Statistik Asas
| Pemilik Institusi | 121 total, 121 long only, 0 short only, 0 long/short - change of 18.45% MRQ |
| Purata Peruntukan Portfolio | 0.3440 % - change of -1.68% MRQ |
| Saham Institusi (Panjang) | 5,885,683 (ex 13D/G) - change of -0.50MM shares -7.78% MRQ |
| Nilai Institusi (Panjang) | $ 209,645 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
iShares Trust - iShares International Small-Cap Equity Factor ETF (US:ISCF) telah 121 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,885,683 saham. Pemegang saham terbesar termasuk Envestnet Asset Management Inc, Modern Wealth Management, LLC, FGSM - Frontier Asset Global Small Cap Equity ETF, Phoenix Wealth Advisors, Janney Montgomery Scott LLC, Financial Strategies Group, Inc., LPL Financial LLC, Larson Financial Group LLC, Northwestern Mutual Wealth Management Co, and Exchange Traded Concepts, Llc .
iShares Trust - iShares International Small-Cap Equity Factor ETF (ARCA:ISCF) 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 40.44 / share. Previously, on September 9, 2024, the share price was 33.37 / share. This represents an increase of 21.19% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Breakwater Capital Group | 22,531 | 0.34 | 874 | 15.48 | ||||
| 2025-08-13 | 13F | MONECO Advisors, LLC | 6,245 | -8.30 | 242 | 5.68 | ||||
| 2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 149,510 | -19.34 | 5,797 | -7.15 | ||||
| 2025-04-21 | 13F | Ronald Blue Trust, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 37,267 | -9.02 | 1,445 | 4.64 | ||||
| 2025-07-16 | 13F | Perigon Wealth Management, LLC | 36,792 | -6.16 | 1,426 | 8.03 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 5,504 | 213 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 800 | 0.00 | 31 | 19.23 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 410,647 | -27.18 | 15,921 | -16.18 | ||||
| 2025-08-27 | 13F | Stonebridge Wealth Management, LLC | 21,124 | 819 | ||||||
| 2025-08-12 | 13F | Howe & Rusling Inc | 33 | 1 | ||||||
| 2025-08-14 | 13F | Vista Investment Management | 27,550 | 1.88 | 1,068 | 17.36 | ||||
| 2025-08-06 | 13F | Modera Wealth Management, LLC | 34,684 | 0.00 | 1,345 | 15.07 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 36,738 | 8.04 | 1,424 | 24.37 | ||||
| 2025-08-06 | 13F | Adviser Investments LLC | 21,560 | -27.82 | 836 | -17.00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 204,716 | 5.32 | 7,937 | 21.23 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 136,888 | 5.42 | 5,307 | 21.36 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 5,417 | 210 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 2,600 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 65,505 | 27.50 | 2,540 | 46.76 | ||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 6,202 | -12.92 | 240 | 0.42 | ||||
| 2025-08-26 | NP | EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares | 2,008 | -6.34 | 78 | 16.67 | ||||
| 2025-08-26 | NP | EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares | 855 | 33 | ||||||
| 2025-08-08 | 13F | Intrua Financial, LLC | 27,728 | 359.30 | 1,075 | 429.56 | ||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 6,204 | -0.89 | 241 | 14.29 | ||||
| 2025-07-10 | 13F | Exchange Traded Concepts, Llc | 161,595 | -46.72 | 6,265 | -38.66 | ||||
| 2025-07-17 | 13F | Montis Financial, LLC | 26,631 | 33.25 | 1,033 | 53.34 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 4,543 | -2.11 | 176 | 12.82 | ||||
| 2025-08-26 | NP | EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares | 15,957 | -8.26 | 619 | 15.30 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 224 | 9 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 7,792 | 1.96 | 302 | 17.51 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 6,714 | 0.57 | 260 | 16.07 | ||||
| 2025-04-11 | 13F | Insight Advisors, LLC/ PA | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Bogart Wealth, LLC | 326 | 44.89 | 13 | 71.43 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 5,332 | 207 | ||||||
| 2025-07-28 | 13F | Courier Capital Llc | 156,817 | 2.22 | 6,080 | 17.67 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 17,014 | -83.53 | 660 | -81.06 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | JBF Capital, Inc. | 56,312 | 2,183 | ||||||
| 2025-07-30 | 13F | Exencial Wealth Advisors, Llc | 11,257 | 0.75 | 436 | 15.96 | ||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 30,477 | 12.66 | 1,182 | 29.64 | ||||
| 2025-08-14 | 13F | Financial Strategies Group, Inc. | 208,182 | 2.58 | 8,117 | 18.70 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 10,142 | -4.43 | 393 | 10.08 | ||||
| 2025-07-24 | 13F | Williams & Novak, LLC | 54,191 | 8.50 | 2,101 | 24.78 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 312 | 4.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 184 | -23.65 | 7 | -12.50 | ||||
| 2025-08-14 | 13F | Ariadne Wealth Management, LP | 9,795 | -20.62 | 393 | -11.69 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 182,907 | 961.25 | 7,091 | 1,122.59 | ||||
| 2025-08-06 | 13F | Horizon Investment Services, LLC | 19,511 | -3.00 | 756 | 11.67 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 89,435 | -24.11 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | GHP Investment Advisors, Inc. | 4,360 | 0.00 | 169 | 15.75 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1 | 0 | ||||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Index Fund Advisors, Inc. | 18,016 | 1.89 | 698 | 17.31 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 34,806 | 0.68 | 1,349 | 15.89 | ||||
| 2025-08-04 | 13F | Arbor Capital Management Inc /adv | 10,870 | 17.29 | 421 | 35.37 | ||||
| 2025-07-31 | 13F | Glass Jacobson Investment Advisors llc | 50,320 | 1.13 | 1,951 | 21.42 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 97,278 | -0.87 | 4 | 0.00 | ||||
| 2025-08-01 | 13F | Rossby Financial, LCC | 200 | 0.00 | 8 | 0.00 | ||||
