Mga Batayang Estadistika
| Pemilik Institusional | 106 total, 106 long only, 0 short only, 0 long/short - change of 3.92% MRQ |
| Alokasi Portofolio Rata-rata | 0.3895 % - change of -9.56% MRQ |
| Saham Institusional (Jangka Panjang) | 6,738,092 (ex 13D/G) - change of 0.17MM shares 2.63% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 299,516 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF (US:FLRT) memiliki 106 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 6,738,092 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Foundations Investment Advisors, LLC, Raymond James Financial Inc, Avantax Advisory Services, Inc., Cambridge Investment Research Advisors, Inc., Advisor Group Holdings, Inc., Cetera Investment Advisers, GWM Advisors LLC, Octavia Wealth Advisors, LLC, and Kestra Advisory Services, LLC .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer Pacific Asset Floating Rate High Income ETF (ARCA:FLRT) 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 47.40 / share. Previously, on September 6, 2024, the share price was 47.62 / share. This represents a decline of 0.47% 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) |
|
|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | Foundations Investment Advisors, LLC | 873,558 | 801,399 | -8.26 | 7.50 | -21.79 |
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 16,166 | 31.25 | 770 | 32.59 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 176,357 | 7.29 | 8,395 | 8.45 | ||||
| 2025-07-22 | 13F | Global Assets Advisory, LLC | 4,353 | -68.53 | 207 | -68.01 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 21,290 | 26.94 | 1,013 | 28.39 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 7,278 | 346 | ||||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 25,270 | 22.30 | 1,203 | 23.66 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 5,274 | -36.61 | 251 | -35.81 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 60 | 0.00 | 3 | 0.00 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,735 | 115.45 | 606 | 115.66 | ||||
| 2025-07-14 | 13F | Southland Equity Partners LLC | 19,908 | 2.07 | 948 | 3.16 | ||||
| 2025-07-14 | 13F | IronOak Wealth LLC. | 36,072 | 1,717 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 10,600 | 505 | ||||||
| 2025-08-01 | 13F | Wincap Financial Llc | 4,338 | 207 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 12,434 | 9.61 | 592 | 10.67 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 38,705 | 10.73 | 2 | 0.00 | ||||
| 2025-05-02 | 13F | Kingsview Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 31,295 | -1.43 | 1,490 | -0.40 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22,582 | 3,023.37 | 1,075 | 3,061.76 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 243,483 | 0.49 | 11,590 | 1.58 | ||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4,845 | -0.39 | 231 | 0.44 | ||||
| 2025-07-29 | 13F | Independence Asset Advisors, LLC | 74,698 | -4.26 | 3,556 | -3.21 | ||||
| 2025-08-14 | 13F | Sequent Planning LLC | 10,431 | 21.40 | 497 | 22.77 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 500 | 0.00 | 24 | 0.00 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 70,759 | 28.33 | 3,368 | 29.74 | ||||
| 2025-08-01 | 13F | Winebrenner Capital Management Llc | 104,517 | 20.72 | 4,975 | 22.06 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 29,657 | -1.55 | 1,412 | -0.49 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 29,657 | -19.94 | 1,412 | -20.06 | ||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 36,585 | -44.03 | 1,741 | -43.42 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 1,067 | 0.66 | 51 | 2.04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Planning Corp | 103,280 | -12.83 | 4,916 | -11.88 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 30,540 | 5.68 | 1,454 | 6.84 | ||||
| 2025-07-10 | 13F | Stewardship Advisors, LLC | 84,686 | 0.61 | 4,031 | 1.72 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6,666 | 0.09 | 317 | 1.28 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 94,193 | -10.38 | 4,484 | -9.42 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 25,492 | -8.71 | 1,213 | -7.69 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 200,702 | -2.90 | 9,554 | -1.84 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 6,863 | 327 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 28,075 | -0.52 | 1,332 | 1.52 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 7,285 | -2.67 | 347 | -1.70 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 85,074 | 3.49 | 4,050 | 4.63 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 177,513 | 16.81 | 8,450 | 18.09 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 53,036 | 20.48 | 2,524 | 21.81 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 4,724 | 17.40 | 225 | 18.52 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 211 | 10 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3,830 | 345.35 | 182 | 355.00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 152,646 | -7.49 | 7 | 0.00 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 12,183 | -3.42 | 580 | -2.53 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 8,775 | 45.64 | 418 | 47.35 | ||||
