Mga Batayang Estadistika
Pemilik Institusional | 115 total, 115 long only, 0 short only, 0 long/short - change of 7.41% MRQ |
Alokasi Portofolio Rata-rata | 0.0504 % - change of -13.65% MRQ |
Saham Institusional (Jangka Panjang) | 8,847,838 (ex 13D/G) - change of 0.65MM shares 7.98% MRQ |
Nilai Institusional (Jangka Panjang) | $ 268,004 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF (US:SRVR) memiliki 115 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 8,847,838 saham. Pemegang saham terbesar meliputi Bank Of America Corp /de/, Northwestern Mutual Wealth Management Co, Ameriprise Financial Inc, Morgan Stanley, UBS Group AG, Foster & Motley Inc, LPL Financial LLC, Wells Fargo & Company/mn, Franklin Resources Inc, and Royal Bank Of Canada .
Struktur kepemilikan institusional Pacer Funds Trust - Pacer Data & Infrastructure Real Estate ETF (ARCA:SRVR) 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 8, 2025 is 30.40 / share. Previously, on September 9, 2024, the share price was 30.74 / share. This represents a decline of 1.11% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-14 | 13F | Farmers & Merchants Investments Inc | 124 | 0.00 | 4 | 33.33 | ||||
2025-07-28 | 13F | Acorn Financial Advisory Services Inc /adv | 36,996 | -5.51 | 1,196 | 4.00 | ||||
2025-07-31 | 13F | GLOBALT Investments LLC / GA | 16,271 | -10.38 | 526 | -1.32 | ||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 18 | 0.00 | 1 | |||||
2025-07-24 | 13F | Blair William & Co/il | 34 | -10.53 | 1 | 0.00 | ||||
2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Archer Investment Corp | 288 | 0.35 | 9 | 12.50 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 6,889 | -95.27 | 223 | -94.81 | ||||
2025-08-14 | 13F | Comerica Bank | 322 | 0.00 | 10 | 11.11 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 8,679 | 0.09 | 281 | 10.24 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 73 | -25.51 | 2 | 0.00 | ||||
2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 8,550 | -18.96 | 276 | -10.68 | ||||
2025-08-12 | 13F | BlackRock, Inc. | 61 | 2 | ||||||
2025-07-16 | 13F | Patron Partners Advisors, Llc | 14,299 | 4.77 | 462 | 15.50 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 241 | -5.12 | 8 | 0.00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 152 | 0.00 | 5 | 0.00 | ||||
2025-07-23 | 13F | H&H Retirement Design & Management INC | 38,335 | 5.61 | 1,266 | 21.38 | ||||
2025-07-11 | 13F | Grove Bank & Trust | 66 | 2 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 665 | -15.72 | 21 | -8.70 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 2,859,192 | -1.90 | 92,409 | 8.03 | ||||
2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 663 | 0.00 | 21 | 10.53 | ||||
2025-07-31 | 13F | Cornerstone Management, Inc. | 64,673 | 0.00 | 2,090 | 10.12 | ||||
2025-08-14 | 13F | UBS Group AG | 453,084 | 1.02 | 14,644 | 11.24 | ||||
2025-07-28 | 13F | Lunt Capital Management, Inc. | 6,935 | 0.00 | 224 | 10.34 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 52,008 | 344.74 | 1,681 | 389.80 | ||||
2025-08-14 | 13F | Wealth Advisors of Tampa Bay, LLC | 82,065 | 1.61 | 2,652 | 11.90 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 18 | 0.00 | 1 | |||||
2025-07-29 | 13F | Private Trust Co Na | 1,850 | 0.00 | 60 | 9.26 | ||||
2025-07-03 | 13F | Garde Capital, Inc. | 316 | 0.00 | 10 | 11.11 | ||||
2025-07-29 | 13F | Foster & Motley Inc | 365,866 | 0.54 | 12 | 10.00 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 3 | 0.00 | 0 | |||||
2025-08-05 | 13F | Key FInancial Inc | 109 | 23.86 | 4 | 50.00 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1,240,039 | -1.38 | 40,078 | 8.60 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 180,345 | 6.71 | 5,829 | 17.50 | ||||
2025-07-31 | 13F | Conservest Capital Advisors, Inc. | 13,964 | 451 | ||||||
2025-05-15 | 13F | Proquility Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Montag A & Associates Inc | 24 | 1 | ||||||
2025-07-09 | 13F | Byrne Asset Management LLC | 65 | -60.61 | 2 | -50.00 | ||||
2025-08-12 | 13F | MAI Capital Management | 4 | 0 | ||||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 22,714 | -50.00 | 734 | -44.94 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 1,121 | 0.36 | 0 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Ancora Advisors, LLC | 109 | 4 | ||||||
2025-07-14 | 13F | Hoey Investments, Inc | 44 | 0.00 | 1 | 0.00 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 125 | 400.00 | 4 | |||||
2025-08-15 | 13F | Morgan Stanley | 649,043 | -0.01 | 20,977 | 10.10 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 400 | 1.27 | 13 | 9.09 | ||||
2025-08-13 | 13F | Scotia Capital Inc. | 39,559 | 0.06 | 1,279 | 10.17 | ||||
2025-08-12 | 13F | Bokf, Na | 380 | 153.33 | 12 | 200.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 10,632 | -84.20 | 344 | -82.62 | ||||
2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,320 | 204 | ||||||
2025-08-13 | 13F | Proactive Wealth Strategies LLC | 12,646 | 0.35 | 0 | |||||
2025-05-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 36,132 | -12.35 | 1 | 0.00 | ||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 24 | -22.58 | 1 | |||||
2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Nemes Rush Group LLC | 3 | 0 | ||||||
2025-07-16 | 13F | Signaturefd, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 71,391 | 45.30 | 2,307 | 59.99 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 169 | 0.00 | 5 | 25.00 | ||||
