Mga Batayang Estadistika
Pemilik Institusional | 90 total, 90 long only, 0 short only, 0 long/short - change of 1.12% MRQ |
Alokasi Portofolio Rata-rata | 0.5325 % - change of -0.63% MRQ |
Saham Institusional (Jangka Panjang) | 30,517,057 (ex 13D/G) - change of -3.46MM shares -10.18% MRQ |
Nilai Institusional (Jangka Panjang) | $ 868,668 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF (US:HFXI) 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 30,517,057 saham. Pemegang saham terbesar meliputi Ameriprise Financial Inc, Morgan Stanley, New York Life Investment Management Llc, Bank Of America Corp /de/, Raymond James Financial Inc, Mariner, LLC, UBS Group AG, LPL Financial LLC, Flynn Zito Capital Management, Llc, and MAINSTAY VP FUNDS TRUST - MainStay VP Moderate Growth Allocation Portfolio Initial Class .
Struktur kepemilikan institusional New York Life Investments ETF Trust - NYLI FTSE International Equity Currency Neutral ETF (ARCA:HFXI) 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 30.48 / share. Previously, on September 9, 2024, the share price was 26.79 / share. This represents an increase of 13.77% 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
.
Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 547,015 | -9.91 | 16,121 | -3.53 | ||||
2025-07-30 | 13F | Prosperity Financial Group, Inc. | 71,040 | 82.27 | 2,094 | 95.24 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 11,604 | -1.28 | 342 | 5.57 | ||||
2025-06-24 | NP | MCKNX - MainStay Conservative Allocation Fund Investor Class | 262,492 | -7.31 | 7,345 | -4.72 | ||||
2025-08-01 | 13F/A | GGM Financials LLC | 15,749 | -59.72 | 464 | -56.84 | ||||
2025-08-25 | 13F | BLVD Private Wealth, LLC | 14,575 | 430 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 173 | 5 | ||||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Growth Allocation Portfolio Initial Class | 494,613 | -3.79 | 14,576 | 3.03 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 3,878,401 | -29.36 | 114,345 | -24.35 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 100,464 | -2.16 | 2,961 | 4.78 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 100 | 0.00 | 3 | 0.00 | ||||
2025-04-22 | 13F | Veridan Wealth LLC | 180,255 | 3.32 | 4,961 | 5.53 | ||||
2025-08-11 | 13F | Advisor Resource Council | 7,050 | 208 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 80,752 | 38.42 | 2,380 | 48.22 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,789 | 0.32 | 347 | 7.43 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 39,962 | -91.63 | 1,178 | -91.05 | ||||
2025-08-11 | 13F | Citigroup Inc | 1,191 | 0.00 | 35 | 9.38 | ||||
2025-07-16 | 13F | Independent Wealth Network Inc. | 8,718 | 2.12 | 257 | 9.40 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 274 | -98.49 | 8 | -98.40 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 44,946 | 456.26 | 1,325 | 496.40 | ||||
2025-08-12 | 13F | Eldridge Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Redwood Financial Network Corp | 52,014 | 20.88 | 1,533 | 29.39 | ||||
2025-07-29 | 13F | International Assets Investment Management, Llc | 19,358 | 570 | ||||||
2025-07-25 | 13F | Landmark Wealth Management, LLC | 332,001 | 0.32 | 10 | 0.00 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 187,523 | 1.73 | 5,526 | 8.95 | ||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 19,270 | 568 | ||||||
2025-07-17 | 13F | Covenant Asset Management, LLC | 9,049 | 0.82 | 267 | 8.13 | ||||
2025-08-05 | 13F | Tsfg, Llc | 111,449 | -7.59 | 3 | 0.00 | ||||
2025-06-24 | NP | MGDNX - MainStay Moderate Growth Allocation Fund Investor Class | 575,226 | -9.26 | 16,095 | -6.73 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 79,482 | -3.82 | 2,342 | 2.99 | ||||
2025-06-24 | NP | MGXNX - MainStay Growth Allocation Fund Investor Class | 309,106 | -10.00 | 8,649 | -7.49 | ||||
2025-08-04 | 13F | Assetmark, Inc | 220 | 0.00 | 6 | 0.00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 1,044 | 0.00 | 31 | 7.14 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 48 | 1 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 7,806 | -38.46 | 230 | -34.10 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 72,363 | -2.88 | 2,133 | 4.00 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 53,253 | 1.38 | 1,569 | 8.58 | ||||
2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
