Statistik Asas
| Pemilik Institusi | 92 total, 92 long only, 0 short only, 0 long/short - change of 1.10% MRQ |
| Purata Peruntukan Portfolio | 0.1423 % - change of 49.41% MRQ |
| Saham Institusi (Panjang) | 12,335,193 (ex 13D/G) - change of 0.80MM shares 6.91% MRQ |
| Nilai Institusi (Panjang) | $ 190,639 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
VanEck ETF Trust - VanEck Short Muni ETF (US:SMB) telah 92 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 12,335,193 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Allworth Financial LP, M Holdings Securities, Inc., Wells Fargo & Company/mn, LPL Financial LLC, Morgan Stanley, Jpmorgan Chase & Co, Miracle Mile Advisors, LLC, Dohj, Llc, and Ameriprise Financial Inc .
VanEck ETF Trust - VanEck Short Muni ETF (BATS:SMB) 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 17.38 / share. Previously, on September 6, 2024, the share price was 17.24 / share. This represents an increase of 0.78% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 12,070 | 18.57 | 208 | 19.54 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 26,210 | 21.95 | 452 | 22.55 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 512,454 | 15.52 | 8,845 | 16.35 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 2 | 0.00 | 0 | |||||
| 2025-08-11 | 13F | One Capital Management, LLC | 25,710 | 0.00 | 444 | 0.68 | ||||
| 2025-07-07 | 13F | Capital Asset Advisory Services LLC | 19,800 | 0.00 | 341 | 0.89 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 3,073 | 0.00 | 53 | 1.92 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 39,836 | -1.40 | 688 | -0.72 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 4,384 | 0.00 | 0 | |||||
| 2025-08-12 | 13F | Titleist Asset Management, Llc | 14,525 | 0.00 | 251 | 0.81 | ||||
| 2025-08-12 | 13F | MAI Capital Management | 5 | 0.00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 40,724 | 10.16 | 703 | 10.90 | ||||
| 2025-07-09 | 13F | Brand Asset Management Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100.00 | 0 | |||||
| 2025-07-09 | 13F | Massmutual Trust Co Fsb/adv | 323 | 0.00 | 6 | 0.00 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,112 | 0.41 | 88 | 1.15 | ||||
| 2025-08-13 | 13F | Boston Family Office Llc | 13,896 | 0.00 | 0 | |||||
| 2025-08-14 | 13F | Stifel Financial Corp | 340,161 | 42.29 | 5,871 | 43.33 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 136,927 | 17.55 | 2,363 | 18.45 | ||||
| 2025-07-22 | 13F | Miracle Mile Advisors, LLC | 406,418 | 7,015 | ||||||
| 2025-08-04 | 13F | Arkadios Wealth Advisors | 34,500 | 10.58 | 595 | 11.42 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 519,043 | 5.71 | 8,959 | 6.48 | ||||
| 2025-07-07 | 13F | Versant Capital Management, Inc | 5,435 | -1.47 | 94 | -1.06 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 93,124 | -3.43 | 2 | 0.00 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-14 | 13F | UBS Group AG | 308,200 | -6.70 | 5,320 | -6.02 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 42,009 | -9.06 | 725 | -8.34 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 162,393 | 10.48 | 2,803 | 11.23 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 15,160 | -9.18 | 262 | -8.74 | ||||
| 2025-07-21 | 13F | Ascent Group, LLC | 49,004 | 82.27 | 846 | 83.70 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 10,731 | 0.00 | 185 | 1.09 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 76,689 | 8.04 | 1,324 | 8.80 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 562,567 | 3.55 | 9,710 | 4.30 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 296 | 0.00 | 5 | 0.00 | ||||
| 2025-07-17 | 13F | Clean Yield Group | 2,216 | 0.00 | 38 | 2.70 | ||||
| 2025-08-08 | 13F | Condor Capital Management | 215,199 | 0.32 | 3,714 | 1.06 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-09 | 13F | St Germain D J Co Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1,880,725 | -8.99 | 32,461 | -8.32 | ||||
| 2025-07-08 | 13F | Juncture Wealth Strategies, Llc | 31,962 | 3.48 | 552 | 4.16 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 3,847 | 34.32 | 66 | 37.50 | ||||
| 2025-07-17 | 13F | Janney Capital Management LLC | 143,426 | -1.00 | 2 | 0.00 | ||||
| 2025-07-30 | 13F | Eqis Capital Management, Inc. | 48,922 | -4.34 | 844 | -3.65 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 3,580 | -2.72 | 62 | -3.17 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 41,687 | -10.21 | 720 | -9.56 | ||||
