Mga Batayang Estadistika
| Pemilik Institusional | 88 total, 87 long only, 0 short only, 1 long/short - change of -1.11% MRQ |
| Alokasi Portofolio Rata-rata | 0.1039 % - change of -10.72% MRQ |
| Saham Institusional (Jangka Panjang) | 4,730,199 (ex 13D/G) - change of 0.17MM shares 3.77% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 341,054 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund (US:QDEF) memiliki 88 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 4,730,199 saham. Pemegang saham terbesar meliputi Northern Trust Corp, LPL Financial LLC, RVW Wealth, LLC, Bank Of America Corp /de/, Sloy Dahl & Holst, LLC, Putnam Fl Investment Management Co, Raymond James Financial Inc, Laurel Wealth Advisors LLC, Northwestern Mutual Wealth Management Co, and Texas Capital Bank Wealth Management Services Inc .
Struktur kepemilikan institusional FlexShares Trust - FlexShares Quality Dividend Defensive Index Fund (ARCA:QDEF) 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 78.63 / share. Previously, on September 9, 2024, the share price was 68.81 / share. This represents an increase of 14.28% 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 | Global Retirement Partners, LLC | 2,930 | 217 | ||||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 4 | 0.00 | 0 | |||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 461 | 106.73 | 34 | 126.67 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 2,854 | -6.88 | 211 | -1.40 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 826 | 6.44 | 61 | 12.96 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 3,407 | 0.47 | 252 | 6.33 | ||||
| 2025-08-08 | 13F | Creative Planning | 30,000 | 0.00 | 2,222 | 5.96 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 15,815 | -0.40 | 1,171 | 5.59 | ||||
| 2025-08-04 | 13F | Ledyard National Bank | 5,725 | 0.00 | 424 | 5.75 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 4,593 | -15.51 | 338 | -10.37 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 49,672 | 20.64 | 3,678 | 27.84 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 10,153 | 4.04 | 752 | 10.12 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 7,686 | -8.53 | 569 | -3.07 | ||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 527 | 0.00 | 39 | 8.33 | ||||
| 2025-07-30 | 13F | Pacific Sun Financial Corp | 13,213 | -0.75 | 978 | 5.16 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5,475 | 28.98 | 405 | 36.82 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 16,187 | 5.35 | 1,199 | 11.65 | ||||
| 2025-08-07 | 13F | Zions Bancorporation, National Association /ut/ | 3,409 | 0.00 | 252 | 5.88 | ||||
| 2025-08-12 | 13F | Putnam Fl Investment Management Co | 63,863 | -7.77 | 4,729 | -2.27 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25,555 | 5.26 | 1,893 | 11.55 | ||||
| 2025-07-18 | 13F | Naples Global Advisors, Llc | 5,904 | 0.00 | 437 | 6.07 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Lionshead Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 735 | 0.00 | 54 | 5.88 | ||||
| 2025-08-12 | 13F | Virtu Financial LLC | 9,144 | 17.40 | 1 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,106 | 7.56 | 378 | 14.20 | ||||
| 2025-07-28 | 13F | Courier Capital Llc | 14,113 | -7.50 | 1,045 | -1.97 | ||||
| 2025-08-28 | 13F | Stark Wealth Management LLC | 2,970 | 220 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 8,189 | -2.73 | 606 | 3.06 | ||||
| 2025-07-24 | 13F | Blair William & Co/il | 17,983 | 0.36 | 1,332 | 6.31 | ||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 14,798 | 0.00 | 1,096 | 5.90 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 8,773 | 0.00 | 650 | 5.87 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 3,378,805 | 4.43 | 250,203 | 10.65 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,397 | 0.89 | 252 | 6.81 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 329 | 0.00 | 24 | 9.09 | ||||
| 2025-07-28 | 13F | Rik Saylor Financial, Inc. | 19,807 | -2.61 | 1,467 | 3.17 | ||||
| 2025-05-05 | 13F | IFP Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 11,359 | 0.07 | 841 | 6.05 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 3,600 | 0.00 | 267 | 5.98 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 13,351 | 58.64 | 989 | 68.03 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 37,359 | 4.98 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 5,673 | -69.92 | 420 | -68.11 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 88,323 | 0.35 | 6,540 | 6.32 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 695 | -87.67 | 51 | -87.02 | ||||
