Mga Batayang Estadistika
| Pemilik Institusional | 130 total, 130 long only, 0 short only, 0 long/short - change of 9.17% MRQ |
| Alokasi Portofolio Rata-rata | 0.9517 % - change of -8.77% MRQ |
| Saham Institusional (Jangka Panjang) | 24,066,979 (ex 13D/G) - change of 1.89MM shares 8.54% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 1,202,289 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Victory Portfolios II - VictoryShares Short-Term Bond ETF (US:USTB) memiliki 130 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 24,066,979 saham. Pemegang saham terbesar meliputi Victory Capital Management Inc, URTRX - Target Retirement 2030 Fund, Bank Of America Corp /de/, URFRX - Target Retirement 2040 Fund, LPL Financial LLC, USCRX - Cornerstone Moderately Aggressive Fund, Morgan Stanley, Amplius Wealth Advisors, LLC, USCCX - Cornerstone Conservative Fund, and Stonebridge Financial Group, LLC .
Struktur kepemilikan institusional Victory Portfolios II - VictoryShares Short-Term Bond ETF (NasdaqGM:USTB) 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 51.10 / share. Previously, on September 9, 2024, the share price was 50.82 / share. This represents an increase of 0.55% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | LPL Financial LLC | 1,059,018 | 10.55 | 53,819 | 10.92 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 76,245 | 32.05 | 3,875 | 32.49 | ||||
| 2025-08-05 | 13F | Elyxium Wealth, LLC | 11,446 | 49.74 | 582 | 50.13 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 241,024 | 94.10 | 12,254 | 94.82 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 6,479 | 329 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 41,352 | -17.33 | 2,102 | -17.05 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 58,167 | -3.55 | 2,956 | -3.21 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 30,491 | 51.25 | 1,550 | 51.71 | ||||
| 2025-06-26 | NP | URFRX - Target Retirement 2040 Fund | 1,279,554 | 8.43 | 64,758 | 8.77 | ||||
| 2025-07-09 | 13F | Westbourne Investments, Inc. | 11,023 | 0.00 | 560 | 0.36 | ||||
| 2025-07-25 | 13F | Midwest Capital Advisors, LLC | 98,498 | 3.55 | 5,006 | 3.90 | ||||
| 2025-08-06 | 13F | OneAscent Wealth Management LLC | 46,115 | 41.84 | 2 | 100.00 | ||||
| 2025-07-31 | 13F | Pinnacle Wealth Management Group, Inc. | 145,541 | 4.73 | 7,396 | 5.09 | ||||
| 2025-07-15 | 13F | Axis Wealth Partners, LLC | 4,926 | 0.63 | 250 | 1.21 | ||||
| 2025-08-07 | 13F | Prairieview Wealth Partners, Llc | 6,292 | 0.00 | 320 | 0.31 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 5 | 0.00 | 0 | |||||
| 2025-08-06 | 13F | Horan Securities, Inc. | 12,438 | 6.84 | 632 | 7.30 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 189 | 10 | ||||||
| 2025-08-14 | 13F | Evergreen Wealth Solutions, LLC | 39,946 | 102.80 | 2,030 | 103.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 190,715 | 5.81 | 9,692 | 6.17 | ||||
| 2025-08-06 | 13F | HORAN Wealth, LLC | 201,265 | 10,228 | ||||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 28,186 | 15.72 | 1,432 | 16.14 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 48,449 | 17.52 | 2,462 | 17.91 | ||||
| 2025-08-07 | 13F | Lakeridge Wealth Management LLC | 71,721 | 15.26 | 3,645 | 15.65 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 22,221 | 11.55 | 1,126 | 11.71 | ||||
| 2025-09-03 | 13F | American Trust | 3,989 | 203 | ||||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 166 | 0.00 | 8 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 264,431 | 13.43 | 13,438 | 13.81 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 36,484 | -12.68 | 1,854 | -12.38 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 199,280 | 13.11 | 10 | 25.00 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 24,221 | 18.05 | 1,231 | 18.38 | ||||
| 2025-07-18 | 13F | Broadway Wealth Solutions, Inc. | 444,070 | 5.90 | 22,568 | 6.26 | ||||
| 2025-07-29 | 13F | Swmg, Llc | 15,375 | 0.37 | 779 | 0.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,391 | 6.33 | 3 | 0.00 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 525,451 | -27.98 | 26,703 | -27.73 | ||||
