Statistik Asas
Pemilik Institusi | 105 total, 105 long only, 0 short only, 0 long/short - change of -0.94% MRQ |
Purata Peruntukan Portfolio | 0.3578 % - change of -5.15% MRQ |
Saham Institusi (Panjang) | 6,776,341 (ex 13D/G) - change of 0.36MM shares 5.64% MRQ |
Nilai Institusi (Panjang) | $ 401,551 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (US:GSSC) telah 105 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 6,776,341 saham. Pemegang saham terbesar termasuk Betterment LLC, LPL Financial LLC, First Foundation Advisors, American National Bank, Bank Of America Corp /de/, Richard P Slaughter Associates Inc, Envestnet Asset Management Inc, Raymond James Financial Inc, Morgan Stanley, and Brinker Capital Investments, LLC .
Goldman Sachs ETF Trust - Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF (ARCA:GSSC) 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 74.88 / share. Previously, on September 6, 2024, the share price was 65.02 / share. This represents an increase of 15.16% 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
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 16 | 0.00 | 1 | 0.00 | ||||
2025-07-17 | 13F | HB Wealth Management, LLC | 21,190 | 0.00 | 1,454 | 8.11 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 7,752 | 0.00 | 532 | 8.15 | ||||
2025-08-13 | 13F | Maia Wealth LLC | 5,844 | -1.96 | 401 | 13.31 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 90,763 | 12.88 | 6,227 | 12.04 | ||||
2025-08-12 | 13F | Segall Bryant & Hamill, Llc | 0 | -100.00 | 0 | |||||
2025-07-10 | 13F | Sovran Advisors, LLC | 9,255 | -3.56 | 648 | 14.49 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 28,190 | 0.00 | 1,934 | 8.17 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 381 | 0.26 | 26 | 8.33 | ||||
2025-07-31 | 13F | Wealthfront Advisers Llc | 11,155 | -18.19 | 765 | -11.46 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 7,097 | 4.74 | 487 | 13.29 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 39,166 | -21.64 | 2,687 | -15.24 | ||||
2025-08-07 | 13F | SFE Investment Counsel | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | First Foundation Advisors | 564,889 | -5.38 | 38,757 | 2.34 | ||||
2025-07-08 | 13F | Richard P Slaughter Associates Inc | 298,022 | -6.21 | 20,447 | 1.45 | ||||
2025-07-21 | 13F | Quent Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-15 | 13F | McCarthy & Cox | 144,227 | 3.63 | 9,895 | 12.10 | ||||
2025-07-17 | 13F | Fifth Third Securities, Inc. | 8,198 | -13.08 | 562 | -6.02 | ||||
2025-07-14 | 13F | Gries Financial Llc | 3,029 | 208 | ||||||
2025-05-15 | 13F | Stonehaven Wealth & Tax Solutions, Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | CNB Bank | 170 | 0.00 | 12 | 10.00 | ||||
2025-08-14 | 13F | Glenview Trust Co | 11,630 | -0.03 | 798 | 8.14 | ||||
2025-08-11 | 13F | Citigroup Inc | 2 | 0 | ||||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 316,676 | -2.39 | 21,727 | 5.59 | ||||
2025-07-28 | 13F | Mutual Advisors, LLC | 4,079 | -8.54 | 286 | 4.76 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 3,810 | 4.01 | 261 | 12.50 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 24,870 | 1,706 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 116 | -54.86 | 8 | -56.25 | ||||
2025-07-24 | 13F | Louisbourg Investments Inc. | 30 | 0.00 | 2 | 100.00 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 39,010 | -0.49 | 2,676 | 7.64 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 43 | 59.26 | 3 | 100.00 | ||||
2025-08-11 | 13F | Paul R. Ried Financial Group, LLC | 164,732 | -18.41 | 11,302 | -11.75 | ||||
2025-08-15 | 13F | Morgan Stanley | 178,181 | 11.99 | 12,225 | 21.14 | ||||
2025-08-07 | 13F | Vise Technologies, Inc. | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Hixon Zuercher, LLC | 38,609 | -17.74 | 2,649 | -11.05 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 649 | 45 | ||||||
2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | LifePlan Investment Advisors, Inc. | 6,380 | 39.82 | 438 | 51.21 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 194 | 0.00 | 13 | 8.33 | ||||
2025-08-04 | 13F | Linscomb & Williams, Inc. | 48,556 | 5.49 | 3,331 | 14.11 | ||||
2025-08-14 | 13F | Fmr Llc | 917 | -34.17 | 63 | -29.55 | ||||
2025-08-04 | 13F | Kovack Advisors, Inc. | 3,000 | 206 | ||||||
2025-07-23 | 13F | Heck Capital Advisors, LLC | 168,642 | 0.05 | 11,571 | 8.22 | ||||
2025-08-01 | 13F | Strategic Financial Services, Inc, | 105,706 | 79.39 | 7,252 | 94.06 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 161 | 0.00 | 11 | 10.00 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 25,636 | -16.36 | 1,759 | -9.57 | ||||
2025-07-29 | NP | EBI - Longview Advantage ETF | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-14 | 13F | Betterment LLC | 762,667 | 27.97 | 52 | 40.54 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 6,484 | -42.69 | 445 | -38.08 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 231,414 | 12.02 | 15,877 | 21.17 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 50,258 | 280.14 | 3,448 | 311.46 | ||||
2025-05-06 | 13F | Venturi Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 0 | -100.00 | 0 | |||||
