Mga Batayang Estadistika
| Pemilik Institusional | 124 total, 124 long only, 0 short only, 0 long/short - change of -5.30% MRQ |
| Alokasi Portofolio Rata-rata | 0.3027 % - change of -40.52% MRQ |
| Saham Institusional (Jangka Panjang) | 51,140,369 (ex 13D/G) - change of 0.74MM shares 1.46% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 164,625 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Senior Income Trust (US:VVR) memiliki 124 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 51,140,369 saham. Pemegang saham terbesar meliputi Morgan Stanley, Penserra Capital Management LLC, YYY - Amplify High Income ETF, Bank Of America Corp /de/, Solutions 4 Wealth, Ltd, LPL Financial LLC, Wells Fargo & Company/mn, Adapt Wealth Advisors, Llc, Invesco Ltd., and UBS Group AG .
Struktur kepemilikan institusional Invesco Senior Income Trust (NYSE:VVR) 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 3.61 / share. Previously, on September 9, 2024, the share price was 4.33 / share. This represents a decline of 16.63% 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 | 2,437,201 | 21.58 | 9,261 | 23.20 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 5,866 | 55.76 | 22 | 57.14 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Clear Creek Financial Management, LLC | 51,705 | 4.67 | 196 | 5.95 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 519,162 | 15.30 | 1,973 | 10.91 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 75,314 | -7.05 | 286 | -5.61 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 187,542 | 12.67 | 712 | 14.10 | ||||
| 2025-08-08 | 13F | Oak Harvest Investment Services | 17,000 | 0.00 | 65 | 1.59 | ||||
| 2025-05-15 | 13F | Millennium Management Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,310,485 | -20.88 | 5 | -33.33 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 10,215 | 0.00 | 39 | 0.00 | ||||
| 2025-04-11 | 13F | Independence Bank of Kentucky | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 13,000 | 0.00 | 49 | 2.08 | ||||
| 2025-08-14 | 13F | CF Capital LLC | 126,360 | -19.00 | 480 | -14.46 | ||||
| 2025-08-08 | 13F | Creative Planning | 483,493 | -23.32 | 1,837 | -22.29 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 13,623 | -38.52 | 52 | -38.55 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 134,437 | 180.51 | 511 | 184.92 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 20,666 | 0.00 | 79 | 1.30 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 3,940,291 | 12.64 | 14,973 | 14.15 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 4,979 | 0.00 | 19 | 0.00 | ||||
| 2025-08-04 | 13F | Wolverine Asset Management Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Comerica Bank | 43,121 | -0.14 | 164 | 1.24 | ||||
| 2025-07-29 | 13F | Manchester Financial Inc | 196,028 | -22.93 | 745 | -21.93 | ||||
| 2025-07-17 | 13F | Melfa Wealth Management, Llc | 93,682 | 57.63 | 356 | 59.91 | ||||
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 82,285 | 0.00 | 313 | 1.30 | ||||
| 2025-08-13 | 13F | Invesco Ltd. | 1,607,777 | 24.46 | 6,110 | 26.11 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 15,182 | -38.26 | 58 | -38.04 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2,215,772 | -5.16 | 8,420 | -3.89 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 21,637 | -0.98 | 82 | 2.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 48,510 | 0.00 | 184 | 1.66 | ||||
| 2025-05-09 | 13F | Cornerstone Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gerber Kawasaki Wealth & Investment Management | 14,865 | 3.12 | 56 | 3.70 | ||||
| 2025-08-12 | 13F | Horizon Kinetics Asset Management Llc | 14,858 | -2.11 | 56 | 0.00 | ||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 394,568 | 14.12 | 1,499 | 15.66 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 3,328 | 0.00 | 13 | 0.00 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 15,400 | 0.00 | 59 | 1.75 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 92,252 | 44.64 | 351 | 46.44 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 231,699 | 11.57 | 880 | 13.11 | ||||
| 2025-04-09 | 13F | 180 Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 73,372 | 115.80 | 279 | 118.90 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,755 | 10.21 | 56 | 12.00 | ||||
