Statistik Asas
Pemilik Institusi | 77 total, 77 long only, 0 short only, 0 long/short - change of 8.45% MRQ |
Purata Peruntukan Portfolio | 0.0947 % - change of -61.29% MRQ |
Saham Institusi (Panjang) | 12,018,186 (ex 13D/G) - change of 1.02MM shares 9.31% MRQ |
Nilai Institusi (Panjang) | $ 313,465 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Franklin Templeton ETF Trust - Franklin Income Focus ETF (US:INCM) telah 77 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 12,018,186 saham. Pemegang saham terbesar termasuk LPL Financial LLC, Raymond James Financial Inc, Wells Fargo & Company/mn, Royal Bank Of Canada, Ameriprise Financial Inc, Advisor Group Holdings, Inc., Wealth Enhancement Advisory Services, Llc, Cetera Investment Advisers, Sowell Financial Services LLC, and Larson Financial Group LLC .
Franklin Templeton ETF Trust - Franklin Income Focus ETF (ARCA:INCM) 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 4, 2025 is 27.62 / share. Previously, on September 5, 2024, the share price was 26.81 / share. This represents an increase of 3.02% 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
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Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-29 | 13F | Private Trust Co Na | 15,941 | 1.24 | 431 | 2.86 | ||||
2025-08-11 | 13F | Pinnacle Financial Group, LLC / IL | 61,112 | 206.73 | 1,653 | 211.89 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 62,082 | 1.38 | 1,679 | 3.01 | ||||
2025-07-14 | 13F | IronOak Wealth LLC. | 23,165 | 629 | ||||||
2025-08-07 | 13F | PFG Advisors | 8,034 | 217 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 2,103,765 | 23.36 | 56,907 | 25.31 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 24,068 | 651 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 31,525 | 12.89 | 853 | 14.67 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 1,455 | -72.75 | 39 | -71.94 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 11,929 | 10.55 | 323 | 12.20 | ||||
2025-08-14 | 13F | Principia Wealth Advisory, LLC | 2,430 | 66 | ||||||
2025-07-31 | 13F | Richards, Merrill & Peterson, Inc. | 22,200 | 601 | ||||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 169 | 0.00 | 5 | 0.00 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 911,490 | 14.19 | 24,656 | 16.00 | ||||
2025-07-30 | 13F | D.a. Davidson & Co. | 135,489 | 18.71 | 3,665 | 20.57 | ||||
2025-08-14 | 13F | Visionary Wealth Advisors | 18,867 | 0.73 | 510 | 2.41 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 11,005 | 25.57 | 298 | 27.47 | ||||
2025-07-17 | 13F | XML Financial, LLC | 24,915 | 8.73 | 674 | 10.33 | ||||
2025-08-14 | 13F | Benjamin Edwards Inc | 45,872 | 10.82 | 1,241 | 12.52 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 500,873 | -47.55 | 13,674 | -46.24 | ||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 39,026 | 3,999.37 | 1,056 | 4,120.00 | ||||
2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | Savvy Advisors, Inc. | 8,663 | 0.13 | 234 | 1.74 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 172,392 | 61.75 | 4,668 | 64.19 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 10,137 | 274 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 242,357 | -0.87 | 7 | 0.00 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,271,696 | 22.04 | 34,399 | 23.96 | ||||
2025-07-15 | 13F | LVZ Advisors, Inc. | 82,385 | 0.24 | 2,229 | 1.83 | ||||
2025-08-04 | 13F | Atria Investments Llc | 12,493 | 21.49 | 338 | 23.44 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 9,511 | 257 | ||||||
2025-07-16 | 13F | Perigon Wealth Management, LLC | 16,025 | 0.00 | 433 | 1.64 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 13,111 | 12.37 | 355 | 14.19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 78 | 2 | ||||||
2025-08-15 | 13F | Asset Allocation Strategies LLC | 10,998 | -69.38 | 298 | -68.93 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 3,374 | -5.41 | 91 | -3.19 | ||||
2025-08-13 | 13F | Smith, Moore & Co. | 140,167 | 46.48 | 3,792 | 48.78 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 231,932 | 54.28 | 6,274 | 56.71 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 35,793 | 54.31 | 1 | |||||
2025-07-25 | 13F | Cwm, Llc | 62,340 | 367.42 | 2 | |||||
2025-08-12 | 13F | Financial Advocates Investment Management | 24,410 | 14.89 | 660 | 16.81 | ||||
2025-07-16 | 13F | Kennedy Investment Group | 10,201 | 8.45 | 276 | 10.00 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 23,301 | 1.93 | 630 | 3.62 | ||||
2025-08-07 | 13F | Verus Capital Partners, Llc | 14,205 | 53.39 | 384 | 56.10 | ||||
2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
2025-08-11 | 13F | Private Advisor Group, LLC | 33,589 | 31.45 | 909 | 33.53 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | Capital Analysts, Inc. | 17,818 | 295.60 | 0 | |||||
2025-08-04 | 13F | Arkadios Wealth Advisors | 60,948 | -0.47 | 1,649 | 1.10 | ||||
2025-07-21 | 13F | Barrett & Company, Inc. | 1,500 | 0.00 | 41 | 2.56 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 28,744 | -4.27 | 780 | -2.50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 428,152 | 34.56 | 11,582 | 36.68 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 520,504 | 108.17 | 14,081 | 111.44 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 138,618 | 343.28 | 3,764 | 350.12 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 64,002 | -2.62 | 1,731 | -1.09 | ||||
2025-07-22 | 13F | Innovative Wealth Building LLC | 26,609 | 45.91 | 720 | 48.25 | ||||
2025-07-22 | 13F | DAVENPORT & Co LLC | 102,041 | 9.71 | 2,760 | 11.47 | ||||
2025-08-15 | 13F | Morgan Stanley | 52,241 | -1.41 | 1,413 | 0.14 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 4,019 | -72.13 | 109 | -71.28 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 76,016 | 13.49 | 2 | 100.00 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 37,206 | -71.96 | 1,006 | -71.53 | ||||
2025-08-14 | 13F | Comerica Bank | 3,000 | 50.00 | 81 | 52.83 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 4,000 | 0.00 | 108 | 1.89 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 70,581 | 138.85 | 1,909 | 142.88 | ||||
2025-07-14 | 13F | Sowell Financial Services LLC | 412,043 | 2.78 | 11,146 | 4.40 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 680 | 3.98 | 18 | 5.88 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 10,000 | 270 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 23,728 | -80.10 | 642 | -79.80 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 35,494 | 99.09 | 960 | 102.53 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Raymond James Financial Inc | 1,693,284 | 14.92 | 45,803 | 16.73 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 38,585 | 26.00 | 1,044 | 28.10 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 333,125 | 876.68 | 9,011 | 892.40 | ||||
2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | Calton & Associates, Inc. | 18,012 | 12.12 | 487 | 14.05 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 7,615 | 206 | ||||||
2025-08-11 | 13F | Elequin Capital Lp | 93,095 | 491.19 | 2,518 | 500.95 | ||||
2025-08-08 | 13F | Intrua Financial, LLC | 58,980 | 444.00 | 1,595 | 453.82 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 130,598 | 15.15 | 3,533 | 16.95 | ||||
2025-08-12 | 13F | Jacobi Capital Management LLC | 10,747 | 41.39 | 291 | 43.56 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 684,853 | 18.06 | 18,522 | 19.84 | ||||
2025-07-08 | 13F | Next Level Private LLC | 256,434 | -0.92 | 6,937 | 0.64 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 90,344 | 36.93 | 2,444 | 39.12 |