Mga Batayang Estadistika
Pemilik Institusional | 93 total, 93 long only, 0 short only, 0 long/short - change of 12.05% MRQ |
Alokasi Portofolio Rata-rata | 1.0844 % - change of 7.57% MRQ |
Saham Institusional (Jangka Panjang) | 15,965,223 (ex 13D/G) - change of 3.03MM shares 23.38% MRQ |
Nilai Institusional (Jangka Panjang) | $ 337,398 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF (US:HGER) memiliki 93 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 15,965,223 saham. Pemegang saham terbesar meliputi Raymond James Financial Inc, Great Lakes Advisors, Llc, Horizon Advisory Services, Inc., Synovus Financial Corp, New Harbor Financial Group, LLC, Bank Of America Corp /de/, Commonwealth Equity Services, Llc, 3EDGE Asset Management, LP, EDGH - 3EDGE Dynamic Hard Assets ETF, and Inspirion Wealth Advisors, Llc .
Struktur kepemilikan institusional Harbor ETF Trust - Harbor Commodity All-Weather Strategy ETF (NYSE:HGER) 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 25.13 / share. Previously, on September 9, 2024, the share price was 21.55 / share. This represents an increase of 16.61% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-09 | 13F | Inspirion Wealth Advisors, Llc | 566,484 | 3.41 | 13,760 | 4.44 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Advisor OS, LLC | 10,436 | 0.00 | 253 | 1.20 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 16,268 | -2.73 | 395 | -1.74 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 136,353 | 62.38 | 3,312 | 64.04 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 166 | 4 | ||||||
2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Twin Focus Capital Partners, Llc | 55,500 | 1,348 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 50,986 | -14.92 | 1 | 0.00 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 192,994 | -6.69 | 4,688 | -5.77 | ||||
2025-07-18 | 13F | Vicus Capital | 25,284 | 47.23 | 614 | 48.67 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,069 | 50 | ||||||
2025-08-06 | 13F | OneAscent Family Office, LLC | 12,539 | 24.44 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 60 | 0.00 | 1 | 0.00 | ||||
2025-07-28 | 13F | Kiker Wealth Management, LLC | 1,713 | -40.15 | 42 | -39.71 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Trajan Wealth LLC | 14,927 | -16.26 | 363 | -15.42 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | Sheets Smith Wealth Management | 10,330 | 251 | ||||||
2025-07-15 | 13F | Palumbo Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | OneAscent Wealth Management LLC | 19,656 | -5.90 | 0 | |||||
2025-08-11 | 13F | Great Lakes Advisors, Llc | 1,159,518 | -5.77 | 28,165 | -4.83 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 34,005 | 91.23 | 1 | |||||
2025-07-18 | 13F | Centricity Wealth Management, LLC | 847 | 21 | ||||||
2025-08-06 | 13F | Nvwm, Llc | 91,715 | 36.63 | 2,228 | 37.98 | ||||
2025-07-14 | 13F | Matrix Trust Co | 5,943 | -77.22 | 0 | |||||
2025-07-15 | 13F | Garrett Investment Advisors LLC | 15,766 | 2.21 | 383 | 3.24 | ||||
2025-08-05 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 270,895 | 12.03 | 7 | 20.00 | ||||
2025-08-14 | 13F | Planwiser Financial, Llc | 115,079 | 12.60 | 2,854 | 18.28 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 329,652 | 0.63 | 8 | 14.29 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 15,377 | 374 | ||||||
2025-08-14 | 13F | GWM Advisors LLC | 420 | 10 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 62,673 | -43.25 | 1,522 | -42.67 | ||||
2025-08-13 | 13F | Virtue Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 377,649 | 32.40 | 9,173 | 33.74 | ||||
2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 183,841 | 4,465 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 78,862 | 191.13 | 1,916 | 194.16 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 901,163 | 21,889 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 61,782 | 23.05 | 1,501 | 24.28 | ||||
2025-08-11 | 13F | Perennial Investment Advisors, LLC | 144,876 | 10.87 | 3,519 | 12.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 134,972 | 418.29 | 3,278 | 423.64 | ||||
2025-08-14 | 13F | Sagard Holdings Management Inc. | 147,462 | 3,582 | ||||||
2025-08-05 | 13F | Northcape Wealth Management, Llc | 45,172 | 4.41 | 1,097 | 5.48 | ||||
2025-08-07 | 13F | Weil Company, Inc. | 106,394 | 2,584 | ||||||
2025-08-13 | 13F | MONECO Advisors, LLC | 72,646 | -1.36 | 1,765 | -0.40 | ||||