| 2025-08-05 | 13F | Verity Asset Management, Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,958 | 7.52 | 0 | |||||
| 2025-08-14 | 13F | Colony Group, LLC | 35,000 | 0.00 | 133 | 1.53 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 17,067 | 0.00 | 65 | 0.00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 24,780 | -1.00 | 94 | 1.08 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1,556,111 | -1.25 | 5,913 | 0.07 | ||||
| 2025-08-14 | 13F | Cardiff Park Advisors, Llc | 175,000 | 0.00 | 665 | 1.37 | ||||
| 2025-07-16 | 13F | Meridian Investment Counsel Inc. | 11,146 | -28.57 | 42 | -27.59 | ||||
| 2025-08-11 | 13F | Advisor Resource Council | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | New England Capital Financial Advisors LLC | 939 | 4 | ||||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 57,358 | 113.82 | 218 | 117.00 | ||||
| 2025-05-01 | 13F | New England Professional Planning Group Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 15,311 | 58 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 10,106 | 0.00 | 38 | 2.70 | ||||
| 2025-08-28 | NP | YYY - Amplify High Income ETF | 4,162,840 | 2.00 | 15,819 | 3.35 | ||||
| 2025-05-13 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Founders Financial Alliance, LLC | 23,891 | 0.17 | 91 | 1.12 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 42,303 | 5.78 | 161 | 7.38 | ||||
| 2025-08-11 | 13F | Shufro Rose & Co Llc | 38,000 | 0.00 | 142 | 0.00 | ||||
| 2025-08-12 | 13F | Landscape Capital Management, L.l.c. | 908,173 | 14.93 | 3,451 | 16.47 | ||||
| 2025-07-15 | 13F | Significant Wealth Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 41,430 | 157 | ||||||
| 2025-05-08 | 13F | Plante Moran Financial Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Consultiva Wealth Management, Corp. | 6,338 | 0.00 | 24 | 4.35 | ||||
| 2025-04-23 | 13F | Balboa Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Gridiron Partners, LLC | 37,139 | 0.00 | 141 | 1.44 | ||||
| 2025-08-13 | 13F | WealthTrust Axiom LLC | 27,892 | 0.00 | 106 | 0.96 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 0 | |||||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 34,691 | 0.09 | 132 | 1.55 | ||||
| 2025-07-09 | 13F | Post Resch Tallon Group Inc. | 29,708 | 0.15 | 113 | 1.82 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 9,900 | 607.14 | 38 | 640.00 | ||||
| 2025-08-12 | 13F | Advisors Asset Management, Inc. | 1,122,982 | 12.45 | 4,267 | 13.94 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 10,005 | 38 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 312 | 0.00 | 1 | 0.00 | ||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 2,159,530 | 6.37 | 8,206 | 7.79 | ||||
| 2025-07-17 | 13F/A | Capital Investment Advisors, LLC | 81,973 | -2.42 | 311 | -1.27 | ||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 28,710 | -26.18 | 109 | -28.76 | ||||
| 2025-08-11 | 13F | Alteri Wealth LLC | 43,875 | 0.00 | 167 | 1.22 | ||||
| 2025-08-14 | 13F | Cohen & Steers, Inc. | 811,433 | 0.00 | 3 | 0.00 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 500 | 2 | ||||||
| 2025-08-13 | 13F | Everstar Asset Management, LLC | 91,255 | 0.00 | 347 | 1.17 | ||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 349,244 | 12.50 | 1,327 | 14.00 | ||||
| 2025-07-29 | 13F | Salomon & Ludwin, LLC | 598 | 2 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12,002 | 0.00 | 46 | 0.00 | ||||
| 2025-07-17 | 13F | Sterneck Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 13,632 | -31.67 | 52 | -31.08 | ||||
| 2025-07-28 | NP | PCEF - Invesco CEF Income Composite ETF This fund is a listed as child fund of Invesco Ltd. and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value | 1,178,387 | -10.40 | 4,360 | -20.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32,844 | -28.53 | 0 | |||||
| 2025-07-11 | 13F | Seacrest Wealth Management, Llc | 61,482 | -18.87 | 234 | -17.96 | ||||
| 2025-05-14 | 13F | Virtus ETF Advisers LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Baker Avenue Asset Management, LP | 17,500 | 0.00 | 66 | 1.54 | ||||
