Mga Batayang Estadistika
| Pemilik Institusional | 90 total, 90 long only, 0 short only, 0 long/short - change of 4.65% MRQ |
| Alokasi Portofolio Rata-rata | 0.1467 % - change of 3.72% MRQ |
| Saham Institusional (Jangka Panjang) | 7,379,321 (ex 13D/G) - change of 1.31MM shares 21.58% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 338,562 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF (US:EQAL) memiliki 90 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 7,379,321 saham. Pemegang saham terbesar meliputi Stifel Financial Corp, Wick Capital Partners, LLC, Bank Of America Corp /de/, Fort Point Capital Partners LLC, LPL Financial LLC, Morgan Stanley, Pnc Financial Services Group, Inc., Geneos Wealth Management Inc., UBS Group AG, and Raymond James Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco Russell 1000 Equal Weight ETF (ARCA:EQAL) 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 51.99 / share. Previously, on September 9, 2024, the share price was 46.41 / share. This represents an increase of 12.02% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | GWM Advisors LLC | 426 | 0.00 | 21 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 17,935 | 49.37 | 883 | 55.73 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 22,869 | 21.05 | 1 | |||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Spire Wealth Management | 1,086 | 0.00 | 53 | 3.92 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 18 | 0.00 | 1 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,414 | 209 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 982 | 0.00 | 48 | 4.35 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,338 | 312 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 19,681 | 1 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 47,386 | 2,333 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54,554 | -44.42 | 2,686 | -42.09 | ||||
| 2025-07-16 | 13F | Castleview Partners, Llc | 7,174 | -27.23 | 353 | -24.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,387 | -0.63 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 300 | 0.00 | 15 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,151 | 9.94 | 155 | 14.81 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F/A | CX Institutional | 92 | 0.00 | 0 | |||||
| 2025-07-23 | 13F | Friedenthal Financial | 46,037 | 187.07 | 2,267 | 199.34 | ||||
| 2025-08-14 | 13F | Ubs Asset Management Americas Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 155,348 | 23.47 | 7,649 | 28.64 | ||||
| 2025-07-28 | 13F | Mowery & Schoenfeld Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Bridge Generations Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Total Clarity Wealth Management, Inc. | 24,882 | 26.14 | 1,225 | 28.68 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 4,666,143 | 30.10 | 229,761 | 35.55 | ||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 4,386 | 0.00 | 216 | 3.86 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 9,501 | 0.00 | 478 | 6.24 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Shade Tree Advisors LLC | 20,552 | 0.00 | 1,012 | 4.12 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 8,662 | 427 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 34 | -45.16 | 2 | -50.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 8,316 | 0.12 | 409 | 4.34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 15,574 | 119.17 | 767 | 128.66 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 20,935 | 1,031 | ||||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 32,521 | 1,601 | ||||||
| 2025-08-05 | 13F | Mission Wealth Management, Lp | 9,580 | 0.00 | 472 | 4.20 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 500 | 25 | ||||||
| 2025-07-23 | 13F | Integris Wealth Management, LLC | 5,200 | 0.00 | 256 | 4.49 | ||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 430 | 0.00 | 21 | 5.00 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 7,265 | 0.00 | 358 | 4.08 | ||||
| 2025-04-16 | 13F | Bernard Wealth Management Corp. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 23,940 | 1.51 | 1,179 | 5.75 | ||||
| 2025-07-24 | 13F | Game Plan Financial Advisors, LLC | 500 | 0.00 | 25 | 4.35 | ||||
| 2025-08-07 | 13F | SFE Investment Counsel | 27,096 | 0.33 | 1,334 | 4.55 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,831 | 0.00 | 0 | |||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 35,352 | -6.58 | 1,757 | 4.52 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 222 | 11 | ||||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 840 | 0.00 | 41 | 5.13 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 409 | 20 | ||||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 11,100 | 0.00 | 547 | 4.20 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 5,325 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 25,191 | 1.52 | 1,240 | 5.80 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 3,317 | 16.14 | 163 | 20.90 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 30 | 1 | ||||||
| 2025-08-04 | 13F | Rede Wealth, LLC | 7,769 | 17.98 | 383 | 22.83 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 14,962 | -6.99 | 737 | -3.16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 9,429 | 85.83 | 464 | 94.14 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 4,120 | 0 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 145,628 | -5.83 | 7,171 | -1.89 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 12,299 | -4.28 | 606 | -0.33 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 209,740 | -6.77 | 10,328 | -2.86 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 8,489 | 0.00 | 418 | 3.99 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,617 | 720 | ||||||
| 2025-07-15 | 13F | Retirement Income Solutions, Inc | 6,172 | 0.00 | 304 | 4.12 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 76 | 0.00 | 4 | 0.00 | ||||
| 2025-07-23 | 13F | Bingham Private Wealth, Llc | 44,752 | 23.68 | 2,204 | 28.83 | ||||
| 2025-07-08 | 13F | Peirce Capital Management, LLC | 24,113 | 1,187 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,295 | -32.31 | 802 | -29.46 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 4,120 | 203 | ||||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Dodds Wealth, LLC | 5,093 | 0.00 | 251 | 4.17 | ||||
| 2025-08-08 | 13F | Creative Planning | 17,614 | 9.35 | 867 | 13.93 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 108 | -47.32 | 5 | -44.44 | ||||
| 2025-04-30 | 13F | Valeo Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wick Capital Partners, LLC | 460,701 | 481.03 | 4,097 | 9.31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 2,086 | -80.43 | 103 | -79.72 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 4,946 | 0.00 | 244 | 4.29 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 24,759 | 1,219 | ||||||
| 2025-07-31 | 13F | Carlton Hofferkamp & Jenks Wealth Management, LLC | 10,000 | 0.00 | 503 | 14.84 | ||||
| 2025-08-14 | 13F | UBS Group AG | 65,481 | -45.74 | 3,224 | -43.46 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 247,338 | 146.57 | 12,179 | 156.92 | ||||
| 2025-04-15 | 13F | Fiduciary Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Up Strategic Wealth Investment Advisors Llc | 16,569 | 0.00 | 816 | 4.09 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 8,839 | 0.18 | 435 | 4.57 | ||||
| 2025-08-14 | 13F | Fmr Llc | 5,854 | 5.76 | 288 | 10.34 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 9,769 | 19.66 | 481 | 24.94 | ||||
| 2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,857 | 0.15 | 288 | 4.35 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 275 | 0.00 | 14 | 8.33 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 19,765 | -0.81 | 973 | 3.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 38,094 | 463.19 | 1,876 | 486.25 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 46,323 | 235.63 | 2,281 | 249.69 | ||||
| 2025-07-24 | 13F | Gilliland Jeter Wealth Management LLC | 6,373 | 0.38 | 314 | 4.33 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 265,235 | -58.84 | 13,060 | -57.12 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 44,772 | -3.69 | 2,205 | 0.36 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 41,516 | 12.19 | 2,044 | 16.93 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 300 | 15 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-05-15 | 13F | Sykon Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-17 | 13F | San Luis Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 71,363 | 15.96 | 3,514 | 20.80 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 45,537 | 4.88 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 8,360 | -28.63 | 412 | -25.68 |
