Statistik Asas
Pemilik Institusi | 71 total, 71 long only, 0 short only, 0 long/short - change of 24.14% MRQ |
Purata Peruntukan Portfolio | 0.5257 % - change of -2.44% MRQ |
Saham Institusi (Panjang) | 21,077,127 (ex 13D/G) - change of 4.18MM shares 24.72% MRQ |
Nilai Institusi (Panjang) | $ 430,354 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Angel Oak Funds Trust - Angel Oak Income ETF (US:CARY) telah 71 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 21,077,127 saham. Pemegang saham terbesar termasuk Wells Fargo & Company/mn, Arkadios Wealth Advisors, Morgan Stanley, Advocacy Wealth Management Services, LLC, Colony Group, LLC, Channel Wealth Llc, UBS Group AG, Congress Wealth Management LLC / DE /, Tortoise Investment Management, LLC, and Baird Financial Group, Inc. .
Angel Oak Funds Trust - Angel Oak Income ETF (NasdaqGM:CARY) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 20.96 / share. Previously, on September 9, 2024, the share price was 21.12 / share. This represents a decline of 0.73% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-05 | 13F | Rareview Capital LLC | 68,709 | 1.34 | 1,429 | 1.56 | ||||
2025-08-12 | 13F | Heritage Trust Co | 153,661 | -0.32 | 3,196 | -0.12 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 94,504 | 1,966 | ||||||
2025-08-13 | 13F | GeoWealth Management, LLC | 28,058 | 584 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 21,155 | 440 | ||||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 225,983 | 1.12 | 4,700 | 1.31 | ||||
2025-04-09 | 13F | Worth Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 427,158 | 40.81 | 8,885 | 41.08 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 3,592 | -53.50 | 75 | -53.75 | ||||
2025-08-14 | 13F | Camarda Financial Advisors, LLC | 102,541 | 7.48 | 2,133 | 7.68 | ||||
2025-07-14 | 13F | Lewis Asset Management, LLC | 23,118 | 36.25 | 481 | 36.36 | ||||
2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Crescent Grove Advisors, LLC | 521,598 | -4.12 | 10,849 | -4.33 | ||||
2025-07-28 | 13F | Axxcess Wealth Management, Llc | 368,613 | 7.21 | 7,667 | 7.43 | ||||
2025-08-12 | 13F | Argent Trust Co | 13,250 | 0.00 | 276 | 0.00 | ||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17,065 | 355 | ||||||
2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 10,334 | 5.13 | 215 | 4.90 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,814,675 | 66.91 | 58,545 | 67.24 | ||||
2025-05-12 | 13F | Benjamin Edwards Inc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | Able Wealth Management LLC | 61,455 | 56.64 | 1,278 | 57.00 | ||||
2025-07-10 | 13F | Vista Investment Partners Llc | 9,949 | 0.00 | 207 | 0.00 | ||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 21,054 | 0.30 | 438 | 0.46 | ||||
2025-07-31 | 13F | Sage Mountain Advisors LLC | 47,467 | 0.01 | 987 | 0.20 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 24,359 | 47.28 | 507 | 47.52 | ||||
2025-07-22 | 13F | Belpointe Asset Management LLC | 131,790 | 13.00 | 2,741 | 13.22 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 18,453 | -54.76 | 384 | -54.73 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 296,490 | 2.72 | 6,167 | 2.90 | ||||
2025-07-22 | 13F | Legacy CG, LLC | 316,224 | -0.42 | 6,577 | -0.23 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 4,500 | 0.00 | 94 | 0.00 | ||||
2025-07-14 | 13F | Legacy Capital Group California, Inc. | 85,472 | 1,778 | ||||||
2025-08-13 | 13F | Greenwich Wealth Management LLC | 158,131 | 245.94 | 3 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 34,906 | 726 | ||||||
