Statistik Asas
| Pemilik Institusi | 101 total, 101 long only, 0 short only, 0 long/short - change of -0.98% MRQ |
| Purata Peruntukan Portfolio | 0.2068 % - change of -9.10% MRQ |
| Saham Institusi (Panjang) | 8,505,112 (ex 13D/G) - change of -1.19MM shares -12.26% MRQ |
| Nilai Institusi (Panjang) | $ 283,916 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
VanEck ETF Trust - VanEck Morningstar SMID Moat ETF (US:SMOT) telah 101 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 8,505,112 saham. Pemegang saham terbesar termasuk Gradient Investments LLC, LPL Financial LLC, Great Lakes Advisors, Llc, Bank Of America Corp /de/, Morgan Stanley, Financial Management Network Inc, Apexium Financial, Lp, Mesirow Financial Investment Management, Inc., Raymond James Financial Inc, and Woodmont Investment Counsel Llc .
VanEck ETF Trust - VanEck Morningstar SMID Moat ETF (BATS:SMOT) 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 36.54 / share. Previously, on September 9, 2024, the share price was 33.10 / share. This represents an increase of 10.39% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-12 | 13F | Simplex Trading, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-04-30 | 13F | M&t Bank Corp | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Financial Advisory Corp /ut/ /adv | 13,709 | 0.00 | 0 | |||||
| 2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 1,659 | -58.93 | 58 | -56.82 | ||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 9,614 | -0.03 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Principle Wealth Partners Llc | 12,208 | -98.49 | 425 | -98.40 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 316 | 11 | ||||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 8,933 | -16.13 | 311 | -11.17 | ||||
| 2025-07-15 | 13F | Missouri Trust & Investment Co | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Woodmont Investment Counsel Llc | 175,639 | 0.34 | 6,112 | 6.50 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 13,727 | -4.29 | 478 | 1.49 | ||||
| 2025-07-11 | 13F | Global X Japan Co., Ltd. | 527 | 167.51 | 18 | 200.00 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 65,871 | 37.68 | 2,288 | 46.39 | ||||
| 2025-08-04 | 13F | Clear Investment Research, Llc | 652 | 13.19 | 23 | 22.22 | ||||
| 2025-07-22 | 13F | Comprehensive Financial Consultants Institutional, Inc. | 20,222 | -0.87 | 704 | 5.24 | ||||
| 2025-08-14 | 13F | Financial Advisory Service, Inc. | 633 | -0.16 | 22 | 10.00 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 73,249 | -4.42 | 2,549 | 1.47 | ||||
| 2025-07-25 | 13F | Iron Financial, LLC | 18,601 | 2.13 | 647 | 8.38 | ||||
| 2025-08-07 | 13F | 1620 Investment Advisors, Inc. | 500 | 33.33 | 17 | 41.67 | ||||
| 2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 566,448 | -10.85 | 19,712 | -5.39 | ||||
| 2025-08-14 | 13F | UBS Group AG | 720 | 25 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 52,172 | 4.34 | 1,816 | 10.74 | ||||
| 2025-07-23 | 13F | First Financial Group Corp | 24,551 | 9.28 | 854 | 16.03 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 22,460 | 81.72 | 782 | 93.09 | ||||
| 2025-07-25 | 13F | Tranquility Partners, LLC | 13,629 | 1.71 | 474 | 7.97 | ||||
| 2025-08-06 | 13F | Stonebridge Financial Planning Group, LLC | 28,648 | -6.32 | 997 | -0.60 | ||||
| 2025-07-22 | 13F | Apexium Financial, Lp | 324,756 | -5.46 | 11,302 | 0.34 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 38,314 | 1,333 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 87,341 | -2.08 | 3,039 | 3.93 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 13,012 | -80.95 | 453 | -79.82 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 49,435 | 0.79 | 1,720 | 6.97 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 11,086 | 34.49 | 386 | 42.59 | ||||
| 2025-08-04 | 13F | Eubel Brady & Suttman Asset Management Inc | 77,200 | -0.74 | 3 | 0.00 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 77,691 | -14.53 | 2,704 | -9.30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 177,833 | -32.98 | 6,189 | -28.87 | ||||
| 2025-08-12 | 13F | Soundwatch Capital LLC | 7,824 | 0.50 | 439 | 71.76 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 215 | 0.00 | 0 | |||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 39,836 | -4.37 | 1,386 | 1.54 | ||||
| 2025-08-12 | 13F | AlphaCore Capital LLC | 14,350 | 0.00 | 499 | 6.17 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 153,785 | -32.23 | 5,352 | -28.25 | ||||
| 2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | TRUE Private Wealth Advisors | 87,833 | -2.58 | 3,057 | 3.38 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 5,755 | 200 | ||||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 2,305 | 0.00 | 80 | 6.67 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 13,572 | -4.94 | 472 | 0.85 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 15,583 | -16.73 | 542 | -11.58 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 2,836 | 99 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 609,663 | 18.68 | 21,216 | 25.96 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 13,058 | 11.23 | 454 | 18.23 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 8,570 | 298 | ||||||
