Mga Batayang Estadistika
Pemilik Institusional | 81 total, 81 long only, 0 short only, 0 long/short - change of 2.53% MRQ |
Alokasi Portofolio Rata-rata | 0.2107 % - change of -14.60% MRQ |
Saham Institusional (Jangka Panjang) | 15,277,546 (ex 13D/G) - change of 2.02MM shares 15.27% MRQ |
Nilai Institusional (Jangka Panjang) | $ 297,107 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF (US:MUST) memiliki 81 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 15,277,546 saham. Pemegang saham terbesar meliputi Morgan Stanley, Ameriprise Financial Inc, Wells Fargo & Company/mn, LPL Financial LLC, Bank Of America Corp /de/, Haven Private, LLC, Commonwealth Equity Services, Llc, Royal Bank Of Canada, TruWealth Advisors, LLC, and UBS Group AG .
Struktur kepemilikan institusional Columbia ETF Trust I - Columbia Multi-Sector Municipal Income ETF (ARCA:MUST) 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 20.20 / share. Previously, on September 9, 2024, the share price was 20.73 / share. This represents a decline of 2.56% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-12 | 13F | Jpmorgan Chase & Co | 70,484 | 48.22 | 1,418 | 48.17 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 247,385 | 4.95 | 4,978 | 4.87 | ||||
2025-08-14 | 13F | LM Advisors LLC | 40,725 | 0.00 | 1 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 27,235 | -29.05 | 1 | |||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 75 | 2 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,069,403 | 9.95 | 21,516 | 9.87 | ||||
2025-07-29 | 13F | Horst & Graben Wealth Management LLC | 12,479 | 0.52 | 251 | 0.80 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 219,944 | 4,425 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 18,754 | 2.29 | 0 | |||||
2025-07-24 | 13F | IFP Advisors, Inc | 4,134 | 83 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 80,119 | -6.65 | 1,612 | -6.77 | ||||
2025-08-13 | 13F | GeoWealth Management, LLC | 80,031 | 1,610 | ||||||
2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 108,470 | 11.98 | 2,182 | 11.90 | ||||
2025-08-14 | 13F | Comerica Bank | 18,778 | -35.96 | 378 | -36.10 | ||||
2025-08-15 | 13F | Morgan Stanley | 3,259,079 | 40.80 | 65,573 | 40.70 | ||||
2025-08-04 | 13F | Haven Private, LLC | 821,593 | 1.40 | 16,530 | 1.32 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 108,067 | 5.46 | 2,174 | 5.38 | ||||
2025-04-08 | 13F | Parallel Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Frederick Financial Consultants, LLC | 127,906 | 1.51 | 2,573 | 1.42 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,523 | 35.99 | 433 | 36.16 | ||||
2025-08-04 | 13F | Arbor Capital Management Inc /adv | 74,608 | 0.83 | 1,497 | 0.00 | ||||
2025-08-07 | 13F | Cvfg Llc | 22,271 | -1.51 | 448 | -1.54 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 315,350 | 12.09 | 6 | 20.00 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,750 | 0.00 | 35 | 0.00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 3,416 | 18.16 | 69 | 17.24 | ||||
2025-07-16 | 13F | GenWealth Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 11,965 | 241 | ||||||
2025-08-13 | 13F | Vertex Planning Partners, LLC | 12,294 | 1.44 | 247 | 1.23 | ||||
2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12,117 | 15.85 | 244 | 15.71 | ||||
2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 109,039 | 0.00 | 2,194 | -0.09 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 129,017 | -2.64 | 2,596 | -2.74 | ||||
2025-08-13 | 13F | Baker Avenue Asset Management, LP | 133,245 | -5.11 | 2,681 | -5.20 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 24,068 | -5.60 | 481 | -6.24 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 13,357 | 269 | ||||||
2025-05-07 | 13F | BlueStem Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,821 | 77 | ||||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 11,973 | -15.71 | 241 | -16.08 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 2,309 | -60.96 | 46 | -61.34 | ||||
