Mga Batayang Estadistika
Pemilik Institusional | 116 total, 116 long only, 0 short only, 0 long/short - change of -3.31% MRQ |
Alokasi Portofolio Rata-rata | 0.1009 % - change of 0.97% MRQ |
Saham Institusional (Jangka Panjang) | 3,389,642 (ex 13D/G) - change of 0.13MM shares 4.07% MRQ |
Nilai Institusional (Jangka Panjang) | $ 96,652 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF (US:RSPS) memiliki 116 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 3,389,642 saham. Pemegang saham terbesar meliputi UBS Group AG, LPL Financial LLC, Bank Of America Corp /de/, HighTower Advisors, LLC, Morgan Stanley, Cetera Investment Advisers, Envestnet Asset Management Inc, Ameriprise Financial Inc, First International Bank of Israel Ltd., and Jpmorgan Chase & Co .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Equal Weight Consumer Staples ETF (ARCA:RSPS) 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 30.46 / share. Previously, on September 9, 2024, the share price was 32.62 / share. This represents a decline of 6.62% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-08 | 13F | Financial Gravity Companies, Inc. | 31 | -67.37 | 1 | -100.00 | ||||
2025-07-30 | 13F | Pacific Sun Financial Corp | 63,010 | -4.08 | 1,888 | -6.72 | ||||
2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Monument Capital Management | 6,871 | -35.92 | 206 | -37.88 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 9,921 | -41.58 | 297 | -43.21 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 242 | 0.00 | 7 | 0.00 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 231,082 | 1.01 | 6,926 | -1.79 | ||||
2025-08-08 | 13F | Creative Planning | 11,786 | 22.52 | 353 | 19.26 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 710 | -58.84 | 21 | -60.38 | ||||
2025-08-05 | 13F | Dunhill Financial, LLC | 365 | 11 | ||||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 5 | -96.03 | 0 | -100.00 | ||||
2025-08-01 | 13F | Planning Directions Inc | 24,813 | -1.41 | 744 | -4.13 | ||||
2025-08-14 | 13F | Comerica Bank | 210 | 0.00 | 6 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 263,478 | -15.26 | 7,896 | -17.60 | ||||
2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 500 | 15 | ||||||
2025-07-23 | 13F | Optas, LLC | 11,234 | 0.00 | 337 | -2.89 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 39,749 | -2.29 | 1,191 | -4.95 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 272 | 0.00 | 8 | 0.00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 175 | 0.00 | 5 | 0.00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 7,488 | -34.71 | 224 | -36.54 | ||||
2025-08-14 | 13F | Certified Advisory Corp | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Friedenthal Financial | 50,174 | 1.54 | 1,504 | -1.25 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 5,552 | 166 | ||||||
2025-08-12 | 13F | Stelac Advisory Services LLC | 52,358 | 0.00 | 1,569 | -2.73 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 8,715 | -0.17 | 266 | 0.00 | ||||
2025-08-05 | 13F | Sage Capital Management, LLC | 13,875 | 0.35 | 416 | -2.58 | ||||
2025-07-30 | 13F | Retirement Planning Group | 12,409 | 0.00 | 372 | -2.88 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
2025-05-06 | 13F | Carnegie Capital Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | MAI Capital Management | 1,593 | 0.13 | 48 | -4.08 | ||||
2025-07-22 | 13F | Private Wealth Group, LLC | 67,772 | -39.88 | 2,031 | -41.54 | ||||
2025-08-15 | 13F | Morgan Stanley | 180,749 | -6.02 | 5,417 | -8.60 | ||||
2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 16,115 | 254.18 | 483 | 249.28 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 9,051 | -64.66 | 271 | -65.61 | ||||
2025-08-13 | 13F | Capital Analysts, Inc. | 610 | 0.00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 60,728 | -0.36 | 2 | 0.00 | ||||
2025-08-14 | 13F | Vista Investment Management | 12,854 | -0.21 | 385 | -3.02 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 19,287 | -47.16 | 578 | -48.58 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,410 | 0.00 | 252 | -2.70 | ||||
2025-08-14 | 13F | UBS Group AG | 316,681 | 162.31 | 9,491 | 155.11 | ||||
2025-08-14 | 13F | Fmr Llc | 5,841 | -11.07 | 175 | -13.37 | ||||
2025-07-22 | 13F | Grimes & Company, Inc. | 55,803 | 1,672 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 440 | 0.00 | 13 | 0.00 | ||||
2025-08-01 | 13F | Advisory Alpha, LLC | 8,017 | -0.14 | 240 | -2.83 | ||||
2025-05-13 | 13F | SFI Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 1,365 | 71.70 | 41 | 66.67 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 80 | 0.00 | 2 | 0.00 | ||||
2025-08-12 | 13F | Howe & Rusling Inc | 1,338 | 0.00 | 40 | -2.44 | ||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 803 | 0.63 | 24 | 0.00 | ||||
2025-08-12 | 13F | Atlas Capital Advisors Llc | 500 | 0.00 | 15 | 0.00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 2,800 | 100.00 | 84 | 97.62 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 24,421 | -4.34 | 732 | -7.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 241,328 | 0.48 | 7,233 | -2.28 | ||||
2025-08-11 | 13F | Kirtland Hills Capital Management, Llc | 7,210 | 8.10 | 216 | 6.40 | ||||
2025-08-14 | 13F | First International Bank of Israel Ltd. | 98,000 | 2,937 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 113,918 | -5.37 | 3,414 | -7.98 | ||||
2025-08-14 | 13F | Quantinno Capital Management LP | 21,114 | -1.09 | 633 | -3.81 | ||||
