Statistik Asas
| Pemilik Institusi | 70 total, 70 long only, 0 short only, 0 long/short - change of 1.45% MRQ |
| Purata Peruntukan Portfolio | 0.3837 % - change of -5.20% MRQ |
| Saham Institusi (Panjang) | 4,351,051 (ex 13D/G) - change of -0.40MM shares -8.39% MRQ |
| Nilai Institusi (Panjang) | $ 201,617 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF (US:PALC) telah 70 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 4,351,051 saham. Pemegang saham terbesar termasuk Ameriprise Financial Inc, Northwestern Mutual Wealth Management Co, Geneos Wealth Management Inc., Lunt Capital Management, Inc., Enzi Wealth, Financial Enhancement Group LLC, Cambridge Investment Research Advisors, Inc., Ergawealth Advisors, Inc., Centric Wealth Management, and LPL Financial LLC .
Pacer Funds Trust - Pacer Lunt Large Cap Multi-Factor Alternator ETF (ARCA:PALC) 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 10, 2025 is 51.16 / share. Previously, on September 11, 2024, the share price was 48.60 / share. This represents an increase of 5.27% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 88,394 | -0.71 | 4,367 | 2.30 | ||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 63,722 | -2.05 | 3,148 | 0.90 | ||||
| 2025-07-22 | 13F | Ergawealth Advisors, Inc. | 201,666 | -2.90 | 9,962 | 0.04 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 4,144 | 205 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,190 | 338.00 | 108 | 468.42 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 231 | 0.00 | 11 | 0.00 | ||||
| 2025-05-13 | 13F | Wells Fargo & Company/mn | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 245,831 | 0.26 | 12,124 | 7.35 | ||||
| 2025-03-21 | 13F | Prostatis Group LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-15 | 13F | Unified Investment Management | 11,849 | 0.01 | 585 | 2.99 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 9,376 | -0.77 | 463 | 2.21 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 262,935 | 1.06 | 12,989 | 4.13 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 4,675 | 231 | ||||||
| 2025-07-15 | 13F | Armis Advisers, LLC | 161,192 | 4.75 | 7,963 | 7.93 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 31,303 | -7.02 | 1,546 | -4.21 | ||||
| 2025-05-15 | 13F | Captrust Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-05-22 | 13F | Wbi Investments, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 22,919 | -9.11 | 1,132 | -6.37 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 3,174 | -34.30 | 157 | -32.47 | ||||
| 2025-08-14 | 13F | Glen Eagle Advisors, LLC | 831 | 0.24 | 41 | 5.13 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 439 | -12.90 | 0 | |||||
| 2025-08-14 | 13F | Chicago Wealth Management, Inc. | 8,481 | -2.06 | 419 | 0.72 | ||||
| 2025-07-15 | 13F | Clarus Group, Inc. | 14,576 | 0.00 | 720 | 3.15 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 32,828 | -67.01 | 1,622 | -66.02 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 298,698 | 20.07 | 14,756 | 23.70 | ||||
| 2025-07-25 | 13F | Alpha Financial Partners, LLC | 29,494 | -8.63 | 1,457 | -5.82 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 6,450 | 0.06 | 319 | 2.91 | ||||
| 2025-05-07 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Gallagher Fiduciary Advisors, LLC | 130,204 | 0.28 | 6,432 | 3.33 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 18,391 | 26.49 | 909 | 30.27 | ||||
| 2025-08-08 | 13F | Good Life Advisors, LLC | 14,560 | 12.97 | 719 | 16.53 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 6,479 | 33.97 | 320 | 38.53 | ||||
| 2025-08-14 | 13F | UBS Group AG | 17,172 | 63.42 | 848 | 68.59 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 6,905 | -1.16 | 341 | 2.10 | ||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Palumbo Wealth Management LLC | 21,035 | 2.88 | 1,039 | 6.02 | ||||
| 2025-04-21 | 13F | Clg Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,533 | -17.25 | 1 | 0.00 | ||||
| 2025-08-12 | 13F | Centric Wealth Management | 195,113 | 1.59 | 9,869 | 7.16 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 359,937 | 8.08 | 17,781 | 11.36 | ||||
| 2025-04-17 | 13F | FNY Investment Advisers, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 36 | -81.05 | 2 | -88.89 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 15,617 | 1 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 9,363 | -27.99 | 463 | -25.84 | ||||
| 2025-07-31 | 13F | Leavell Investment Management, Inc. | 20,627 | -34.19 | 1,019 | -32.22 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 129,937 | 4.97 | 6,417 | 8.14 | ||||
| 2025-07-09 | 13F | Burt Wealth Advisors | 46,544 | 1.72 | 2,299 | 4.83 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 54,008 | 9.84 | 2,668 | 13.19 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 4,836 | -38.08 | 232 | -39.84 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 7,775 | 0.00 | 384 | 3.23 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2,081 | 0.00 | 103 | 3.03 | ||||
| 2025-07-28 | 13F | Frazier Financial Advisors, LLC | 121 | 0.00 | 6 | 0.00 | ||||
| 2025-08-13 | 13F | Trustmark National Bank Trust Department | 9,000 | 0.00 | 445 | 3.02 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 422,835 | -22.28 | 20,882 | -20.04 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 109,054 | -20.58 | 5,387 | -18.18 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 1,007 | 0.00 | 50 | 4.17 | ||||
| 2025-05-06 | 13F | Avantax Advisory Services, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Financial Designs Corp | 85,395 | -13.80 | 4,219 | -11.20 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | StoneX Group Inc. | 16,018 | 6.21 | 791 | 9.41 | ||||
| 2025-07-14 | 13F | Enzi Wealth | 257,767 | 0.34 | 12,713 | 6.75 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 42,388 | -1.88 | 2,094 | 1.11 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 43,763 | -50.02 | 2,194 | -47.75 | ||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 58,445 | 0.09 | 2,887 | 3.70 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 235,173 | -4.79 | 12 | 0.00 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 192,035 | -7.40 | 9,487 | -4.60 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 29,903 | -1.47 | 1,477 | 1.51 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 29 | 1 | ||||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 27,958 | 208.35 | 1,381 | 218.20 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 132,837 | -1.10 | 6,562 | 1.89 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 8,137 | -40.44 | 402 | -38.78 | ||||
| 2025-05-09 | 13F | Blue Barn Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Allworth Financial LP | 246 | 0.41 | 12 | 9.09 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 33,923 | -73.99 | 1,682 | -73.12 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 6,973 | -6.49 | 344 | -3.64 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,604 | 11.81 | 425 | 15.49 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 871 | 37.17 | 43 | 43.33 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Landmark Wealth Management, Inc. | 14,687 | -16.72 | 726 | -14.20 | ||||
| 2025-07-07 | 13F | Centurion Wealth Management LLC | 8,264 | 408 | ||||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 166 | 8 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 16,901 | 96.36 | 835 | 102.43 |
