Statistik Asas
| Pemilik Institusi | 129 total, 129 long only, 0 short only, 0 long/short - change of 1.57% MRQ |
| Purata Peruntukan Portfolio | 0.5465 % - change of 0.39% MRQ |
| Saham Institusi (Panjang) | 8,871,110 (ex 13D/G) - change of -0.47MM shares -5.07% MRQ |
| Nilai Institusi (Panjang) | $ 710,418 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF (US:QEFA) telah 129 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 8,871,110 saham. Pemegang saham terbesar termasuk Morgan Stanley, LPL Financial LLC, Ameriprise Financial Inc, Intelligence Driven Advisers, LLC, Envestnet Asset Management Inc, Financial Enhancement Group LLC, SimpliFi, Inc., Great Valley Advisor Group, Inc., Private Advisor Group, LLC, and Hobart Private Capital, LLC .
SPDR Index Shares Funds - SPDR MSCI EAFE StrategicFactors ETF (ARCA:QEFA) 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 87.03 / share. Previously, on September 9, 2024, the share price was 78.42 / share. This represents an increase of 10.99% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-17 | 13F | Halbert Hargrove Global Advisors, Llc | 204 | 0.00 | 17 | 6.25 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 9,431 | 130.70 | 805 | 149.69 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 6,248 | 1.63 | 533 | 9.90 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 2,347 | 200 | ||||||
| 2025-07-24 | 13F | Capital Advisors, Ltd. LLC | 14,406 | -0.89 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | SimpliFi, Inc. | 258,806 | -0.42 | 22,086 | 7.63 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 352 | 85.26 | 30 | 100.00 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 39,435 | 21.90 | 3,365 | 31.75 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 1 | -99.99 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 45,153 | -5.02 | 3,853 | 2.66 | ||||
| 2025-07-16 | 13F/A | CX Institutional | 140,042 | -21.56 | 12 | -21.43 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,398 | 119 | ||||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 394 | 34 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 250 | 0.00 | 21 | 10.53 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 13,066 | 3.66 | 1,115 | 12.06 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 17,689 | 1,510 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 3,529 | 301 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 991 | 85 | ||||||
| 2025-04-29 | 13F | Wood Tarver Financial Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Park Avenue Securities Llc | 12,559 | 5.56 | 1 | |||||
| 2025-08-19 | 13F | National Asset Management, Inc. | 11,728 | 0.08 | 1,001 | 17.79 | ||||
| 2025-07-03 | 13F | First Hawaiian Bank | 153,979 | -5.09 | 13,141 | 2.58 | ||||
| 2025-07-23 | 13F | Element Wealth, LLC | 16,619 | -2.35 | 1,418 | 5.58 | ||||
| 2025-08-14 | 13F | Win Advisors, Inc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Sage Mountain Advisors LLC | 50,112 | 2.18 | 4,277 | 10.43 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 49,207 | -0.05 | 4 | 33.33 | ||||
| 2025-05-13 | 13F | Maripau Wealth Management Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 3,419 | 0.00 | 292 | 8.18 | ||||
| 2025-08-14 | 13F | Fmr Llc | 3,949 | 12.57 | 337 | 22.10 | ||||
| 2025-07-17 | 13F | Johnson & White Wealth Management, LLC | 44,282 | -3.46 | 4 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Brio Consultants, LLC | 84,955 | 9.89 | 7,250 | 18.77 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 874 | 0.00 | 75 | 17.46 | ||||
| 2025-07-31 | 13F | Hobart Private Capital, LLC | 179,361 | 43.51 | 15,307 | 55.12 | ||||
| 2025-08-05 | 13F | NewSquare Capital LLC | 5 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Betterment LLC | 21,208 | -7.69 | 2 | 0.00 | ||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 13,449 | -0.47 | 1,148 | 7.60 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 259 | 27.59 | 22 | 37.50 | ||||
| 2025-07-23 | 13F | Opulen Financial Group LLC | 3,702 | 1.54 | 316 | 9.76 | ||||
