Mga Batayang Estadistika
| Pemilik Institusional | 107 total, 107 long only, 0 short only, 0 long/short - change of -7.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.2297 % - change of 6.60% MRQ |
| Saham Institusional (Jangka Panjang) | 24,035,062 (ex 13D/G) - change of -0.30MM shares -1.23% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 231,678 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Western Asset Emerging Markets Debt Fund Inc. (US:EMD) memiliki 107 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 24,035,062 saham. Pemegang saham terbesar meliputi Morgan Stanley, Pathstone Holdings, LLC, Wells Fargo & Company/mn, Allspring Global Investments Holdings, LLC, Invesco Ltd., LPL Financial LLC, PCEF - Invesco CEF Income Composite ETF, Advisors Asset Management, Inc., Rivernorth Capital Management, Llc, and RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R .
Struktur kepemilikan institusional Western Asset Emerging Markets Debt Fund Inc. (NYSE:EMD) 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 10.44 / share. Previously, on September 6, 2024, the share price was 9.81 / share. This represents an increase of 6.42% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-02-03 | MORGAN STANLEY | 5,142,350 | 3,103,090 | -39.66 | 5.30 | -39.08 |
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
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| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. 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 | 806,368 | 0.43 | 7,790 | -1.20 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,075,991 | 0.06 | 10,814 | 1.67 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 12,479 | 0.26 | 127 | 1.61 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1,000 | 10 | ||||||
| 2025-05-08 | 13F | We Are One Seven, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 53,875 | 3.26 | 541 | 5.05 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 56 | 3.70 | 1 | |||||
| 2025-08-14 | 13F | Advisor OS, LLC | 36,156 | 0.00 | 363 | 1.68 | ||||
| 2025-04-09 | 13F | Dakota Community Bank & Trust NA | 100 | 0.00 | 1 | |||||
| 2025-07-23 | 13F | Bellevue Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Jefferies Financial Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 22,725 | 4.60 | 0 | |||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 2,029,711 | -16.81 | 20,399 | -15.16 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F/A | Avion Wealth | 99 | -83.47 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,699,493 | 5.59 | 17,080 | 7.29 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 15,198 | 153 | ||||||
| 2025-08-25 | NP | MDFIX - Matisse Discounted Bond CEF Strategy Institutional Class | 45,659 | 96.59 | 459 | 100.00 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 5,799 | 0.00 | 58 | 1.75 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 46,035 | 7.85 | 463 | 9.48 | ||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 66,988 | 7.65 | 673 | 9.43 | ||||
| 2025-08-12 | 13F | Insigneo Advisory Services, Llc | 58,813 | 7.21 | 591 | 9.04 | ||||
| 2025-08-14 | 13F | Comerica Bank | 23,051 | -0.86 | 232 | 0.87 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 361 | 0.00 | 4 | 0.00 | ||||
| 2025-07-17 | 13F | Camelot Portfolios, LLC | 52,674 | -5.72 | 529 | -4.17 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,031 | 1.98 | 10 | 11.11 | ||||
| 2025-08-13 | 13F | Laidlaw Wealth Management LLC | 68,550 | 0.00 | 689 | 1.62 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,000 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 31,718 | -1.86 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 63,292 | 5.84 | 1 | |||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 46,659 | 81.16 | 469 | 84.25 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 173,961 | 58.47 | 1,748 | 61.11 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 11,206 | 3.97 | 113 | 5.66 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 528 | 0.00 | 5 | 0.00 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 13,615 | 8.92 | 137 | 10.57 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 159,101 | 1.74 | 1,599 | 3.36 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 133 | 0.00 | 1 | 0.00 | ||||
| 2025-08-27 | NP | RYMSX - Guggenheim Multi-Hedge Strategies Fund Class P | 190 | -37.70 | 2 | -66.67 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 58,718 | 1.12 | 590 | 2.79 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 270,825 | 14.28 | 2,722 | 16.13 | ||||
| 2025-07-30 | 13F | FNY Investment Advisers, LLC | 1,400 | 0.00 | 0 | |||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 37,629 | 1.52 | 378 | 3.28 | ||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 1 | 0.00 | 0 | |||||
| 2025-06-30 | NP | CVY - Invesco Zacks Multi-Asset Income ETF This fund is a listed as child fund of Invesco Ltd. 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 | 40,392 | -22.57 | 379 | -26.12 | ||||
| 2025-08-05 | 13F | Shaker Financial Services, LLC | 162,921 | -16.78 | 1,658 | -15.10 | ||||
| 2025-08-14 | 13F | PenderFund Capital Management Ltd. | 28 | 0.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 34,966 | -51.86 | 351 | -51.11 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,000 | 0.00 | 20 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 25,464 | 0.03 | 256 | 1.59 | ||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 517,743 | 3.04 | 5 | 25.00 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 47,194 | 2.20 | 474 | 3.95 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 239 | 0.00 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 890 | 9 | ||||||
