Statistik Asas
Pemilik Institusi | 71 total, 71 long only, 0 short only, 0 long/short - change of 33.96% MRQ |
Purata Peruntukan Portfolio | 0.4239 % - change of -18.28% MRQ |
Saham Institusi (Panjang) | 9,363,194 (ex 13D/G) - change of -0.52MM shares -5.22% MRQ |
Nilai Institusi (Panjang) | $ 787,978 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
TCW ETF Trust - TCW Transform Systems ETF (US:NETZ) telah 71 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 9,363,194 saham. Pemegang saham terbesar termasuk Jpmorgan Chase & Co, Dynasty Wealth Management, Llc, Sagespring Wealth Partners, Llc, Vestmark Advisory Solutions, Inc., WCG Wealth Advisors LLC, Unique Wealth, Llc, Aspiriant, Llc, LPL Financial LLC, Procyon Private Wealth Partners, LLC, and WJ Wealth Management, LLC .
TCW ETF Trust - TCW Transform Systems ETF (NYSE:NETZ) 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 January 31, 2025 is 78.17 / share. Previously, on September 9, 2024, the share price was 66.97 / share. This represents an increase of 16.72% 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 | Aspiriant, Llc | 141,515 | 2.11 | 12,760 | 32.01 | ||||
2025-08-13 | 13F | Argyle Capital Partners, LLC | 3,196 | 0.00 | 288 | 29.73 | ||||
2025-07-24 | 13F | Financial Connections Group, Inc. | 61 | 0 | ||||||
2025-08-12 | 13F | MAI Capital Management | 3,111 | 0.00 | 281 | 29.63 | ||||
2025-07-09 | 13F | Procyon Private Wealth Partners, LLC | 112,250 | -4.50 | 10,121 | 23.47 | ||||
2025-07-28 | 13F | Smart Portfolios, LLC | 25,368 | -2.77 | 2,287 | 25.73 | ||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 10,581 | 1.94 | 954 | 31.95 | ||||
2025-08-13 | 13F | SCS Capital Management LLC | 3,073 | 0.00 | 277 | 29.44 | ||||
2025-07-22 | 13F | PUREfi Wealth, LLC | 9,398 | 67.52 | 847 | 116.62 | ||||
2025-07-30 | 13F | Sloy Dahl & Holst, LLC | 15,317 | 15.32 | 1,381 | 49.14 | ||||
2025-08-08 | 13F | Gts Securities Llc | 15,242 | 127.56 | 1,374 | 194.22 | ||||
2025-08-14 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 4,384 | -4.98 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,238 | 1,643.66 | 112 | 2,675.00 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 2,397 | 0 | ||||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 78,562 | -11.12 | 7,084 | 14.89 | ||||
2025-07-29 | 13F | Quotient Wealth Partners, LLC | 15,601 | 12.30 | 1,407 | 45.25 | ||||
2025-08-14 | 13F | Tcw Group Inc | 10,017 | -0.69 | 903 | 28.45 | ||||
2025-08-14 | 13F | Comerica Bank | 770 | 69 | ||||||
2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 11,868 | -18.07 | 828 | -21.31 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 0 | -100.00 | 0 | |||||
2025-07-22 | 13F | Unique Wealth, Llc | 155,755 | 24.13 | 14,044 | 60.48 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Albion Financial Group /ut | 73,791 | 12.89 | 6,654 | 45.96 | ||||
2025-07-30 | 13F | Principle Wealth Partners Llc | 4,200 | 0.00 | 379 | 29.45 | ||||
2025-07-22 | 13F | Financial Insights, Inc. | 8,079 | 728 | ||||||
2025-07-31 | 13F | Trademark Financial Management, LLC | 6,630 | 598 | ||||||
2025-07-31 | 13F | 3EDGE Asset Management, LP | 23,970 | -12.18 | 2,161 | 13.56 | ||||
2025-08-05 | 13F | Tsfg, Llc | 46,331 | 4 | ||||||
2025-08-11 | 13F | Tidemark, LLC | 236 | 21 | ||||||
2025-08-15 | 13F | Morgan Stanley | 1,220 | 19.49 | 110 | 54.93 | ||||