| 2025-08-08 | 13F | Advisors Capital Management, LLC | 123,387 | 95.01 | 4,784 | 124.55 | ||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 123,178 | -0.64 | 4,776 | 6.75 | ||||
| 2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 143,139 | -3.88 | 5,550 | 10.65 | ||||
| 2025-05-12 | 13F | Regal Investment Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Vance Wealth, Inc. | 9,787 | 379 | ||||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 30,787 | 597.80 | 1,194 | 706.08 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | McKinley Carter Wealth Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 6,381 | 248 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,038 | -3.83 | 350 | 10.76 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 18,366 | -9.74 | 712 | 3.94 | ||||
| 2025-05-14 | 13F | Arizona PSPRS Trust | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | KWB Wealth | 21,872 | 737 | ||||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 505 | 20 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 175,225 | 29.34 | 6,793 | 48.90 | ||||
| 2025-08-26 | NP | EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares | 26,631 | -22.53 | 1,032 | -2.64 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 15,182 | 589 | ||||||
| 2025-08-07 | 13F | AllGen Financial Advisors, Inc. | 82,865 | -55.02 | 3,213 | -48.23 | ||||
| 2025-07-18 | 13F | BSW Wealth Partners | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 1,687 | 18.22 | 65 | 35.42 | ||||
| 2025-07-25 | 13F | RHS Financial, LLC | 45,685 | -46.82 | 1,771 | -38.78 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 25,227 | -45.80 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 78 | 3 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 58,561 | 2.09 | 2,270 | 17.49 | ||||
| 2025-08-05 | 13F | WorthPointe, LLC | 9,251 | 359 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 236,916 | -1.39 | 9 | 12.50 | ||||
| 2025-08-14 | 13F | Certified Advisory Corp | 30,948 | -12.06 | 1,200 | 1.18 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 90 | 0.00 | 3 | 0.00 | ||||
| 2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 10,617 | -11.86 | 412 | 1.48 | ||||
| 2025-08-11 | 13F | Bell Investment Advisors, Inc | 115,893 | 23.10 | 4,493 | 41.74 | ||||
| 2025-05-02 | 13F | Parcion Private Wealth LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-26 | NP | EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares | 20,624 | -54.66 | 800 | -43.05 | ||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 10,798 | 20.49 | 419 | 38.87 | ||||
| 2025-08-26 | NP | EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares | 2,083 | -14.94 | 81 | 6.67 | ||||
| 2025-07-28 | 13F | Morris Financial Concepts, Inc. | 2,486 | -8.97 | 96 | 5.49 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 1,000 | 0.00 | 39 | 18.75 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 268,743 | 3.72 | 10,419 | 19.39 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 5,188 | 201 | ||||||
| 2025-07-25 | 13F | Wealth Advisory Team LLC | 12,141 | 471 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 93,017 | 1.56 | 3,606 | 16.93 | ||||
| 2025-05-14 | 13F | Capital Analysts, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Signature Resources Capital Management, LLC | 917 | 0.00 | 36 | 16.67 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 46,167 | 0.74 | 1,790 | 15.94 | ||||
| 2025-07-14 | 13F | Sentinel Pension Advisors Inc | 8,403 | 5.51 | 326 | 21.27 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 11,849 | -64.94 | 459 | -59.67 | ||||
| 2025-04-21 | 13F | LifeGoal Wealth Advisors | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Narus Financial Partners, LLC | 11,194 | -4.08 | 434 | 10.18 | ||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 9,324 | 22.01 | 361 | 40.47 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 12,141 | -89.24 | 471 | -87.64 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 458 | 0.00 | 18 | 13.33 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 21,555 | -22.92 | 836 | -11.26 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 24,437 | 0.00 | 978 | 11.90 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 149 | 0.00 | 6 | 0.00 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 137,350 | 5,325 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 26,090 | 1.57 | 1,012 | 16.88 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 8 | 0.00 | 0 | |||||
| 2025-08-13 | 13F | Cerity Partners LLC | 103,647 | 1.34 | 4,018 | 16.67 | ||||
| 2025-07-15 | 13F | McAdam, LLC | 158,882 | 9.30 | 6,160 | 25.82 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 42,446 | -0.22 | 1,646 | 13.84 | ||||
| 2025-06-26 | NP | FGSM - Frontier Asset Global Small Cap Equity ETF | 294,918 | 7.86 | 10,467 | 16.29 | ||||
| 2025-07-29 | 13F | Systelligence, LLC | 68,158 | 2,642 | ||||||
| 2025-05-14 | 13F/A | Waddell & Associates, Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 9,038 | -3.83 | 350 | 10.76 | ||||
| 2025-08-01 | 13F | SYM FINANCIAL Corp | 2,111 | 9.49 | 82 | 26.56 | ||||
| 2025-08-14 | 13F | Fmr Llc | 731 | 61.37 | 28 | 86.67 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 68,887 | -0.57 | 2,671 | 14.44 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 806 | 0.00 | 31 | 14.81 | ||||
| 2025-07-24 | 13F | Edge Financial Advisors LLC | 38,437 | 2.04 | 1,490 | 17.51 | ||||
| 2025-08-08 | 13F | Creative Planning | 8,537 | 331 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 21,495 | 833 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 130 | 0.00 | 5 | 25.00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | White Wing Wealth Management | 58,086 | -3.44 | 2,252 | 10.13 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 25,436 | -2.18 | 986 | 12.69 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 35,328 | -0.29 | 1,370 | 14.75 | ||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 340,583 | -0.01 | 13,204 | 15.11 |