| 2025-07-14 | 13F | Toth Financial Advisory Corp | 169,898 | -3.01 | 8,634 | -2.68 | ||||
| 2025-08-01 | 13F | Motco | 338,540 | -0.23 | 17,157 | -0.17 | ||||
| 2025-08-11 | 13F | Wbi Investments, Inc. | 4,394 | 223 | ||||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 245,995 | 4.19 | 12,519 | 5.25 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 356,854 | 0.64 | 18,135 | 0.98 | ||||
| 2025-07-25 | NP | UCMCX - Cornerstone Moderately Conservative Fund | 82,859 | 0.00 | 4,207 | 0.19 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 35,406 | 2.88 | 1,799 | 3.21 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 3,982 | 202 | ||||||
| 2025-08-05 | 13F | Cassaday & Co Wealth Management LLC | 7,124 | 0.00 | 362 | 0.56 | ||||
| 2025-07-25 | 13F | M.e. Allison & Co., Inc. | 7,415 | 377 | ||||||
| 2025-06-26 | NP | URTRX - Target Retirement 2030 Fund | 1,418,858 | 5.94 | 71,808 | 6.28 | ||||
| 2025-07-18 | 13F | QTR Family Wealth, LLC | 4,446 | -0.60 | 226 | -0.44 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,159 | 0.00 | 59 | 0.00 | ||||
| 2025-04-08 | 13F | Private Client Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 34,415 | -17.67 | 1,743 | -16.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 176,100 | 48.82 | 8,949 | 49.32 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 3,080 | 0.00 | 157 | 0.00 | ||||
| 2025-05-08 | 13F | Squire Investment Management Company, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 113 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 22,240 | -12.36 | 1 | 0.00 | ||||
| 2025-06-26 | NP | URINX - Target Retirement Income Fund | 443,598 | 0.00 | 22,450 | 0.32 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Money Concepts Capital Corp | 5,420 | 275 | ||||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 10 | 0.00 | 1 | |||||
| 2025-08-14 | 13F | Certified Advisory Corp | 186,391 | 5.12 | 9,472 | 5.47 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 98,105 | 91.32 | 4,986 | 91.95 | ||||
| 2025-07-25 | NP | USCCX - Cornerstone Conservative Fund | 589,469 | 0.00 | 29,927 | 0.20 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 17,363 | 28.00 | 882 | 28.38 | ||||
| 2025-08-04 | 13F | REDW Wealth LLC | 8,896 | 9.77 | 452 | 10.24 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 8,038 | 13.72 | 409 | 13.97 | ||||
| 2025-07-21 | 13F | Synergy Financial Management, LLC | 15,692 | 0.33 | 797 | 0.63 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 63,206 | -12.36 | 3,212 | -12.05 | ||||
| 2025-07-30 | 13F | Darrow Company, Inc. | 80,578 | 2.86 | 4,095 | 3.23 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 12,061 | 0.22 | 613 | 0.49 | ||||
| 2025-08-06 | 13F | Bensler, LLC | 171,196 | -12.75 | 8,700 | -12.46 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 940,489 | 50.49 | 47,796 | 51.00 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 3,966 | 202 | ||||||
| 2025-07-25 | NP | USBSX - Cornerstone Moderate Fund | 402,475 | 0.00 | 20,434 | 0.20 | ||||
| 2025-08-04 | 13F | Amplius Wealth Advisors, LLC | 672,758 | 7.86 | 34,189 | 8.22 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 13,375 | 680 | ||||||
| 2025-07-25 | NP | UCAGX - Cornerstone Aggressive Fund | 103,145 | 0.00 | 5,237 | 0.19 | ||||
| 2025-07-15 | 13F | Marquette Asset Management, LLC | 512,724 | -8.29 | 26,057 | -7.98 | ||||
| 2025-08-04 | 13F | Daymark Wealth Partners, Llc | 12,408 | -16.13 | 631 | -15.89 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43,598 | 2,216 | ||||||
| 2025-08-12 | 13F | Quadcap Wealth Management, LLC | 113,912 | 5.51 | 5,789 | 5.87 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 135,312 | 4.70 | 6,877 | 5.06 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 7,924 | 6.72 | 403 | 6.91 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,302,472 | 31.57 | 66,192 | 32.01 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 38,382 | 58.67 | 1,951 | 59.18 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 10,299 | 5.10 | 523 | 5.44 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 17,254 | 24.96 | 877 | 25.32 | ||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 7,137 | 26.01 | 362 | 26.57 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 33,528 | -11.05 | 1,704 | -10.74 | ||||
