Statistik Asas
| Pemilik Institusi | 89 total, 89 long only, 0 short only, 0 long/short - change of 0.00% MRQ |
| Purata Peruntukan Portfolio | 0.3480 % - change of 61.04% MRQ |
| Saham Institusi (Panjang) | 2,345,608 (ex 13D/G) - change of -0.15MM shares -6.06% MRQ |
| Nilai Institusi (Panjang) | $ 245,242 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF (US:GRPM) telah 89 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 2,345,608 saham. Pemegang saham terbesar termasuk Morgan Stanley, LPL Financial LLC, Fortitude Financial, LLC, Northwestern Mutual Wealth Management Co, Bank Of America Corp /de/, Advisor Group Holdings, Inc., 626 Financial, LLC, Private Advisor Group, LLC, Jones Financial Companies Lllp, and WealthCare Investment Partners, LLC .
Invesco Exchange-Traded Fund Trust - Invesco S&P MidCap 400 GARP ETF (ARCA:GRPM) 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 120.75 / share. Previously, on September 6, 2024, the share price was 110.15 / share. This represents an increase of 9.62% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-21 | 13F | Seros Financial, LLC | 8,336 | 2.36 | 911 | 6.92 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 792 | 87 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 2,758 | 925.28 | 301 | 975.00 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 605 | -9.70 | 66 | -12.00 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 27,099 | 55.74 | 2,962 | 62.60 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 325 | -52.76 | 36 | -51.39 | ||||
| 2025-08-13 | 13F | Crescent Grove Advisors, LLC | 2,300 | 0.00 | 251 | 4.58 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-06-30 | NP | Northern Lights Fund Trust - PFG Invesco(R) Thematic ESG Strategy Class R Shares | 26,272 | 5.48 | 2,634 | -7.35 | ||||
| 2025-04-22 | 13F | Crews Bank & Trust | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | PSI Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 108 | 12 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 70,828 | 99.99 | 7,741 | 108.74 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20 | -94.74 | 2 | -94.87 | ||||
| 2025-05-02 | 13F | Prevail Innovative Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 5,363 | 5.26 | 586 | 9.94 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 160,429 | -8.81 | 17,533 | -4.81 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 18,656 | 2,039 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 28,643 | 80.11 | 3,130 | 87.99 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 337 | -18.60 | 37 | -16.28 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 1,835 | 201 | ||||||
| 2025-05-13 | 13F/A | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 31,864 | 18.88 | 3,482 | 24.09 | ||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | 140 | 15 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 11,268 | -70.10 | 1,231 | -68.80 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 66 | 7 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 107 | 0.00 | 0 | |||||
| 2025-05-09 | 13F | North Ridge Wealth Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 20,320 | 3.92 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Victory Financial Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 4,278 | -1.20 | 468 | 3.09 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 46,861 | 11.00 | 5,121 | 15.86 | ||||
| 2025-04-21 | 13F | Compass Capital Corp /ma/ /adv | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Stenger Family Office, LLC | 38,498 | 5,348 | ||||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,254 | 23.35 | 356 | 28.62 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 56,551 | -0.16 | 6,403 | 18.27 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 3,822 | -15.48 | 418 | -11.84 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 17,723 | -73.08 | 1,937 | -71.91 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 344 | 38 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 122,739 | -27.80 | 13,414 | -24.63 | ||||
| 2025-07-08 | 13F | Davis Investment Partners, LLC | 14,825 | -0.84 | 1,642 | 13.02 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 4,011 | -37.08 | 438 | -34.33 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 8,405 | 13.64 | 919 | 18.60 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 129,346 | -30.97 | 14,136 | -27.94 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 41,225 | 91.79 | 5 | 100.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 186 | -65.30 | 20 | -64.29 | ||||
| 2025-04-23 | 13F | Embree Financial Group | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 29,029 | -2.41 | 3,173 | 1.86 | ||||