2025-04-22 | 13F | Private Wealth Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 177,845 | 0.18 | 12,202 | 8.36 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 21,427 | -9.80 | 1,470 | -2.39 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 94 | 46.88 | 6 | 50.00 | ||||
2025-07-28 | 13F | Morris Financial Concepts, Inc. | 3,545 | -23.98 | 243 | -17.63 | ||||
2025-07-21 | 13F | Financial Architects, LLC | 170,750 | -2.23 | 11,715 | 5.75 | ||||
2025-07-21 | 13F | Monticello Wealth Management, Llc | 143,342 | -2.12 | 9,835 | 5.87 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 992 | 0.00 | 68 | 9.68 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 665 | -11.33 | 46 | -4.26 | ||||
2025-08-11 | 13F | HHM Wealth Advisors, LLC | 196 | -40.24 | 13 | -35.00 | ||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 177,532 | 1.74 | 11,261 | -6.65 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 408 | 0.00 | 28 | 8.00 | ||||
2025-07-24 | 13F | Blair William & Co/il | 218 | 0.00 | 15 | 7.69 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 173,626 | 4.10 | 11,913 | 12.60 | ||||
2025-05-01 | 13F | Freedom Day Solutions, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-07-11 | 13F | Spence Asset Management | 38,107 | 4.20 | 3 | 0.00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 6,937 | 8.83 | 476 | 17.57 | ||||
2025-07-10 | 13F | Community Trust & Investment Co | 3,866 | 0.00 | 265 | 8.16 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 10,947 | -19.08 | 751 | -12.47 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 33 | 0.00 | 2 | 0.00 | ||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 109,821 | -39.21 | 7,535 | -34.25 | ||||
2025-07-22 | 13F/A | Duncan Williams Asset Management, LLC | 134,394 | 420.79 | 9,221 | 463.57 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | |||||
2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
2025-08-12 | 13F | MAI Capital Management | 1,813 | 0.00 | 124 | 8.77 | ||||
2025-07-30 | 13F | Syntegra Private Wealth Group, LLC | 17,104 | 1,174 | ||||||
2025-07-14 | 13F | U.S. Capital Wealth Advisors, LLC | 3,240 | 0.00 | 222 | 8.29 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 30,842 | -35.63 | 2,179 | -28.33 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 391 | 551.67 | 27 | 766.67 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 8 | 1 | ||||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,486 | 6.67 | 1,062 | 15.43 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 42 | 0.00 | 3 | 0.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 107,352 | 4.42 | 7 | 16.67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 50 | 0.00 | 3 | 0.00 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 38,121 | 1.74 | 2,616 | 10.06 | ||||
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 3,590 | 246 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 2,785 | -73.61 | 191 | -73.80 | ||||
2025-08-06 | 13F | Ethos Financial Group, LLC | 3,047 | 209 | ||||||
2025-08-08 | 13F | Cetera Investment Advisers | 121,886 | 3.78 | 8,363 | 12.26 | ||||
2025-05-07 | 13F | WMS Partners, LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 290,428 | 8.10 | 19,926 | 16.93 | ||||
2025-08-12 | 13F | LPL Financial LLC | 647,204 | 5.03 | 44,405 | 13.60 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 12,406 | -0.59 | 851 | 7.59 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 3,549 | 0.14 | 247 | 15.49 | ||||
2025-07-16 | 13F | American National Bank | 460,771 | -8.21 | 31,613 | -0.71 | ||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 90,047 | 5.66 | 6,178 | 14.30 | ||||
2025-08-14 | 13F | UBS Group AG | 133 | -96.44 | 9 | -96.20 | ||||
2025-07-24 | 13F | Edge Financial Advisors LLC | 3,653 | -25.14 | 253 | -18.45 | ||||
2025-08-18 | 13F | Hollencrest Capital Management | 29 | 2 | ||||||
2025-08-07 | 13F | Allworth Financial LP | 303 | 0.00 | 21 | 11.11 | ||||
2025-08-14 | 13F | Smartleaf Asset Management LLC | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Private Trust Co Na | 599 | 49.75 | 41 | 64.00 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 49 | -78.22 | 3 | -78.57 | ||||
2025-07-17 | 13F | Wagner Wealth Management, Llc | 2 | 0.00 | 0 | |||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 36 | 2 | ||||||
2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 29,945 | 2.67 | 2,051 | 10.99 | ||||
2025-08-18 | 13F | Tyler-Stone Wealth Management | 3,600 | -23.40 | 247 | -17.45 | ||||
2025-07-25 | 13F | PrairieView Partners, LLC | 11 | 0.00 | 0 | |||||
2025-08-12 | 13F | Inscription Capital, LLC | 0 | -100.00 | 0 | |||||
2025-07-30 | 13F | Gables Capital Management Inc. | 6 | 0.00 | 0 | |||||
2025-07-09 | 13F | High Probability Advisors, LLC | 148,937 | 14.48 | 10,219 | 23.82 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-29 | 13F | Aire Advisors, Llc | 5,000 | 0.00 | 343 | 8.20 | ||||
2025-08-12 | 13F | Change Path, LLC | 12,955 | -12.23 | 889 | -5.13 | ||||
2025-05-07 | 13F | David R. Rahn & Associates Inc. | 0 | -100.00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 3,493 | 0.00 | 0 | |||||
2025-08-11 | 13F | Bell Investment Advisors, Inc | 96,836 | 11.12 | 6,644 | 20.19 | ||||
2025-08-14 | 13F | Keebeck Wealth Management, LLC | 9,698 | 665 | ||||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 4,303 | -55.39 | 295 | -51.72 |