Statistik Asas
Pemilik Institusi | 70 total, 70 long only, 0 short only, 0 long/short - change of 6.06% MRQ |
Purata Peruntukan Portfolio | 0.1690 % - change of 37.24% MRQ |
Saham Institusi (Panjang) | 2,887,293 (ex 13D/G) - change of 0.46MM shares 18.94% MRQ |
Nilai Institusi (Panjang) | $ 123,130 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF (US:FLTB) telah 70 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 2,887,293 saham. Pemegang saham terbesar termasuk UBS Group AG, Commonwealth Equity Services, Llc, Envestnet Asset Management Inc, Morgan Stanley, Holos Integrated Wealth LLC, LPL Financial LLC, Vestmark Advisory Solutions, Inc., Bank Of America Corp /de/, Advisor Group Holdings, Inc., and Regal Investment Advisors LLC .
Fidelity Merrimack Street Trust - Fidelity Limited Term Bond ETF (ARCA:FLTB) 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 50.29 / share. This represents an increase of 1.00% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Raymond James Financial Inc | 9,905 | 4.63 | 499 | 5.27 | ||||
2025-07-16 | 13F | Southern Capital Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4,284 | 216 | ||||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 8,638 | -21.50 | 435 | -21.05 | ||||
2025-07-28 | 13F | BRYN MAWR TRUST Co | 55 | 0.00 | 3 | 0.00 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 10,271 | 518 | ||||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 39,879 | -8.70 | 2,010 | -8.14 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 53,268 | 56.78 | 2,685 | 57.79 | ||||
2025-04-23 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 58,728 | 1,069.41 | 3 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 229,834 | 13.15 | 11,584 | 13.85 | ||||
2025-08-06 | 13F | New Millennium Group LLC | 13 | 0.00 | 1 | |||||
2025-07-29 | 13F | Salus Financial Advisors, LLC | 60,058 | 7.86 | 3,027 | 8.50 | ||||
2025-08-07 | 13F | Lakeridge Wealth Management LLC | 17,250 | 0.22 | 869 | 0.81 | ||||
2025-08-13 | 13F | Holos Integrated Wealth LLC | 138,578 | 17.14 | 6,989 | 17.96 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,203 | 262 | ||||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,335 | -43.02 | 118 | -42.36 | ||||
2025-08-25 | 13F | Silverlake Wealth Management Llc | 9,640 | 486 | ||||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 27,332 | 9.72 | 1,383 | 10.38 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 8,014 | 0.00 | 404 | 0.50 | ||||
2025-07-31 | 13F | Briaud Financial Planning, Inc | 10 | 0 | ||||||
2025-08-06 | 13F | Savant Capital, LLC | 16,343 | 17.36 | 824 | 18.08 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Mml Investors Services, Llc | 18,949 | -17.82 | 1 | -100.00 | ||||
2025-04-30 | 13F | Adapt Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 160 | 0.00 | 8 | 0.00 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 5,272 | 112.58 | 265 | 113.71 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 764 | 39 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 487 | 0.00 | 25 | 0.00 | ||||
2025-08-11 | 13F | Regal Investment Advisors LLC | 78,706 | 2.34 | 3,967 | 2.96 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 2,037 | 0.00 | 103 | 0.98 | ||||
2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 188 | 0.00 | 0 | |||||
2025-08-07 | 13F | Cahill Financial Advisors Inc | 16,596 | 0.61 | 836 | 1.21 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 1,152 | -17.83 | 58 | -17.14 | ||||
2025-07-07 | 13F | Roxbury Financial LLC | 1,544 | 1.45 | 78 | 1.32 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 3,980 | 201 | ||||||
2025-08-19 | 13F | National Asset Management, Inc. | 27,887 | 1,406 | ||||||
2025-07-17 | 13F | Norris Perne & French Llp/mi | 14,374 | 3.00 | 724 | 3.58 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 17,400 | 19.36 | 877 | 20.00 | ||||
2025-07-31 | 13F | Buckingham Strategic Partners | 23,446 | 11.23 | 1,182 | 11.94 | ||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 1 | -66.67 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 114,964 | 22.61 | 5,794 | 23.38 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 96,898 | 19.34 | 4,888 | 20.01 | ||||
2025-08-14 | 13F | Advisor OS, LLC | 14,777 | 18.69 | 745 | 19.42 | ||||
2025-07-14 | 13F | McGlone Suttner Wealth Management, Inc. | 10,689 | 0.02 | 539 | 0.56 | ||||
2025-07-15 | 13F | GSB Wealth Management, LLC | 35,902 | 1.53 | 1,809 | 2.15 | ||||
2025-08-12 | 13F | WealthTrak Capital Management LLC | 2,510 | 0.00 | 127 | 0.80 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 4,894 | 16.39 | 247 | 17.14 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 14,306 | 0.06 | 721 | 0.70 | ||||
2025-08-14 | 13F | Fmr Llc | 401 | 33.22 | 20 | 33.33 | ||||
2025-08-04 | 13F | WNY Asset Management, LLC | 11,374 | -0.96 | 573 | -0.35 | ||||
2025-08-14 | 13F | UBS Group AG | 592,856 | 5.08 | 29,880 | 5.73 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 11,695 | 8.50 | 589 | 9.28 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 1,109 | -0.18 | 55 | 0.00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 8,782 | -15.13 | 443 | -14.67 | ||||
2025-08-12 | 13F | LPL Financial LLC | 119,752 | 28.82 | 6,035 | 29.62 | ||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 116,404 | 60.76 | 5,867 | 61.78 | ||||
2025-08-06 | 13F | Soltis Investment Advisors LLC | 12,256 | 0.00 | 618 | 0.65 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 217 | 0.00 | 11 | 0.00 | ||||
2025-08-14 | 13F | Ancora Advisors, LLC | 3,900 | 0.00 | 197 | 0.51 | ||||
2025-08-15 | 13F | Morgan Stanley | 214,137 | 19.01 | 10,793 | 19.75 | ||||
2025-08-04 | 13F | Assetmark, Inc | 59,524 | -6.86 | 3,000 | -6.28 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 336,752 | 2.84 | 17 | 0.00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Rehmann Capital Advisory Group | 9,422 | 0.38 | 475 | 0.85 | ||||
2025-08-12 | 13F | Aviso Financial Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 1,314 | -44.67 | 66 | -43.59 | ||||
2025-08-08 | 13F | Islay Capital Management, Llc | 34,527 | -14.44 | 1,740 | -13.90 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | 0 | ||||||
2025-08-11 | 13F | Beaumont Capital Management, LLC | 50,027 | 4.57 | 2,521 | 5.22 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 29,612 | 1 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27,809 | -7.11 | 1,399 | -6.67 | ||||
2025-08-14 | 13F | Colony Group, LLC | 19,449 | -3.33 | 980 | -2.68 | ||||
2025-07-02 | 13F | Dentgroup LLC | 10,606 | 17.37 | 535 | 18.14 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 353 | 18 | ||||||
2025-08-11 | 13F | United Advisor Group, LLC | 7,493 | 8.91 | 379 | 9.86 |