Mga Batayang Estadistika
| Pemilik Institusional | 57 total, 56 long only, 0 short only, 1 long/short - change of -12.31% MRQ |
| Alokasi Portofolio Rata-rata | 0.9133 % - change of -38.03% MRQ |
| Saham Institusional (Jangka Panjang) | 4,785,700 (ex 13D/G) - change of -0.34MM shares -6.66% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 121,387 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund (US:USDU) memiliki 57 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 4,785,700 saham. Pemegang saham terbesar meliputi GenWealth Group, Inc., Aptus Capital Advisors, LLC, McElhenny Sheffield Capital Management, LLC, MSMR - McElhenny Sheffield Managed Risk ETF, Osborne Partners Capital Management, Llc, ARP - PMV Adaptive Risk Parity ETF, Bank Of America Corp /de/, Summit Place Financial Advisors, LLC, Virtue Capital Management, LLC, and HighTower Advisors, LLC .
Struktur kepemilikan institusional WisdomTree Trust - WisdomTree Bloomberg U.S. Dollar Bullish Fund (ARCA:USDU) 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 26.30 / share. Previously, on September 9, 2024, the share price was 26.66 / share. This represents a decline of 1.35% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 490 | -99.46 | 13 | -99.52 | ||||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17,260 | 445 | ||||||
| 2025-04-10 | 13F | Matrix Trust Co | 0 | -100.00 | 0 | |||||
| 2025-04-25 | 13F | Mather Group, Llc. | 0 | -100.00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 170 | 0.00 | 4 | 0.00 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-09 | 13F | HBW Advisory Services LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 67 | 0.00 | 2 | 0.00 | ||||
| 2025-07-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Summit Financial, LLC | 0 | -100.00 | 0 | |||||
| 2025-06-27 | NP | MSMR - McElhenny Sheffield Managed Risk ETF | 501,089 | 13,154 | ||||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 73,608 | 2.11 | 1,897 | -3.51 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 22 | 0.00 | 1 | |||||
| 2025-05-15 | 13F | Certior Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 376 | 10 | ||||||
| 2025-04-23 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 12,188 | 1.88 | 314 | -3.68 | ||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 16,278 | -45.92 | 419 | -48.90 | ||||
| 2025-07-16 | 13F | GenWealth Group, Inc. | 589,940 | 1.26 | 15,203 | -4.28 | ||||
| 2025-05-09 | 13F | J. Safra Sarasin Holding AG | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 42 | 1 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 3 | 0.00 | 0 | |||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Wallace Advisory Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Avestar Capital, LLC | 65,058 | 0.32 | 1,677 | -5.15 | ||||
| 2025-07-30 | NP | QVOY - Q3 All-Season Active Rotation ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-30 | NP | DRAI - Draco Evolution AI ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Td Private Client Wealth Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Virtue Capital Management, LLC | 189,396 | 4,881 | ||||||
| 2025-07-24 | 13F | Blair William & Co/il | 85 | -78.26 | 2 | -80.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 12,675 | -3.22 | 0 | |||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 668 | -98.09 | 17 | -98.21 | ||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Vident Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 25 | -93.99 | 1 | -91.67 | ||||
| 2025-05-13 | 13F | Financial Network Wealth Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | Call | 12,800 | 330 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 26,769 | 690 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 4,648 | 244.55 | 120 | 230.56 | ||||
| 2025-07-17 | 13F | Raleigh Capital Management Inc. | 25,185 | 649 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 404 | -95.08 | 10 | -95.52 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Defined Financial Planning LLC | 9,381 | -38.15 | 246 | -40.15 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 0 | -100.00 | 0 | |||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 8,326 | -4.14 | 215 | -8.90 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 226,288 | -7.97 | 5,831 | -13.00 | ||||
| 2025-05-07 | 13F | Prosperity Consulting Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 250.00 | 0 | |||||
| 2025-05-07 | 13F | Norden Group Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Interactive Financial Advisors | 8,654 | -0.25 | 223 | -5.51 | ||||
| 2025-07-24 | 13F | Summit Place Financial Advisors, LLC | 215,292 | 1.69 | 5,548 | -3.86 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 30 | 0.00 | 1 | |||||
| 2025-04-30 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 549,569 | 14,162 | ||||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 5,180 | 4.77 | 133 | -0.75 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 1,425 | -49.14 | 37 | -52.63 | ||||
| 2025-05-16 | 13F | Arete Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Runnymede Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-05-28 | NP | EDGF - 3EDGE Dynamic Fixed Income ETF | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-10 | 13F | Portside Wealth Group, LLC | 30,826 | 0.00 | 853 | 0.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 35,900 | 23.37 | 925 | 16.65 | |||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 24,369 | -42.56 | 628 | -45.76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 57,600 | 487.76 | 1,484 | 455.81 | |||
| 2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 170,411 | 232.02 | 4,391 | 213.87 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 61,716 | -62.54 | 1,590 | -64.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 28,409 | -88.51 | 732 | -89.14 | ||||
| 2025-05-30 | NP | MOOD - Relative Sentiment Tactical Allocation ETF | 68,505 | 1,867 | ||||||
| 2025-07-24 | 13F/A | McElhenny Sheffield Capital Management, LLC | 519,188 | 13,379 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 77,753 | -57.61 | 2,004 | -59.93 | ||||
| 2025-06-26 | NP | ARP - PMV Adaptive Risk Parity ETF | 318,903 | -2.75 | 8,371 | -7.80 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Osborne Partners Capital Management, Llc | 479,755 | 1.33 | 12,363 | -4.21 | ||||
| 2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 25,764 | 664 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 500 | 0.00 | 13 | -7.69 | ||||
| 2025-07-15 | 13F | Heritage Oak Wealth Advisors Llc | 17,747 | 457 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 2,672 | 0 | ||||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 50 | 0.00 | 1 | 0.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 680 | 70.43 | 18 | 70.00 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Alliance Wealth Advisors, LLC /UT | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Moulton Wealth Management, Inc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 115,043 | 2,965 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 139,184 | -19.58 | 3,587 | -23.98 | ||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Beaumont Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 547 | 0.00 | 14 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 17,811 | -81.66 | 459 | -82.66 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 80,776 | 2 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 11,639 | -96.76 | 300 | -96.94 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 32,853 | 847 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0.00 | 0 |
