0.62 | ||||
2025-08-07 | 13F | Allworth Financial LP | 26,199 | 0.88 | 1,095 | 1.20 | ||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 37,743 | 0.40 | 1,575 | -0.57 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Vestment Financial LLC | 130,432 | 5.65 | 5,447 | 4.47 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 895 | -97.16 | 37 | -97.21 | ||||
2025-07-15 | 13F | Level Financial Advisors, Inc. | 199,579 | 6.58 | 8,344 | 5.82 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 118,619 | 0.00 | 4,959 | -0.72 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 2,550 | 169.84 | 106 | 171.79 | ||||
2025-07-08 | 13F | Henrickson Nauta Wealth Advisors, Inc. | 64,038 | 15.11 | 2,677 | 16.90 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 7,933 | -59.13 | 332 | -59.49 | ||||
2025-07-18 | 13F | BCU Wealth Advisors, LLC | 96,949 | 16.67 | 4,053 | 15.83 | ||||
2025-07-29 | 13F | Two West Capital Advisors LLC | 6,491 | -7.05 | 271 | -5.57 | ||||
2025-07-17 | 13F | Applied Capital LLC | 15,219 | -0.11 | 636 | -0.78 | ||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 14,166 | 1.65 | 592 | 1.02 | ||||
2025-08-07 | 13F | Samalin Investment Counsel, LLC | 29,250 | -15.04 | 1,223 | -15.67 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 13 | 0.00 | 1 | |||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 7,102 | 297 | ||||||
2025-08-07 | 13F | Nwam Llc | 40,917 | 3.16 | 1,711 | 2.40 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 3,103 | 0.00 | 130 | 3.20 | ||||
2025-08-14 | 13F | UBS Group AG | 13,967 | 584 | ||||||
2025-08-12 | 13F | Change Path, LLC | 23,043 | 4.65 | 963 | 3.88 | ||||
2025-07-28 | 13F | Sterling Financial Planning, Inc. | 132,599 | 6.07 | 5,544 | 5.30 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Morgan Stanley | 2,428 | -40.48 | 102 | -40.94 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30,059 | -2.39 | 1,253 | -3.32 | ||||
2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-03 | 13F | CPA Asset Management LLC | 432,044 | 2.35 | 18,064 | 1.61 | ||||
2025-08-15 | 13F | Binnacle Investments Inc | 54,982 | 4.77 | 2,299 | 4.03 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 4,428 | -5.63 | 185 | -6.09 | ||||
2025-05-08 | 13F | Essential Planning, LLC. | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Savant Capital, LLC | 7,523 | 315 | ||||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 170,489 | -8.01 | 7,128 | -8.66 | ||||
2025-07-14 | 13F | Kfg Wealth Management, Llc | 194,955 | 2.42 | 8,151 | 1.68 | ||||
2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 48,010 | 6.28 | 2,007 | 5.52 | ||||
2025-05-02 | 13F | MB Generational Wealth, LLC | 5,369 | 226 | ||||||
2025-07-25 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 12,833 | 0.00 | 537 | -0.74 | ||||
2025-08-11 | 13F | Citigroup Inc | 6,475 | -2.32 | 271 | -3.23 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 97 | 2.11 | 4 | 0.00 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 250,286 | 3.68 | 10 | 0.00 | ||||
2025-07-17 | 13F | XY Planning Network, Inc. | 19,416 | 8.50 | 812 | 7.70 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 21,008 | 138.84 | 878 | 137.30 | ||||
2025-07-18 | 13F | Lynx Investment Advisory | 7,774 | 1.07 | 325 | 0.62 | ||||
2025-07-22 | 13F | Visionary Horizons, LLC | 14,691 | 16.09 | 614 | 15.41 | ||||
2025-08-12 | 13F | LPL Financial LLC | 15,604 | 3.87 | 652 | 3.16 | ||||
2025-07-16 | 13F | Vestia Personal Wealth Advisors | 31,286 | 15.05 | 1,308 | 14.15 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 183,032 | -21.94 | 7,653 | -22.50 | ||||