| 2025-08-11 | 13F | Anfield Capital Management, LLC | 2,565 | 3.72 | 122 | 5.17 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,786 | 0.45 | 180 | 1.69 | ||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wright Fund Managment, LLC | 49,336 | 0.00 | 2,323 | 0.00 | ||||
| 2025-08-05 | 13F | Fortress Wealth Group, LLC | 26,785 | 44.28 | 1,271 | 46.99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 106,758 | 263.90 | 5,082 | 267.92 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 7,806 | 0.88 | 369 | 1.37 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 17,427 | 52.77 | 830 | 51.83 | ||||
| 2025-08-19 | 13F | Campbell Capital Management Inc | 29,485 | 1,403 | ||||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 12,763 | -1.57 | 608 | -0.49 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 200 | 0 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 166,576 | -8.69 | 7,929 | -7.69 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 194,662 | -14.93 | 9,266 | -14.01 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 219,147 | 2.91 | 10 | 0.00 | ||||
| 2025-08-14 | 13F | Schwallier Wealth Management LLC | 81,427 | 46.48 | 3,876 | 48.07 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 273,442 | -13.19 | 13,016 | -12.25 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 8,665 | 42.87 | 412 | 47.84 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 164,745 | -30.96 | 7,841 | -30.22 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 10,647 | 11.34 | 507 | 12.44 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 87,698 | -6.81 | 4,175 | -5.80 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 30 Fund Instl Class | 44,400 | 428.57 | 2,091 | 423.81 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 174,877 | 40.02 | 8,324 | 41.54 | ||||
| 2025-04-14 | 13F | Client First Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 4,404 | -83.86 | 210 | -83.74 | ||||
| 2025-05-29 | NP | Northern Lights Fund Trust - Sierra Tactical Risk Spectrum 70 Fund Investor Class | 4,936 | 0.00 | 232 | -0.85 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17,133 | 47.49 | 816 | 48.99 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 76,303 | 156.04 | 3,632 | 158.87 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 12,450 | 0.00 | 593 | 1.02 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,100 | -80.53 | 52 | -80.45 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 69,134 | 5.91 | 3,293 | 7.05 | ||||
| 2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Gateway Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 73,140 | 73,040.00 | 3,481 | 86,925.00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 53,197 | 18.63 | 2,532 | 19.94 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 24,834 | 267.42 | 1,182 | 271.70 | ||||
| 2025-08-01 | NP | OTRFX - OnTrack Core Fund Investor Class Shares | 30,000 | 1,428 | ||||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 17,102 | -45.68 | 814 | -45.07 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 70,697 | 36.94 | 3,365 | 38.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32,355 | -2.43 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 18,685 | 18.40 | 889 | 19.65 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 44,555 | -23.96 | 2,121 | -23.16 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 455 | 0.89 | 0 | |||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 27,873 | 16.77 | 1,327 | 17.97 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 883,241 | 17.97 | 42,042 | 19.25 | ||||
| 2025-08-12 | 13F | Weaver Consulting Group | 15,002 | 7.86 | 714 | 9.17 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-02 | 13F | HBW Advisory Services LLC | 9,511 | -13.58 | 453 | -12.74 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 6,237 | 15.93 | 297 | 17.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 23,429 | -6.49 | 1,111 | -5.85 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 25,368 | 1,201 | ||||||
| 2025-07-03 | 13F | TrueWealth Advisors, LLC | 14,259 | 2.87 | 679 | 3.99 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 187,950 | -4.35 | 8,946 | -3.32 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 37,996 | -14.11 | 1,809 | -13.20 | ||||
| 2025-07-22 | 13F | IVC Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 801,399 | -15.65 | 38,147 | -14.74 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,960 | 0.00 | 283 | 0.71 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 14,546 | -0.44 | 692 | 0.73 | ||||
| 2025-08-14 | 13F | Tripletail Wealth Management, LLC | 11,039 | 524 | ||||||
| 2025-08-06 | 13F | Price Capital Management, Inc. | 30,000 | 1,424 | ||||||
| 2025-07-11 | 13F | Great Waters Wealth Management | 4,993 | 0.00 | 238 | 0.85 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,543 | -77.09 | 1,168 | -76.84 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 106,732 | -4.74 | 5,080 | -3.70 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 137,645 | -20.64 | 6,552 | -19.79 |
