Mga Batayang Estadistika
| Pemilik Institusional | 124 total, 124 long only, 0 short only, 0 long/short - change of 3.31% MRQ |
| Alokasi Portofolio Rata-rata | 0.2259 % - change of -19.27% MRQ |
| Saham Institusional (Jangka Panjang) | 12,507,648 (ex 13D/G) - change of -0.99MM shares -7.33% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 489,264 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (US:OUSM) memiliki 124 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 12,507,648 saham. Pemegang saham terbesar meliputi Ameriprise Financial Inc, Morgan Stanley, Avantax Advisory Services, Inc., Wells Fargo & Company/mn, Capital Analysts, Inc., LPL Financial LLC, Raymond James Financial Inc, Royal Bank Of Canada, UBS Group AG, and Bank Of America Corp /de/ .
Struktur kepemilikan institusional ALPS ETF Trust - ALPS | O'Shares U.S. Small-Cap Quality Dividend ETF (BATS:OUSM) 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 45.39 / share. Previously, on September 9, 2024, the share price was 42.56 / share. This represents an increase of 6.65% 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 | 1,819 | 0.00 | 79 | 2.63 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 7,367 | -0.14 | 318 | 2.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 762,820 | -3.11 | 32,961 | -0.37 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 36,178 | 6.60 | 1,563 | 9.61 | ||||
| 2025-07-14 | 13F | Armstrong Advisory Group, Inc | 561 | 0.00 | 24 | 0.00 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 50,446 | 74.73 | 2,180 | 79.64 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,987 | -15.48 | 86 | -13.27 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 2,330 | 101 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 11,633 | 0.43 | 503 | 3.29 | ||||
| 2025-08-11 | 13F | Symphony Financial, Ltd. Co. | 16,326 | 706 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 64,638 | 0.00 | 2,793 | 2.80 | ||||
| 2025-07-24 | 13F | Accredited Investor Services, Llc | 4,821 | 0.00 | 208 | 2.97 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2,940 | -5.80 | 127 | -3.05 | ||||
| 2025-04-25 | 13F | Trademark Financial Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-01 | 13F | Stonehearth Capital Management, LLC | 350,366 | -0.44 | 15,139 | 2.39 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 1,758 | 0.57 | 77 | 4.05 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 554,954 | 3.39 | 23,980 | 6.32 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 48,760 | -5.78 | 2,107 | -3.13 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 13,061 | -30.23 | 1 | |||||
| 2025-08-11 | 13F | Berkeley, Inc | 35,983 | -77.47 | 1,555 | -76.84 | ||||
| 2025-05-12 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 44,400 | -63.42 | 1,919 | -62.39 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,602,812 | 2.23 | 69,258 | 5.13 | ||||
| 2025-07-22 | 13F | PUREfi Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 21,170 | -25.38 | 915 | -23.32 | ||||
| 2025-08-11 | 13F | Vista Cima Wealth Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-24 | 13F | Kraft, Davis & Associates, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,730 | -4.97 | 550 | -2.14 | ||||
| 2025-07-29 | 13F | Morgan Dempsey Capital Management Llc | 3,291 | 67.40 | 142 | 73.17 | ||||
| 2025-08-12 | 13F | SPX Equities Gestao de Recursos Ltda | 0 | -100.00 | 0 | |||||
| 2025-05-05 | 13F | Archer Investment Corp | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 38,235 | 19.40 | 2 | 0.00 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,641,689 | 8.07 | 70,934 | 11.15 | ||||
| 2025-08-05 | 13F | McGinn Investment Management, Inc. | 6,929 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 45,389 | -14.46 | 2 | -50.00 | ||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 49,656 | 2 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 23,740 | -0.31 | 1,026 | 2.60 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 8,984 | 388 | ||||||
| 2025-07-30 | 13F | Castle Wealth Management Llc | 97,362 | 4.08 | 4,207 | 7.05 | ||||
| 2025-05-14 | 13F | Huntington National Bank | 28 | |||||||
| 2025-07-22 | 13F | Beacon Financial Advisory LLC | 32,244 | 35.29 | 1,393 | 39.16 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 11,419 | -68.38 | 493 | -67.50 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 26,407 | -6.92 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | USA Financial Portformulas Corp | 6,079 | 263 | ||||||
| 2025-04-22 | 13F | Country Trust Bank | 495 | 0.00 | 22 | 0.00 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 367,545 | 4.56 | 15,882 | 7.52 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Mount Yale Investment Advisors, LLC | 9 | 0 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 110,166 | 47.98 | 4,760 | 52.17 | ||||
| 2025-08-04 | 13F | Hantz Financial Services, Inc. | 1,000 | 0 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 4,063 | -2.98 | 176 | 0.00 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 15,918 | 5.50 | 688 | 8.53 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 45,171 | -7.02 | 1,952 | -4.41 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 19,060 | 23.38 | 837 | 32.49 | ||||
| 2025-08-13 | 13F | Haverford Trust Co | 44,255 | 0.00 | 1,912 | 2.85 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 12,713 | 5.52 | 554 | 9.29 | ||||
| 2025-08-15 | 13F | Blue Chip Partners, Inc. | 6,944 | -55.25 | 300 | -53.99 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 23,883 | 9.46 | 1,032 | 12.55 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 11,311 | -8.53 | 489 | -5.97 | ||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 7,229 | -3.15 | 0 | |||||
| 2025-08-04 | 13F | Assetmark, Inc | 1,276 | 55 | ||||||
| 2025-07-21 | 13F | Crews Bank & Trust | 7,831 | 338 | ||||||
| 2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 68,629 | -0.08 | 2,965 | 2.74 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 40 | 25.00 | 2 | 0.00 | ||||
