Mga Batayang Estadistika
Pemilik Institusional | 133 total, 133 long only, 0 short only, 0 long/short - change of -2.19% MRQ |
Alokasi Portofolio Rata-rata | 0.0385 % - change of -18.61% MRQ |
Saham Institusional (Jangka Panjang) | 6,485,090 (ex 13D/G) - change of -0.20MM shares -2.94% MRQ |
Nilai Institusional (Jangka Panjang) | $ 303,982 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF (US:NUMG) memiliki 133 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 6,485,090 saham. Pemegang saham terbesar meliputi Morgan Stanley, Wells Fargo & Company/mn, Royal Bank Of Canada, Tiaa Trust, National Association, LPL Financial LLC, Bank of New York Mellon Corp, Bank Of America Corp /de/, Ameriprise Financial Inc, UBS Group AG, and AlTi Global, Inc. .
Struktur kepemilikan institusional Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG) 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 48.81 / share. Previously, on September 9, 2024, the share price was 41.84 / share. This represents an increase of 16.65% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Comerica Bank | 3,075 | 54.83 | 149 | 74.12 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7,314 | 28.54 | 354 | |||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1,337 | -3.81 | 65 | 8.47 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 505 | 0.00 | 24 | 14.29 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81,032 | -17.43 | 3,926 | -6.79 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7,723 | -48.77 | 374 | -42.19 | ||||
2025-07-18 | 13F | Vicus Capital | 22,267 | 0.18 | 1,079 | 13.12 | ||||
2025-08-12 | 13F | LPL Financial LLC | 472,802 | 9.72 | 22,907 | 23.86 | ||||
2025-05-05 | 13F | Darden Wealth Group Inc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 7,369 | -6.87 | 357 | 5.31 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 55 | 0.00 | 3 | 0.00 | ||||
2025-07-15 | 13F | McAdam, LLC | 4,750 | 230 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 24 | 0.00 | 1 | 0.00 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 191 | 4.37 | 9 | 28.57 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 347,720 | 4.70 | 16,847 | 18.19 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 16,031 | 781 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8,795 | -1.64 | 426 | 11.23 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8,981 | -5.12 | 435 | 7.14 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1,013 | 0.00 | 49 | 16.67 | ||||
2025-08-14 | 13F | UBS Group AG | 224,357 | 8.11 | 10,870 | 22.04 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6,138 | 17.16 | 297 | 32.59 | ||||
2025-07-16 | 13F/A | CX Institutional | 4,751 | -5.90 | 0 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 4,328 | 210 | ||||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 14,002 | 4.26 | 601 | -5.66 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 340 | 0.00 | 16 | 14.29 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,080 | -67.08 | 101 | -63.10 | ||||
2025-08-07 | 13F | PFG Advisors | 4,796 | -1.66 | 232 | 11.00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12,050 | 0.00 | 595 | 15.09 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,030 | 244 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 55,010 | 9.87 | 2,641 | 23.01 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 217 | 0.00 | 11 | 11.11 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 9,481 | 0.43 | 459 | 13.33 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100.00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 22,800 | -19.01 | 1,105 | -8.61 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 39,789 | -11.65 | 1,928 | -0.26 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 4,804 | -3.55 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 2,995 | 1.08 | 145 | 14.17 | ||||
2025-08-12 | 13F | MAI Capital Management | 409 | 0.00 | 20 | 11.76 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 8,757 | 19.26 | 424 | 34.60 | ||||
2025-08-08 | 13F | Creative Planning | 77,496 | -0.02 | 3,755 | 12.87 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 37,521 | 0.68 | 1,818 | 13.63 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 11,180 | 0.00 | 542 | 12.94 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 16,291 | -22.47 | 789 | -12.43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13,844 | -5.46 | 1 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,089 | 108.40 | 537 | 135.53 | ||||
2025-04-28 | 13F | Money Design Co.,Ltd. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 418 | 0.00 | 20 | 17.65 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 104,906 | -1.31 | 5,083 | 11.40 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 498,599 | -17.26 | 24,157 | -6.60 | ||||
2025-04-16 | 13F | Sound Stewardship, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Motco | 1,248 | 0.00 | 61 | 13.21 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 10,207 | 19.62 | 495 | 34.97 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37,704 | 5.70 | 1,827 | 19.35 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 20 | 0.00 | 1 | |||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 15,748 | -50.15 | 1 | -100.00 | ||||
2025-08-06 | 13F | Simmons Bank | 8,328 | -2.35 | 403 | 10.11 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1,523 | 0.00 | 74 | 12.31 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 25,369 | -14.93 | 1,229 | -3.91 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 24,482 | 3.15 | 1,186 | 16.50 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 26,885 | -3.10 | 1,303 | 9.41 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 5,409 | 0.00 | 262 | 12.93 | ||||
2025-04-29 | 13F | Values Added Financial LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 262 | -49.32 | 13 | -45.45 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 140 | 0.00 | 7 | 0.00 | ||||
