Statistik Asas
| Pemilik Institusi | 86 total, 82 long only, 0 short only, 4 long/short - change of 1.16% MRQ |
| Purata Peruntukan Portfolio | 0.0564 % - change of -0.76% MRQ |
| Saham Institusi (Panjang) | 1,705,498 (ex 13D/G) - change of 0.21MM shares 14.17% MRQ |
| Nilai Institusi (Panjang) | $ 96,059 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares Morningstar Small-Cap ETF (US:ISCB) telah 86 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 1,705,498 saham. Pemegang saham terbesar termasuk Simplex Trading, Llc, Simplex Trading, Llc, Morgan Stanley, Group One Trading, L.p., Cetera Investment Advisers, IMC-Chicago, LLC, LPL Financial LLC, IMC-Chicago, LLC, Wells Fargo & Company/mn, and Bank Of America Corp /de/ .
iShares Trust - iShares Morningstar Small-Cap ETF (ARCA:ISCB) 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 63.41 / share. Previously, on September 6, 2024, the share price was 55.09 / share. This represents an increase of 15.11% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8,000 | 0.00 | 466 | 7.62 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 3,860 | 0.00 | 225 | 7.18 | ||||
| 2025-04-17 | 13F | Janney Montgomery Scott LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 197,039 | 2,079.88 | 11,483 | 2,248.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Citigroup Inc | 2,493 | -55.31 | 145 | -51.99 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 154,202 | 82.94 | 8,986 | 96.80 | ||||
| 2025-04-16 | 13F | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | ORG Partners LLC | 360 | 0.00 | 21 | 10.53 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,221 | 2.09 | 71 | 1.43 | ||||
| 2025-08-14 | 13F | UBS Group AG | 29,211 | -10.37 | 1,702 | -3.57 | ||||
| 2025-07-23 | 13F | Richwood Investment Advisors, LLC | 10,019 | -1.57 | 584 | 5.81 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 1,677 | 280.27 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 8,765 | 9.91 | 1 | |||||
| 2025-08-14 | 13F | Matrix Private Capital Group Llc | 792 | 0.00 | 46 | 9.52 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 1,628 | -8.69 | 95 | -2.08 | ||||
| 2025-07-16 | 13F | New Insight Wealth Advisors | 7,105 | -6.44 | 414 | 0.73 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 37,840 | -1.07 | 2,205 | 6.42 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 3,522 | 205 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 189 | 11 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10,379 | -4.29 | 605 | 2.90 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24,215 | 0.00 | 1,411 | 7.63 | ||||
| 2025-07-24 | 13F | KFA Private Wealth Group, LLC | 10,679 | -1.56 | 622 | 5.96 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 10,750 | 93.76 | 626 | 108.67 | ||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 300 | 0.00 | 17 | 6.25 | ||||
| 2025-05-12 | 13F | Aveo Capital Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,552 | 0.00 | 90 | 7.14 | ||||
| 2025-08-05 | 13F | Key FInancial Inc | 772 | 7.67 | 45 | 15.79 | ||||
| 2025-08-13 | 13F | Level Four Advisory Services, Llc | 8,728 | 0.00 | 509 | 7.63 | ||||
| 2025-08-14 | 13F | Guardian Wealth Advisors, Llc / Nc | 3,993 | 0.28 | 233 | 7.91 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 71,549 | 3.22 | 4,170 | 11.03 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | Call | 17,000 | -83.00 | 1,584 | -83.37 | |||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 26,219 | -0.38 | 1,528 | 7.16 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 3,600 | 0.00 | 210 | 7.18 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 33,386 | -1.11 | 1,946 | 6.40 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28,990 | -0.61 | 1,689 | 6.90 | ||||
| 2025-07-15 | 13F | Christensen, King & Associates Investment Services, Inc. | 5,688 | 0.09 | 331 | 3.76 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 36,620 | -4.33 | 2 | 0.00 | ||||
| 2025-07-25 | 13F | Pathway Financial Advisors LLC | 4,350 | 254 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | Call | 0 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 287 | 0.00 | 17 | 0.00 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 48,985 | 0.58 | 2,654 | -7.14 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 7,517 | -10.35 | 438 | -3.52 | ||||
| 2025-07-29 | 13F | Goldstein Advisors, LLC | 41,839 | 0.20 | 2,438 | 7.78 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 13 | 8.33 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 16,393 | -17.72 | 955 | -11.49 | ||||
