Statistik Asas
Pemilik Institusi | 66 total, 66 long only, 0 short only, 0 long/short - change of 3.08% MRQ |
Purata Peruntukan Portfolio | 0.4324 % - change of 0.75% MRQ |
Saham Institusi (Panjang) | 14,462,771 (ex 13D/G) - change of -0.18MM shares -1.20% MRQ |
Nilai Institusi (Panjang) | $ 272,595 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF (US:PFLD) telah 66 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 14,462,771 saham. Pemegang saham terbesar termasuk Morgan Stanley, Wells Fargo & Company/mn, LPL Financial LLC, Rainey & Randall Investment Management Inc., Raymond James Financial Inc, Advisor Group Holdings, Inc., Royal Bank Of Canada, Cambridge Investment Research Advisors, Inc., YFYA - Yields for You Income Strategy A ETF, and Sound Income Strategies, LLC .
ETF Series Solutions - AAM Low Duration Preferred and Income Securities ETF (ARCA:PFLD) 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 19.72 / share. Previously, on September 9, 2024, the share price was 21.10 / share. This represents a decline of 6.54% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | GWM Advisors LLC | 449 | 0.00 | 9 | -11.11 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 406,147 | 23.95 | 7,965 | 20.32 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 48,686 | 0.83 | 955 | -2.15 | ||||
2025-08-28 | NP | YFYA - Yields for You Income Strategy A ETF | 267,749 | 3.01 | 5,251 | 0.00 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 15,981 | -69.91 | 313 | -70.80 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 133 | 3 | ||||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-11 | 13F | Principal Securities, Inc. | 20,867 | 44.31 | 409 | 37.71 | ||||
2025-07-30 | 13F | Bleakley Financial Group, LLC | 122,398 | 17.77 | 2,400 | 14.34 | ||||
2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
2025-05-14 | 13F | Mml Investors Services, Llc | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | HB Wealth Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Rockefeller Capital Management L.P. | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Foundations Investment Advisors, LLC | 11,253 | 221 | ||||||
2025-05-06 | 13F | AE Wealth Management LLC | 0 | -100.00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 77,173 | 16.04 | 1,513 | 12.66 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Creative Planning | 16,800 | 0.00 | 329 | -2.95 | ||||
2025-08-12 | 13F | NWF Advisory Services Inc. | 13,051 | -1.02 | 264 | -3.66 | ||||
2025-08-11 | 13F | Hexagon Capital Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-07 | 13F | Allworth Financial LP | 533 | 0.00 | 10 | 0.00 | ||||
2025-08-12 | 13F | Blueprint Investment Partners LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Gotham Asset Management, LLC | 113,924 | 89.60 | 2,234 | 84.17 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 100 | 0.00 | 2 | -50.00 | ||||
2025-07-25 | 13F | Cwm, Llc | 50 | 0 | ||||||
2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 8,292 | 0.00 | 163 | -2.99 | ||||
2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 12,250 | -10.94 | 240 | -13.36 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 15,404 | -2.39 | 302 | -5.03 | ||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 89,316 | 4.59 | 2 | 0.00 | ||||
2025-08-07 | 13F | CSM Advisors, LLC | 25,000 | 0.00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 354,838 | -17.22 | 6,959 | -19.63 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 15,903 | -12.96 | 314 | -15.63 | ||||
2025-08-07 | 13F | Curtis Advisory Group, LLC | 134,624 | 0.00 | 2,640 | -2.94 | ||||
2025-05-05 | 13F | Transce3nd, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 20,808 | 408 | ||||||
