Mga Batayang Estadistika
| Pemilik Institusional | 102 total, 101 long only, 0 short only, 1 long/short - change of 4.04% MRQ |
| Alokasi Portofolio Rata-rata | 0.1850 % - change of 4.67% MRQ |
| Saham Institusional (Jangka Panjang) | 2,618,404 (ex 13D/G) - change of -0.17MM shares -6.18% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 85,307 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Global X Funds - Global X FinTech ETF (US:FINX) memiliki 102 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 2,618,404 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, LPL Financial LLC, Morgan Stanley, Scotia Capital Inc., UBS Group AG, Gerber Kawasaki Wealth & Investment Management, Blue Sky Capital Consultants Group, Inc., Ameriprise Financial Inc, Raymond James Financial Inc, and Wells Fargo & Company/mn .
Struktur kepemilikan institusional Global X Funds - Global X FinTech ETF (NasdaqGM:FINX) 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 33.58 / share. Previously, on September 9, 2024, the share price was 26.38 / share. This represents an increase of 27.29% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2024-11-14 | PNC FINANCIAL SERVICES GROUP, INC. | 937,288 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Migdal Insurance & Financial Holdings Ltd. | 1,960 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 15,258 | 0.00 | 522 | 24.29 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,749 | -24.22 | 60 | -6.35 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 4,363 | -49.15 | 149 | -36.86 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 75 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 357,676 | -12.04 | 12,240 | 9.22 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 100 | 0.00 | 3 | 50.00 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 8,190 | 0.00 | 280 | 24.44 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42,244 | 1.12 | 1 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 14,468 | -1.37 | 495 | 22.52 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 18,261 | 89.55 | 625 | 135.47 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 55 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 6,020 | 0.00 | 0 | |||||
| 2025-04-21 | 13F | Silverleafe Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,189 | 212 | ||||||
| 2025-08-12 | 13F | Stelac Advisory Services LLC | 12,602 | 0.00 | 431 | 23.92 | ||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 81 | 3 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 242 | -54.85 | 8 | -42.86 | ||||
| 2025-08-08 | 13F | Creative Planning | 11,662 | 52.19 | 399 | 89.10 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 1,000 | 34 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 921 | -54.02 | 31 | -43.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 15,132 | -49.54 | 518 | -37.41 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 15,219 | 1.08 | 521 | 25.60 | ||||
| 2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 9,377 | 3.08 | 321 | 28.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 224,491 | -2.47 | 7,682 | 21.11 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 12 | 0.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 12 | 0.00 | 0 | |||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 300 | 0 | ||||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 7,732 | 0.00 | 265 | 23.94 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 8,616 | 0 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 40,612 | 0.53 | 1 | 0.00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 32,713 | 0.04 | 1,119 | 24.20 | ||||
| 2025-08-11 | 13F | Ritter Daniher Financial Advisory LLC / DE | 230 | 0.00 | 8 | 16.67 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,200 | -29.41 | 41 | -10.87 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 7,000 | 240 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 6,098 | 209 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 13,507 | 462 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 585 | 14.93 | 20 | 42.86 | ||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 35,219 | -1.13 | 1,205 | 22.83 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 835 | 29 | ||||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 392 | 13 | ||||||
| 2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1,000 | 34 | ||||||
| 2025-07-29 | 13F | Harbor Asset Planning, Inc. | 433 | 15 | ||||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 8,158 | 0.00 | 279 | 24.55 | ||||
| 2025-04-07 | 13F | AdvisorNet Financial, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 68,706 | 15.08 | 2,351 | 42.92 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 2,115 | 0.00 | 72 | 24.14 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 9,432 | 5.00 | 323 | 30.36 | ||||
| 2025-08-14 | 13F | Banque Transatlantique SA | 0 | -100.00 | 0 | |||||