| 2025-08-13 | 13F | National Bank Of Canada /fi/ | Call | 0 | -100.00 | 0 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 6,327 | -32.51 | 369 | -27.36 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 208 | 0.00 | 12 | 9.09 | ||||
| 2025-05-14 | 13F | Kestra Advisory Services, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 3,788 | 0.16 | 221 | 7.84 | ||||
| 2025-05-13 | 13F | CacheTech Inc. | 48,985 | 0.58 | 2,654 | -7.14 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 24,850 | -14.40 | 1,448 | -7.89 | ||||
| 2025-04-22 | 13F | Continuum Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 65,600 | 13.57 | 3,823 | 22.15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 1,241 | 33.58 | 72 | 44.00 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 574 | 0.00 | 33 | 6.45 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 115 | 7 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 363,666 | -0.56 | 21,193 | 6.97 | ||||
| 2025-08-08 | 13F | Creative Planning | 3,923 | 1.58 | 229 | 9.09 | ||||
| 2025-08-13 | 13F | Strategic Financial Planning, Inc. | 3,580 | 209 | ||||||
| 2025-08-04 | 13F | Spire Wealth Management | 91 | 5 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,192 | 4.50 | 711 | 12.34 | ||||
| 2025-07-23 | 13F | Trifecta Capital Advisors, LLC | 1,276 | 0.00 | 74 | 7.25 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 20,838 | -0.13 | 1,214 | 7.43 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 4,060 | 0.27 | 237 | 7.76 | ||||
| 2025-07-18 | 13F | Parsons Capital Management Inc/ri | 6,480 | 0.00 | 378 | 7.41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 43,648 | 0.00 | 2,544 | 7.57 | ||||
| 2025-07-09 | 13F | Pps&v Asset Management Consultants, Inc. | 5,755 | 0.00 | 335 | 7.72 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 6,225 | -29.98 | 363 | -24.74 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 7,275 | 0.25 | 424 | 7.63 | ||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 1,616 | 0.00 | 94 | 8.05 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 16,994 | 24.45 | 990 | 33.96 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 768 | 0.00 | 45 | 7.32 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 90 | 0.00 | 5 | 25.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Franklin Resources Inc | 2,500 | 0.00 | 146 | 7.41 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 59,119 | 11.93 | 3,445 | 20.41 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | Put | 0 | 0 | |||||
| 2025-08-14 | 13F | GWM Advisors LLC | 559 | 0.18 | 33 | 6.67 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | Put | 7,799,800 | 26.02 | 644 | 27.08 | |||
| 2025-08-05 | 13F | Simplex Trading, Llc | Call | 1,129,100 | -49.14 | 84 | -48.78 | |||
| 2025-07-31 | 13F | Schneider Downs Wealth Management Advisors, LP | 3,572 | 208 | ||||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Put | 187,300 | 48.77 | 13,721 | 20.42 | |||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 5,450 | 4.01 | 318 | 12.01 | ||||
| 2025-07-22 | 13F | IMC-Chicago, LLC | Call | 139,700 | 49.89 | 13,016 | 549.45 | |||
| 2025-08-08 | 13F | Larson Financial Group LLC | 10 | 0.00 | 1 | |||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 8,312 | -9.82 | 484 | -3.01 | ||||
| 2025-08-13 | 13F | Rsm Us Wealth Management Llc | 24,669 | 0.31 | 1,438 | 7.88 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 22,425 | 0.08 | 1,307 | 7.67 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Call | 266,900 | 696.72 | 22,239 | 1,358.30 | |||
| 2025-08-13 | 13F | Colonial Trust Advisors | 247 | 0.00 | 14 | 7.69 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 7,574 | -1.23 | 441 | 6.27 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 2,169 | 0.00 | 0 | |||||
| 2025-07-14 | 13F | Signature Securities Group Corporation | 5,656 | -13.05 | 330 | -6.53 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 7,494 | -9.54 | 437 | -2.68 | ||||
| 2025-08-05 | 13F | Tsfg, Llc | 420 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Advisor Group Holdings, Inc. | Put | 38 | 1 | |||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 80 | 0.00 | 5 | 0.00 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | Put | 2,700 | 3.85 | 134 | 9.92 | |||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 39,763 | 648.27 | 2,317 | 707.32 | ||||
| 2025-07-07 | 13F | Global Wealth Strategies & Associates | 600 | 0.00 | 35 | 6.25 |