| 2025-08-13 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 26,520 | 54.62 | 2,263 | 67.01 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 754 | -19.87 | 0 | |||||
| 2025-07-09 | 13F | Intelligence Driven Advisers, LLC | 734,636 | 9.18 | 62,694 | 18.01 | ||||
| 2025-08-08 | 13F | Creative Planning | 4,942 | 0.02 | 422 | 7.95 | ||||
| 2025-05-01 | 13F | Lane & Associates LLC | 64,860 | -3.09 | 5,121 | 1.05 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 745 | 10.04 | 64 | 18.87 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 420 | -34.17 | 36 | -30.00 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 23,894 | 6.55 | 2,039 | 15.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 3,566 | -20.51 | 304 | -14.12 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 913 | 217.01 | 78 | 250.00 | ||||
| 2025-07-08 | 13F | 21 West Wealth Management LLC | 26,393 | 2,252 | ||||||
| 2025-08-18 | 13F | Arq Wealth Advisors, Llc | 121,380 | 0.00 | 9,584 | 0.00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 245 | -0.81 | 21 | 5.26 | ||||
| 2025-07-18 | 13F | Warren Street Wealth Advisors, LLC | 31,599 | 0.51 | 2,697 | 8.62 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 32,067 | 1.81 | 2,737 | 10.06 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8,646 | 207.91 | 738 | 233.48 | ||||
| 2025-07-30 | 13F | TFB Advisors LLC | 4,425 | -0.61 | 378 | 7.41 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 3,572 | 3.90 | 305 | 12.18 | ||||
| 2025-08-12 | 13F | Journey Strategic Wealth Llc | 30,909 | -0.03 | 2,638 | 8.03 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 98 | -6.67 | 8 | 14.29 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 122 | 0.00 | 10 | 11.11 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 2,670 | 2.77 | 228 | 10.73 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1,133,053 | 1.84 | 96,695 | 10.07 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 72 | 0.00 | 6 | 20.00 | ||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 494 | 24.12 | 42 | 35.48 | ||||
| 2025-07-31 | 13F | Arrien Investments, Inc. | 134,752 | 0.80 | 11,500 | 8.94 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 27,160 | 13.26 | 2,318 | 22.40 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 55,275 | 3.07 | 4,717 | 11.41 | ||||
| 2025-07-10 | 13F | Orgel Wealth Management, LLC | 3,915 | -9.16 | 334 | -1.76 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 5,850 | 112.19 | 499 | 129.95 | ||||
| 2025-05-15 | 13F | Glenmede Trust Co Na | 3,350 | -30.15 | 265 | -23.92 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 41,197 | 6.70 | 3,516 | 15.32 | ||||
| 2025-07-25 | 13F | NorthRock Partners, LLC | 14,574 | 4.80 | 1,244 | 13.21 | ||||
| 2025-07-14 | 13F | Seed Wealth Management, Inc. | 2,500 | 213 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 964,834 | -20.51 | 82,354 | -14.06 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 5,566 | -8.65 | 475 | -1.46 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 208,957 | 0.95 | 17,832 | 9.11 | ||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 2,025 | -18.54 | 173 | -12.24 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | Kingswood Wealth Advisors, Llc | 2,895 | 247 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 20,421 | -1.77 | 2 | 0.00 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 4,042 | 8.22 | 345 | 17.01 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 6,902 | -17.59 | 589 | -11.04 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 141,253 | -0.20 | 12,055 | 7.87 | ||||
| 2025-08-04 | 13F | Bristlecone Advisors, LLC | 12 | 0.00 | 1 | |||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 97,806 | -9.45 | 8,344 | -2.17 | ||||
| 2025-07-16 | 13F | Evergreen Private Wealth LLC | 103,890 | 5.62 | 8,866 | 14.17 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 252,383 | -38.33 | 21,539 | -33.34 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 130,744 | 12.62 | 11,158 | 21.72 | ||||