2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 10,710 | -9.76 | 966 | 16.69 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 8,524 | 31.52 | 769 | 69.91 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 1,009 | 1.00 | 91 | 30.43 | ||||
2025-07-15 | 13F | Centerline Wealth Advisors, LLC | 69,459 | 0.71 | 6,263 | 30.21 | ||||
2025-07-28 | 13F | Sagespring Wealth Partners, Llc | 2,244,387 | 3.82 | 202,376 | 34.22 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 2,449,738 | 4.35 | 220,893 | 34.91 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 16,772 | 2 | ||||||
2025-06-26 | NP | TGPNX - TCW Conservative Allocation Fund Class N Shares | 2,340 | 0.00 | 169 | -7.69 | ||||
2025-07-16 | 13F | Signature Resources Capital Management, LLC | 126 | 11 | ||||||
2025-08-05 | 13F | Dynasty Wealth Management, Llc | 2,362,961 | -43.75 | 163,449 | -23.71 | ||||
2025-08-11 | 13F | Portside Wealth Group, LLC | 12,290 | 58.29 | 1,108 | 104.81 | ||||
2025-08-12 | 13F | LPL Financial LLC | 119,948 | 262.62 | 10,816 | 368.79 | ||||
2025-07-17 | 13F | Venture Visionary Partners LLC | 60,235 | 5,431 | ||||||
2025-07-29 | 13F | Private Trust Co Na | 340 | 31 | ||||||
2025-07-28 | 13F | WJ Wealth Management, LLC | 83,700 | 7,547 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 158,689 | 14,309 | ||||||
2025-07-24 | 13F | Cyndeo Wealth Partners, LLC | 53,193 | 2.75 | 4,796 | 32.85 | ||||
2025-08-14 | 13F | Financial Network Wealth Advisors LLC | 24 | 0.00 | 2 | 100.00 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 24,715 | 68.76 | 2,229 | 118.22 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 3,059 | 457.19 | 276 | 623.68 | ||||
2025-07-09 | 13F | Capital Wealth Management, Llc | 10,331 | 38.58 | 932 | 79.38 | ||||
2025-07-21 | 13F | Fairvoy Private Wealth, LLC | 11,769 | -0.71 | 1,061 | 28.45 | ||||
2025-08-07 | 13F | David R. Rahn & Associates Inc. | 58,034 | -0.65 | 5,233 | 28.46 | ||||
2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
2025-08-12 | 13F | TCTC Holdings, LLC | 1 | 0.00 | 0 | |||||
2025-08-06 | 13F | Vestmark Advisory Solutions, Inc. | 625,613 | 56,412 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 275 | 25 | ||||||
2025-08-14 | 13F | Becker Capital Management Inc | 7,976 | -9.63 | 719 | 16.91 | ||||
2025-05-12 | 13F | Sandy Spring Bank | 3,000 | 0.00 | 209 | -3.69 | ||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 67,705 | 6,105 | ||||||
2025-08-06 | 13F | Atlantic Union Bankshares Corp | 3,000 | 271 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 140 | 13 | ||||||
2025-08-07 | 13F | Financially Speaking Inc | 587 | 53 | ||||||
2025-08-13 | 13F | Lido Advisors, LLC | 10,417 | -30.94 | 939 | -10.74 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,037 | -2.34 | 815 | 26.20 | ||||
2025-07-23 | 13F | Bellevue Asset Management, Llc | 24,768 | -0.17 | 2,233 | 29.15 | ||||
2025-07-30 | 13F/A | KPP Advisory Services LLC | 7,689 | 693 | ||||||
2025-07-23 | 13F | Roberts Wealth Advisors, LLC | 4,544 | 0.00 | 410 | 29.43 | ||||
2025-07-24 | 13F | rebel Financial LLC | 6,177 | 557 | ||||||
2025-07-29 | 13F | TFC Financial Management | 17,291 | -1.73 | 1,559 | 27.06 | ||||
2025-08-04 | 13F | Bristlecone Advisors, LLC | 8,437 | -30.13 | 761 | -9.74 | ||||
2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
2025-08-04 | 13F | REDW Wealth LLC | 4,124 | -10.15 | 372 | 15.94 | ||||
2025-08-14 | 13F | Napa Wealth Management | 8,872 | 39.45 | 800 | 80.36 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 7,027 | 634 |
Other Listings
US:PWRD | USD91.81 |