| 2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 21,896 | -54.48 | 1,113 | -54.35 | ||||
| 2025-05-15 | 13F | MAI Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 33,912 | 37.89 | 2 | 0.00 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 26,975 | -16.55 | 1,371 | -16.31 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 5,076 | 258 | ||||||
| 2025-08-12 | 13F | Northeast Planning Associates, Inc. / Nh / | 243,755 | -2.65 | 12,388 | -2.33 | ||||
| 2025-07-14 | 13F | Masso Torrence Wealth Management Inc. | 131,406 | 8.14 | 6,678 | 8.51 | ||||
| 2025-07-31 | 13F | Trademark Financial Management, LLC | 38,914 | 16.22 | 1,978 | 16.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,562 | -4.21 | 1,147 | -3.94 | ||||
| 2025-08-13 | 13F | Victory Capital Management Inc | 5,311,308 | 0.00 | 269,921 | 0.34 | ||||
| 2025-08-13 | 13F | Quadrature Capital Ltd | 11,194 | 569 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 550,995 | 121.10 | 28,002 | 121.84 | ||||
| 2025-07-24 | 13F | Mainstay Capital Management Llc /adv | 23,208 | 150.52 | 1,179 | 151.39 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 10,454 | -2.13 | 531 | -1.67 | ||||
| 2025-07-16 | 13F | Octavia Wealth Advisors, LLC | 5,620 | 0.43 | 286 | 0.71 | ||||
| 2025-07-16 | 13F | Crowley Wealth Management, Inc. | 280 | 0.00 | 14 | 0.00 | ||||
| 2025-08-11 | 13F | Comprehensive Wealth Management, LLC | 8,873 | -52.78 | 451 | -52.68 | ||||
| 2025-07-30 | 13F | Greenup Street Wealth Management Llc | 5,276 | -6.70 | 268 | -6.29 | ||||
| 2025-04-16 | 13F | Fortitude Family Office, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 110,405 | -21.39 | 5,611 | -21.13 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 55 | 0.00 | 3 | 0.00 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 28,196 | 7.26 | 1,433 | 7.59 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-07-03 | 13F | Garde Capital, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 28,494 | -0.25 | 1,448 | 0.14 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 3,515 | -17.60 | 0 | |||||
| 2025-07-17 | 13F | ERn Financial, LLC | 281,572 | -8.45 | 14,309 | -8.15 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,520 | 0.00 | 77 | 1.32 | ||||
| 2025-08-13 | 13F | StoneX Group Inc. | 9,124 | 58.35 | 464 | 59.11 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 20,193 | 86.47 | 1 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 73,980 | 7.41 | 3,760 | 7.77 | ||||
| 2025-08-14 | 13F | Betterment LLC | 6,284 | -1.78 | 0 | |||||
| 2025-08-07 | 13F | Samalin Investment Counsel, LLC | 50,818 | -2.65 | 2,583 | -2.31 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 1,336 | 0.00 | 68 | 0.00 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 4 | 0 | ||||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 1,128 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 45,279 | -21.72 | 2,301 | -21.44 | ||||
| 2025-07-11 | 13F | Elk River Wealth Management, LLC | 35,978 | -1.17 | 1,828 | -0.81 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 5 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 170,627 | 12.49 | 8,671 | 12.87 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-07 | 13F | Horan Capital Advisors, LLC. | 184,102 | 8.92 | 9,325 | 9.90 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 504,794 | 75.11 | 25,613 | 75.42 | ||||
| 2025-07-08 | 13F | Apella Capital, LLC | 15,638 | 793 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 16,746 | -11.61 | 851 | -11.26 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 21,953 | 52.39 | 1,116 | 52.95 | ||||
| 2025-07-25 | NP | USCRX - Cornerstone Moderately Aggressive Fund | 991,350 | 0.00 | 50,331 | 0.20 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 168,943 | 6.28 | 8,586 | 6.63 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 164,656 | 84.13 | 8,368 | 84.74 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 391,357 | 8.94 | 19,889 | 9.31 |