2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 154 | |||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 13,048 | 1 | ||||||
2025-07-07 | 13F | Trust Co | 5,845 | -8.64 | 283 | 3.28 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 7,297 | -15.45 | 354 | -4.59 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 179 | 18.54 | 9 | 33.33 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 18,270 | -19.27 | 885 | -8.86 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 3,478 | 0.00 | 167 | 16.78 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 54 | 0.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 57,437 | -0.03 | 2,783 | 12.86 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 6,193 | -2.85 | 300 | 9.89 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5,358 | 6.06 | 260 | 19.91 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 268,035 | 30.74 | 12,995 | 47.32 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 11,031 | -45.31 | 534 | -38.27 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 678 | 0.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15,659 | 6.25 | 759 | 19.94 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 107 | 64.62 | 5 | 150.00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 1,383 | -36.21 | 67 | -27.96 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 61,491 | -1.51 | 2,979 | 11.24 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 7,165 | 347 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 8,265 | 52.63 | 400 | 72.41 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 6,320 | -11.07 | 306 | 0.33 | ||||
2025-07-30 | 13F | Whittier Trust Co | 62,623 | -9.29 | 3,034 | 2.43 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6,038 | 0.00 | 293 | 12.74 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2,760 | 0.00 | 134 | 12.71 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 53 | 0.00 | 3 | 0.00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14,699 | -21.56 | 712 | -11.44 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2,242 | 109 | ||||||
2025-07-25 | 13F | Cwm, Llc | 8,001 | 119.75 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17,571 | 177.93 | 862 | 218.08 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 157,208 | -36.50 | 7,617 | -28.32 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 110 | -42.11 | 5 | -37.50 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 10,244 | 37.10 | 496 | 55.00 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1,628 | 0.00 | 79 | 13.04 | ||||
2025-08-07 | 13F | Commerce Bank | 20,034 | -10.36 | 971 | 1.15 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 7,310 | -2.71 | 354 | 9.94 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142,475 | 13.38 | 7 | 20.00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1,412 | -14.32 | 68 | -2.86 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 11,500 | 0.00 | 557 | 12.98 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 4,521 | 219 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 63,303 | 0.00 | 3,067 | 12.92 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 5,412 | 12.66 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 94,703 | -12.07 | 4,588 | -0.74 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 12,200 | 1.67 | 591 | 14.98 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 306 | 0.00 | 15 | 7.69 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8,533 | -18.87 | 413 | -8.65 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 382,679 | 7.16 | 18,541 | 20.96 | ||||
2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 16,775 | -2.60 | 813 | 9.88 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7,745 | -13.36 | 380 | -0.78 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 416 | 0.00 | 20 | 17.65 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2,058 | 100 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 88 | 0.00 | 4 | 33.33 | ||||
2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 7,149 | 9.20 | 346 | 23.57 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1,071 | -29.63 | 52 | -21.54 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
2025-04-09 | 13F | West Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6,276 | 0.00 | 304 | 13.01 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 624 | 0.00 | 30 | 15.38 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 0.00 | 11 | 10.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1,109,271 | 1.28 | 53,744 | 14.33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 790,108 | 0.39 | 38,281 | 13.33 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 516,582 | -1.50 | 25,029 | 11.19 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 17,412 | -44.78 | 844 | -37.69 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 130 | -99.21 | 6 | -99.15 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 43 | -52.75 | 2 | -50.00 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 4,542 | -4.94 | 220 | 7.32 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 17,370 | -12.56 | 846 | 8.47 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,175 | 37.43 | 57 | 40.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4,348 | 211 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 33,939 | -17.96 | 1,644 | -7.38 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 16,299 | -15.02 | 790 | -4.13 | ||||
2025-07-24 | 13F | Blair William & Co/il | 913 | -20.95 | 44 | -10.20 | ||||
2025-07-24 | 13F | rebel Financial LLC | 22,010 | 1,066 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9,392 | 0.00 | 455 | 12.90 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 562 | 0.00 | 27 | 12.50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1,903 | 0.00 | 92 | 13.58 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11,951 | 39.88 | 579 | 58.20 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 8,056 | 390 |