Mga Batayang Estadistika
| Pemilik Institusional | 99 total, 99 long only, 0 short only, 0 long/short - change of 4.21% MRQ |
| Alokasi Portofolio Rata-rata | 0.4284 % - change of -15.38% MRQ |
| Saham Institusional (Jangka Panjang) | 7,036,308 (ex 13D/G) - change of -0.46MM shares -6.17% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 347,865 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (US:IUS) memiliki 99 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 7,036,308 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Envestnet Asset Management Inc, Intelligence Driven Advisers, LLC, Advisor Group Holdings, Inc., RFG - Bristol Wealth Advisors, LLC, Raymond James Financial Inc, Merit Financial Group, LLC, Goldman Sachs Group Inc, Kestra Advisory Services, LLC, and Arq Wealth Advisors, Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (NasdaqGM:IUS) 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 54.30 / share. Previously, on September 9, 2024, the share price was 48.23 / share. This represents an increase of 12.59% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | WMG Financial Advisors, LLC | 5,260 | 0.00 | 271 | 4.25 | ||||
| 2025-05-28 | 13F | Intrua Financial, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 5,914 | -56.42 | 0 | |||||
| 2025-07-15 | 13F | Eaton Financial Holdings Company, LLC | 10,380 | -45.67 | 535 | -43.31 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 684,623 | 81.19 | 35,258 | 89.05 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1,360 | -1.45 | 70 | 2.94 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 1,164 | 0.43 | 60 | 3.51 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 226,139 | 0.00 | 11,646 | 4.34 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 220,557 | -12.40 | 11,359 | -8.61 | ||||
| 2025-08-11 | 13F | Berkeley, Inc | 107,390 | 5,531 | ||||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 43,665 | 32.07 | 2,249 | 37.83 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 58,901 | 85.30 | 3,033 | 93.43 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 19,011 | 938 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 553,625 | 42.59 | 28,512 | 48.77 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 4,043 | 208 | ||||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 37,330 | -4.63 | 1,923 | -0.52 | ||||
| 2025-07-14 | 13F | Lighthouse Wealth Management Inc. | 170,065 | -1.35 | 8,758 | 2.93 | ||||
| 2025-08-06 | 13F | Centerpoint Advisory Group | 21,232 | -7.49 | 1,093 | -3.45 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 69,757 | 11.89 | 3,593 | 16.74 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 236,620 | -2.77 | 12,186 | 1.44 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 5,695 | 293 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,245 | -36.02 | 322 | -33.20 | ||||
| 2025-08-06 | 13F | RFG - Bristol Wealth Advisors, LLC | 273,733 | -41.16 | 14,097 | -38.61 | ||||
| 2025-08-14 | 13F | Parvin Asset Management, LLC | 1,305 | 0.00 | 67 | 4.69 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 5,495 | 0.00 | 283 | 4.06 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 12,944 | -14.24 | 667 | -10.60 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 92,682 | 15.76 | 4,773 | 20.80 | ||||
| 2025-07-21 | 13F | AIFG Consultants Ltd. | 34,518 | -3.52 | 1,778 | 0.68 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 67,919 | -37.18 | 3,498 | -34.46 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 141,984 | -46.60 | 7,312 | -44.28 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 23,536 | 226.89 | 1,231 | 246.48 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 14,530 | -4.33 | 748 | -0.13 | ||||
| 2025-08-12 | 13F | Richmond Investment Services, LLC | 4,494 | 231 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -99.97 | 0 | -100.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 548 | -5.52 | 28 | 0.00 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 3,972 | -16.75 | 205 | -13.19 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 3,991 | -63.78 | 206 | -62.25 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 33,948 | -9.45 | 1,748 | -5.51 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Sequent Planning LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 31,331 | -2.39 | 1,613 | 1.83 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 16,777 | -73.58 | 864 | -72.44 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,157 | 0.15 | 575 | 4.55 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 7,147 | -20.42 | 368 | -16.93 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 47,630 | 22.93 | 2 | 100.00 