Mga Batayang Estadistika
| Pemilik Institusional | 101 total, 100 long only, 0 short only, 1 long/short - change of 8.60% MRQ |
| Alokasi Portofolio Rata-rata | 0.1984 % - change of 1.74% MRQ |
| Saham Institusional (Jangka Panjang) | 2,674,537 (ex 13D/G) - change of 0.39MM shares 16.94% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 175,076 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF (US:PSP) memiliki 101 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 2,674,537 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Morgan Stanley, Beacon Capital Management, Inc., Envestnet Asset Management Inc, Endowment Wealth Management, Inc., LPL Financial LLC, Wells Fargo & Company/mn, Aletheian Wealth Advisors LLC, QAI - IQ Hedge Multi-Strategy Tracker ETF, and Beta Wealth Group, Inc. .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco Global Listed Private Equity ETF (ARCA:PSP) 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 70.64 / share. Previously, on September 9, 2024, the share price was 63.42 / share. This represents an increase of 11.38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Comerica Bank | 275 | 0.00 | 19 | 5.88 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 17,269 | 31.70 | 1,189 | 35.89 | ||||
| 2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Holos Integrated Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 55,699 | -0.99 | 3,835 | 6.38 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 3,088 | 213 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 6,616 | 456 | ||||||
| 2025-05-08 | NP | QALTX - Quantified Alternative Investment Fund Investor Class Shares | 199 | 13 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 37 | 0.00 | 3 | 0.00 | ||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Wealth Partners | 100 | 7 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,529 | -7.95 | 449 | -1.10 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 638 | 0.00 | 44 | 7.50 | ||||
| 2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 8,588 | 20.67 | 591 | 29.89 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Vermillion & White Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Schechter Investment Advisors, LLC | 13,500 | 8.81 | 865 | 4.35 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 17 | 0.00 | 1 | 0.00 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 5,474 | -15.98 | 377 | -9.83 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6,050 | -0.75 | 417 | 6.67 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,841 | 14.08 | 264 | 22.79 | ||||
| 2025-05-01 | 13F | Bleakley Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 4,368 | -58.69 | 301 | -55.69 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 75 | 0.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 60 | 0.00 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | Natixis Advisors, L.p. | 29,786 | 149.74 | 2 | |||||
| 2025-08-05 | 13F | Advisors Preferred, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 253,844 | -2.79 | 17,477 | 4.47 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 329 | 23 | ||||||
| 2025-07-21 | 13F | Ntv Asset Management Llc | 23,795 | -1.65 | 1,638 | 5.68 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 314,298 | 16.86 | 21,639 | 25.58 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 690 | 47 | ||||||
| 2025-05-02 | 13F | Wealthfront Advisers Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 202,671 | 80.60 | 13,954 | 94.09 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 14,439 | 994 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 58 | -82.94 | 4 | -85.71 | ||||
| 2025-08-12 | 13F | Cynosure Management, Llc | 17,419 | 15.29 | 1,199 | 23.86 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,867 | 3.82 | 748 | 10.65 | ||||
| 2025-05-12 | 13F | Founders Financial Alliance, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,219 | 3.16 | 359 | 10.80 | ||||
| 2025-04-11 | 13F/A | Private Advisory Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Burke & Herbert Bank & Trust Co | 5,225 | 4.50 | 360 | 12.19 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 50,000 | 54.46 | 3,442 | 66.04 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 3,984 | 0.00 | 274 | 7.45 | ||||
| 2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Winch Advisory Services, LLC | 40 | 0.00 | 3 | 0.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 45 | 0.00 | 3 | 50.00 | ||||
| 2025-07-18 | 13F | O'ROURKE & COMPANY, Inc | 3,162 | 218 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Put | 7,900 | 544 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 7,738 | -81.03 | 533 | -79.64 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7,168 | 40.38 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 18,447 | 64.08 | 1 | |||||
| 2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 1,200 | 0.00 | 83 | 6.49 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 19,081 | 11.77 | 1,314 | 20.13 | ||||