2025-07-29 | 13F | Sowa Financial Group, Inc. | 468,161 | 114.92 | 11 | 120.00 | ||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 718,699 | -48.20 | 17,317 | -47.91 | ||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 2,975 | 72 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1 | -99.93 | 0 | -100.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,300 | 32 | ||||||
2025-05-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-28 | NP | EDGH - 3EDGE Dynamic Hard Assets ETF | 718,299 | 75.25 | 17,447 | 77.00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 40,615 | 7.94 | 987 | 9.07 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 10,300 | 250 | |||||
2025-05-12 | 13F | Fiduciary Family Office, Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 18,877 | -14.14 | 459 | -13.26 | ||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 52,893 | 1 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 143,524 | 31.75 | 3,486 | 33.10 | ||||
2025-08-11 | 13F | Platform Technology Partners | 73,521 | 11.99 | 1,786 | 13.12 | ||||
2025-08-14 | 13F | Synovus Financial Corp | 1,131,219 | 15.98 | 27,481 | 17.15 | ||||
2025-08-11 | 13F | NewEdge Wealth, LLC | 13,232 | 323 | ||||||
2025-07-16 | 13F | Twelve Points Wealth Management LLC | 76,682 | 5.32 | 1,863 | 6.34 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 151,156 | 0.44 | 3,672 | 1.44 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 94 | -98.39 | 2 | -98.57 | ||||
2025-07-24 | 13F | Eastern Bank | 3,432 | 95.11 | 83 | 97.62 | ||||
2025-08-04 | 13F | Assetmark, Inc | 235 | 6 | ||||||
2025-08-06 | 13F | Csenge Advisory Group | 246,171 | 64.66 | 5,810 | 62.04 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 20,529 | 29.91 | 499 | 31.05 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | New Harbor Financial Group, LLC | 1,080,982 | 1.64 | 26,257 | 2.66 | ||||
2025-05-15 | 13F | Grayhawk Investment Strategies Inc. | 162,782 | -14.88 | 3,915 | -7.51 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 127,161 | 533.93 | 3,089 | 540.66 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 421 | 0.00 | 10 | 0.00 | ||||
2025-08-14 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
2025-08-29 | NP | OneAscent Capital Opportunities Fund | 21,425 | 96.11 | 520 | 98.47 | ||||
2025-08-04 | 13F | 4J Wealth Management LLC | 35,946 | 873 | ||||||
2025-07-15 | 13F | tru Independence LLC | 201,657 | 21.00 | 4,898 | 22.21 | ||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 9,152 | 62.21 | 222 | 79.03 | ||||
2025-08-05 | 13F | Carolinas Wealth Consulting Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Aprio Wealth Management, LLC | 310,802 | 7,549 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 816,641 | 95.11 | 20 | 90.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 200 | 5 | ||||||
2025-08-14 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Exchange Traded Concepts, Llc | 63,752 | 25.56 | 1,549 | 26.78 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 2,975 | 9.17 | 72 | 18.33 | ||||
2025-07-25 | 13F | Ackerman Capital Advisors, LLC | 36,651 | 890 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 206,599 | -19.27 | 5,018 | -18.46 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 61,197 | -32.64 | 1,486 | -31.96 | ||||
2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 33,790 | 79.34 | 821 | 81.02 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 12,920 | -0.29 | 314 | 1.95 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,167,543 | 21.67 | 28,360 | 22.89 | ||||
2025-08-14 | 13F | Vident Advisory, LLC | 232,856 | 5,656 | ||||||
2025-07-23 | 13F | Ellsworth Advisors, LLC | 396,738 | 51.39 | 9,637 | 52.90 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 61,616 | 1,497 | ||||||
2025-07-23 | 13F | Horizon Advisory Services, Inc. | 1,132,567 | -1.54 | 27,510 | -0.56 | ||||
2025-08-12 | 13F | Change Path, LLC | 18,768 | 456 | ||||||
2025-06-26 | NP | FARX - Frontier Asset Absolute Return ETF | 50,776 | -6.38 | 1,189 | -5.41 | ||||
2025-08-13 | 13F | Level Four Advisory Services, Llc | 14,577 | 354 | ||||||
2025-08-14 | 13F | Royal Bank Of Canada | 28,644 | 696 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 3,077 | 0.00 | 75 | 0.00 | ||||
2025-08-14 | 13F | Harvest Investment Services, LLC | 21,584 | 18.86 | 524 | 20.18 | ||||
2025-07-30 | 13F | Wallace Advisory Group, LLC | 14,688 | -5.26 | 353 | 2.92 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 188,236 | 11.62 | 4,572 | 12.75 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 26,654 | -19.78 | 647 | -19.02 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 67,757 | -17.03 | 1,646 | -16.20 |