2025-07-22 | 13F | Yoder Wealth Management, Inc. | 30,791 | 5.94 | 923 | 3.02 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 2,628 | -10.09 | 79 | -13.33 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 34,076 | 17.90 | 1,021 | 14.72 | ||||
2025-07-16 | 13F | Fortune Financial Advisors, LLC | 8,021 | -9.57 | 240 | -12.09 | ||||
2025-07-29 | 13F | Empirical Asset Management, LLC | 7,565 | 0.00 | 227 | -3.00 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 67,408 | -6.76 | 2 | 0.00 | ||||
2025-08-08 | 13F | Avalon Trust Co | 1,930 | 0.00 | 58 | -3.39 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 48,478 | -0.62 | 1,453 | -3.52 | ||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 40,929 | 0.16 | 1,227 | -2.62 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 40,332 | -18.36 | 1,209 | -20.63 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,253 | 57.71 | 547 | 53.65 | ||||
2025-07-10 | 13F | Affiance Financial, LLC | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 225 | 7 | ||||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3,500 | 0.00 | 105 | 4.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 5,341 | -10.34 | 159 | -13.59 | ||||
2025-07-24 | 13F | Costello Asset Management, INC | 1,161 | 0.61 | 35 | -2.86 | ||||
2025-07-24 | 13F | Live Oak Investment Partners | 18,852 | 6.56 | 565 | 3.49 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 20,951 | -1.08 | 628 | -3.83 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 275 | 0.00 | 8 | 0.00 | ||||
2025-07-16 | 13F | Legend Financial Advisors, Inc. | 1,088 | 33 | ||||||
2025-07-16 | 13F/A | CX Institutional | 1,001 | -68.65 | 0 | |||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Bogart Wealth, LLC | 622 | 0.65 | 19 | -5.26 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Citigroup Inc | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Weaver Capital Management LLC | 62,732 | -4.24 | 1,880 | -6.84 | ||||
2025-08-13 | 13F | Royal Fund Management, LLC | 13,557 | -16.58 | 406 | -18.96 | ||||
2025-07-08 | 13F | Parallel Advisors, LLC | 145 | 0.00 | 4 | 0.00 | ||||
2025-08-07 | 13F | Allworth Financial LP | 7,535 | 0.43 | 226 | -0.88 | ||||
2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 109,967 | 10.62 | 3,296 | 7.57 | ||||
2025-08-05 | 13F | Tsfg, Llc | 14,910 | -2.89 | 0 | |||||
2025-07-17 | 13F | Walker Asset Management, LLC | 16,133 | -2.67 | 484 | -5.29 | ||||
2025-07-14 | 13F | Toth Financial Advisory Corp | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 6,720 | 0.00 | 201 | -2.90 | ||||
2025-04-30 | 13F | Sofos Investments, Inc. | 41 | 105.00 | 1 | |||||
2025-08-12 | 13F | Wealthbridge Capital Management, Llc | 61,360 | -1.79 | 1,839 | -4.52 | ||||
2025-08-14 | 13F | Mariner, LLC | 26,532 | -4.43 | 795 | -7.02 | ||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 53,405 | 0.00 | 1,601 | -2.74 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 78,929 | 87.09 | 2,366 | 81.92 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 10,838 | -1.07 | 325 | -3.86 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 38,643 | -1.63 | 1,158 | -4.30 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 16,617 | -2.43 | 498 | -4.96 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,744 | -2.19 | 202 | -4.72 | ||||
2025-08-07 | 13F/A | Joseph Group Capital Management | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 2,600 | 0.00 | 78 | -3.75 | ||||
2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 145 | 0.00 | 4 | 0.00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Coastal Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 6,458 | 39.48 | 192 | 37.14 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,307 | -5.38 | 369 | -8.00 | ||||
2025-08-13 | 13F | Cary Street Partners Financial Llc | 7,367 | 221 | ||||||
2025-07-25 | 13F | Cwm, Llc | 875 | -3.85 | 0 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 9,801 | -1.64 | 294 | -4.56 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 12,236 | -9.02 | 367 | -11.59 | ||||
2025-08-14 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 6,984 | 209 | ||||||
2025-08-13 | 13F | Green Harvest Asset Management LLC | 16,622 | -0.88 | 498 | -3.49 | ||||
2025-07-29 | 13F | Ballast, Inc. | 53,405 | 1,601 | ||||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 400 | 12 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 15,212 | -0.96 | 456 | -3.81 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 17,495 | -39.71 | 1 | |||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 2,750 | -8.33 | 82 | -10.87 | ||||
2025-07-18 | 13F | Truist Financial Corp | 54,611 | 30.39 | 1,637 | 26.82 | ||||
2025-07-21 | 13F | TFG Advisers LLC | 13,861 | -14.82 | 415 | -17.17 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
2025-08-19 | 13F | Asset Dedication, LLC | 320 | 0.00 | 10 | 0.00 | ||||
2025-05-09 | 13F | McClarren Financial Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 9,985 | -6.94 | 299 | -9.39 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 395 | 0.00 | 12 | -8.33 | ||||
2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 16,392 | 0.02 | 491 | -2.77 | ||||
2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Brookwood Investment Group LLC | 15,175 | 0.00 | 455 | -2.78 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 105,322 | -4.50 | 3,156 | -7.15 | ||||
2025-07-18 | 13F | QTR Family Wealth, LLC | 12,514 | -7.04 | 375 | -9.42 | ||||
2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 11,575 | -4.33 | 347 | -6.99 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 14,747 | 0.96 | 442 | -2.00 |