| 2025-08-08 | 13F | Emerald Investment Partners, Llc | 15,813 | 0.00 | 273 | 0.74 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 386 | 52.57 | 7 | 50.00 | ||||
| 2025-08-05 | 13F | Cherry Tree Wealth Management, LLC | 10,628 | -14.79 | 183 | -14.08 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 1,867,063 | 5.42 | 32,226 | 7.03 | ||||
| 2025-08-11 | 13F | Diversified Portfolios, Inc. | 28,114 | -69.78 | 485 | -69.57 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 27,444 | 0.66 | 474 | 1.28 | ||||
| 2025-07-17 | 13F | Kavar Capital Partners Group, Llc | 12,500 | 216 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 28,745 | -47.60 | 496 | -47.18 | ||||
| 2025-07-30 | 13F | Evermay Wealth Management Llc | 9,472 | 0.00 | 163 | 0.62 | ||||
| 2025-05-12 | 13F | Providence First Trust Co | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2,385 | 0.00 | 41 | 2.50 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 686 | 12 | ||||||
| 2025-07-23 | 13F | Detalus Advisors, LLC | 25,646 | 15.62 | 443 | 16.32 | ||||
| 2025-04-17 | 13F | Vicus Capital | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 558,498 | 10.78 | 9,640 | 11.59 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 544 | -3.72 | 9 | 0.00 | ||||
| 2025-07-23 | 13F | Dohj, Llc | 389,766 | 6.99 | 6,599 | 5.70 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,624 | 373 | ||||||
| 2025-07-10 | 13F | IMPACTfolio, LLC | 156,672 | 3.35 | 2,704 | 4.12 | ||||
| 2025-08-06 | 13F | Hallmark Capital Management Inc | 2,407 | 0.00 | 42 | 0.00 | ||||
| 2025-07-18 | 13F | Bartlett & Co. Wealth Management Llc | 47,588 | -13.42 | 821 | -12.75 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 67,896 | 9.06 | 1,172 | 9.85 | ||||
| 2025-07-29 | 13F | Liberty Square Wealth Partners Llc | 32,509 | 0.00 | 561 | 0.72 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 53,089 | -44.95 | 916 | -44.55 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 12,750 | 0.00 | 220 | 0.92 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 2,000 | 35 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 8,000 | 0.00 | 138 | 0.73 | ||||
| 2025-08-05 | 13F | Westside Investment Management, Inc. | 67,462 | 0.69 | 1,164 | 1.39 | ||||
| 2025-07-30 | 13F | Rehmann Capital Advisory Group | 18,398 | -70.54 | 318 | -70.37 | ||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 11,132 | 0.01 | 192 | 1.05 | ||||
| 2025-08-14 | 13F | Sei Investments Co | 264,144 | 18.22 | 4,559 | 19.10 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 36,323 | -7.61 | 627 | -6.98 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 22,028 | -24.39 | 0 | |||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 212,711 | -8.87 | 3,671 | -8.20 | ||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 378,708 | -8.53 | 6,537 | -7.87 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 90,573 | 1,563 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | M Holdings Securities, Inc. | 675,266 | 10.15 | 12 | 10.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 27,362 | -4.73 | 473 | -4.07 | ||||
| 2025-08-13 | 13F | Cerity Partners LLC | 228,882 | 16.16 | 3,950 | 17.00 | ||||
| 2025-07-14 | 13F | MY Wealth Management Inc. | 253,241 | 4,371 | ||||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 19,800 | 0.00 | 342 | 0.59 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Keystone Global Partners, LLC | 3,354 | -77.67 | 58 | -77.82 | ||||
| 2025-07-23 | 13F | Fluent Financial, LLC | 17,065 | 0.21 | 295 | 1.03 | ||||
| 2025-08-05 | 13F | Prosperity Consulting Group, LLC | 167,231 | -4.94 | 2,886 | -4.25 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 333 | 0.00 | 6 | 0.00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,726 | 185 | ||||||
| 2025-08-11 | 13F | WPG Advisers, LLC | 38 | 0.00 | 1 | |||||
| 2025-07-25 | 13F | PrairieView Partners, LLC | 329,136 | 12.32 | 6 | 0.00 | ||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 253 | -50.10 | 4 | -50.00 | ||||
| 2025-08-05 | 13F | Strategic Financial Concepts, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 11,048 | 0.00 | 191 | 0.53 | ||||
| 2025-08-14 | 13F | Fmr Llc | 31 | -93.97 | 1 | -100.00 | ||||
| 2025-08-14 | 13F | Comerica Bank | 43,927 | 0.00 | 758 | 0.80 | ||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 7,547 | -0.58 | 130 | 0.00 | ||||
| 2025-05-09 | 13F | Leisure Capital Management | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | MidWestOne Financial Group, Inc. | 203,904 | 19.39 | 3,519 | 20.27 | ||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 |
