Mga Batayang Estadistika
| Pemilik Institusional | 102 total, 102 long only, 0 short only, 0 long/short - change of 8.42% MRQ |
| Alokasi Portofolio Rata-rata | 0.3138 % - change of -0.84% MRQ |
| Saham Institusional (Jangka Panjang) | 8,787,939 (ex 13D/G) - change of 0.87MM shares 11.04% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 283,668 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF (US:IDHQ) 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 8,787,939 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Northwestern Mutual Wealth Management Co, Cedar Wealth Management, LLC, Morgan Stanley, Berkeley, Inc, Heck Capital Advisors, LLC, WCG Wealth Advisors LLC, KWB Wealth, Chaney Capital Management, Inc., and Raymond James Financial Inc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust II - Invesco S&P International Developed Quality ETF (ARCA:IDHQ) 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 33.23 / share. Previously, on September 6, 2024, the share price was 30.52 / share. This represents an increase of 8.88% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 201,127 | -8.68 | 6,634 | 0.61 | ||||
| 2025-08-07 | 13F | Legacy Financial Advisors, Inc. | 43,249 | 6.07 | 1,426 | 16.89 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 64,960 | 23.59 | 2,142 | 36.17 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 9,441 | 283 | ||||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 17,890 | 0.77 | 590 | 11.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 63,728 | 149.42 | 2,102 | 175.00 | ||||
| 2025-08-12 | 13F | NorthStar Asset Management LLC /NJ/ | 24,714 | 3.44 | 815 | 13.99 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 33 | 0.00 | 1 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 13,077 | -13.74 | 431 | -4.86 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 17,879 | 8.94 | 590 | 19.96 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Bulwark Capital Corp | 6,978 | 230 | ||||||
| 2025-07-28 | 13F | Sterling Financial Planning, Inc. | 7,926 | 1.72 | 261 | 12.02 | ||||
| 2025-07-16 | 13F | Falcon Wealth Planning | 126,419 | 60.02 | 4,169 | 76.28 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 457,029 | 58.19 | 15,073 | 74.26 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 6,391 | -32.72 | 211 | -26.06 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,338 | 420.71 | 77 | 541.67 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 103,259 | -2.23 | 3,405 | 7.72 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 13,099 | 4.67 | 0 | |||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 6,246 | -30.43 | 206 | -23.51 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 495 | 0.00 | 16 | 14.29 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 37 | 0.00 | 1 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 6,697 | 221 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 271,459 | 12.52 | 8,953 | 23.95 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 62,149 | 7.72 | 2 | 100.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,054 | -7.74 | 200 | 2.04 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 27,123 | -0.26 | 895 | 9.83 | ||||
| 2025-04-21 | 13F | Dunhill Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 5,313 | -1.72 | 175 | 8.70 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 8,545 | 282 | ||||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 6,709 | -0.61 | 221 | 9.41 | ||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 7,231 | 237 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 102,408 | 3,313.60 | 3,377 | 3,920.24 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 1,519 | 0.00 | 50 | 8.89 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 153,733 | 1.65 | 5,070 | 11.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 74,719 | 12.50 | 2 | 100.00 | ||||
| 2025-08-12 | 13F | Chaney Capital Management, Inc. | 324,821 | 10.27 | 10,713 | 21.47 | ||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 686 | 0.00 | 23 | 10.00 | ||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 9,983 | 2.08 | 329 | 12.67 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 332,189 | 19.97 | 10,956 | 32.16 | ||||
| 2025-08-08 | 13F | OmniStar Financial Group, Inc. | 18,313 | -2.34 | 604 | 6.91 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 132,660 | -1.25 | 4,375 | 8.78 | ||||
| 2025-07-17 | 13F | KWB Wealth | 325,785 | -42.76 | 9,754 | -39.48 | ||||
| 2025-08-13 | 13F | Fisher Asset Management, LLC | 13,414 | 442 | ||||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 10,117 | 334 | ||||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 37,123 | -16.79 | 1,224 | -8.31 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 166 | 1.22 | 5 | 25.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 577,888 | 42.96 | 19,059 | 57.48 | ||||