2025-08-14 | 13F | Transamerica Financial Advisors, Inc. | 75,516 | -2.54 | 1,571 | 156,900.00 | ||||
2025-08-15 | 13F | Morgan Stanley | 2,189,547 | 5,266.67 | 45,543 | 5,283.22 | ||||
2025-08-01 | 13F | Mendel Money Management | 124,342 | 8.39 | 2,586 | 8.61 | ||||
2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 811,224 | 4.30 | 16,873 | 4.50 | ||||
2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 2,058,325 | 7.31 | 42,813 | 7.52 | ||||
2025-04-11 | 13F | Davis Capital Management | 288 | 0.00 | 6 | 0.00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 54,415 | 64.76 | 1,132 | 65.11 | ||||
2025-07-18 | 13F | Astor Investment Management LLC | 383,809 | 7,983 | ||||||
2025-07-28 | 13F | RFG Advisory, LLC | 96,567 | 47.04 | 2,009 | 47.32 | ||||
2025-08-14 | 13F | Ieq Capital, Llc | 59,347 | 1,234 | ||||||
2025-07-31 | 13F | Oppenheimer & Co Inc | 143,860 | 8.95 | 2,992 | 9.16 | ||||
2025-07-07 | 13F | Nova Wealth Management, Inc. | 167 | 3 | ||||||
2025-07-17 | 13F | Raleigh Capital Management Inc. | 6,626 | 138 | ||||||
2025-08-12 | 13F | OneAscent Financial Services LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 8,228 | 471.39 | 171 | 489.66 | ||||
2025-08-12 | 13F | LPL Financial LLC | 241,047 | 10.06 | 5,014 | 10.27 | ||||
2025-08-14 | 13F | Colony Group, LLC | 1,374,357 | 4.92 | 28,587 | 5.12 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 52,472 | 31.54 | 1,091 | 31.76 | ||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 558,813 | -0.43 | 11,623 | -0.23 | ||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 2,291,182 | 1.66 | 47,657 | 1.86 | ||||
2025-07-09 | 13F | Channel Wealth Llc | 1,053,012 | -12.77 | 21,903 | -12.61 | ||||
2025-08-12 | 13F | Change Path, LLC | 20,001 | 416 | ||||||
2025-08-08 | 13F | Altfest L J & Co Inc | 0 | -100.00 | 0 | |||||
2025-08-05 | 13F | EPG Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 198,740 | 103.86 | 4 | 100.00 | ||||
2025-08-05 | 13F | Huntington National Bank | 269 | 31.37 | ||||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 27,856 | 1 | ||||||
2025-08-14 | 13F | Fmr Llc | 133 | 3 | ||||||
2025-07-22 | 13F | MBL Wealth, LLC | 469,620 | 0.29 | 9,768 | 0.48 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 11,876 | 247 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 1,835 | 38 | ||||||
2025-08-28 | NP | RDFI - RAREVIEW DYNAMIC FIXED INCOME ETF | 59,257 | 2.45 | 1,233 | 2.67 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 358,408 | 7,455 | ||||||
2025-06-30 | NP | ASTIX - Astor Dynamic Allocation Fund Class I shares | 139,969 | 2,897 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 110,380 | 2,296 | ||||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 599,336 | 1.64 | 12,466 | 1.84 | ||||
2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 15,188 | -2.08 | 316 | -2.17 | ||||
2025-08-13 | 13F | Legacy Capital Wealth Partners, LLC | 15,190 | 316 | ||||||
2025-08-14 | 13F | UBS Group AG | 939,991 | 39.16 | 19,552 | 39.42 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 10,935 | 227 | ||||||
2025-06-30 | NP | ASPGX - Astor Sector Allocation Fund Class A Shares | 31,175 | 645 | ||||||
2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 22,437 | 73.67 | 467 | 73.88 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 0 | -100.00 | 0 | |||||
2025-07-18 | 13F | Precision Wealth Strategies, LLC | 183,692 | -7.24 | 3,821 | -7.08 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 13,925 | 290 | ||||||
2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 10,500 | 218 | ||||||
2025-08-04 | 13F | Atria Investments Llc | 149,275 | 276.15 | 3,105 | 277.16 |