Mga Batayang Estadistika
| Pemilik Institusional | 100 total, 100 long only, 0 short only, 0 long/short - change of -4.76% MRQ |
| Alokasi Portofolio Rata-rata | 0.2897 % - change of 10.09% MRQ |
| Saham Institusional (Jangka Panjang) | 7,030,070 (ex 13D/G) - change of -0.32MM shares -4.34% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,529,628 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund (US:TILT) memiliki 100 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 7,030,070 saham. Pemegang saham terbesar meliputi Northern Trust Corp, Capstone Financial Advisors, Inc., Morgan Stanley, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, RVW Wealth, LLC, Sageworth Trust Co, SageView Advisory Group, LLC, BBALX - Northern Global Tactical Asset Allocation Fund, and Mml Investors Services, Llc .
Struktur kepemilikan institusional FlexShares Trust - FlexShares Morningstar US Market Factor Tilt Index Fund (BATS:TILT) 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 237.52 / share. Previously, on September 9, 2024, the share price was 202.33 / share. This represents an increase of 17.39% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 121,000 | -4.37 | 27,105 | 4.13 | ||||
| 2025-08-13 | 13F | F/M Investments LLC | 3,947 | -29.01 | 884 | -22.66 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 3 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 5,929 | -5.57 | 1,352 | 4.65 | ||||
| 2025-08-08 | 13F | Capstone Financial Advisors, Inc. | 189,300 | 25.00 | 42,405 | 36.10 | ||||
| 2025-07-07 | 13F | Greenfield Savings Bank | 5,500 | 0.00 | 1,232 | 8.93 | ||||
| 2025-08-12 | 13F | Choate Investment Advisors | 1,140 | 0.00 | 255 | 8.97 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 6,053 | -11.93 | 1,356 | -4.17 | ||||
| 2025-07-01 | 13F | Park National Corp /oh/ | 2,944 | -10.00 | 659 | -1.93 | ||||
| 2025-07-25 | 13F | Orca Investment Management, LLC | 1,561 | -10.03 | 350 | -1.97 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 1,800 | 0.00 | 403 | 23.62 | ||||
| 2025-07-31 | 13F | Hanlon Investment Management, Inc. | 3,073 | -16.20 | 688 | -8.75 | ||||
| 2025-08-12 | 13F | Bokf, Na | 2,813 | 18.49 | 630 | 29.10 | ||||
| 2025-09-03 | 13F | Ballentine Capital Advisors, Inc | 13,039 | -3.76 | 2,921 | 4.77 | ||||
| 2025-07-22 | 13F | Awm Capital, Llc | 1,946 | 0.00 | 436 | 8.75 | ||||
| 2025-08-14 | 13F | Trace Wealth Advisors, LLC | 24,508 | 0.00 | 5,490 | 8.89 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 713 | -13.37 | 160 | -5.92 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 1,480 | 0.00 | 332 | 8.88 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 181,205 | 7.30 | 40,592 | 16.84 | ||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 739 | 0.00 | 166 | 8.55 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 2,596 | -15.00 | 582 | -4.75 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 6,592 | 0.00 | 1,477 | 8.85 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 6,629 | 58.47 | 1,485 | 72.56 | ||||
| 2025-07-07 | 13F | Discipline Wealth Solutions, LLC | 8,071 | 356.50 | 1,808 | 398.07 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,952 | -5.75 | 437 | 2.58 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 170 | 11.11 | 38 | 22.58 | ||||
| 2025-07-25 | 13F | Wealth Architects, LLC | 1,686 | 0.00 | 378 | 8.96 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 18,816 | 0.00 | 4,215 | 8.86 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,820 | -9.09 | 1,304 | -1.06 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,079 | 0.00 | 1,586 | 8.86 | ||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 66,346 | -18.66 | 15,340 | -8.59 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 1,026 | 230 | ||||||
| 2025-08-13 | 13F | M&t Bank Corp | 1,198 | -7.20 | 268 | 1.13 | ||||
| 2025-07-28 | 13F | BRYN MAWR TRUST Co | 121 | 0.00 | 27 | 12.50 | ||||
| 2025-08-04 | 13F | AMG National Trust Bank | 10,699 | 0.00 | 2,397 | 8.86 | ||||
| 2025-07-29 | 13F | Wealthstream Advisors, Inc. | 20,423 | 4.80 | 4,575 | 14.09 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 4,045 | 0.00 | 906 | 8.89 | ||||
| 2025-08-14 | 13F | Fmr Llc | 860 | -2.82 | 193 | 6.08 | ||||
| 2025-07-21 | 13F | Sageworth Trust Co | 70,542 | 2,708.20 | 15,802 | 2,962.40 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 2,597 | 0.00 | 582 | 8.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 949 | 0.00 | 213 | 8.72 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 14,022 | -0.37 | 3,141 | 8.50 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 152 | 0.00 | 35 | 17.24 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 72,460 | -0.52 | 16,232 | 8.31 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 1,385 | -40.48 | 310 | -35.15 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,023 | -0.46 | 7 | 16.67 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,672 | -8.61 | 823 | -0.48 | ||||