2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 290,171 | 2.17 | 12,132 | 1.45 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,692 | 405 | ||||||
2025-08-14 | 13F | Monograph Wealth Advisors, Llc | 136,427 | 5.04 | 5,704 | 4.30 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 21 | 0.00 | 1 | |||||
2025-07-31 | 13F | Orion Capital Management LLC | 255 | -21.54 | 11 | -23.08 | ||||
2025-07-29 | 13F | Fundamentun, Llc | 349,242 | 6.80 | 14,602 | 6.03 | ||||
2025-07-31 | 13F | City State Bank | 6,250 | 150.00 | 261 | 148.57 | ||||
2025-08-04 | 13F | Saxony Capital Management, LLC | 41,633 | -21.57 | 1,741 | -22.15 | ||||
2025-07-16 | 13F | Leading Edge Financial Planning LLC | 382,545 | 7.08 | 15,994 | 6.31 | ||||
2025-07-22 | 13F | David Wealth Management LLC | 152,228 | 6.44 | 6,365 | 5.68 | ||||
2025-08-08 | 13F | SageOak Financial, LLC | 5,436 | -43.88 | 227 | -44.23 | ||||
2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 49,050 | 0.40 | 2 | 0.00 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 84,242 | 354.04 | 3,522 | 350.96 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 945 | 0.00 | 40 | 0.00 | ||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 243,967 | 67.13 | 10,200 | 65.93 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 12,155 | 10.81 | 508 | 10.20 | ||||
2025-08-12 | 13F | Rather & Kittrell, Inc. | 417,381 | -0.55 | 17,451 | -1.27 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 34,488 | 1.95 | 1,442 | 1.19 | ||||
2025-07-16 | 13F | Spinnaker Investment Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,820 | 35.29 | 243 | 34.25 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 16,991 | 1.84 | 710 | 1.14 | ||||
2025-08-13 | 13F | Plan Group Financial, LLC | 98,375 | -28.06 | 4,113 | -28.57 | ||||
2025-07-15 | 13F | Maseco Llp | 1,866 | 78 | ||||||
2025-08-12 | 13F | TCP Asset Management, LLC | 37,197 | 8.45 | 1,555 | 7.69 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Burk Holdings LLC | 15,619 | 16.98 | 653 | 16.19 | ||||
2025-08-14 | 13F | Betterment LLC | 7,972 | -6.92 | 0 | |||||
2025-07-30 | 13F | Drive Wealth Management, Llc | 6,351 | -24.87 | 266 | -25.35 | ||||
2025-07-31 | 13F | Core Wealth Management, Inc. | 222,731 | 6.36 | 9,312 | 5.60 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 428 | 0.00 | 18 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,626 | 68 | ||||||
2025-07-25 | 13F | Hemington Wealth Management | 765,886 | 6.47 | 32 | 6.67 | ||||
2025-08-11 | 13F | Root Financial Partners, LLC | 10,989 | -60.29 | 459 | -60.60 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 61,488 | 27.90 | 2,571 | 26.98 | ||||
2025-07-21 | 13F | Onyx Financial Advisors, LLC | 38,116 | 49.09 | 1,594 | 48.05 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 9,408 | 2.60 | 393 | 5.93 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Fmb Wealth Management | 29,242 | -2.12 | 1,223 | -2.86 | ||||
2025-08-12 | 13F | Coston, McIsaac & Partners | 6,268 | 603.48 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 18,951 | 23.19 | 792 | 22.41 | ||||
2025-07-18 | 13F | Truist Financial Corp | 6,991 | 1.54 | 292 | 1.04 | ||||
2025-07-25 | 13F | Cwm, Llc | 493 | 0.00 | 0 | |||||
2025-07-31 | 13F | Heirloom Wealth Management | 983,348 | -4.14 | 41,114 | -4.83 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 46,095 | -14.20 | 2 | -50.00 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 167,513 | 0.88 | 6,979 | 1.07 | ||||