| 2025-08-14 | 13F | GWM Advisors LLC | 10,193 | 355 | ||||||
| 2025-08-15 | 13F | Brown Financial Advisors | 73,269 | -1.76 | 2,550 | 4.25 | ||||
| 2025-04-22 | 13F | Whalen Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coordinated Financial Services, Inc./CO | 16,999 | 7.49 | 557 | 10.30 | ||||
| 2025-08-12 | 13F | Argent Trust Co | 23,750 | -4.04 | 826 | 1.85 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 156 | 200.00 | 5 | 400.00 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 80 | 3 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 49,046 | -1.90 | 1,707 | 4.09 | ||||
| 2025-08-14 | 13F | First Foundation Advisors | 50,490 | -0.50 | 1,757 | 5.65 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 87,938 | 4.32 | 3 | 50.00 | ||||
| 2025-08-13 | 13F | Icapital Wealth Llc | 27,221 | -42.35 | 947 | -38.82 | ||||
| 2025-05-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Etesian Wealth Advisors, Inc. | 7,146 | -12.69 | 249 | -7.46 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Calton & Associates, Inc. | 8,813 | 0.22 | 307 | 6.25 | ||||
| 2025-08-14 | 13F | Family Office Research LLC | 77,726 | -3.07 | 2,705 | 2.85 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 21,962 | -18.48 | 764 | -13.48 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 1,158,015 | -8.83 | 40,299 | -3.24 | ||||
| 2025-07-24 | 13F | Eastern Bank | 1,000 | 0.00 | 35 | 6.25 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 65,322 | 23.56 | 2,273 | 31.16 | ||||
| 2025-07-29 | 13F | Creekside Partners | 65,289 | 0.42 | 2,272 | 6.62 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 8,084 | 3.91 | 281 | 10.20 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 569 | 20 | ||||||
| 2025-08-11 | 13F | Great Lakes Advisors, Llc | 998,750 | 6.96 | 34,756 | 13.52 | ||||
| 2025-04-23 | 13F | Archford Capital Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Mesirow Financial Investment Management, Inc. | 256,624 | -4.59 | 8,931 | 1.26 | ||||
| 2025-07-24 | 13F | Stiles Financial Services Inc | 20,335 | 4.62 | 708 | 10.99 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100.00 | 0 | |||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12,688 | 0 | ||||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 1,080 | 0.00 | 38 | 5.71 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1,236,426 | 2.01 | 43,028 | 8.27 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 8,924 | -10.57 | 311 | -5.20 | ||||
| 2025-08-07 | 13F | Sierra Ocean, Llc | 4,226 | 0.00 | 143 | 0.00 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 24,875 | -19.81 | 1 | -100.00 | ||||
| 2025-08-05 | 13F | Atlas Wealth LLC | 11,374 | -24.35 | 403 | -18.29 | ||||
| 2025-08-14 | 13F | Van Eck Associates Corp | 165 | 0.00 | 0 | |||||
| 2025-07-10 | 13F | Financial Management Network Inc | 561,077 | 1.05 | 20,193 | 24.73 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 70,195 | -53.38 | 2,443 | -50.54 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 55,629 | 2,002 | ||||||
| 2025-07-18 | 13F | TPG Advisors LLC | 56,716 | 2.48 | 1,974 | 8.77 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 26,510 | 0.30 | 1 | |||||
| 2025-08-13 | 13F | SageView Advisory Group, LLC | 6,561 | 0.00 | 236 | 9.77 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 14,489 | -18.27 | 504 | -13.25 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 117,718 | -11.52 | 4 | 0.00 | ||||
| 2025-07-07 | 13F | Whitaker-Myers Wealth Managers, LTD. | 7,230 | 8.72 | 252 | 15.14 | ||||
| 2025-08-14 | 13F | EP Wealth Advisors, Inc. | 29,375 | -53.34 | 1,022 | -50.48 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,253 | 5.62 | 252 | 12.00 | ||||
| 2025-05-07 | 13F | Valued Retirements, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 23 | 1 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Patton Albertson Miller Group, Llc | 14,507 | -53.61 | 505 | -50.83 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10,752 | -1.84 | 374 | 4.18 | ||||
| 2025-07-24 | 13F | Coordinated Financial Services, Inc. | 22,368 | 35.15 | 778 | 36.49 | ||||
| 2025-08-14 | 13F | Acorn Wealth Advisors, LLC | 35,323 | -8.58 | 1,229 | -2.92 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1,432 | 166.67 | 50 | 188.24 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 72,756 | 43.72 | 2,532 | 52.56 | ||||
| 2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-13 | 13F | Russell Investments Group, Ltd. | 50 | 0.00 | 2 | 0.00 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 19,892 | -2.60 | 692 | 3.44 | ||||
| 2025-07-16 | 13F | Beaumont Financial Advisors, LLC | 31,980 | -3.66 | 1,113 | 2.21 | ||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 515 | 123.91 | 18 | 142.86 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 32,937 | 6.76 | 1,146 | 13.35 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 24,748 | -57.72 | 861 | -55.13 |
