Mga Batayang Estadistika
Pemilik Institusional | 97 total, 97 long only, 0 short only, 0 long/short - change of -2.02% MRQ |
Alokasi Portofolio Rata-rata | 0.0203 % - change of 10.17% MRQ |
Saham Institusional (Jangka Panjang) | 4,407,674 (ex 13D/G) - change of -0.03MM shares -0.70% MRQ |
Nilai Institusional (Jangka Panjang) | $ 204,260 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF (US:LCTD) memiliki 97 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 4,407,674 saham. Pemegang saham terbesar meliputi Ubs Asset Management Americas Inc, Envestnet Asset Management Inc, LPL Financial LLC, Envestnet Portfolio Solutions, Inc., Jpmorgan Chase & Co, Park Avenue Securities Llc, Flow Traders U.s. Llc, Cetera Investment Advisers, Cwm, Llc, and Mml Investors Services, Llc .
Struktur kepemilikan institusional BlackRock ETF Trust - BlackRock World ex U.S. Carbon Transition Readiness ETF (ARCA:LCTD) 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 52.33 / share. Previously, on September 9, 2024, the share price was 46.53 / share. This represents an increase of 12.48% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Regal Investment Advisors LLC | 5,875 | -6.27 | 299 | 3.11 | ||||
2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | RFG Advisory, LLC | 6,338 | -2.27 | 322 | 7.69 | ||||
2025-08-14 | 13F | Diversify Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Capital Analysts, Inc. | 2,159 | 4.70 | 0 | |||||
2025-08-13 | 13F | Elios Financial Group Inc. | 8,711 | 2.09 | 443 | 12.44 | ||||
2025-04-08 | 13F/A | California State Teachers Retirement System | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,602 | 0.00 | 81 | 10.96 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 511 | -4.13 | 26 | 4.17 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 1,224,894 | -2.52 | 62,301 | 7.34 | ||||
2025-08-04 | 13F | Assetmark, Inc | 30,407 | 6.66 | 1,547 | 17.48 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 81,644 | 2.83 | 4 | 33.33 | ||||
2025-07-23 | 13F | 1 North Wealth Services Llc | 130 | 0.00 | 7 | 0.00 | ||||
2025-08-13 | 13F | Transce3nd, LLC | 221 | -3.49 | 11 | 10.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 53 | 3 | ||||||
2025-08-13 | 13F | Maia Wealth LLC | 3,957 | 201 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 7,651 | -13.48 | 389 | -4.66 | ||||
2025-07-21 | 13F | Ameriflex Group, Inc. | 110 | -23.08 | 6 | -16.67 | ||||
2025-07-15 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 19,757 | 3.43 | 1,005 | 13.83 | ||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 417 | -2.80 | 19 | 5.56 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 1,144 | -7.52 | 58 | 1.75 | ||||
2025-08-29 | 13F | Evolution Wealth Management Inc. | 229 | 12 | ||||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 5,419 | -2.22 | 276 | 7.00 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 99 | 0.00 | 5 | 25.00 | ||||
2025-07-17 | 13F | Hanson & Doremus Investment Management | 77 | 0.00 | 0 | |||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 15,629 | -2.12 | 795 | 7.73 | ||||
2025-07-25 | 13F | Cwm, Llc | 69,073 | 121.10 | 4 | 200.00 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 8,138 | -31.17 | 0 | |||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 8,965 | -2.46 | 456 | 7.31 | ||||
2025-08-12 | 13F | LPL Financial LLC | 296,660 | 16.58 | 15,089 | 28.36 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 133,206 | -5.98 | 6,775 | 3.55 | ||||
2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | GeoWealth Management, LLC | 14,326 | 44.33 | 729 | 58.95 | ||||
2025-08-11 | 13F | United Capital Financial Advisers, Llc | 19,694 | -4.19 | 1,002 | 5.48 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 289 | 0.00 | 15 | 7.69 | ||||
2025-07-24 | 13F | MA Private Wealth | 6,020 | 0.00 | 306 | 10.07 | ||||
2025-07-14 | 13F | Park Avenue Securities Llc | 109,147 | -0.94 | 6 | 0.00 | ||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 9,601 | -19.18 | 488 | -10.95 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 56,267 | 15.20 | 2,862 | 26.87 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 179 | 9 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 16,472 | 0.96 | 1 | |||||
2025-07-25 | 13F | We Are One Seven, LLC | 8,806 | 3.48 | 448 | 13.74 | ||||
2025-08-07 | 13F | Allworth Financial LP | 4 | 0.00 | 0 | |||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 2,333 | 0.65 | 119 | 10.28 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 935 | 120.00 | 48 | 161.11 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 164 | 0.00 | 8 | 14.29 | ||||