| 2025-07-09 | 13F | Triumph Capital Management | 3,931 | 271 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 347 | -3.34 | 24 | 0.00 | ||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 189,120 | -0.61 | 13,021 | 6.81 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 41,869 | 899.98 | 2,883 | 975.37 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 600 | 41 | ||||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Betterment LLC | 8,336 | 1.09 | 1 | |||||
| 2025-08-12 | 13F | Manchester Capital Management LLC | 450 | 0.00 | 31 | 7.14 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 137,673 | 27.78 | 9,479 | 37.30 | ||||
| 2025-04-11 | 13F | Davis Capital Management | 2 | 0.00 | 0 | |||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 4,040 | 2.30 | 278 | 9.88 | ||||
| 2025-05-27 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 29,547 | -8.86 | 1,893 | -12.52 | ||||
| 2025-08-01 | 13F | Bessemer Group Inc | 15,398 | 19.30 | 1 | |||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 57 | 0.00 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 39,318 | 61.13 | 2,642 | 69.03 | ||||
| 2025-09-04 | 13F | Beacon Capital Management, Inc. | 235,728 | 5,944.31 | 16,230 | 6,094.27 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 1 | -83.33 | 0 | |||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 100 | 0.00 | 7 | 0.00 | ||||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Federation des caisses Desjardins du Quebec | 2,627 | 0.00 | 181 | 7.14 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 17,098 | 45.08 | 1,177 | 55.89 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 3,831 | -29.54 | 264 | -24.43 | ||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 73,550 | 5,064 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 18,239 | 6.70 | 1,256 | 14.61 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 29 | 70.59 | 2 | 0.00 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 2,999 | 209 | ||||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 800 | 0.00 | 55 | 7.84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 392 | -15.52 | 27 | -10.34 | ||||
| 2025-07-18 | 13F | Marino, Stram & Associates Llc | 5,467 | 376 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 4,702 | 0.97 | 324 | 8.39 | ||||
| 2025-08-14 | 13F | Fmr Llc | 258 | 4.45 | 18 | 13.33 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 11,322 | 9.52 | 780 | 17.67 | ||||
| 2025-07-07 | 13F | Aletheian Wealth Advisors LLC | 119,663 | 7.33 | 8,239 | 15.35 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 10 | 0.00 | 1 | |||||
| 2025-07-15 | 13F | Traction Financial Partners, LLC | 46,707 | -2.40 | 3,216 | 4.86 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 600 | 41 | ||||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 3,803 | 8.47 | 262 | 16.52 | ||||
| 2025-05-14 | 13F | Atomi Financial Group, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 84 | 6 | ||||||
| 2025-07-21 | 13F | Ashton Thomas Securities, Llc | 13,130 | 0.10 | 904 | 7.62 | ||||
| 2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 5,771 | 0.00 | 397 | 7.59 | ||||
| 2025-07-30 | 13F | Warther Private Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 184,894 | 27.75 | 12,730 | 37.28 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 26,854 | 36.72 | 1,849 | 46.90 | ||||
| 2025-08-14 | 13F | Fort Point Capital Partners LLC | 5,338 | 368 | ||||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 384 | 2.13 | 27 | 13.04 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 7,664 | 7.13 | 1 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 770 | 0.00 | 53 | 8.16 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 44,362 | 6.82 | 3,054 | 14.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 1,843 | 38.05 | 127 | 48.24 | ||||
| 2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4,355 | 0.00 | 300 | 7.17 | ||||
| 2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 17,575 | 27.80 | 1,210 | 37.34 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 19,572 | 28.64 | 1,348 | 32.71 | ||||
| 2025-03-28 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 93,089 | 8.71 | 6,638 | 15.22 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 10,559 | 1 | ||||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Brighton Jones Llc | 6,000 | 0.00 | 413 | 7.55 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 | 0.00 | 1 | |||||
| 2025-07-29 | 13F | Ballast, Inc. | 5,771 | 397 | ||||||
| 2025-07-28 | 13F | Holistic Planning, LLC | 7,003 | 8.54 | 482 | 16.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,113 | 9.84 | 2,211 | 17.99 | ||||
| 2025-07-28 | 13F | Private Wealth Asset Management, LLC | 800 | 0.00 | 55 | 7.84 | ||||
| 2025-05-12 | 13F | Tranquilli Financial Advisor LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 12,978 | -16.41 | 894 | -10.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,078 | 10.97 | 2 | 100.00 | ||||
| 2025-08-07 | 13F | Montag A & Associates Inc | 0 | -100.00 | 0 |
Other Listings
| MX:PSP |
