Mga Batayang Estadistika
Pemilik Institusional | 104 total, 104 long only, 0 short only, 0 long/short - change of 14.29% MRQ |
Alokasi Portofolio Rata-rata | 0.3857 % - change of 56.39% MRQ |
Saham Institusional (Jangka Panjang) | 5,917,671 (ex 13D/G) - change of 0.91MM shares 18.24% MRQ |
Nilai Institusional (Jangka Panjang) | $ 209,024 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March (US:DMAR) memiliki 104 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 5,917,671 saham. Pemegang saham terbesar meliputi BUFD - FT Cboe Vest Fund of Deep Buffer ETFs, BUFT - FT Cboe Vest Buffered Allocation Defensive ETF, Spectrum Asset Management, Inc. (NB/CA), Kestra Advisory Services, LLC, Commonwealth Equity Services, Llc, Wood Tarver Financial Group, LLC, Advisor Group Holdings, Inc., Hickory Asset Management, Inc., Envestnet Asset Management Inc, and Cwm, Llc .
Struktur kepemilikan institusional First Trust Exchange-Traded Fund VIII - FT Vest U.S. Equity Deep Buffer ETF - March (BATS:DMAR) 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 40.43 / share. Previously, on September 6, 2024, the share price was 36.04 / share. This represents an increase of 12.17% 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 13D/G
Kami menyajikan pengajuan 13D/G secara terpisah dari pengajuan 13F karena perlakuan yang berbeda oleh SEC. Pengajuan 13D/G dapat diajukan oleh kelompok investor (dengan satu pemimpin), sedangkan pengajuan 13F tidak bisa. Hal ini mengakibatkan situasi di mana seorang investor dapat mengajukan 13D/G yang melaporkan satu nilai untuk total saham (mewakili semua saham yang dimiliki oleh kelompok investor), tetapi kemudian mengajukan 13F yang melaporkan nilai yang berbeda untuk total saham (mewakili kepemilikan mereka sendiri). Ini berarti bahwa kepemilikan saham dari pengajuan 13D/G dan pengajuan 13F seringkali tidak dapat dibandingkan secara langsung, sehingga kami menyajikannya secara terpisah.
Catatan: Mulai 16 Mei 2021, kami tidak lagi menampilkan pemilik yang belum mengajukan 13D/G dalam setahun terakhir. Sebelumnya, kami menampilkan riwayat lengkap pengajuan 13D/G. Secara umum, entitas yang diwajibkan untuk mengajukan pengajuan 13D/G harus mengajukan setidaknya setiap tahun sebelum mengirimkan pengajuan penutupan. Namun, terkadang dana keluar dari posisi tanpa mengirimkan pengajuan penutupan (misalnya, mereka menghentikan operasi), sehingga menampilkan riwayat lengkap terkadang menyebabkan kebingungan tentang kepemilikan saat ini. Untuk mencegah kebingungan, kami sekarang hanya menampilkan pemilik 'saat ini' - yaitu - pemilik yang telah mengajukan dalam setahun terakhir.
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Tanggal File | Formulir | Investor | Sebelumnya Saham |
Terbaru Saham |
Δ Saham (Persen) |
Kepemilikan (Persen) |
Δ Pagmamay-ari (Persen) |
|
---|---|---|---|---|---|---|---|---|
2025-07-16 | FIRST TRUST PORTFOLIOS LP | 3,239,443 | 2,751,897 | -15.05 | 31.01 | -10.01 |
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.