| 2025-08-14 | 13F | White Knight Strategic Wealth Advisors, LLC | 4,351 | 0.00 | 322 | 5.92 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 2,913 | 4.48 | 216 | 10.82 | ||||
| 2025-08-14 | 13F | Herold Advisors, Inc. | 10,830 | 0.01 | 802 | 5.95 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 23,590 | 7.12 | 1,747 | 13.45 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 30,952 | -5.28 | 2,292 | 0.39 | ||||
| 2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 105 | 8 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 13,142 | 1.80 | 973 | 7.87 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 4,011 | 0.00 | 297 | 6.07 | ||||
| 2025-08-05 | 13F | BEAM Asset Management, LLC | 14,821 | -4.18 | 1,098 | 1.48 | ||||
| 2025-08-01 | 13F | Anson Capital, Inc. | 12,226 | 1.39 | 905 | 7.48 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 561 | -42.28 | 42 | -38.81 | ||||
| 2025-08-14 | 13F | UBS Group AG | 10,655 | -48.84 | 789 | -45.77 | ||||
| 2025-08-08 | 13F | Cedar Wealth Management, LLC | 9,576 | 0.00 | 709 | 5.98 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,038 | -0.25 | 1 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Secured Retirement Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 38,732 | 0.00 | 2,868 | 5.99 | ||||
| 2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 67,630 | 1.91 | 5,008 | 8.00 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 19,796 | 1,384 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 54,703 | 6.54 | 4,051 | 12.88 | ||||
| 2025-04-15 | 13F | Fifth Third Bancorp | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 5,177 | 383 | ||||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 50,133 | 4,554.87 | 1 | -100.00 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 4,492 | 0.09 | 333 | 6.07 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | Put | 700 | 52 | |||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 3,397 | -24.98 | 252 | -20.82 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 70,638 | 551.52 | 5,231 | 590.89 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 8,278 | 10.91 | 613 | 17.66 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 14,832 | 12.12 | 1 | |||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 13,845 | 0.00 | 1,025 | 6.00 | ||||
| 2025-07-22 | 13F | Red Tortoise LLC | 3,729 | -86.82 | 276 | -86.04 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 164,500 | 8.63 | 12,181 | 15.10 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 2,320 | 0.00 | 172 | 5.56 | ||||
| 2025-07-11 | 13F | Kaydan Wealth Management, Inc. | 11,311 | -3.64 | 838 | 2.07 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 650 | -35.00 | 48 | -30.43 | ||||
| 2025-07-23 | 13F | Foresight Capital Management Advisors, Inc. | 26,237 | -5.46 | 1,943 | 0.15 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 1,116 | 0.00 | 83 | 6.49 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 605 | 0.00 | 45 | 4.76 | ||||
| 2025-08-14 | 13F | Quantinno Capital Management LP | 9,223 | -12.99 | 683 | -7.84 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 3,429 | 0.00 | 0 | |||||
| 2025-07-11 | 13F | Grove Bank & Trust | 7,368 | 546 | ||||||
| 2025-07-17 | 13F | Greenleaf Trust | 25,662 | -7.24 | 1,900 | -1.71 | ||||
| 2025-08-07 | 13F | Roberts Glore & Co Inc /il/ | 3,500 | 0.00 | 259 | 6.15 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,744 | -11.12 | 425 | -5.76 | ||||
| 2025-07-07 | 13F | Investors Research Corp | 3,076 | 3.67 | 228 | 9.66 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 5,496 | -50.93 | 407 | -48.35 | ||||
| 2025-04-23 | 13F | Security National Bank | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 1,800 | -57.85 | 133 | -55.37 | ||||
| 2025-08-13 | 13F | Cresset Asset Management, LLC | 4,996 | 0.00 | 370 | 5.73 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 2,779 | 0.00 | 206 | 5.67 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,999 | 0.00 | 518 | 5.93 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 29,467 | 4.50 | 2,182 | 10.76 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 |
