Mga Batayang Estadistika
| Pemilik Institusional | 78 total, 76 long only, 0 short only, 2 long/short - change of -4.82% MRQ |
| Alokasi Portofolio Rata-rata | 0.2785 % - change of -14.31% MRQ |
| Saham Institusional (Jangka Panjang) | 6,894,137 (ex 13D/G) - change of -0.29MM shares -4.09% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 66,219 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
VanEck ETF Trust - VanEck Mortgage REIT Income ETF (US:MORT) memiliki 78 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 6,894,137 saham. Pemegang saham terbesar meliputi LPL Financial LLC, Gradient Investments LLC, Bank Of America Corp /de/, OIOIX - AXS Income Opportunities Fund Class I, AXS Investments LLC, Drive Wealth Management, Llc, Ashton Thomas Private Wealth, LLC, Morgan Stanley, Mml Investors Services, Llc, and Arete Wealth Advisors, LLC .
Struktur kepemilikan institusional VanEck ETF Trust - VanEck Mortgage REIT Income ETF (ARCA:MORT) 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 11.34 / share. Previously, on September 9, 2024, the share price was 11.69 / share. This represents a decline of 2.99% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,246 | -27.08 | 0 | |||||
| 2025-08-12 | 13F | Hillsdale Investment Management Inc. | 14,600 | 154 | ||||||
| 2025-05-12 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Jaffetilchin Investment Partners, LLC | 21,508 | -1.27 | 227 | -6.58 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 93 | 6.90 | 1 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 300 | 0.00 | 3 | 0.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 68,681 | -1.10 | 725 | -6.45 | ||||
| 2025-07-23 | 13F | H&H Retirement Design & Management INC | 109,454 | 15.28 | 1,143 | 27.60 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,000 | 0.00 | 11 | -9.09 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 65,126 | 19.66 | 688 | 13.18 | ||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Wealthfront Advisers Llc | 39,646 | -0.57 | 419 | -6.07 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 3,966 | 3.07 | 42 | -2.38 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 13 | -96.52 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 159,058 | 3.22 | 1,680 | -2.44 | ||||
| 2025-08-14 | 13F | UBS Group AG | 120,897 | 343.56 | 1,277 | 319.74 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 6 | 0 | ||||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 601 | 0 | ||||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 55,755 | 589 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 141,327 | 2,318.74 | 1,492 | 2,195.38 | ||||
| 2025-04-17 | 13F | Rebalance, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 61,243 | 45.82 | 647 | 37.74 | ||||
| 2025-08-07 | 13F | Cascade Financial Partners, LLC | 41,020 | 0.00 | 433 | -5.46 | ||||
| 2025-07-23 | 13F | Sax Wealth Advisors, Llc | 30,000 | 0.00 | 317 | -5.67 | ||||
| 2025-08-14 | 13F | TCG Advisory Services, LLC | 10,727 | 0.77 | 113 | -4.24 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 244,784 | -1.38 | 2,585 | -6.78 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 230,615 | 6.36 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 55,736 | -0.61 | 589 | -6.07 | ||||
| 2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 35,015 | 156.07 | 370 | 142.76 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 555 | -90.36 | 6 | -92.19 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 549,788 | 15.44 | 5,806 | 9.14 | ||||
| 2025-08-12 | 13F | Country Trust Bank | 300 | 3 | ||||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integras Partners LLC | 124,951 | -12.90 | 1,319 | -17.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 37,129 | 30.08 | 392 | 23.27 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,508 | 26 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -50.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 33,954 | 27.09 | 359 | 20.13 | ||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 1,000 | 0.00 | 11 | -9.09 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 68,054 | 12.68 | 719 | 6.53 | ||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 50 | -16.67 | 1 | |||||
| 2025-05-15 | 13F | Talon Private Wealth, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Westend Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 1 | 0 | ||||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Institute for Wealth Management, LLC. | 25,811 | 74.69 | 273 | 64.85 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 14,051 | 0.00 | 148 | -5.13 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 16,354 | -16.44 | 173 | -21.10 | ||||
| 2025-06-10 | 13F | Birchbrook, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 0 | -100.00 | 0 | ||||
| 2025-07-29 | 13F | Tradewinds Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 12,657 | 134 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 102,561 | 20.22 | 1,083 | 13.76 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Arete Wealth Advisors, LLC | 203,761 | 6.42 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 109,362 | 115.23 | 1,155 | 103.35 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,053,927 | -22.90 | 11,129 | -27.11 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 20,143 | 213 | ||||||
| 2025-07-17 | 13F | Fifth Third Securities, Inc. | 47,473 | 24.96 | 501 | 18.16 | ||||
| 2025-08-25 | NP | OIOIX - AXS Income Opportunities Fund Class I | 493,198 | -12.93 | 5,208 | -17.69 | ||||
| 2025-08-14 | 13F | Harvest Investment Services, LLC | 13,789 | 19.59 | 146 | 13.28 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 36 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | AXS Investments LLC | 493,198 | -12.93 | 5,208 | -17.69 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 30,530 | 3.65 | 0 | |||||
| 2025-08-14 | 13F | Van Den Berg Management I, Inc | 585 | 0.00 | 6 | 0.00 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 152,433 | -4.67 | 1,610 | -9.91 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 71,710 | 5.25 | 757 | -0.53 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 19,030 | 0.00 | 201 | -5.66 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 46,870 | 0.01 | 497 | -4.97 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 44,858 | -89.20 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 249,719 | 2,637 | ||||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | ARS Wealth Advisors Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 339 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 42,200 | 446 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 83,808 | 0.67 | 885 | -4.74 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 11,600 | -31.76 | 122 | -35.45 | |||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 20,382 | 3.80 | 215 | -1.83 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 16,500 | -5.17 | 174 | -10.31 | |||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Gilman Hill Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 683,668 | 6.08 | 7,220 | 0.29 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 268 | 3 | ||||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 21,250 | 0.00 | 224 | -5.49 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Huntington National Bank | 32 | -6.06 | ||||||
| 2025-08-14 | 13F | AllSquare Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-29 | NP | OneAscent Capital Opportunities Fund | 20,000 | -28.57 | 211 | -32.37 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 4,000 | 0.00 | 42 | -4.55 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,190 | 9.89 | 34 | 3.13 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 5,258 | 0.00 | 56 | -5.17 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 7,040 | 0.00 | 74 | -5.13 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 344,425 | 8.79 | 3,637 | 2.86 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 107,390 | 5.85 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 104 | 1 | ||||||
| 2025-08-13 | 13F | JBR Co Financial Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 99 | 1 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 24,942 | -5.40 | 263 | -10.54 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 14,200 | 9.65 | 150 | 3.47 |
