Mga Batayang Estadistika
Pemilik Institusional | 72 total, 72 long only, 0 short only, 0 long/short - change of 2.86% MRQ |
Alokasi Portofolio Rata-rata | 0.2731 % - change of 14.59% MRQ |
Saham Institusional (Jangka Panjang) | 16,193,015 (ex 13D/G) - change of 1.03MM shares 6.77% MRQ |
Nilai Institusional (Jangka Panjang) | $ 622,734 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF (US:JHSC) memiliki 72 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 16,193,015 saham. Pemegang saham terbesar meliputi Manufacturers Life Insurance Company, The, JAIZX - Managed Volatility Growth Portfolio NAV, Bank Of America Corp /de/, JAIYX - Managed Volatility Balanced Portfolio NAV, Gilbert & Cook, Inc., Wells Fargo & Company/mn, LPL Financial LLC, Private Advisor Group, LLC, Synovus Financial Corp, and Morgan Stanley .
Struktur kepemilikan institusional John Hancock Exchange-Traded Fund Trust - John Hancock Multifactor Small Cap ETF (ARCA:JHSC) 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 41.93 / share. Previously, on September 9, 2024, the share price was 37.92 / share. This represents an increase of 10.58% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 3,000 | 2.04 | 0 | |||||
2025-07-22 | 13F | Evensky & Katz LLC | 43,676 | 0.45 | 2 | 0.00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Manufacturers Life Insurance Company, The | 4,467,224 | 2.85 | 174,445 | 7.75 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 14,703 | -69.56 | 574 | -68.11 | ||||
2025-08-29 | NP | JAIZX - Managed Volatility Growth Portfolio NAV | 2,718,448 | -2.82 | 106,155 | 1.82 | ||||
2025-08-14 | 13F | Comerica Bank | 689 | 244.50 | 27 | 271.43 | ||||
2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 108,391 | -1.14 | 4,233 | 3.57 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 212,387 | 68.68 | 8,288 | 76.64 | ||||
2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 250 | 0.00 | 10 | 0.00 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 299 | 0.00 | 12 | 0.00 | ||||
2025-08-19 | 13F | National Asset Management, Inc. | 122,499 | 30.12 | 4,784 | 27.85 | ||||
2025-07-16 | 13F | Midwest Heritage Bank, FSB | 26,826 | -0.61 | 1,048 | 4.18 | ||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 1,090 | 0.18 | 43 | 5.00 | ||||
2025-07-16 | 13F | Magnus Financial Group LLC | 13,865 | -0.73 | 541 | 4.04 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 147,721 | -0.85 | 5,768 | 3.87 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 35,476 | -3.31 | 1,386 | 1.32 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 808 | 0.00 | 32 | 3.33 | ||||
2025-08-08 | 13F | Creative Planning | 35,317 | -1.19 | 1,379 | 3.53 | ||||
2025-07-16 | 13F | Cahaba Wealth Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 99,648 | 695.97 | 3,891 | 734.98 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 467,236 | 12.97 | 18,246 | 18.36 | ||||
2025-08-14 | 13F | UBS Group AG | 360,706 | -1.02 | 14,086 | 3.70 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,705,038 | -3.75 | 66,582 | 0.84 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 26,186 | -8.17 | 1,023 | -3.77 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 8,196 | -2.24 | 320 | 2.89 | ||||
2025-07-23 | 13F | West Paces Advisors Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,420 | 36.36 | 0 | |||||
2025-04-29 | 13F | Resources Investment Advisors, LLC. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Synovus Financial Corp | 418,833 | 4.14 | 16,360 | 9.13 | ||||
2025-08-29 | NP | JAIUX - Managed Volatility Conservative Portfolio NAV | 68,433 | -49.74 | 2,672 | -47.35 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 189,066 | 24.97 | 7 | 40.00 | ||||
2025-04-18 | 13F | Wolf Group Capital Advisors | 7,855 | 0.00 | 293 | 11.45 | ||||
2025-07-14 | 13F | Iams Wealth Management, Llc | 9,462 | 0.16 | 370 | 4.83 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,272 | -4.25 | 323 | 0.62 | ||||
2025-07-24 | 13F | JNBA Financial Advisors | 20,040 | -1.50 | 783 | 3.17 | ||||
2025-08-12 | 13F | LPL Financial LLC | 456,357 | 7.06 | 17,821 | 12.16 | ||||
2025-07-18 | 13F | Newman Dignan & Sheerar, Inc. | 35,882 | 1,401 | ||||||
2025-08-05 | 13F | Gilbert & Cook, Inc. | 563,781 | 9.38 | 22,016 | 14.59 | ||||
2025-08-13 | 13F | Empire Financial Management Company, LLC | 79,319 | -12.49 | 3,097 | -8.32 | ||||
2025-08-04 | 13F | Assetmark, Inc | 81 | 3 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 67,777 | 19.06 | 2,647 | 24.75 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1 | -96.30 | 0 | -100.00 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 16,448 | 3.44 | 642 | 8.45 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 92 | 0.00 | 4 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 26,341 | 0.20 | 1,029 | 5.01 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 12,325 | 14.40 | 481 | 19.95 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 87,824 | 42.99 | 3,433 | 50.57 | ||||
2025-08-29 | NP | JAIVX - Managed Volatility Moderate Portfolio NAV | 244,624 | 56.33 | 9,553 | 63.79 | ||||
2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 10,018 | 391 | ||||||
2025-07-22 | 13F | Simplicity Wealth,LLC | 46,108 | 271.00 | 1,801 | 288.77 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,323 | -4.71 | 364 | 0.00 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 87,437 | 161.91 | 3,414 | 174.44 | ||||
2025-07-16 | 13F | ORG Partners LLC | 1,507 | 60 | ||||||
2025-08-15 | 13F | Morgan Stanley | 365,089 | 52.02 | 14,257 | 59.27 | ||||
2025-08-29 | NP | JAIYX - Managed Volatility Balanced Portfolio NAV | 1,435,719 | 14.52 | 56,065 | 19.98 | ||||
2025-07-14 | 13F | Enzi Wealth | 5,440 | 218 | ||||||
2025-05-15 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | American Institute for Advanced Investment Management, LLP | 44,940 | -0.19 | 1,755 | 4.53 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 150,389 | 4.63 | 5,873 | 9.61 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 15,676 | 37.41 | 612 | 44.00 | ||||
2025-07-29 | 13F | Private Trust Co Na | 758 | 30 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 421,682 | -0.87 | 16,467 | 3.86 | ||||
2025-07-21 | 13F | Cornell Pochily Investment Advisors, Inc. | 21,943 | -11.28 | 857 | -7.06 | ||||
2025-08-14 | 13F | Fmr Llc | 613 | 22.11 | 24 | 27.78 | ||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 1,362 | 0.00 | 53 | 6.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8,236 | -36.64 | 322 | -33.68 | ||||
2025-08-05 | 13F | Atlas Wealth LLC | 102,898 | 1.31 | 4,085 | 7.93 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 180,060 | 183.81 | 7,031 | 197.42 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 11,567 | 0.00 | 465 | 7.89 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 200 | 0.00 | 8 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 160 | 0.00 | 6 | 20.00 | ||||
2025-07-17 | 13F | Park Place Capital Corp | 9,181 | 364 | ||||||
2025-07-29 | 13F | Sims Investment Management, Llc | 288,067 | 70.74 | 11,249 | 78.90 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 260 | -28.37 | 0 | |||||
2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,710 | 613 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,760 | 0.64 | 576 | 5.49 |