Statistik Asas
| Pemilik Institusi | 81 total, 81 long only, 0 short only, 0 long/short - change of 84.09% MRQ |
| Purata Peruntukan Portfolio | 0.2691 % - change of 82.21% MRQ |
| Saham Institusi (Panjang) | 9,600,839 (ex 13D/G) - change of 6.07MM shares 171.93% MRQ |
| Nilai Institusi (Panjang) | $ 230,474 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF (US:CGMM) telah 81 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 9,600,839 saham. Pemegang saham terbesar termasuk Envestnet Asset Management Inc, Captrust Financial Advisors, Commonwealth Equity Services, Llc, GWM Advisors LLC, Main Line Retirement Advisors, LLC, Advisor Group Holdings, Inc., Strategic Blueprint, LLC, LPL Financial LLC, Cetera Investment Advisers, and Beta Wealth Group, Inc. .
Capital Group Equity ETF Trust I - Capital Group U.S. Small and Mid Cap ETF (ARCA:CGMM) 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 28.53 / share. Previously, on January 16, 2025, the share price was 25.98 / share. This represents an increase of 9.82% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 37,685 | 33.39 | 1,013 | 50.15 | ||||
| 2025-07-23 | 13F | Wise Wealth Partners | 59,905 | 1,610 | ||||||
| 2025-08-06 | 13F | Souders Financial Advisors | 9,724 | 261 | ||||||
| 2025-07-10 | 13F | Sovran Advisors, LLC | 22,424 | 611 | ||||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 39,691 | 73.57 | 1,067 | 95.24 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,107 | 30 | ||||||
| 2025-07-31 | 13F | Moloney Securities Asset Management, LLC | 22,560 | 43.42 | 606 | 61.60 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,846,515 | 138.99 | 49,634 | 168.92 | ||||
| 2025-08-13 | 13F | Summit Wealth Group Llc / Co | 7,994 | 215 | ||||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 23,506 | 100.32 | 1 | |||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 31,651 | 851 | ||||||
| 2025-08-13 | 13F | Capital International Investors | 174,909 | -82.59 | 4,702 | -80.42 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 414,909 | 1,090.90 | 11,153 | 1,240.38 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 12,889 | 13.92 | 346 | 31.06 | ||||
| 2025-07-28 | 13F | JGP Wealth Management, LLC | 7,770 | 209 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 21,754 | 118.63 | 585 | 146.41 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 10,812 | 18.16 | 291 | 33.03 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 83,792 | 35.04 | 2,302 | 55.26 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 24,050 | 0.00 | 646 | 12.54 | ||||
| 2025-08-08 | 13F | Security Financial Services, INC. | 12,405 | 333 | ||||||
| 2025-07-29 | 13F | Balboa Wealth Partners | 10,102 | 272 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 295 | 8 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 281,832 | 7,576 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1,748 | 47 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,830 | 533 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 229,187 | 37.19 | 6 | 100.00 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 520 | 12 | ||||||
| 2025-07-09 | 13F | Pines Wealth Management, LLC | 34,618 | 6.44 | 951 | 39.30 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 25,750 | 692 | ||||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 14 | 0 | ||||||
| 2025-08-04 | 13F | Assetmark, Inc | 37,334 | 1,004 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 12,630 | 339 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 654,161 | 170.50 | 18 | 240.00 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 242,983 | 1,613.32 | 6,531 | 1,832.25 | ||||
| 2025-08-11 | 13F | Rothschild Investment Llc | 27,690 | 744 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8,969 | 241 | ||||||
| 2025-07-30 | 13F | Smith Thornton Advisors LLC | 113,644 | 0.47 | 3,055 | 13.03 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 102,637 | 106.48 | 2,778 | 133.36 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 21,010 | 143.79 | 565 | 175.12 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 247,324 | 6,648 | ||||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 23,334 | 131.14 | 627 | 160.17 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 15,399 | 24.75 | 414 | 40.48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 260,608 | 7,005 | ||||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 19,473 | 523 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 14 | 0 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 505,750 | 13,595 | ||||||
| 2025-07-15 | 13F | StoneCrest Wealth Management, Inc. | 118,935 | 3,197 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 21,242 | 6.19 | 571 | 19.50 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 115 | 0.00 | 0 | |||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 96,732 | 2,600 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 33,124 | 1 | ||||||
| 2025-08-06 | 13F | Mark Sheptoff Financial Planning, Llc | 390 | 0.00 | 10 | 11.11 | ||||
| 2025-07-24 | 13F | NavPoint Financial, Inc. | 50,983 | 195.38 | 1,370 | 232.52 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 89,344 | 767.67 | 2 | |||||
| 2025-07-14 | 13F | Main Line Retirement Advisors, LLC | 488,907 | 4,132.96 | 13,142 | 4,678.55 | ||||
| 2025-07-11 | 13F | LongView Wealth Management | 16,861 | 453 | ||||||
| 2025-07-30 | 13F | D.a. Davidson & Co. | 16,720 | 449 | ||||||
| 2025-07-14 | 13F | Ai Financial Services Llc | 52,617 | -4.16 | 1,414 | 7.86 | ||||
| 2025-08-13 | 13F | Capital Group Private Client Services, Inc. | 255,947 | 224.46 | 6,880 | 265.13 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 923,440 | 2,813.80 | 24,822 | 3,179.00 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 24,999 | -16.89 | 672 | -6.55 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 49,984 | 1,344 | ||||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 12,610 | 339 | ||||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 193,673 | 5,206 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 335,707 | 9,024 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 64,937 | 1,746 | ||||||
| 2025-07-28 | 13F | RFG Advisory, LLC | 23,504 | 632 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 20,281 | 1.41 | 545 | 14.26 | ||||
| 2025-07-21 | 13F | Barrett & Company, Inc. | 5,675 | 10.73 | 153 | 24.59 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 96,264 | 134.13 | 2,588 | 163.44 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 96,946 | 139.00 | 2,606 | 168.83 | ||||
| 2025-07-16 | 13F | Midwest Heritage Bank, FSB | 13,574 | 365 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 209 | 37.50 | 6 | 66.67 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 19,315 | 302.90 | 519 | 351.30 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 31,636 | 850 | ||||||
| 2025-08-11 | 13F | Beta Wealth Group, Inc. | 267,824 | -1.09 | 7,199 | 11.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 1,242 | 0.00 | 33 | 13.79 | ||||
| 2025-08-12 | 13F | Tradition Wealth Management, LLC | 50,990 | 319.67 | 1,371 | 372.41 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 352,716 | 68.88 | 9,481 | 90.04 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 299 | 0 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | ORG Partners LLC | 10,189 | 1,071.15 | 276 | 1,280.00 |
