Mga Batayang Estadistika
Pemilik Institusional | 89 total, 88 long only, 0 short only, 1 long/short - change of 15.38% MRQ |
Alokasi Portofolio Rata-rata | 0.3815 % - change of 41.89% MRQ |
Saham Institusional (Jangka Panjang) | 2,948,695 (ex 13D/G) - change of 1.61MM shares 120.06% MRQ |
Nilai Institusional (Jangka Panjang) | $ 268,800 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF (US:VTEI) memiliki 89 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 2,948,695 saham. Pemegang saham terbesar meliputi Unison Advisors LLC, Envestnet Asset Management Inc, HighTower Advisors, LLC, Joel Isaacson & Co., LLC, Commonwealth Equity Services, Llc, Avantax Planning Partners, Inc., Cetera Investment Advisers, Equitable Holdings, Inc., Heartwood Wealth Advisors LLC, and Aspire Private Capital, LLC .
Struktur kepemilikan institusional Vanguard Municipal Bond Funds - Vanguard Intermediate-Term Tax-Exempt Bond ETF (BATS:VTEI) 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 99.77 / share. Previously, on September 9, 2024, the share price was 100.69 / share. This represents a decline of 0.91% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-31 | 13F | Moser Wealth Advisors, LLC | 1,150 | 21.05 | 113 | 21.51 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 171,041 | 728.45 | 16,858 | 726.32 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 7,478 | 154.79 | 737 | 154.14 | ||||
2025-08-14 | 13F | Mariner, LLC | 15,678 | 69.95 | 1,545 | 69.59 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 2,926 | 288 | ||||||
2025-08-14 | 13F | Old Mission Capital Llc | 22,764 | -34.09 | 2,244 | -34.28 | ||||
2025-07-31 | 13F | Silver Oak Advisory Group, Inc. | 38,914 | 492.21 | 4 | |||||
2025-08-04 | 13F | IFG Advisory, LLC | 4,200 | 44.83 | 414 | 44.41 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 2,108 | -0.24 | 208 | -0.48 | ||||
2025-08-12 | 13F | Seeds Investor Llc | 4,910 | 484 | ||||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 4,803 | 0.73 | 473 | 0.42 | ||||
2025-08-14 | 13F | Aqr Capital Management Llc | 19,767 | 1,948 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,695 | 93.46 | 364 | 93.62 | ||||
2025-08-01 | 13F | Winebrenner Capital Management Llc | 2,700 | 0.00 | 266 | 0.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 12 | |||||||
2025-07-16 | 13F | American National Bank | 225 | 167.86 | 22 | 175.00 | ||||
2025-08-14 | 13F | Graney & King, LLC | 496 | 0.40 | 49 | 0.00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 69,872 | 87.81 | 6,887 | 87.32 | ||||
2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 729 | 53.15 | 72 | 51.06 | ||||
2025-08-06 | 13F | Smart Money Group LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | Signal Tree Financial Partners Llc | 8,258 | 814 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 60 | 0.00 | 6 | 0.00 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 2,919 | 2.13 | 288 | 1.77 | ||||
2025-08-14 | 13F | Peapack Gladstone Financial Corp | 7,705 | 61.19 | 1 | |||||
2025-07-24 | 13F | Jfs Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Brown Advisory Inc | 5,000 | 0.00 | 493 | -0.40 | ||||
2025-07-16 | 13F | Paragon Capital Management Ltd | 23,374 | 108.40 | 2,304 | 107.85 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 4,390 | 433 | ||||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | New Republic Capital, LLC | 3,460 | 0.00 | 341 | 0.00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 1,881 | -49.69 | 185 | -49.86 | ||||
2025-07-08 | 13F | Heartwood Wealth Advisors LLC | 89,476 | 1.44 | 8,819 | 1.17 | ||||
2025-07-23 | 13F | Joel Isaacson & Co., LLC | 206,396 | 639.66 | 20,342 | 637.83 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 2,984 | -33.84 | 294 | -33.93 | ||||
2025-07-30 | 13F | Eqis Capital Management, Inc. | 14,259 | 0.71 | 1,405 | 0.43 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 3,151 | -21.56 | 311 | -21.72 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Call | 3,200 | 315 | |||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 11,740 | -0.70 | 1,157 | -0.94 | ||||
2025-07-28 | NP | SPMFX - Symmetry Panoramic Municipal Fixed Income Fund Class I Shares | 36,300 | 0.00 | 3,558 | -2.47 | ||||
2025-08-01 | 13F | Belvedere Trading LLC | Put | 1,000 | 99 | |||||
2025-08-15 | 13F | Morgan Stanley | 1 | 0 | ||||||
2025-07-02 | 13F | First Financial Bank - Trust Division | 22,697 | 63.77 | 2,237 | 63.40 | ||||
2025-07-18 | 13F | SigFig Wealth Management, LLC | 7,879 | 142.36 | 774 | 141.88 | ||||