| 2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 32,766 | 5.64 | 329 | 7.52 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 11,293 | 7.14 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Putney Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Rivernorth Capital Management, Llc | 617,883 | 0.00 | 6,210 | 1.62 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 5,466 | -21.42 | 55 | -20.59 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,997 | 0.00 | 30 | 3.45 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 27,833 | 13.23 | 280 | 14.81 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 355,984 | 1.21 | 3,578 | 2.85 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 17,898 | -83.66 | 0 | -100.00 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 275 | 0.00 | 3 | 0.00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 29,642 | -87.50 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,407 | 25.76 | 135 | 27.62 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 10 | 0 | ||||||
| 2025-07-23 | 13F | Matisse Capital | 45,659 | 96.59 | 459 | 100.00 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 26,542 | 4.05 | 267 | 5.56 | ||||
| 2025-08-13 | 13F | Walleye Capital LLC | 39,871 | -44.89 | 401 | -44.06 | ||||
| 2025-05-13 | 13F | Cercano Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 114,513 | 16.94 | 1,151 | 18.80 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,576 | 0.00 | 56 | 1.82 | ||||
| 2025-07-14 | 13F | Occidental Asset Management, LLC | 13,179 | 4.40 | 132 | 6.45 | ||||
| 2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 332,197 | -5.83 | 3,339 | -4.30 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 33,093 | 1.23 | 333 | 2.79 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 23,697 | 2.77 | 238 | 4.39 | ||||
| 2025-07-29 | 13F | JTC Employer Solutions Trusteee Ltd | 16,138 | 0.00 | 0 | |||||
| 2025-07-28 | 13F | Mission Hills Financial Advisory, LLC | 11,270 | 0.00 | 113 | 1.80 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 812,499 | 2.29 | 8,166 | 3.95 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31,870 | -0.31 | 320 | 1.27 | ||||
| 2025-07-30 | 13F | Klingman & Associates, LLC | 10,581 | 0.00 | 106 | 1.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 289,514 | 0.77 | 2,910 | 2.39 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 47,615 | -2.78 | 479 | -1.24 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 53,640 | 0.37 | 539 | 2.08 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 3,000 | 0.00 | 30 | 3.45 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 92,374 | -0.30 | 928 | 1.31 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 159,904 | 103.48 | 1,607 | 106.82 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 19,650 | 0.00 | 197 | 1.55 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 50,569 | 1.79 | 508 | 3.46 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 59,786 | 0.85 | 601 | 2.39 | ||||
| 2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Waterfront Wealth Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Traub Capital Management LLC | 0 | 0 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 512,473 | 1.99 | 5,150 | 3.64 | ||||
| 2025-07-18 | 13F | First Pacific Financial | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 8,494,319 | 2.55 | 85,368 | 4.21 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,352 | 0.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 647,201 | 0.39 | 6,504 | 2.02 | ||||
| 2025-07-25 | 13F | Allspring Global Investments Holdings, LLC | 1,119,355 | 0.00 | 11,250 | 1.62 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 433,984 | 6.10 | 4,362 | 7.81 | ||||
| 2025-07-17 | 13F | Uncommon Cents Investing LLC | 80,790 | 128.93 | 812 | 132.38 | ||||
| 2025-08-28 | NP | GHMS - Goose Hollow Multi-Strategy Income ETF | 27,312 | -32.50 | 274 | -29.56 | ||||
| 2025-07-10 | 13F | Peoples Bank/KS | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Papamarkou Wellner Asset Management inc. | 20,000 | 0.00 | 201 | 2.03 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 6,815 | 0.63 | 68 | 3.03 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 121,366 | 0.01 | 1,259 | 9.39 | ||||
| 2025-08-14 | 13F | Vivaldi Capital Management, LLC | 10,350 | -35.91 | 104 | -34.59 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 315 | 0.00 | 3 | 0.00 | ||||
| 2025-08-26 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 365,432 | -2.56 | 3,673 | -0.97 | ||||
| 2025-08-27 | NP | RYDEX VARIABLE TRUST - Multi-Hedge Strategies Fund Variable Annuity | 319 | -19.85 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69,373 | 5.47 | 697 | 7.23 | ||||
| 2025-08-05 | 13F | Rareview Capital LLC | 335,937 | -5.74 | 3,376 | -4.20 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 270,000 | 0.00 | 3 | 0.00 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-28 | NP | RNDLX - RiverNorth/DoubleLine Strategic Income Fund Class R | 617,883 | 0.00 | 6,210 | 1.62 | ||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 37,707 | 110.75 | 379 | 119.77 | ||||
| 2025-05-20 | 13F/A | Colony Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 74,881 | 5.00 | 757 | 13.66 | ||||
| 2025-04-21 | 13F | Beacon Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 42,118 | -1.99 | 423 | -0.47 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 359,324 | 5.54 | 3,612 | 6.77 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 |