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Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-24 | 13F | Capasso Planning Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | StoneX Group Inc. | 30,726 | -17.61 | 1,216 | -13.52 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 10,963 | -14.50 | 434 | -10.35 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 103,037 | 37.79 | 4,077 | 44.73 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 7,978 | 0.00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Schulz Wealth, LTD. | 13,417 | 0.00 | 531 | 4.95 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 6,569 | -11.13 | 262 | -6.12 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 185,896 | 553.09 | 7 | -99.35 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 6,560 | 2.61 | 247 | 1.23 | ||||
2025-08-15 | 13F | Fsb Premier Wealth Management, Inc. | 18,634 | -7.78 | 737 | -3.15 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 6,113 | 0.00 | 242 | 4.78 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2,360 | -3.67 | 93 | 1.09 | ||||
2025-08-12 | 13F | Winnow Wealth Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Mariner, LLC | 6,900 | 7.39 | 273 | 12.81 | ||||
2025-08-07 | 13F | 1st Source Bank | 8,104 | 0.00 | 321 | 4.92 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,386 | -24.00 | 332 | -20.24 | ||||
2025-08-04 | 13F | Buck Wealth Strategies, LLC | 13,691 | 57.99 | 542 | 65.95 | ||||
2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 1,324 | 10.61 | 52 | 15.56 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 1,010 | 0.00 | 40 | 2.63 | ||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10,018 | 0.00 | 396 | 5.04 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 9,710 | -4.94 | 384 | -0.26 | ||||
2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 241,169 | 73.37 | 9,543 | 82.08 | ||||
2025-08-04 | 13F | Spinnaker Trust | 5,689 | 0.00 | 225 | 5.14 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,070 | 240 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 20,277 | 802 | ||||||
2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | NP | BUFD - FT Cboe Vest Fund of Deep Buffer ETFs This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 2,785,028 | 6.91 | 107,864 | 6.54 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 4,457 | 0.00 | 176 | 5.39 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 23,566 | 264.69 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 24,192 | 957 | ||||||
2025-07-08 | 13F | Nbc Securities, Inc. | 596 | -47.40 | 0 | |||||
2025-08-08 | 13F | 1776 Wealth LLC | 5,277 | 209 | ||||||
2025-08-04 | 13F | AlphaStar Capital Management, LLC | 5,245 | 208 | ||||||
2025-07-25 | NP | BUFT - FT Cboe Vest Buffered Allocation Defensive ETF This fund is a listed as child fund of First Trust Advisors Lp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 412,368 | -47.13 | 15,971 | -38.66 | ||||
2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 12,148 | 0.00 | 481 | 5.03 | ||||
2025-08-04 | 13F | Spire Wealth Management | 6,315 | -83.45 | 250 | -82.68 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 14,065 | -3.86 | 557 | 0.91 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 288 | 0.00 | 11 | 10.00 | ||||
2025-07-28 | 13F | Holistic Planning, LLC | 38,126 | 109.55 | 1,509 | 120.15 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 13,665 | 541 | ||||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 608 | 0.00 | 24 | 9.09 | ||||
2025-05-12 | 13F | Scissortail Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Founders Financial Securities Llc | 41,475 | 8.41 | 1,641 | 14.59 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 4,005 | 158 | ||||||
2025-08-13 | 13F | Per Stirling Capital Management, LLC. | 6,338 | -0.03 | 251 | 5.04 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 6,511 | -2.62 | 258 | 2.39 | ||||
2025-08-14 | 13F/A | Barclays Plc | 5,089 | 0 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Integrity Financial Corp /WA | 37,299 | 10.23 | 1,476 | 15.78 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 8,618 | 0.00 | 341 | 5.25 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 7,960 | 0.00 | 315 | 5.02 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,642 | 3.66 | 65 | 8.47 | ||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 26,115 | 0.00 | 1,033 | 5.09 | ||||