| 2025-07-23 | 13F | Eagle Strategies LLC | 80,438 | 0.61 | 6,865 | 8.75 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 34,717 | 22.23 | 2,968 | 32.16 | ||||
| 2025-07-17 | 13F | KWB Wealth | 162,800 | 1.14 | 12,854 | 10.14 | ||||
| 2025-08-11 | 13F | Synergy Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 350 | 1.16 | 30 | 7.41 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 4,147 | 354 | ||||||
| 2025-07-22 | 13F | Stanich Group LLC | 16,255 | -11.55 | 1,377 | -5.10 | ||||
| 2025-08-08 | 13F | L & S Advisors Inc | 24,591 | 16.55 | 2,099 | 26.01 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 123,288 | 0.57 | 10,521 | 8.70 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 7,731 | -83.96 | 660 | -82.68 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 5,920 | -13.42 | 505 | -6.31 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 136,874 | 5.79 | 11,681 | 14.34 | ||||
| 2025-08-07 | 13F | PFG Advisors | 24,254 | 4.64 | 2,070 | 13.06 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,040,889 | 27.59 | 88,829 | 37.90 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 364,162 | -10.89 | 30,961 | -6.01 | ||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 670 | 0.00 | 57 | 9.62 | ||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | Asset Planning,Inc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Financial Guidance Group, Inc. | 136,874 | 5.79 | 11,681 | 14.34 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 8,516 | 11.07 | 727 | 20.00 | ||||
| 2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-19 | 13F | Cape Investment Advisory, Inc. | 905 | 0.00 | 77 | 8.45 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 110,418 | -0.68 | 9 | 12.50 | ||||
| 2025-08-06 | 13F | Vantage Financial Partners, LLC | 3,106 | -4.40 | 265 | 3.52 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 8,661 | 739 | ||||||
| 2025-04-18 | 13F | Edge Financial Advisors LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Dunhill Financial, LLC | 50 | 0.00 | 4 | 33.33 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 1,110 | -85.83 | 95 | -84.79 | ||||
| 2025-08-07 | 13F | Addison Advisors LLC | 1,445 | 0.70 | 123 | 8.85 | ||||
| 2025-04-11 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Walkner Condon Financial Advisors LLC | 5,615 | -5.23 | 479 | 2.57 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 3,080 | -33.45 | 263 | -28.22 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 4,139 | 12.93 | 353 | 22.15 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 412 | 0.00 | 35 | 9.38 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 4,147 | -34.69 | 354 | -29.54 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Dagco, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 15,839 | -0.04 | 1,352 | 7.99 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 51 | -7.27 | 4 | 0.00 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 46 | 0.00 | 4 | 0.00 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 1,457 | -3.45 | 124 | 4.20 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 58,001 | 1.30 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 10,060 | 2.35 | 859 | 10.57 | ||||
| 2025-08-12 | 13F | Waddell & Associates, Llc | 4,315 | 0.00 | 368 | 8.24 | ||||
| 2025-08-06 | 13F | Nvwm, Llc | 21,661 | 34.82 | 1,849 | 45.74 | ||||
| 2025-08-14 | 13F | Glenmede Investment Management, LP | 3,350 | 286 | ||||||
| 2025-05-13 | 13F | UBS Group AG | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | McAdam, LLC | 12,578 | 1.18 | 1,073 | 9.38 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 101,287 | 0.57 | 8,644 | 8.69 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 397,942 | -4.58 | 33,960 | 3.14 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 131,249 | 0.05 | 11,201 | 8.14 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 2,482 | 212 | ||||||
| 2025-08-08 | 13F | Adapt Wealth Advisors, Llc | 40,029 | -5.94 | 3,416 | 1.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 17,141 | 116.04 | 1,463 | 133.55 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 47,351 | 4 |