| 2025-08-13 | 13F | Balance Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Endeavor Private Wealth, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 789 | 995.83 | 86 | 975.00 | ||||
| 2025-07-25 | 13F | Courage Miller Partners, LLC | 1,983 | 0.00 | 217 | 4.35 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 56,033 | -44.76 | 6,124 | -42.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 430,893 | -23.70 | 47,092 | -20.35 | ||||
| 2025-07-15 | 13F | Main Street Group, LTD | 1,860 | 70.02 | 203 | 78.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 112,369 | 76.79 | 12,294 | 84.76 | ||||
| 2025-08-08 | 13F | Creative Planning | 53,754 | -11.67 | 5,875 | -7.80 | ||||
| 2025-04-22 | 13F | Nilsine Partners, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 3,729 | 0.49 | 408 | 4.90 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 31,081 | 0.28 | 3,397 | 4.65 | ||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 469 | -36.62 | 51 | -33.77 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 39,050 | -4.76 | 4,268 | -0.58 | ||||
| 2025-08-05 | 13F | Arrowroot Family Office, LLC | 9,720 | -6.51 | 1,062 | -9.39 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 19,252 | -3.62 | 2,104 | 0.62 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 150 | 16 | ||||||
| 2025-08-04 | 13F | Quaker Wealth Management, LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | BOK Financial Private Wealth, Inc. | 146 | 0.00 | 16 | 0.00 | ||||
| 2025-08-04 | 13F/A | 626 Financial, LLC | 98,918 | -4.00 | 10,811 | 0.20 | ||||
| 2025-07-17 | 13F | Wagner Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | PFG Advisors | 4,686 | 3.38 | 512 | 8.02 | ||||
| 2025-08-15 | 13F | Asset Allocation Strategies LLC | 11,783 | 1,288 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 749 | 0.00 | 82 | 3.85 | ||||
| 2025-07-24 | 13F | Tandem Capital Management Corp /adv | 4,755 | -1.76 | 520 | 2.57 | ||||
| 2025-04-28 | 13F | Financial Advocates Investment Management | 0 | -100.00 | 0 | |||||
| 2025-05-06 | 13F | SYM FINANCIAL Corp | 0 | -100.00 | 0 | |||||
| 2025-06-11 | 13F | Fortitude Financial, LLC | 143,018 | 825.14 | 14,974 | 759.04 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,448 | -9.50 | 814 | -5.46 | ||||
| 2025-08-14 | 13F | UBS Group AG | 37,040 | 8.99 | 4,048 | 13.77 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 8,428 | 0.00 | 921 | 4.42 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 16,622 | 1.32 | 1,817 | 5.77 | ||||
| 2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 15,365 | 139.52 | 1,679 | 150.22 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,982 | 3.40 | 7,200 | 7.93 | ||||
| 2025-04-11 | 13F | Harbor Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1,473 | 161 | ||||||
| 2025-08-06 | 13F | North Capital, Inc. | 24 | 0.00 | 3 | 0.00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 11,171 | -1.00 | 1,221 | 3.30 | ||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 2,646 | -11.80 | 289 | -7.67 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Two Sigma Securities, Llc | 2,120 | -28.16 | 232 | -25.00 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 38,898 | -51.61 | 4,255 | -49.48 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 7,475 | -6.76 | 817 | -2.74 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 13,436 | 47.42 | 1,468 | 53.88 | ||||
| 2025-05-05 | 13F | Mainstay Capital Management Llc /adv | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 2,493 | -2.43 | 272 | 1.87 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 47,392 | 5.24 | 5,179 | 9.86 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 2,445 | 0.00 | 267 | 4.71 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 143 | -83.04 | 16 | -82.95 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5,832 | 155.68 | 1 | |||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,186 | 0.23 | 0 | |||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 31,442 | -3.10 | 3,436 | 0.61 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Thoroughbred Financial Services, Llc | 27,841 | -33.40 | 3 | -25.00 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 900 | 51.01 | 98 | 46.27 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 5,367 | 21.48 | 1 | |||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 2,255 | 0.40 | 0 | |||||
| 2025-08-05 | 13F | Key FInancial Inc | 73 | 0.00 | 8 | 0.00 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 16,649 | -7.12 | 1,736 | -9.21 | ||||
| 2025-07-11 | 13F | International Private Wealth Advisors LLC | 4,560 | -1.81 | 498 | 2.47 | ||||
| 2025-08-13 | 13F | Lido Advisors, LLC | 3,147 | 0.00 | 344 | 4.26 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-22 | 13F | Manning & Napier Advisors Llc | 0 | -100.00 | 0 |