| 2025-08-08 | 13F | SBI Securities Co., Ltd. | 379 | 3.27 | 12 | 20.00 | ||||
| 2025-07-15 | 13F | Well Done, LLC | 123,410 | 157.75 | 4,070 | 200.37 | ||||
| 2025-07-02 | 13F | Dentgroup LLC | 23,076 | 76.00 | 761 | 94.13 | ||||
| 2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 7,212 | 15.89 | 238 | 27.42 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 4,149 | 4.75 | 137 | 15.25 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 266,910 | 7.71 | 8,803 | 18.64 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 36,877 | 90.94 | 1,214 | 107.35 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 22,525 | 2.08 | 743 | 12.42 | ||||
| 2025-08-01 | 13F | American Financial & Tax Strategies Inc | 21,401 | -8.72 | 706 | 0.57 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 85,606 | 7.11 | 2,823 | 18.02 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 98,089 | -3.10 | 3,235 | 6.73 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 1,558 | 155,700.00 | 51 | |||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 328,572 | 4.95 | 10,836 | 15.61 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 60,479 | 1,995 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 47,928 | 1.04 | 1,581 | 11.27 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 3,993 | 6.85 | 132 | 18.02 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 50 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,272,965 | 7.56 | 41,982 | 18.48 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 802,732 | 7.56 | 26,474 | 18.48 | ||||
| 2025-07-21 | 13F | Matauro, Llc | 6,845 | 0.78 | 226 | 10.84 | ||||
| 2025-07-22 | 13F | Valley National Advisers Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,878 | 458 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 10,195 | 39.07 | 336 | 53.42 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 88,428 | 2,916 | ||||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 5,511 | -45.32 | 182 | -39.87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,109 | -0.05 | 70 | 9.52 | ||||
| 2025-07-16 | 13F | Meridian Financial, LLC | 15,786 | 3.45 | 521 | 14.04 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 53 | 0.00 | 2 | 0.00 | ||||
| 2025-07-11 | 13F | Ullmann Financial Group, Inc. | 10,009 | 0.06 | 330 | 10.37 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 44,281 | 1.73 | 1,460 | 12.05 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 200 | 0.00 | 7 | 20.00 | ||||
| 2025-07-21 | 13F | Monticello Wealth Management, Llc | 53,296 | -0.14 | 1,758 | 10.02 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 8,450 | 279 | ||||||
| 2025-08-13 | 13F | Providence Capital Advisors, LLC | 660 | 22 | ||||||
| 2025-08-18 | 13F | Front Row Advisors LLC | 867 | 0.00 | 29 | 12.00 | ||||
| 2025-08-14 | 13F | C M Bidwell & Associates Ltd | 78 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 1,443 | 3.96 | 48 | 14.63 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 155 | 0.00 | 5 | 25.00 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 9,585 | 0.69 | 316 | 11.27 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 2,900 | 26.09 | 96 | 39.71 | ||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Valued Retirements, Inc. | 6,900 | -65.92 | 228 | -62.54 | ||||
| 2025-08-13 | 13F | Vertex Planning Partners, LLC | 37,367 | -1.10 | 1,232 | 8.93 | ||||
| 2025-07-16 | 13F | BOS Asset Management, LLC | 228,365 | 0.27 | 7,531 | 10.46 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,849 | 6.49 | 6,525 | 17.31 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 18,472 | -5.38 | 609 | 4.28 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 26,708 | 22.82 | 881 | 35.18 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 80,322 | 8.26 | 2,649 | 19.27 | ||||
| 2025-08-14 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 17,370 | -0.57 | 573 | 9.37 | ||||
| 2025-07-23 | 13F | Meitav Dash Investments Ltd | 7,364 | -3.60 | 242 | 6.14 | ||||
| 2025-07-30 | 13F | Financial Perspectives, Inc | 4,220 | 81.43 | 139 | 101.45 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 14,988 | 9.95 | 494 | 21.08 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Novem Group | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 83,083 | 95.37 | 2,740 | 115.24 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 1,518 | 3,350.00 | 0 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 3,010 | 42.18 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 18,203 | -11.63 | 600 | -2.60 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 782,599 | 0.07 | 25,810 | 10.24 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 73,842 | -0.04 | 2,435 | 10.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-10 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 0 | -100.00 | 0 |