| 2025-07-28 | 13F | Bridges Investment Management Inc | 10,299 | -2.05 | 2,307 | 6.66 | ||||
| 2025-07-29 | 13F | Calamos Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | L & S Advisors Inc | 1,059 | 0.00 | 237 | 9.22 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 13,396 | 12.06 | 3,002 | 22.08 | ||||
| 2025-04-25 | 13F | Colonial River Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 226 | 0.44 | 51 | 8.70 | ||||
| 2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 1,367 | 0.00 | 306 | 8.90 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 732 | 0.00 | 164 | 8.67 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 335 | 33,400.00 | 75 | -11.76 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 19,732 | -0.05 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 600 | 0.00 | 134 | 8.94 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 201 | 0.00 | 45 | 9.76 | ||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 3,538 | 0.00 | 793 | 8.94 | ||||
| 2025-07-23 | 13F | West Paces Advisors Inc. | 243 | 0.00 | 54 | 10.20 | ||||
| 2025-07-16 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 6,499 | 2.51 | 1,456 | 11.58 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 6,126 | -1.62 | 1,372 | 7.10 | ||||
| 2025-08-14 | 13F | UBS Group AG | 14,751 | -5.67 | 3,304 | 2.70 | ||||
| 2025-08-06 | 13F | North Capital, Inc. | 50 | 0.00 | 11 | 10.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 2,430 | -4.41 | 544 | 4.02 | ||||
| 2025-08-13 | 13F | Texas Capital Bank Wealth Management Services Inc | 4,885 | -4.50 | 1,094 | 3.99 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 9,335 | -20.44 | 2,091 | -13.38 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 1,400 | 0.00 | 314 | 8.68 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 2,045 | 0.00 | 458 | 9.05 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 1,210 | 0.00 | 271 | 9.27 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 3,162 | 5.05 | 708 | 14.38 | ||||
| 2025-08-05 | 13F | Tiaa Trust, National Association | 4,243 | 0.00 | 950 | 8.94 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 24,523 | 79.29 | 5,493 | 95.20 | ||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Cwm, Llc | 200 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 170 | 38 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 29,606 | 6,632 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 2,857 | 0.00 | 640 | 8.86 | ||||
| 2025-07-31 | 13F | Sentinel Trust Co Lba | 27,536 | -0.05 | 6 | 20.00 | ||||
| 2025-08-13 | 13F | Northern Trust Corp | 5,627,964 | -7.08 | 1,260,713 | 1.17 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 2,229 | -28.44 | 0 | |||||
| 2025-07-31 | 13F | CNB Bank | 644 | 0.00 | 144 | 9.09 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 121,177 | -0.56 | 27 | 8.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 32,637 | -3.56 | 7,311 | 5.00 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 | 0.00 | 4 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 41 | 0.00 | 9 | 12.50 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5 | 1 | ||||||
| 2025-08-04 | 13F | Keybank National Association/oh | 3,288 | 0.00 | 737 | 8.88 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 26 | 0.00 | 6 | 0.00 | ||||
| 2025-08-12 | 13F | Zacks Investment Management | 2,904 | 0.00 | 650 | 8.88 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 606 | -4.87 | 136 | 3.05 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 4,616 | 0.00 | 1,034 | 8.96 | ||||
| 2025-08-26 | NP | BBALX - Northern Global Tactical Asset Allocation Fund | 42,243 | -3.09 | 9,463 | 5.51 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 85 | 304.76 | 19 | 375.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Creative Planning | 1,662 | 0.00 | 372 | 9.09 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 12,900 | 2.69 | 2,890 | 11.80 | ||||
| 2025-08-07 | 13F | Efficient Advisors, LLC | 22,268 | -31.37 | 4,988 | -25.27 | ||||
| 2025-04-21 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 27,243 | 242.94 | 6,103 | 273.44 | ||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 451 | 0.00 | 101 | 9.78 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 95 | -16.67 | 21 | -8.70 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 100 | 0.00 | 22 | 10.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 2,486 | -28.17 | 557 | -21.91 |