| 2025-04-24 | 13F | Wingate Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 135 | 0.00 | 5 | 33.33 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 980 | 34 | ||||||
| 2025-04-23 | 13F | Gerber, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 750 | -59.94 | 26 | -50.98 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 18,684 | -1.33 | 639 | 22.65 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 7,200 | 0.00 | 246 | 20.59 | ||||
| 2025-07-09 | 13F | Key Client Fiduciary Advisors, LLC | 8,912 | -3.78 | 305 | 19.22 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 155 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 16,420 | 0.88 | 562 | 25.22 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,934 | 410.42 | 1,640 | 535.66 | ||||
| 2025-08-14 | 13F | UBS Group AG | 145,846 | -27.78 | 4,991 | -10.33 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 251 | 0.00 | 9 | 14.29 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 1,071 | 0.00 | 37 | 24.14 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 248,296 | 6.20 | 8,497 | 31.86 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 51 | 0.00 | 2 | 0.00 | ||||
| 2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Sei Investments Co | 6,666 | 228 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,439 | 7.25 | 460 | 33.33 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 2,282 | 1.65 | 78 | 27.87 | ||||
| 2025-08-14 | 13F | MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,265 | -3.58 | 899 | 20.03 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | AAFMAA Wealth Management & Trust LLC | 52,567 | 7.22 | 1,799 | 33.09 | ||||
| 2025-07-29 | 13F | Ballast, Inc. | 6,098 | 209 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 950 | 1.39 | 33 | 28.00 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 91 | 3 | ||||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 136,365 | 12.01 | 4,666 | 39.08 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 248 | 0.00 | 8 | 33.33 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 13,087 | -1.82 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 198 | 0.00 | 7 | 20.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 85,218 | 12.52 | 2,916 | 39.72 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 14,787 | 17.46 | 506 | 46.24 | ||||
| 2025-07-08 | 13F/A | Salem Investment Counselors Inc | 120 | 0.00 | 4 | 33.33 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,228 | 15.00 | 110 | 42.86 | ||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 980 | 0.00 | 27 | -10.00 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 6,300 | 216 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 50 | -63.50 | 2 | -66.67 | ||||
| 2025-07-28 | 13F | Duncker Streett & Co Inc | 1,085 | 0.00 | 37 | 27.59 | ||||
| 2025-08-14 | 13F | Stamos Capital Partners, L.p. | 39,692 | 9.47 | 1,358 | 35.94 | ||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 151,959 | 2.25 | 5,195 | 26.86 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 787 | -32.10 | 27 | -16.13 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 54 | |||||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 53,000 | -22.06 | 1,814 | -3.67 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 289 | -77.94 | 10 | -75.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 32,310 | -2.38 | 1,106 | 21.16 | ||||
| 2025-07-31 | 13F | Blue Sky Capital Consultants Group, Inc. | 134,280 | 2.43 | 4,595 | 27.21 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 98,635 | 0.31 | 3,376 | 24.63 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 0 | -100.00 | 0 | ||||
| 2025-08-13 | 13F | Cheviot Value Management, LLC | 325 | 0.00 | 11 | 11.11 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 10,684 | -31.04 | 0 | |||||
| 2025-04-29 | NP | GXDW - Global X Thematic Growth ETF This fund is a listed as child fund of Mirae Asset Global Investments Co., 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 | 44,858 | -24.09 | 1,376 | -31.51 | ||||
| 2025-05-16 | 13F | Ashton Thomas Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 3,593 | 119 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 9,620 | 731.46 | 329 | 961.29 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 81 | 1.25 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 66,314 | 11.69 | 2,269 | 38.69 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71,405 | -51.99 | 2,443 | -40.40 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 17,592 | 20.14 | 593 | 46.42 | ||||
| 2025-08-06 | 13F | JCSD Capital, LLC | Put | 33,000 | 1,129 | |||||
| 2025-08-06 | 13F | JCSD Capital, LLC | Call | 10,000 | 342 | |||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 25 | 0.00 | 1 | |||||
| 2025-05-05 | 13F | Lindbrook Capital, Llc | 221 | 0.00 | 6 | 0.00 | ||||
| 2025-05-06 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | American National Bank | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 48,591 | -1.03 | 1,663 | 22.84 |