2025-08-05 | 13F | Westside Investment Management, Inc. | 17,800 | 0.00 | 357 | -0.56 | ||||
2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 14,459 | -29.59 | 291 | -29.78 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 13,536 | 272 | ||||||
2025-08-14 | 13F | Fmr Llc | 683 | 335.03 | 14 | 333.33 | ||||
2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 1,765 | 0.00 | 36 | 0.00 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 12,873 | 0.00 | 0 | |||||
2025-07-16 | 13F | Moneywise, Inc. | 78,861 | -27.58 | 1,587 | -27.65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 182,872 | 37.23 | 3,679 | 37.12 | ||||
2025-07-23 | 13F | Pure Portfolios Holdings Llc | 17,578 | 49.19 | 354 | 48.95 | ||||
2025-08-11 | 13F | Lake Street Financial Llc | 67,299 | 0.10 | 1,354 | 0.07 | ||||
2025-08-14 | 13F | Paragon Private Wealth Management, LLC | 30,176 | -29.32 | 607 | -29.34 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-07-23 | 13F | Lakeside Advisors, INC. | 39,990 | 17.74 | 805 | 17.72 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 2,599,097 | 6.99 | 52,284 | 6.93 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11,804 | -5.57 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 13,450 | 271 | ||||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 233,038 | 277.29 | 4,689 | 277.15 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 52,979 | 8.61 | 1,066 | 8.45 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 61,054 | 1,228 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 22,292 | -20.94 | 449 | -20.99 | ||||
2025-07-29 | 13F | Private Trust Co Na | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | ORG Partners LLC | 10,416 | 209 | ||||||
2025-08-18 | 13F | Arq Wealth Advisors, Llc | 145,368 | 2,927 | ||||||
2025-08-14 | 13F | UBS Group AG | 245,802 | -12.29 | 4,946 | -12.35 | ||||
2025-05-02 | 13F | Transcendent Capital Group LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | LPL Financial LLC | 1,291,788 | 5.31 | 25,991 | 5.23 | ||||
2025-08-14 | 13F | Colony Group, LLC | 74,463 | 137.14 | 1,498 | 137.03 | ||||
2025-08-14 | 13F | C M Bidwell & Associates Ltd | 13,127 | -11.76 | 264 | -11.71 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 44,538 | 0.04 | 1 | |||||
2025-08-07 | 13F | CENTRAL TRUST Co | 123,555 | 3.28 | 2,486 | 3.20 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,220 | -55.41 | 25 | -56.36 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 1,708 | -21.62 | 34 | -20.93 | ||||
2025-08-14 | 13F | Redwood Investment Management, Llc | 15,189 | 0.86 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 133,165 | -26.37 | 2,685 | -26.28 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 11,134 | 0.13 | 224 | 0.45 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 43,050 | -17.68 | 866 | -17.68 | ||||
2025-08-14 | 13F | Integrity Wealth Advisors, Inc. | 15,620 | -3.44 | 314 | -3.38 | ||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 38,944 | 46.72 | 784 | 46.63 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,818,775 | 5.68 | 36,594 | 5.60 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 30,132 | -3.77 | 606 | -3.81 | ||||
2025-08-08 | 13F | Condor Capital Management | 57,809 | 3.79 | 1,163 | 3.75 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 23,175 | 0.00 | 466 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,265 | 0.00 | 86 | 0.00 | ||||
2025-08-04 | 13F | Pensionmark Financial Group, Llc | 18,084 | 0.00 | 364 | -0.27 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
2025-07-07 | 13F | Global Wealth Strategies & Associates | 137,539 | 3.09 | 2,767 | 3.02 | ||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 22,292 | -20.94 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 2,162 | 0.00 | 44 | 0.00 | ||||
2025-07-07 | 13F | TruWealth Advisors, LLC | 246,860 | 15.27 | 4,967 | 15.17 | ||||
2025-07-16 | 13F | New Insight Wealth Advisors | 18,976 | -13.96 | 382 | -14.19 |