2025-07-14 | 13F | Foster Group, Inc. | 18,094 | 0.00 | 757 | -0.66 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 3,595 | 202.10 | 150 | 200.00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 3,881 | -0.51 | 162 | -1.22 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 33,891 | 115.29 | 1,417 | 113.73 | ||||
2025-07-30 | 13F | Klingman & Associates, LLC | 31,534 | -3.98 | 1,318 | -4.63 | ||||
2025-08-04 | 13F | Assetmark, Inc | 73,475 | 3,072 | ||||||
2025-07-30 | 13F | Forum Financial Management, LP | 83,158 | -3.08 | 3,477 | -3.79 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 5,000 | 0.20 | 209 | -0.48 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 8,243 | 52.85 | 345 | 51.54 | ||||
2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 35,279 | -1.88 | 1,475 | -2.58 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 17,610 | 31,346.43 | 736 | -61.26 | ||||
2025-07-30 | 13F | Matson Money. Inc. | 3,573,335 | 0.01 | 149,401 | -0.77 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 68,750 | 3 | ||||||
2025-08-14 | 13F | Note Advisors, LLC | 10,250 | -3.38 | 429 | -4.04 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 3,273 | 33.43 | 137 | 32.04 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 3 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 188 | 0.00 | 8 | 0.00 | ||||
2025-07-22 | 13F | Berger Financial Group, Inc | 4,898 | 0.00 | 205 | -0.97 | ||||
2025-07-18 | 13F | Meritas Wealth Management, LLC | 4,788 | 200 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 26,908 | 28.82 | 1,125 | 27.99 | ||||
2025-07-16 | 13F | Five Oceans Advisors | 254,918 | 3.55 | 10,658 | 2.82 | ||||
2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 3,609 | 0.00 | 151 | -0.66 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Grove Street Fiduciary, LLC | 91,644 | -2.75 | 3,832 | -3.45 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 2,900 | 2,800.00 | 121 | 2,925.00 | ||||
2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 43,643 | -6.71 | 1,825 | -7.36 | ||||
2025-08-12 | 13F | Hill Investment Group Partners, LLC | 798,105 | 1.07 | 33,369 | 0.34 | ||||
2025-07-15 | 13F | Total Wealth Planning, Llc | 21,509 | -27.31 | 899 | -27.85 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 1,953 | 0.00 | 82 | -1.22 | ||||
2025-07-10 | 13F | Stewardship Advisors, LLC | 9,608 | -2.46 | 402 | -3.14 | ||||
2025-08-14 | 13F | Balanced Rock Investment Advisor | 51,707 | 2,162 | ||||||
2025-07-17 | 13F | Blossom Wealth Management | 7,753 | 12.59 | 324 | 12.11 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Geometric Wealth Advisors | 498,824 | 0.17 | 20,856 | -0.55 | ||||
2025-08-08 | 13F | Pinney & Scofield, Inc. | 400,303 | -0.17 | 16,737 | -0.88 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 261,287 | 8.21 | 10,902 | 8.31 | ||||
2025-07-29 | NP | FMFIX - Free Market Fixed Income Fund Institutional Class | 3,543,397 | 0.00 | 147,228 | -0.86 | ||||
2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 202,204 | 2.83 | 8,439 | 1.92 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 4,999 | 10.60 | 209 | 10.00 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 5,710 | 602.34 | 239 | 600.00 | ||||
2025-07-28 | 13F | Verisail Partners, LLC | 5,118 | 0.71 | 214 | -0.47 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Planning Center, Inc. | 868,594 | 2.19 | 36,316 | 1.46 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Scratch Capital Llc | 234,900 | 25.03 | 9,821 | 24.14 | ||||
2025-08-08 | 13F | Altiora Financial Group, LLC | 81,946 | 0.46 | 3,426 | -0.26 |