2025-08-04 | 13F | Grant Street Asset Management, Inc. | 6,255 | 0.00 | 248 | 5.11 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 26,000 | -4.63 | 1 | 0.00 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 5,241 | 207 | ||||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 218,660 | -0.85 | 8,652 | 4.13 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 9,220 | 2.27 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 15,001 | 3.66 | 594 | 8.81 | ||||
2025-07-25 | 13F | Cwm, Llc | 83,599 | 16.66 | 3 | 50.00 | ||||
2025-07-09 | 13F | Beacon Financial Group | 10,000 | 0.00 | 396 | 5.05 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 18,331 | 0.00 | 725 | 5.07 | ||||
2025-08-12 | 13F | LPL Financial LLC | 28,201 | 33.01 | 1,116 | 39.72 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 214,089 | -0.42 | 8 | 0.00 | ||||
2025-08-08 | 13F | Ogorek Anthony Joseph /ny/ /adv | 10,736 | -42.63 | 0 | |||||
2025-07-28 | 13F | Mutual Advisors, LLC | 36,112 | -1.10 | 1,445 | 5.78 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 10,669 | 3.64 | 407 | 5.17 | ||||
2025-07-24 | 13F | Cascade Investment Group, Inc. | 5,179 | -8.80 | 205 | -4.23 | ||||
2025-07-22 | 13F | Foguth Wealth Management, LLC. | 48,762 | -39.73 | 1,930 | -36.71 | ||||
2025-07-24 | 13F | Columbia Advisory Partners Llc | 9,732 | -0.16 | 385 | 4.90 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 6,249 | 0.00 | 247 | 5.11 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10,957 | 434 | ||||||
2025-07-17 | 13F | Camelot Portfolios, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | BostonPremier Wealth LLC | 6,478 | 0.00 | 256 | 4.92 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 23,312 | 0.00 | 922 | 5.01 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 11,219 | -24.87 | 444 | -21.45 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 8,207 | 45.93 | 325 | 53.55 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 70 | 0.00 | 3 | 0.00 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 9,501 | 376 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 10,240 | 0.00 | 405 | 5.19 | ||||
2025-07-31 | 13F | Hanlon Investment Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Cetera Investment Advisers | 83,528 | -47.19 | 3,305 | -44.54 | ||||
2025-08-11 | 13F | FSC Wealth Advisors, LLC | 574 | 23 | ||||||
2025-08-12 | 13F | Tradition Wealth Management, LLC | 13,334 | 528 | ||||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Clear Creek Financial Management, LLC | 24,570 | 972 | ||||||
2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 92,282 | -47.75 | 3,652 | -45.13 | ||||
2025-07-15 | 13F | Armis Advisers, LLC | 34,442 | 1.99 | 1,363 | 7.08 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 14 | 0.00 | 1 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,305 | -3.89 | 249 | 0.81 | ||||
2025-07-18 | 13F | Wetzel Investment Advisors, Inc. | 36,152 | -6.68 | 1,431 | -1.99 | ||||
2025-08-06 | 13F | Maltin Wealth Management, Inc. | 21,132 | 124.76 | 836 | 136.16 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 45,901 | 8,384.47 | 1,816 | 8,980.00 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 41,980 | 1,661 | ||||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 2,200 | 87 | ||||||
2025-07-22 | 13F | Echo Wealth Management, LLC | 7,965 | 24.55 | 315 | 31.25 | ||||
2025-07-22 | 13F | Hickory Asset Management, Inc. | 94,420 | 0.00 | 3,736 | 5.03 | ||||
2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
2025-05-12 | 13F | Ameritas Investment Partners, Inc. | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 50,931 | -27.00 | 2,015 | -23.33 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 457 | 0.00 | 18 | 5.88 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 873 | 0.00 | 35 | 6.25 | ||||
2025-08-08 | 13F/A | Ignite Planners, LLC | 43,403 | -1.27 | 1,727 | 4.29 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 8,647 | -0.88 | 342 | 4.27 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 40,602 | 5.94 | 1,607 | 11.22 | ||||
2025-07-21 | 13F | Precedent Wealth Partners, Llc | 24,379 | 965 | ||||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,327 | -67.26 | 53 | -65.79 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 80,785 | -25.09 | 3,197 | -21.34 | ||||
2025-07-23 | 13F | REAP Financial Group, LLC | 33,395 | 2.08 | 1,321 | 7.22 | ||||
2025-08-14 | 13F | Schwallier Wealth Management LLC | 20,060 | 794 | ||||||
2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 18,730 | 0.00 | 741 | 5.11 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15,165 | 9.57 | 600 | 15.16 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 16,501 | 19.08 | 653 | 24.90 |