2025-08-11 | 13F | Sofi Wealth, Llc | 13,147 | 59.96 | 669 | 76.25 | ||||
2025-08-01 | 13F | Austin Private Wealth, LLC | 7,453 | -1.44 | 379 | 8.60 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 8,156 | 3.69 | 415 | 14.05 | ||||
2025-08-13 | 13F | Kilter Group LLC | 103 | 5 | ||||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,036 | 22.56 | 1 | 0.00 | ||||
2025-04-17 | 13F | Factory Mutual Insurance Co | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 101 | -5.61 | 5 | 25.00 | ||||
2025-08-14 | 13F | Comerica Bank | 1,123 | -4.43 | 57 | 5.56 | ||||
2025-07-23 | 13F | Nbt Bank N A /ny | 150 | 0.00 | 8 | 16.67 | ||||
2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 797 | 41 | ||||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13,268 | -5.73 | 675 | 3.69 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,502 | 76 | ||||||
2025-08-11 | 13F | HighTower Advisors, LLC | 9,158 | -2.05 | 466 | 7.89 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 3,330 | 56.12 | 169 | 72.45 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 296 | 2.07 | 15 | 15.38 | ||||
2025-08-14 | 13F | UBS Group AG | 1,414 | 5.76 | 72 | 16.39 | ||||
2025-08-08 | 13F | Wealth Alliance | 6,851 | -7.63 | 348 | 1.75 | ||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 4,163 | 212 | ||||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 214 | 0.00 | 11 | 11.11 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 1,456 | 75 | ||||||
2025-07-24 | 13F | IFP Advisors, Inc | 34 | -92.93 | 2 | -95.45 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 178 | 1.71 | 9 | 12.50 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,304 | 2.55 | 270 | 13.03 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 121 | -3.20 | 6 | 20.00 | ||||
2025-08-14 | 13F | Ubs Asset Management Americas Inc | 1,480,000 | 0.00 | 75,276 | 10.11 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 398 | -11.56 | 20 | 0.00 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 1,129 | -6.31 | 57 | 3.64 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 480 | -22.08 | 24 | -17.24 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 5,023 | -4.18 | 255 | 5.37 | ||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 15,119 | -8.11 | 769 | 1.19 | ||||
2025-08-12 | 13F | MAI Capital Management | 64 | 0.00 | 3 | 50.00 | ||||
2025-08-11 | 13F | Theory Financial Llc | 4,052 | 202 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 80,148 | 3.41 | 4,077 | 13.85 | ||||
2025-08-14 | 13F | Snowden Capital Advisors LLC | 5,556 | -1.10 | 283 | 8.88 | ||||
2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 63,993 | -3.88 | 3 | 0.00 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 205 | 0.00 | 9 | 12.50 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 20,687 | 2.17 | 1,052 | 12.51 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 12,828 | -2.05 | 650 | 6.73 | ||||
2025-07-22 | 13F | Merit Financial Group, LLC | 7,956 | 46.06 | 405 | 60.96 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 9,830 | 20.20 | 500 | 32.36 | ||||
2025-07-10 | 13F | Sharkey, Howes & Javer | 16,340 | 0.05 | 831 | 10.21 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18,907 | 111.91 | 942 | 128.40 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 7,794 | 6.93 | 396 | 17.86 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 5,376 | 2.34 | 273 | 12.81 | ||||
2025-07-17 | 13F | One Wealth Advisors, LLC | 26,701 | -3.28 | 1,358 | 6.51 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 259,498 | -11.29 | 13,199 | -2.32 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 12,138 | 3.66 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 18,402 | 100.83 | 936 | 121.04 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1,192 | 0.00 | 61 | 9.09 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,158 | -15.35 | 59 | -7.94 | ||||
2025-08-06 | 13F | One Wealth Capital Management, Llc | 4,486 | -3.90 | 228 | 6.05 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 | -99.11 | 0 | -100.00 | ||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 4,132 | -2.48 | 210 | 7.69 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 31,315 | 0.83 | 1,593 | 11.02 | ||||
2025-08-14 | 13F | Gen-Wealth Partners Inc | 1,920 | 0.68 | 98 | 10.23 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 8,178 | 4.85 | 378 | 11.21 |