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 28,893 | -0.45 | 1,488 | 3.84 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 2,390 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,813 | -65.19 | 402 | -63.75 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,775 | 1.50 | 400 | 5.82 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 8,428 | 22.41 | 434 | 28.02 | ||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 493 | 25 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 13,130 | -7.65 | 676 | -3.57 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 29,029 | -71.93 | 1,495 | -70.71 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 | 0.00 | 1 | |||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 131,010 | 22.47 | 6,747 | 27.77 | ||||
| 2025-08-14 | 13F | UBS Group AG | 2,235 | 0.00 | 115 | 4.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,340 | 214.94 | 121 | 233.33 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 750 | 0.00 | 39 | 2.70 | ||||
| 2025-08-04 | 13F | IFG Advisory, LLC | 120,660 | 0.48 | 6,214 | 4.84 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 15,981 | -6.83 | 823 | -2.72 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 7,428 | 5.78 | 383 | 10.40 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,193 | 16.21 | 216 | 20.11 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 14,367 | -0.24 | 740 | 4.08 | ||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 3,957 | -51.19 | 204 | -49.25 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 86,886 | -5.05 | 4 | 0.00 | ||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 5,536 | 220 | ||||||
| 2025-05-12 | 13F | Bare Financial Services, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 10,155 | -2.73 | 523 | 5.67 | ||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 7,887 | -58.64 | 406 | -56.85 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13,828 | 712 | ||||||
| 2025-07-22 | 13F | Foguth Wealth Management, LLC. | 28,664 | -73.47 | 1,476 | -72.32 | ||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 208,138 | 0.00 | 10,274 | 0.00 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 940 | 0.00 | 48 | 4.35 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 27,160 | -31.29 | 1,399 | -28.34 | ||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Lifeworks Advisors, LLC | 4,023 | -13.76 | 207 | -10.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,398 | -46.60 | 0 | |||||
| 2025-08-05 | 13F | Sigma Planning Corp | 10,900 | -3.16 | 561 | 1.08 | ||||
| 2025-08-07 | 13F | PFG Advisors | 92,919 | 8.26 | 4,785 | 12.96 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 456,777 | -4.18 | 23,526 | -0.03 | ||||
| 2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Davies Financial Advisors, Inc. | 38,320 | -11.27 | 1,973 | -7.41 | ||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5,964 | -4.99 | 307 | -0.65 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 1,615 | 0.00 | 84 | 5.06 | ||||
| 2025-08-13 | 13F | Millstone Evans Group, LLC | 260 | 0.00 | 13 | 8.33 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 35 | -12.50 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Tandem Financial, LLC | 66,181 | 3,408 | ||||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 2,995 | 154 | ||||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 10,689 | 39.89 | 550 | 45.89 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 18,789 | -1.17 | 968 | 3.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 251,426 | -0.33 | 12,948 | 3.99 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 1 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,445,230 | 11.51 | 74,429 | 16.34 | ||||
| 2025-08-14 | 13F | Byrne Financial Freedom, Llc | 104,932 | 12.48 | 5,404 | 17.38 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 122,507 | 29.17 | 6 | 50.00 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 115,203 | 0.20 | 5,933 | 4.53 | ||||
| 2025-08-14 | 13F | McIlrath & Eck, LLC | 129,200 | 6.53 | 6,654 | 11.14 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 673 | 0.00 | 35 | 3.03 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 7,255 | -0.04 | 374 | 4.19 | ||||
| 2025-07-22 | 13F | BridgePort Financial Solutions, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,905 | -17.16 | 201 | -13.36 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 5,559 | 0.31 | 290 | 6.23 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 291 | -42.26 | 15 | -41.67 | ||||
| 2025-08-14 | 13F | Betterment LLC | 4,159 | 0 | ||||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Breakwater Capital Group | 26,395 | 71.85 | 1,359 | 79.29 |