2025-07-28 | 13F | Mitchell Mcleod Pugh & Williams Inc | 8,308 | 1.06 | 819 | 0.74 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 12,138 | 35.68 | 1,196 | 35.29 | ||||
2025-08-11 | 13F | Mill Creek Capital Advisors, LLC | 5,734 | 565 | ||||||
2025-07-17 | 13F | Elser Financial Planning, Inc | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 4,046 | 0.50 | 399 | 0.25 | ||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 1,134 | 0.18 | 112 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 168,957 | 123.01 | 16,652 | 122.44 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Integrated Advisors Network LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Resources Investment Advisors, LLC. | 5,141 | 507 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 119,915 | 35.36 | 11,819 | 36.86 | ||||
2025-07-17 | 13F | Genesis Private Wealth, Llc | 8,162 | -7.16 | 804 | -7.37 | ||||
2025-07-11 | 13F | Westfuller Advisors, LLC | 2,187 | 0.78 | 216 | 0.47 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 4,906 | -3.06 | 484 | -3.40 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 6,861 | 12.07 | 676 | 13.42 | ||||
2025-08-06 | 13F | Wsfs Capital Management, Llc | 10,677 | 255.90 | 1,052 | 255.41 | ||||
2025-08-14 | 13F | Fort Point Capital Partners LLC | 4,258 | -18.80 | 420 | -19.11 | ||||
2025-07-21 | 13F | Crews Bank & Trust | 4,350 | 17.89 | 429 | 17.58 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 171,083 | 11.96 | 17 | 6.67 | ||||
2025-07-17 | 13F | Luminvest Wealth Management LLC | 4,782 | -27.52 | 471 | -27.65 | ||||
2025-07-30 | 13F | Retirement Planning Group | 3,740 | 369 | ||||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 9,178 | -1.28 | 905 | -1.53 | ||||
2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 9,600 | 946 | ||||||
2025-08-14 | 13F | Comerica Bank | 2,245 | -38.86 | 221 | -38.95 | ||||
2025-07-14 | 13F | Seed Wealth Management, Inc. | 47,245 | 4,656 | ||||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 875 | 86 | ||||||
2025-07-10 | 13F | Financial Management Network Inc | 10,547 | 26.10 | 1,038 | 26.59 | ||||
2025-07-29 | 13F | Unison Advisors LLC | 594,466 | 58,591 | ||||||
2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 34,143 | -6.19 | 3,365 | -6.42 | ||||
2025-08-05 | 13F | C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0 | -100.00 | 0 | |||||
2025-07-23 | 13F | Hemenway Trust Co LLC | 2,483 | 0.00 | 245 | -0.41 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 68,040 | 617.95 | 6,706 | 616.45 | ||||
2025-08-14 | 13F | Aberdeen Wealth Management LLC | 2,033 | 0.00 | 200 | 0.00 | ||||
2025-04-17 | 13F | Life Planning Partners, Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Gordian Advisors LLC | 4,313 | 0.00 | 425 | -0.23 | ||||
2025-07-21 | 13F | 25 Llc | 6,212 | 0.19 | 612 | 0.00 | ||||
2025-07-23 | 13F | Stephen J. Garry & Associates, Llc | 14,466 | -1.70 | 1,426 | -1.99 | ||||
2025-07-17 | 13F | Lakewood Asset Management LLC | 2,617 | 0.65 | 258 | 0.39 | ||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 3,968 | 0.00 | 391 | -0.26 | ||||
2025-08-04 | 13F | Spire Wealth Management | 230 | 0.00 | 23 | 0.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 1,549 | 152 | ||||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 2,195 | 0.00 | 216 | 0.00 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Atria Investments Llc | 48,483 | 10.39 | 4,779 | 10.09 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 210,771 | 20,774 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 28,824 | 5.62 | 2,841 | 5.34 | ||||
2025-08-14 | 13F | Hrt Financial Lp | 3,260 | 0 | ||||||
2025-07-18 | 13F | Truist Financial Corp | 14,489 | 180.79 | 1,428 | 180.55 | ||||
2025-08-05 | 13F | Sheridan Capital Management, LLC | 4,500 | 444 | ||||||
2025-05-07 | 13F | Keystone Financial Group, Inc. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Oak Hill Wealth Advisors, Llc | 13,207 | -4.62 | 1,299 | -5.04 | ||||
2025-07-22 | 13F | Valeo Financial Advisors, LLC | 14,408 | -54.96 | 1,420 | -55.08 | ||||
2025-08-07 | 13F | Timonier Family Office, LTD. | 15,680 | 145.00 | 1,545 | 144.46 | ||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 19,344 | 188.72 | 1,907 | 187.92 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 9,578 | 944 | ||||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 14,187 | 1,398 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 291,122 | 12.72 | 28,693 | 12.42 | ||||
2025-07-22 | 13F | Aspire Private Capital, LLC | 72,672 | 88.88 | 7,163 | 88.37 |