| 2025-08-29 | 13F | Total Investment Management Inc | 1 | 0 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 59,423 | 39.36 | 2,568 | 43.33 | ||||
| 2025-08-14 | 13F | Fmr Llc | 2,615 | 3.48 | 113 | 5.66 | ||||
| 2025-05-12 | 13F | Symphony Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 239,493 | 13.08 | 10,348 | 16.28 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 199 | 1.02 | 9 | 0.00 | ||||
| 2025-07-28 | 13F | Rosenberg Matthew Hamilton | 450 | -57.14 | 19 | -56.82 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 49,313 | 93.13 | 2,131 | 99.25 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 22,751 | -0.41 | 983 | 2.50 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 45,420 | 1,973 | ||||||
| 2025-07-24 | 13F | CarsonAllaria Wealth Management, Ltd. | 165 | 0.00 | 7 | 16.67 | ||||
| 2025-05-12 | 13F | Sandy Spring Bank | 106 | 0.00 | 4 | 0.00 | ||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 9,737 | -5.15 | 421 | -2.55 | ||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Mason & Associates Inc | 124,832 | 2.71 | 5,394 | 5.62 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 7,608 | 10.69 | 329 | 13.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 583,401 | 14.31 | 25,209 | 17.54 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 19,134 | 0.44 | 827 | 3.25 | ||||
| 2025-07-23 | 13F | Richardson Capital Management LLC | 3,750 | 0.00 | 162 | 3.18 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Canton Hathaway, LLC | 1,000 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 7,711 | -7.06 | 333 | -4.31 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 126,623 | 10.48 | 5 | 25.00 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 5,680 | 0.00 | 245 | 2.94 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 52,566 | 21.27 | 2,271 | 24.71 | ||||
| 2025-08-04 | 13F | Premier Path Wealth Partners, LLC | 79,551 | 1.61 | 3,437 | 4.50 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 21,729 | 1.26 | 939 | 4.11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 7,355 | 38.33 | 318 | 42.15 | ||||
| 2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 7,408 | 14.37 | 320 | 15.11 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,139 | 913 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 123,650 | 14.66 | 5,343 | 17.90 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 1,072 | 46 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 504,394 | -4.99 | 21,795 | -2.30 | ||||
| 2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 18,124 | 0.03 | 783 | 2.89 | ||||
| 2025-08-14 | 13F | Elevatus Welath Management | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Fiduciary Planning LLC | 33,030 | -17.10 | 1,427 | -14.76 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 200 | -27.27 | 9 | -27.27 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,013 | 0.20 | 44 | 2.38 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 15,289 | -0.98 | 661 | 1.85 | ||||
| 2025-04-28 | 13F | Fedenia Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 76,192 | 33.16 | 3,294 | 37.38 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 608,179 | -27.30 | 26 | -25.71 | ||||
| 2025-07-15 | 13F | Sheets Smith Wealth Management | 100,764 | -0.54 | 4,354 | 2.28 | ||||
| 2025-07-22 | 13F | Kickstand Ventures, Llc. | 107,934 | -55.92 | 4,664 | -54.68 | ||||
| 2025-07-22 | 13F | Duncan Williams Asset Management, LLC | 107,934 | 4,664 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 596,483 | 4.89 | 25,774 | 7.86 | ||||
| 2025-07-23 | 13F | Prasad Wealth Partners, LLC | 232,347 | 15.66 | 10,040 | 18.93 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 700 | 0.00 | 30 | 3.45 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 83,936 | 11.39 | 3,627 | 14.53 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 91,505 | 12.00 | 3,954 | 15.15 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 28 | 1 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 902,661 | 9.44 | 39,004 | 12.54 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 149,413 | 15.08 | 6,456 | 18.35 | ||||
| 2025-07-14 | 13F | Farmers & Merchants Investments Inc | 3,071 | 0.00 | 133 | 2.33 | ||||
| 2025-07-30 | 13F | Axiom Financial Strategies, LLC | 113,463 | -1.70 | 4,903 | 1.07 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 7,926 | 5.04 | 342 | 7.89 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 6,124 | -7.99 | 265 | -5.38 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | GoalVest Advisory LLC | 2,217 | 0.00 | 96 | 2.15 | ||||
| 2025-08-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Ellsworth Advisors, LLC | 7,659 | 4.06 | 331 | 6.80 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 140,654 | -19.62 | 6,078 | -17.35 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,313 | 0.00 | 57 | 1.82 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 5,645 | 8.72 | 244 | 11.47 | ||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12,738 | 19.57 | 550 | 23.04 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 179,828 | -10.44 | 7,770 | -7.91 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61,724 | -24.44 | 3 | -33.33 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 8,637 | -12.23 | 382 | -7.51 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 95 | -69.84 | 4 | -69.23 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 199,916 | -19.62 | 9 | -27.27 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 24,565 | -23.20 | 1,061 | -21.00 | ||||
| 2025-07-08 | 13F | Everpar Advisors Llc | 27,933 | 36.86 | 1,207 | 40.72 | ||||
| 2025-08-07 | 13F | PFG Advisors | 6,907 | 6.99 | 298 | 9.96 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 12,439 | 18.16 | 537 | 21.49 | ||||
| 2025-08-13 | 13F | Brown Advisory Inc | 41,900 | -2.34 | 1,810 | 0.44 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 64 | 0.00 | 3 | 0.00 |