| 2025-07-30 | NP | HYIN - WisdomTree Alternative Income Fund N/A | 489,939 | 18.74 | 1,813 | 5.84 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 9,000 | 0.00 | 34 | 3.03 | ||||
| 2025-08-12 | 13F | Bank OZK | 46,385 | 0.00 | 176 | 1.73 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 297,000 | -1.82 | 1,120 | -1.06 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 438,005 | 0.87 | 1,664 | 2.21 | ||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 431 | 3.11 | 2 | 0.00 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 800 | 0.00 | 3 | 0.00 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 107,484 | -3.30 | 408 | -1.92 | ||||
| 2025-08-07 | 13F | Illumine Investment Management, LLC | 95,785 | 1.61 | 364 | 2.83 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 22,992 | 819.68 | 87 | 866.67 | ||||
| 2025-07-08 | 13F | Strategic Advocates LLC | 252,711 | 8.74 | 960 | 10.22 | ||||
| 2025-06-25 | NP | VPC - Virtus Private Credit Strategy ETF | 274,790 | -7.52 | 992 | -17.83 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 137,905 | -55.39 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 12,000 | -50.00 | 46 | -51.09 | ||||
| 2025-07-22 | 13F | Olistico Wealth, LLC | 14,000 | 53 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 9,403 | 36 | ||||||
| 2025-07-14 | 13F | Argentarii, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 26,287 | 43.75 | 100 | 45.59 | ||||
| 2025-07-21 | 13F | Future Financial Wealth Managment LLC | 181,570 | 6.98 | 690 | 8.33 | ||||
| 2025-04-23 | 13F | Legacy Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Fisher Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 139,356 | 0.00 | 530 | 1.34 | ||||
| 2025-08-12 | 13F | XTX Topco Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Penserra Capital Management LLC | 4,205,710 | 3.05 | 16 | 0.00 | ||||
| 2025-07-16 | 13F | Advisors Management Group Inc /adv | 1,270,595 | -0.16 | 5 | 0.00 | ||||
| 2025-05-29 | NP | MCTOX - Modern Capital Tactical Opportunities Fund Class A Shares | 25,728 | 95 | ||||||
| 2025-05-06 | 13F | Readystate Asset Management Lp | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Fortitude Advisory Group L.L.C. | 48,876 | 0.00 | 186 | 9.47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 100,075 | 2.25 | 380 | 3.54 | ||||
| 2025-05-12 | 13F | Virtu Financial LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 630,465 | -17.79 | 2,409 | -16.27 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 12,347 | 0.00 | 47 | 0.00 | ||||
| 2025-08-07 | 13F | Hennion & Walsh Asset Management, Inc. | 54,196 | -75.46 | 206 | -75.24 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 7 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 18,429 | 53.18 | 70 | 55.56 | ||||
| 2025-08-05 | 13F | Claro Advisors LLC | 43,386 | -45.62 | 165 | -45.15 | ||||
| 2025-08-13 | 13F | Virtus Investment Advisers, Inc. | 291,164 | -3.21 | 1,106 | -1.95 | ||||
| 2025-08-12 | 13F | NWF Advisory Services Inc. | 10,000 | 38 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 10,866 | 0.00 | 41 | 2.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 10,324,793 | -0.22 | 39,234 | 1.11 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 60,969 | 0.06 | 232 | 1.32 | ||||
| 2025-07-25 | 13F | Sequoia Financial Advisors, LLC | 32,338 | 10.91 | 123 | 11.93 | ||||
| 2025-07-22 | 13F | Valeo Financial Advisors, LLC | 28,881 | 110 | ||||||
| 2025-07-29 | 13F | Huntleigh Advisors, Inc. | 14,889 | 2.06 | 57 | 3.70 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 81,386 | -39.07 | 309 | -38.20 | ||||
| 2025-08-13 | 13F | Solutions 4 Wealth, Ltd | 3,242,878 | -5.14 | 12,323 | -3.88 | ||||
| 2025-07-09 | 13F | Mirador Capital Partners LP | 365,919 | -2.13 | 1,390 | -0.86 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 300 | 0.00 | 1 | 0.00 | ||||
| 2025-08-13 | 13F | Guggenheim Capital Llc | 39,703 | 84.34 | 151 | 87.50 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 321,437 | 113.91 | 1,221 | 116.87 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 3,200 | 0.00 | 12 | 0.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 519,094 | 4.43 | 1,973 | 5.79 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 10,893 | 0.00 | 0 | |||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 180,614 | -12.37 | 686 | -11.14 |