2025-07-15 | 13F | Oregon Pacific Wealth Management, LLC | 18,985 | -3.46 | 372 | -6.30 | ||||
2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 2,097 | 41 | ||||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
2025-07-17 | 13F | Sound Income Strategies, LLC | 258,113 | -0.93 | 5,062 | -3.82 | ||||
2025-05-15 | 13F | National Wealth Management Group, LLC | 37,373 | 15.98 | 755 | 13.90 | ||||
2025-08-15 | 13F | Morgan Stanley | 5,158,182 | -9.20 | 101,152 | -11.86 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 39,575 | 11.71 | 1 | |||||
2025-08-14 | 13F | Citadel Advisors Llc | 27,813 | 545 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 170,215 | -40.29 | 3,338 | -42.05 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 26,883 | 18.62 | 527 | 13.33 | ||||
2025-04-10 | 13F | Key Client Fiduciary Advisors, LLC | 0 | -100.00 | 0 | |||||
2025-08-08 | 13F | Kingsview Wealth Management, LLC | 10,564 | -3.74 | 207 | -6.33 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 287,444 | -4.40 | 6 | -16.67 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 10,000 | 0.00 | 196 | -2.97 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 585,692 | -0.05 | 11,485 | -2.97 | ||||
2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 83,901 | 0.14 | 1,645 | -2.78 | ||||
2025-08-14 | 13F | Warren Averett Asset Management, LLC | 0 | -100.00 | 0 | |||||
2025-08-14 | 13F | Comerica Bank | 14,901 | -17.38 | 292 | -19.78 | ||||
2025-08-14 | 13F | UBS Group AG | 48,041 | 942 | ||||||
2025-08-20 | 13F/A | Coppell Advisory Solutions LLC | 54,875 | -27.58 | 1,076 | -28.81 | ||||
2025-08-14 | 13F | Integrated Wealth Concepts LLC | 14,124 | 0.89 | 277 | -2.13 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 164,770 | 79.82 | 3,223 | 74.16 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 2,651,784 | 16.81 | 52,001 | 13.40 | ||||
2025-08-14 | 13F | Hilltop Holdings Inc. | 11,752 | 1.21 | 230 | -1.71 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 116,691 | -7.57 | 2,288 | -10.27 | ||||
2025-07-08 | 13F | Webster Bank, N. A. | 735 | 0.00 | 14 | 0.00 | ||||
2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 43,307 | 57.63 | 849 | 53.25 | ||||
2025-08-14 | 13F | AllSquare Wealth Management LLC | 193,375 | -1.54 | 3,792 | -4.41 | ||||
2025-07-25 | 13F | Apollon Wealth Management, LLC | 36,224 | 2.28 | 710 | -0.70 | ||||
2025-07-10 | 13F | Global Financial Private Client, LLC | 22,212 | 436 | ||||||
2025-07-30 | 13F | Cullen/frost Bankers, Inc. | 7,410 | 145 | ||||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 124,848 | 7.95 | 2 | 0.00 | ||||
2025-08-12 | 13F | LPL Financial LLC | 1,195,922 | -3.71 | 23,452 | -6.52 | ||||
2025-07-29 | 13F | Private Trust Co Na | 13,369 | 3.89 | 262 | 1.16 | ||||
2025-07-17 | 13F | Fiduciary Advisors, Inc. | 2,751 | 1.85 | 54 | -1.85 | ||||
2025-07-21 | 13F | Rainey & Randall Investment Management Inc. | 671,076 | 0.13 | 13,240 | -2.78 | ||||
2025-08-14 | 13F | Mariner, LLC | 103,553 | 12.01 | 2,031 | 8.73 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 158,268 | -8.55 | 3,104 | -11.22 | ||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 24,012 | 0.60 | 471 | -2.49 | ||||
2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 24,038 | -6.01 | 471 | -8.72 | ||||
2025-08-15 | 13F | Captrust Financial Advisors | 166,055 | 0.62 | 3,256 | -2.31 | ||||
2025-07-17 | 13F | Alpine Bank Wealth Management | 5,185 | 102 | ||||||
2025-08-11 | 13F | Private Advisor Group, LLC | 11,061 | -34.49 | 217 | -36.66 | ||||
2025-04-28 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | -100.00 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 73,866 | 23.03 | 1,449 | 19.47 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | 0 |