Statistik Asas
| Pemilik Institusi | 128 total, 128 long only, 0 short only, 0 long/short - change of 15.32% MRQ |
| Purata Peruntukan Portfolio | 1.2236 % - change of -15.65% MRQ |
| Saham Institusi (Panjang) | 13,982,996 (ex 13D/G) - change of 1.27MM shares 9.96% MRQ |
| Nilai Institusi (Panjang) | $ 694,968 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF (US:DUSB) telah 128 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 13,982,996 saham. Pemegang saham terbesar termasuk Planning Center, Inc., Prudent Man Investment Management, Inc., Market Street Wealth Management Advisors Llc, Root Financial Partners, LLC, SC&H Financial Advisors, Inc., Sterling Wealth Management, Inc., Chicago Partners Investment Group LLC, SJS Investment Consulting Inc., DiNuzzo Private Wealth, Inc., and American Capital Advisory, LLC .
Dimensional ETF Trust - Dimensional Ultrashort Fixed Income ETF (ARCA:DUSB) 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 50.80 / share. Previously, on September 6, 2024, the share price was 50.79 / share. This represents an increase of 0.02% 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
untuk membuka data premium dan mengeksport ke Excel 
.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 69,114 | 0.66 | 3,509 | 0.72 | ||||
| 2025-07-11 | 13F | Wolfstich Capital, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | VSM Wealth Advisory, LLC | 4,841 | -4.29 | 246 | -4.30 | ||||
| 2025-08-11 | 13F | TAGStone Capital, Inc. | 225,384 | 337.93 | 11,450 | 572,350.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 2,200 | 93.15 | 112 | 94.74 | ||||
| 2025-07-30 | 13F | Phillips Financial Management, Llc | 291,447 | -1.10 | 14,791 | -1.06 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 45,125 | 206.04 | 2,290 | 206.15 | ||||
| 2025-07-09 | 13F | Shore Point Advisors, LLC | 121,313 | 4.71 | 6,157 | 4.75 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 5,325 | 3.30 | 270 | -1.82 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 562,502 | 28.52 | 28,547 | 28.57 | ||||
| 2025-07-11 | 13F | Quantum Financial Advisors, LLC | 68,986 | 3,501 | ||||||
| 2025-07-10 | 13F | Baker Tilly Financial, Llc | 4,047 | 1.10 | 205 | 0.99 | ||||
| 2025-07-31 | 13F | Buckingham Strategic Partners | 64,431 | 13.90 | 3,270 | 13.94 | ||||
| 2025-07-28 | 13F | Wealthspan Partners, Llc | 178,909 | 27.28 | 9,080 | 27.34 | ||||
| 2025-08-11 | 13F | Babb Wealth Advisors LLC | 117,865 | -2.48 | 5,982 | -2.45 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 52 | 0 | ||||||
| 2025-07-10 | 13F | Strathmore Capital Advisors, Inc. | 12,522 | -11.13 | 636 | -10.81 | ||||
| 2025-07-23 | 13F | Pillar Financial Advisors, LLC | 222,682 | 6.36 | 11,301 | 6.40 | ||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Essential Planning, LLC. | 4,121 | 0.88 | 209 | 0.97 | ||||
| 2025-07-17 | 13F | Mattern Wealth Management LLC | 130,489 | 99.11 | 6,622 | 99.22 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 9,935 | 63.78 | 504 | 64.17 | ||||
| 2025-07-18 | 13F | PBMares Wealth Management LLC | 20,557 | -54.08 | 1,043 | -54.05 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 98,732 | 22.31 | 5,011 | 22.34 | ||||
| 2025-04-16 | 13F | Lam Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Maryland Capital Advisors Inc. | 67 | 34.00 | 3 | 50.00 | ||||
| 2025-07-21 | 13F | Family CFO Inc | 15,460 | 63.03 | 785 | 62.99 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 67,000 | 0.75 | 3,400 | 0.80 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-17 | 13F | Applied Capital LLC | 98,600 | 15.92 | 5,004 | 15.94 | ||||
| 2025-07-17 | 13F | XY Planning Network, Inc. | 34,825 | 160.86 | 1,767 | 161.00 | ||||
| 2025-07-16 | 13F | Blue Oak Capital, LLC | 22,678 | -34.12 | 1,151 | -34.14 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 99,840 | 292.28 | 5,067 | 292.41 | ||||
| 2025-07-09 | 13F | Market Street Wealth Management Advisors Llc | 673,636 | -20.55 | 34,187 | -20.51 | ||||
| 2025-07-15 | 13F | Hartmann Taylor Wealth Management, LLC | 14,290 | -4.03 | 725 | -3.97 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 67 | -41.74 | 3 | -40.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 35,761 | 29.85 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 21,348 | 294.97 | 1,083 | 295.26 | ||||
