Mga Batayang Estadistika
| Pemilik Institusional | 129 total, 129 long only, 0 short only, 0 long/short - change of 1.57% MRQ |
| Alokasi Portofolio Rata-rata | 0.5465 % - change of 0.39% MRQ |
| Saham Institusional (Jangka Panjang) | 8,871,110 (ex 13D/G) - change of -0.47MM shares -5.07% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 710,418 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF (US:QEFA) memiliki 129 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 8,871,110 saham. Pemegang saham terbesar meliputi Morgan Stanley, LPL Financial LLC, Ameriprise Financial Inc, Intelligence Driven Advisers, LLC, Envestnet Asset Management Inc, Financial Enhancement Group LLC, SimpliFi, Inc., Great Valley Advisor Group, Inc., Private Advisor Group, LLC, and Hobart Private Capital, LLC .
Struktur kepemilikan institusional SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF (ARCA:QEFA) 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 87.03 / share. Previously, on September 6, 2024, the share price was 77.73 / share. This represents an increase of 11.96% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 204 | 0.00 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,431 | 130.70 | 805 | 149.69 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,248 | 1.63 | 533 | 9.90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2,347 | 200 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14,406 | -0.89 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 258,806 | -0.42 | 22,086 | 7.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 352 | 85.26 | 30 | 100.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,435 | 21.90 | 3,365 | 31.75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | -99.99 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45,153 | -5.02 | 3,853 | 2.66 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 140,042 | -21.56 | 12 | -21.43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,398 | 119 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 394 | 34 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 250 | 0.00 | 21 | 10.53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 13,066 | 3.66 | 1,115 | 12.06 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17,689 | 1,510 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,529 | 301 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 991 | 85 | ||||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,559 | 5.56 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,728 | 0.08 | 1,001 | 17.79 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 153,979 | -5.09 | 13,141 | 2.58 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16,619 | -2.35 | 1,418 | 5.58 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50,112 | 2.18 | 4,277 | 10.43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49,207 | -0.05 | 4 | 33.33 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,419 | 0.00 | 292 | 8.18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,949 | 12.57 | 337 | 22.10 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 44,282 | -3.46 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84,955 | 9.89 | 7,250 | 18.77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 874 | 0.00 | 75 | 17.46 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 179,361 | 43.51 | 15,307 | 55.12 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 21,208 | -7.69 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13,449 | -0.47 | 1,148 | 7.60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 259 | 27.59 | 22 | 37.50 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3,702 | 1.54 | 316 | 9.76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,520 | 54.62 | 2,263 | 67.01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 754 | -19.87 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 734,636 | 9.18 | 62,694 | 18.01 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,942 | 0.02 | 422 | 7.95 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 64,860 | -3.09 | 5,121 | 1.05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | 10.04 | 64 | 18.87 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 420 | -34.17 | 36 | -30.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23,894 | 6.55 | 2,039 | 15.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,566 | -20.51 | 304 | -14.12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 913 | 217.01 | 78 | 250.00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 26,393 | 2,252 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 121,380 | 0.00 | 9,584 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 245 | -0.81 | 21 | 5.26 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 31,599 | 0.51 | 2,697 | 8.62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32,067 | 1.81 | 2,737 | 10.06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8,646 | 207.91 | 738 | 233.48 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,425 | -0.61 | 378 | 7.41 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3,572 | 3.90 | 305 | 12.18 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 30,909 | -0.03 | 2,638 | 8.03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 98 | -6.67 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 122 | 0.00 | 10 | 11.11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2,670 | 2.77 | 228 | 10.73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,133,053 | 1.84 | 96,695 | 10.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 72 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 494 | 24.12 | 42 | 35.48 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 134,752 | 0.80 | 11,500 | 8.94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,160 | 13.26 | 2,318 | 22.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 55,275 | 3.07 | 4,717 | 11.41 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3,915 | -9.16 | 334 | -1.76 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,850 | 112.19 | 499 | 129.95 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,350 | -30.15 | 265 | -23.92 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 41,197 | 6.70 | 3,516 | 15.32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14,574 | 4.80 | 1,244 | 13.21 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 2,500 | 213 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 964,834 | -20.51 | 82,354 | -14.06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,566 | -8.65 | 475 | -1.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 208,957 | 0.95 | 17,832 | 9.11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2,025 | -18.54 | 173 | -12.24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,895 | 247 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,421 | -1.77 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4,042 | 8.22 | 345 | 17.01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,902 | -17.59 | 589 | -11.04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 141,253 | -0.20 | 12,055 | 7.87 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 12 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 97,806 | -9.45 | 8,344 | -2.17 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 103,890 | 5.62 | 8,866 | 14.17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 252,383 | -38.33 | 21,539 | -33.34 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 130,744 | 12.62 | 11,158 | 21.72 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 80,438 | 0.61 | 6,865 | 8.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,717 | 22.23 | 2,968 | 32.16 | ||||
| 2025-07-17 | 13F | KWB Wealth | 162,800 | 1.14 | 12,854 | 10.14 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 350 | 1.16 | 30 | 7.41 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,147 | 354 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 16,255 | -11.55 | 1,377 | -5.10 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 24,591 | 16.55 | 2,099 | 26.01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 123,288 | 0.57 | 10,521 | 8.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,731 | -83.96 | 660 | -82.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,920 | -13.42 | 505 | -6.31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136,874 | 5.79 | 11,681 | 14.34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 24,254 | 4.64 | 2,070 | 13.06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,040,889 | 27.59 | 88,829 | 37.90 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 364,162 | -10.89 | 30,961 | -6.01 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 670 | 0.00 | 57 | 9.62 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 136,874 | 5.79 | 11,681 | 14.34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,516 | 11.07 | 727 | 20.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 905 | 0.00 | 77 | 8.45 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 110,418 | -0.68 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,106 | -4.40 | 265 | 3.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,661 | 739 | ||||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,110 | -85.83 | 95 | -84.79 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,445 | 0.70 | 123 | 8.85 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,615 | -5.23 | 479 | 2.57 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,080 | -33.45 | 263 | -28.22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,139 | 12.93 | 353 | 22.15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 412 | 0.00 | 35 | 9.38 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,147 | -34.69 | 354 | -29.54 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 15,839 | -0.04 | 1,352 | 7.99 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 51 | -7.27 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 46 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,457 | -3.45 | 124 | 4.20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58,001 | 1.30 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,060 | 2.35 | 859 | 10.57 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 4,315 | 0.00 | 368 | 8.24 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 21,661 | 34.82 | 1,849 | 45.74 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,350 | 286 | ||||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 12,578 | 1.18 | 1,073 | 9.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101,287 | 0.57 | 8,644 | 8.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 397,942 | -4.58 | 33,960 | 3.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131,249 | 0.05 | 11,201 | 8.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,482 | 212 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 40,029 | -5.94 | 3,416 | 1.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,141 | 116.04 | 1,463 | 133.55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47,351 | 4 |