2025-07-29 | 13F | Activest Wealth Management | 0 | 0 | ||||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 65,160 | 0.15 | 2,106 | 10.27 | ||||
2025-07-28 | 13F | Copia Wealth Management | 11,777 | 515.95 | 381 | 578.57 | ||||
2025-07-15 | 13F | Herbst Group, Llc | 45,065 | 3.53 | 1,457 | 14.02 | ||||
2025-08-07 | 13F | Allworth Financial LP | 35 | 0.00 | 1 | 0.00 | ||||
2025-08-11 | 13F | Invenio Wealth Partners Llc | 49,048 | -0.67 | 1,585 | 9.39 | ||||
2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 25 | 1 | ||||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 29,810 | -16.80 | 1,184 | 12.65 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 12 | 20.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Stifel Financial Corp | 124,495 | -13.36 | 4,024 | -4.60 | ||||
2025-08-05 | 13F | Huntington National Bank | 6 | 0.00 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 39,386 | 124.87 | 1,273 | 147.47 | ||||
2025-05-09 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Glen Eagle Advisors, LLC | 30 | 0.00 | 1 | |||||
2025-08-05 | 13F | GHP Investment Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-07-16 | 13F | American National Bank | 28 | 1 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 88,732 | -3.33 | 2,868 | 6.46 | ||||
2025-07-07 | 13F | Investors Research Corp | 149 | 0.00 | 5 | 0.00 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 137 | 4 | ||||||
2025-08-06 | 13F | Cloud Capital Management, LLC | 0 | -100.00 | 0 | |||||
2025-07-24 | 13F | Us Bancorp \de\ | 32 | 1 | ||||||
2025-07-15 | 13F | Fifth Third Bancorp | 55 | 2 | ||||||
2025-08-12 | 13F | Marshall & Sterling Wealth Advisors Inc. | 471 | -94.30 | 15 | -93.80 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 13 | 0.00 | 0 | |||||
2025-07-21 | 13F | Barrett & Company, Inc. | 11 | 0.00 | 0 | |||||
2025-04-23 | 13F | Golden State Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Smithfield Trust Co | 29 | 0 | ||||||
2025-08-06 | 13F | North Capital, Inc. | 950 | 0.00 | 31 | 11.11 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 4 | 0.00 | 0 | |||||
2025-04-23 | 13F | Bessemer Group Inc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 15,151 | -3.95 | 490 | 5.84 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 36,682 | -5.88 | 1,186 | 3.67 | ||||
2025-07-28 | 13F | Duncker Streett & Co Inc | 6 | 0.00 | 0 | |||||
2025-08-08 | 13F | Wiser Advisor Group LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 18,045 | -1.67 | 583 | 8.36 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 146,049 | 4.21 | 4,720 | 14.76 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 220 | 4.27 | 7 | 16.67 | ||||
2025-08-11 | 13F | Brown Brothers Harriman & Co | 8 | -70.37 | 0 | |||||
2025-07-17 | 13F | Jackson, Grant Investment Advisers, Inc. | 209 | 0.00 | 7 | 0.00 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 12 | 0.00 | 0 | |||||
2025-08-04 | 13F | Creekmur Asset Management LLC | 465 | 0.00 | 15 | 15.38 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 70,174 | 38.31 | 2,268 | 52.32 | ||||
2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Boston Private Wealth Llc | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Ameriprise Financial Inc | 1,126,930 | 36,420 | ||||||
2025-08-11 | 13F | Intrepid Financial Planning Group LLC | 9,979 | -1.09 | 323 | 8.78 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,063 | -5.67 | 67 | 3.13 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 17,060 | 67.35 | 551 | 84.28 | ||||
2025-08-13 | 13F/A | StoneX Group Inc. | 7,826 | 227 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 73,566 | -1.85 | 2 | 0.00 | ||||
2025-08-13 | 13F | Keystone Financial Group | 8,143 | -2.14 | 263 | 7.79 | ||||
2025-08-11 | 13F | Strategic Wealth Partners, Ltd. | 2,295 | 74 | ||||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 122 | -8.96 | 4 | 0.00 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 669 | 0.00 | 22 | 10.53 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 12 | 0.00 | 0 | |||||
2025-07-17 | 13F | Beacon Capital Management, LLC | 692 | 0.44 | 22 | 10.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 249 | 9.21 | 8 | 33.33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 72,179 | -24.39 | 2 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 299,334 | -9.21 | 9,674 | -0.02 | ||||
2025-08-05 | 13F | Simplex Trading, Llc | 42 | -91.16 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 1,264 | 3.61 | 41 | 11.11 | ||||
2025-05-08 | 13F | Eastern Bank | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 16 | 1 | ||||||
2025-08-12 | 13F | Franklin Resources Inc | 146,060 | 0.66 | 4,721 | 10.85 | ||||
2025-08-14 | 13F | Fmr Llc | 269 | -40.75 | 9 | -38.46 | ||||
2025-05-14 | 13F | Caitlin John, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 2,198 | 0.27 | 71 | 10.94 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 14,670 | -3.83 | 478 | 6.94 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 5,245 | -1.96 | 170 | 7.64 | ||||
2025-07-17 | 13F | Clay Northam Wealth Management, LLC | 6,220 | 201 | ||||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 9 | 0.00 | 0 | |||||
2025-05-13 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 42 | 1 | ||||||
2025-08-04 | 13F | Spire Wealth Management | 4,111 | 0.34 | 133 | 10.00 |