| 2025-07-17 | 13F | Porter White Investment Advisors, Inc. | 22,745 | 4.09 | 1,154 | 4.15 | ||||
| 2025-07-15 | 13F | Maseco Llp | 25,140 | 1,275 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 5,000 | 254 | ||||||
| 2025-08-12 | 13F | Legacy Financial Group, Inc. | 4,653 | -23.95 | 236 | -23.87 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 305 | 0.99 | 0 | |||||
| 2025-07-16 | 13F | Plancorp, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Van Hulzen Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 22,617 | -4.14 | 1,148 | -4.10 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 796 | -91.01 | 40 | -91.07 | ||||
| 2025-08-08 | 13F | Creative Planning | 67,651 | 113.24 | 3,433 | 113.36 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 27,860 | -0.11 | 1,414 | -0.07 | ||||
| 2025-07-14 | 13F | Financial Harvest, LLC | 51,289 | 2,603 | ||||||
| 2025-07-15 | 13F | SJS Investment Consulting Inc. | 414,416 | 8.87 | 21,032 | 8.91 | ||||
| 2025-07-08 | 13F | ShankerValleau Wealth Advisors, Inc. | 17,254 | -54.18 | 876 | -54.19 | ||||
| 2025-07-22 | 13F | Firethorn Wealth Partners, Llc | 4,228 | 215 | ||||||
| 2025-08-14 | 13F | Navigoe, LLC | 40,660 | -5.67 | 2 | 0.00 | ||||
| 2025-07-16 | 13F | Leading Edge Financial Planning LLC | 103,871 | 9.81 | 5,271 | 9.86 | ||||
| 2025-07-25 | 13F | LRI Investments, LLC | 11,735 | 0.00 | 596 | 0.00 | ||||
| 2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 51,027 | 2,590 | ||||||
| 2025-07-18 | 13F | Fmb Wealth Management | 53,337 | 49.47 | 2,707 | 49.50 | ||||
| 2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 26,692 | -32.09 | 1,355 | -32.06 | ||||
| 2025-07-29 | 13F | Financial Symmetry Inc | 73,025 | 23.28 | 3,706 | 23.37 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 26,519 | 1,346 | ||||||
| 2025-07-09 | 13F | Hiley Hunt Wealth Management | 168,610 | 1.51 | 8,565 | 1.66 | ||||
| 2025-07-25 | 13F | Ruedi Wealth Management, Inc. | 125,447 | 1.95 | 6,366 | 2.00 | ||||
| 2025-07-16 | 13F | Vestia Personal Wealth Advisors | 10,883 | 148.07 | 552 | 148.65 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 167,719 | 7.97 | 8,512 | 8.01 | ||||
| 2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Great Oak Capital Partners, Llc | 62,239 | -3.23 | 3,162 | -2.95 | ||||
| 2025-07-17 | 13F | Elser Financial Planning, Inc | 9,697 | 493 | ||||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 1,813 | 0.00 | 92 | 1.10 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 82,345 | 9.22 | 4 | 33.33 | ||||
| 2025-07-29 | 13F | Schubert & Co | 16,825 | 1.09 | 854 | 1.07 | ||||
| 2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 12,446 | 632 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 175,817 | 93.05 | 8,923 | 93.12 | ||||
| 2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Strategic Investment Solutions, Inc. /IL | 147,868 | 2.21 | 7,490 | 2.07 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 1,813 | 92 | ||||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5,746 | 292 | ||||||
| 2025-07-21 | 13F | Onyx Financial Advisors, LLC | 158,674 | 3.82 | 8,053 | 3.86 | ||||
| 2025-07-30 | 13F | Forum Financial Management, LP | 16,855 | 2.18 | 855 | 2.27 | ||||
| 2025-07-31 | 13F | Core Wealth Management, Inc. | 23,283 | 2.58 | 1,182 | 2.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,962 | 0.05 | 100 | 0.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 10,754 | -0.38 | 546 | -0.37 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 209,326 | -3.18 | 10,623 | -3.15 | ||||
| 2025-07-31 | 13F | Curio Wealth, Llc | 10,288 | 342,833.33 | 522 | 0.38 | ||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 185 | 9 | ||||||
| 2025-07-30 | 13F | Clune & Associates, Ltd. | 87,981 | -3.98 | 4,465 | -3.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 31,138 | 52.12 | 2 | 0.00 | ||||
| 2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 1,134,166 | -0.30 | 57,377 | -0.30 | ||||