2025-06-24 | NP | MMRDX - MainStay Moderate Allocation Fund Investor Class | 545,849 | -9.44 | 15,273 | -6.92 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 175,485 | 48.08 | 5 | 66.67 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 362,957 | -0.58 | 10,696 | 6.46 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 42,224 | -5.15 | 1,244 | 1.55 | ||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Moderate Growth Allocation Portfolio Initial Class | 689,797 | -5.30 | 20,328 | 1.41 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | New York Life Investment Management Llc | 3,505,439 | -4.91 | 103,305 | 1.83 | ||||
2025-08-14 | 13F | Mariner, LLC | 1,652,233 | 1.79 | 48,691 | 9.00 | ||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 400 | 0.00 | 12 | 10.00 | ||||
2025-08-14 | 13F | Fmr Llc | 6,155 | 28.42 | 181 | 38.17 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 946 | 0.00 | 28 | 3.85 | ||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 90,369 | 9.65 | 2,663 | 17.42 | ||||
2025-08-08 | 13F | MTM Investment Management, LLC | 835 | 25 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 76,286 | -8.40 | 2 | 0.00 | ||||
2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 178,497 | 5 | ||||||
2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | JNBA Financial Advisors | 1,500 | 44 | ||||||
2025-08-08 | 13F | Fortis Group Advisors, LLC | 34,492 | -11.70 | 1,016 | -5.58 | ||||
2025-07-22 | 13F | Mascoma Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Lodestar Private Asset Management Llc | 19,175 | -3.79 | 565 | 3.10 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 134,560 | -27.07 | 3,968 | -21.87 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2,764,012 | 0.29 | 81,455 | 7.39 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 58,011 | -81.14 | 1,710 | -79.81 | ||||
2025-08-15 | 13F | Morgan Stanley | 3,850,319 | 2.26 | 113,469 | 9.51 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 95,471 | -2.92 | 2,814 | 3.95 | ||||
2025-07-07 | 13F | Investors Research Corp | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 2,480 | -20.39 | 73 | -14.12 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 58 | 2 | ||||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 222,496 | 3.28 | 6,557 | 10.59 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 261,527 | 1.74 | 7,707 | 8.96 | ||||
2025-07-18 | 13F | Marino, Stram & Associates Llc | 225,840 | 36.27 | 6,655 | 45.94 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 198,657 | 5,888 | ||||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 17,710 | -4.81 | 530 | 3.72 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 20,553 | -0.61 | 606 | 6.33 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 189,792 | 20.68 | 5,593 | 29.23 | ||||
2025-08-19 | 13F | MRP Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Moderate Allocation Portfolio Initial Class | 452,707 | -6.55 | 13,341 | 0.07 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 12,090 | -12.96 | 356 | -6.81 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,081,457 | 4.79 | 61,341 | 12.21 | ||||
2025-07-31 | 13F | Mason & Associates Inc | 439,022 | 0.53 | 12,938 | 7.66 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 29,703 | 0.87 | 875 | 8.02 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 71,158 | -7.85 | 2 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 117,479 | 72.92 | 3,462 | 85.23 | ||||
2025-08-14 | 13F | UBS Group AG | 1,412,075 | -0.35 | 41,614 | 6.71 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 3,443 | -8.67 | 101 | -1.94 | ||||
2025-08-13 | 13F | MONECO Advisors, LLC | 21,384 | 4.84 | 630 | 12.30 | ||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 533 | 16 | ||||||
2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP Conservative Allocation Portfolio Initial Class | 244,533 | -8.28 | 7,206 | -1.77 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 3,428 | 101 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 135,062 | 1,012.81 | 3,980 | 1,091.62 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,132,319 | 23.63 | 33,369 | 32.39 | ||||
2025-07-15 | 13F | Revisor Wealth Management LLC | 35,384 | -10.33 | 1,053 | -2.95 | ||||
2025-08-11 | 13F | GW&K Investment Management, LLC | 1,340 | 0 | ||||||
2025-07-10 | 13F | Atticus Wealth Management, Llc | 8,143 | 240 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 72,890 | -0.05 | 2,148 | 7.08 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 715 | 16.26 | 21 | 31.25 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 26,077 | 0.00 | 768 | 7.11 | ||||
2025-08-05 | 13F | Flynn Zito Capital Management, Llc | 710,338 | 0.87 | 20,934 | 8.02 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 481,277 | 30.09 | 14,183 | 39.01 |