Mga Batayang Estadistika
Pemilik Institusional | 66 total, 66 long only, 0 short only, 0 long/short - change of 3.12% MRQ |
Alokasi Portofolio Rata-rata | 0.0885 % - change of -5.49% MRQ |
Saham Institusional (Jangka Panjang) | 2,862,781 (ex 13D/G) - change of 0.06MM shares 2.01% MRQ |
Nilai Institusional (Jangka Panjang) | $ 149,064 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF (US:XMVM) memiliki 66 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 2,862,781 saham. Pemegang saham terbesar meliputi Nelson, Van Denburg & Campbell Wealth Management Group, LLC, LPL Financial LLC, Bank Of America Corp /de/, Morgan Stanley, Whitaker-Myers Wealth Managers, LTD., Ameriprise Financial Inc, Raymond James Financial Inc, Northwestern Mutual Wealth Management Co, Royal Bank Of Canada, and Commonwealth Equity Services, Llc .
Struktur kepemilikan institusional Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap Value with Momentum ETF (ARCA:XMVM) 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 61.87 / share. Previously, on September 9, 2024, the share price was 52.79 / share. This represents an increase of 17.20% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 219,990 | 5.48 | 12,237 | 11.25 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Mml Investors Services, Llc | 55,025 | 321.68 | 3 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 138,638 | -3.97 | 7,712 | 1.27 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 73,364 | -2.50 | 4,081 | 2.82 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 4,177 | 232 | ||||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 337 | 19 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 29,419 | -2.57 | 1,636 | 2.76 | ||||
2025-08-04 | 13F | IFG Advisory, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 316 | 0.00 | 18 | 6.25 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 4,000 | 0.00 | 223 | 5.71 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 59,938 | 288.10 | 3,334 | 309.58 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 118 | -0.84 | 7 | 0.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 229,021 | -3.85 | 12,740 | 1.41 | ||||
2025-08-07 | 13F | WESCAP Management Group, Inc. | 4,931 | -19.40 | 274 | -14.91 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 2,780 | -4.96 | 155 | 0.00 | ||||
2025-08-06 | 13F | True Wealth Design, LLC | 1,665 | 0.00 | 93 | 5.75 | ||||
2025-07-23 | 13F | Armbruster Capital Management, Inc. | 8,749 | 0.00 | 487 | 5.42 | ||||
2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7,885 | 0.57 | 439 | 6.05 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 6,372 | -0.87 | 354 | 4.42 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 100 | 0.00 | 6 | 0.00 | ||||
2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 50 | 3 | ||||||
2025-08-05 | 13F | Sigma Planning Corp | 7,152 | -5.30 | 398 | -0.25 | ||||
2025-08-08 | 13F | Comprehensive Financial Planning, Inc./PA | 5,799 | 0.62 | 323 | 6.27 | ||||
2025-08-12 | 13F | LPL Financial LLC | 445,860 | 4.34 | 24,801 | 10.04 | ||||
2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 15,774 | 1 | ||||||
2025-08-14 | 13F | Fmr Llc | 628 | -0.16 | 35 | 3.03 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,322 | 69.18 | 1,910 | 78.50 | ||||
2025-08-04 | 13F | Hantz Financial Services, Inc. | 337 | 0 | ||||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,830 | -16.59 | 380 | -12.06 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 496 | 9.01 | 28 | 17.39 | ||||
2025-05-15 | 13F | Integrated Wealth Concepts LLC | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Ullmann Financial Group, Inc. | 5,283 | 0.00 | 294 | 5.40 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,339 | 0.00 | 74 | 5.71 | ||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | UBS Group AG | 2,045 | -86.17 | 114 | -85.49 | ||||
2025-08-12 | 13F | MAI Capital Management | 296 | 0.00 | 16 | 6.67 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 6,697 | 8.24 | 373 | 14.11 | ||||
2025-08-11 | 13F | Citigroup Inc | 40,017 | -2.89 | 2,226 | 2.39 | ||||
2025-04-21 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100.00 | 0 | |||||
2025-04-21 | 13F | ORG Partners LLC | 0 | -100.00 | 0 | |||||
2025-04-25 | 13F | Uniting Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Parcion Private Wealth LLC | 4,046 | 0.00 | 225 | 5.63 | ||||
2025-09-04 | 13F | Beacon Capital Management, Inc. | 662 | 37 | ||||||
2025-07-11 | 13F | Pinnacle Bancorp, Inc. | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 9,876 | -2.74 | 549 | 2.62 | ||||
2025-08-14 | 13F | Mariner, LLC | 7,431 | 0.00 | 413 | 5.63 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 1,222 | -17.10 | 68 | -12.99 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-01 | 13F | Harbor Investment Advisory, Llc | 825 | 0.00 | 46 | 4.65 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 6,949 | -84.15 | 387 | -83.33 | ||||
2025-07-16 | 13F | ORG Wealth Partners, LLC | 498 | 0.00 | 28 | 7.69 | ||||
2025-08-07 | 13F | Guidance Capital, Inc | 34,631 | 7.47 | 1,905 | 12.12 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 4,611 | -35.30 | 256 | -31.55 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 69,750 | -23.70 | 4 | -25.00 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 59,622 | 3.17 | 3,317 | 8.79 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 9,094 | 63.71 | 506 | 72.35 | ||||
2025-08-14 | 13F | Money Concepts Capital Corp | 30,338 | 0.27 | 1,688 | 5.77 | ||||
2025-04-29 | 13F | Pensionmark Financial Group, Llc | 0 | -100.00 | 0 | |||||
2025-05-09 | 13F | CoreCap Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 521,095 | 2.52 | 28,986 | 8.12 | ||||
2025-03-12 | 13F/A | Private Capital Management Llc | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,262 | 4.30 | 293 | 9.77 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 120,871 | 50.51 | 6,724 | 58.75 | ||||
2025-07-09 | 13F | Breakwater Capital Group | 20,604 | -7.63 | 1,146 | -2.55 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 5,863 | 6.39 | 326 | 6.89 | ||||
2025-08-08 | 13F | Tanglewood Legacy Advisors, LLC | 295 | 0.00 | 16 | 6.67 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 465 | 0.00 | 26 | 4.17 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 184,334 | -4.49 | 9,795 | -3.78 | ||||
2025-08-12 | 13F | Financial Advocates Investment Management | 4,734 | -55.06 | 263 | -52.61 | ||||
2025-07-14 | 13F | Ridgewood Investments LLC | 120 | 0.00 | 7 | 0.00 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 6,642 | 0 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,257 | -3.66 | 2 | 0.00 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 433 | -44.27 | 24 | -40.00 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 21,318 | 7.97 | 1,231 | 18.16 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 259,832 | -5.18 | 14,453 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 24,350 | 1.72 | 1,354 | 7.29 | ||||
2025-08-12 | 13F | Founders Financial Alliance, LLC | 1 | 0.00 | 0 |