| 2025-07-15 | 13F | Evanson Asset Management, LLC | 6,471 | 0.83 | 328 | 0.92 | ||||
| 2025-08-01 | 13F | McCarthy Grittinger Financial Group, LLC | 369 | -73.40 | 19 | -74.29 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 5,947 | 302 | ||||||
| 2025-07-08 | 13F | Apella Capital, LLC | 14,782 | 0.00 | 751 | 0.13 | ||||
| 2025-07-17 | 13F | Willow Creek Wealth Management Inc. | 9,353 | 63.34 | 475 | 63.45 | ||||
| 2025-05-12 | 13F | Cahill Wealth Management, LLC | 9,933 | 504 | ||||||
| 2025-08-14 | 13F | Financial Engines Advisors L.L.C. | 14,674 | 745 | ||||||
| 2025-07-25 | 13F | Concord Wealth Partners | 68,703 | 1.26 | 3,487 | 1.31 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 18,594 | 41.35 | 944 | 41.38 | ||||
| 2025-07-17 | 13F | DiNuzzo Private Wealth, Inc. | 404,800 | 4.14 | 20,544 | 4.18 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 29,711 | 20.39 | 1,508 | 20.46 | ||||
| 2025-08-05 | 13F | Dravo Bay Llc | 85,492 | -8.09 | 4,411 | -6.51 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 4,768 | 242 | ||||||
| 2025-08-06 | 13F | Savant Capital, LLC | 298,810 | 5.79 | 15,165 | 5.83 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 10,964 | -20.61 | 556 | -20.57 | ||||
| 2025-07-16 | 13F | Meredith Wealth Planning | 25,794 | 33.03 | 1,309 | 33.16 | ||||
| 2025-07-29 | 13F | Master's Wealth Management Inc. | 138,562 | 4.27 | 7,032 | 4.32 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 447,866 | 12.43 | 22,711 | 12.37 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 4,797 | 6.15 | 243 | 6.11 | ||||
| 2025-08-14 | 13F | Comerica Bank | 7,486 | 1.99 | 380 | 1.88 | ||||
| 2025-07-30 | 13F | Studio Investment Management Llc | 16,477 | 25.67 | 836 | 25.71 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 113,695 | -31.71 | 5,770 | -31.68 | ||||
| 2025-08-12 | 13F | Pathstone Holdings, LLC | 58,196 | 17.48 | 2,953 | 17.56 | ||||
| 2025-07-24 | 13F | Strengthening Families & Communities, LLC | 1,332 | 1.06 | 68 | 1.52 | ||||
| 2025-07-28 | 13F | Moran Wealth Management, LLC | 185,413 | 9,410 | ||||||
| 2025-08-04 | 13F | Live Oak Private Wealth LLC | 23,710 | 88.50 | 1,203 | 88.56 | ||||
| 2025-08-14 | 13F | Destination Wealth Management | 4,638 | 235 | ||||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Concord Asset Management, LLC/VA | 68,703 | 3,487 | ||||||
| 2025-08-14 | 13F | Sterling Wealth Management, Inc. | 460,476 | -7.74 | 23,369 | -7.45 | ||||
| 2025-07-31 | 13F | Warburton Capital Management, LLC | 27,466 | -72.46 | 1 | -80.00 | ||||
| 2025-07-30 | 13F | Mills Wealth Advisors LLC | 16,236 | -25.27 | 824 | -25.32 | ||||
| 2025-08-05 | 13F | American Capital Advisory, LLC | 322,284 | 6.91 | 16,356 | 6.94 | ||||
| 2025-04-17 | 13F | BCU Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 5,900 | 299 | ||||||
| 2025-08-07 | 13F | Alpha Financial Advisors, LLC | 5,230 | 0.00 | 265 | 0.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,993 | 0.85 | 406 | 0.75 | ||||
| 2025-08-11 | 13F | Root Financial Partners, LLC | 608,625 | 14.83 | 30,888 | 14.88 | ||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 19,284 | -8.06 | 979 | -8.08 | ||||
| 2025-07-16 | 13F | Bright Financial Advisors, Inc. | 67,959 | 13.16 | 3,449 | 13.20 | ||||
| 2025-07-31 | 13F | Planning Center, Inc. | 2,929,200 | 4.56 | 148,657 | 4.60 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 7,069 | 0.00 | 359 | 0.00 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 7,102 | 360 | ||||||
| 2025-08-12 | 13F | Coston, McIsaac & Partners | 68,635 | 16.16 | 3 | 50.00 | ||||
| 2025-07-07 | 13F | Kings Path Partners LLC | 33,744 | -24.00 | 1,712 | -23.98 | ||||
| 2025-07-10 | 13F | White Wing Wealth Management | 11,421 | -28.93 | 580 | -28.96 | ||||
| 2025-08-06 | 13F | New Dimensions Wealth Management, LLC | 183,205 | 3.24 | 9,327 | 3.60 | ||||
| 2025-07-10 | 13F | Cypress Point Wealth Management, LLC | 8,634 | 0.64 | 438 | 0.69 | ||||
| 2025-05-06 | 13F | Proficio Capital Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | PCA Investment Advisory Services Inc. | 42,497 | 4.93 | 2,157 | 4.97 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,145 | 58 |
