Statistik Asas
| Pemilik Institusi | 93 total, 93 long only, 0 short only, 0 long/short - change of 6.90% MRQ |
| Purata Peruntukan Portfolio | 0.5046 % - change of 2.17% MRQ |
| Saham Institusi (Panjang) | 24,728,032 (ex 13D/G) - change of 2.54MM shares 11.46% MRQ |
| Nilai Institusi (Panjang) | $ 667,368 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Harbor ETF Trust - Harbor Long-Term Growers ETF (US:WINN) telah 93 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 24,728,032 saham. Pemegang saham terbesar termasuk LPL Financial LLC, CI Private Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Grant Street Asset Management, Inc., Commonwealth Equity Services, Llc, Towneley Capital Management, Inc / DE, Raymond James Financial Inc, WJ Wealth Management, LLC, Royal Bank Of Canada, and Golden State Wealth Management, LLC .
Harbor ETF Trust - Harbor Long-Term Growers ETF (NYSE:WINN) 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 30.34 / share. Previously, on September 6, 2024, the share price was 23.72 / share. This represents an increase of 27.93% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Private Trust Co Na | 7,751 | 0.00 | 226 | 19.05 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 359,314 | -6.50 | 10,465 | 11.15 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 510,372 | -12.02 | 14,865 | 4.59 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 60,622 | 30.39 | 1,766 | 54.96 | ||||
| 2025-07-30 | 13F | Towneley Capital Management, Inc / DE | 1,165,035 | -1.58 | 33,932 | 17.00 | ||||
| 2025-08-12 | 13F | Waterloo Capital, L.P. | 67,670 | 0.21 | 1,971 | 19.11 | ||||
| 2025-08-14 | 13F | Moneta Group Investment Advisors Llc | 39,137 | -36.16 | 1,140 | -24.17 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 12,570 | 12.83 | 366 | 34.56 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Leisure Capital Management | 465,760 | 3.29 | 13,565 | 22.79 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 55,147 | 481.11 | 1,606 | 592.24 | ||||
| 2025-07-28 | 13F | SFG Wealth Management, LLC. | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 185,402 | 6.51 | 5,400 | 26.62 | ||||
| 2025-08-13 | 13F | Cary Street Partners Financial Llc | 59,418 | 1.08 | 1,731 | 20.14 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 843 | 321.50 | 25 | 380.00 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 84,772 | -0.82 | 2,469 | 17.86 | ||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 18,806 | -27.04 | 548 | -13.31 | ||||
| 2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Phoenix Wealth Advisors | 18,628 | 16.21 | 543 | 38.27 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 9,385 | 181.66 | 273 | 237.04 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 15,064 | -7.16 | 0 | |||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 96,562 | -1.57 | 3 | 0.00 | ||||
| 2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 14,009 | 0.24 | 408 | 19.30 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 31,290 | 89.52 | 911 | 125.50 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 432,620 | 3.89 | 12,600 | 23.51 | ||||
| 2025-07-17 | 13F | Bluesphere Advisors, LLC | 18,125 | 528 | ||||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 54,782 | 41.07 | 1,596 | 67.72 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 203,850 | -22.07 | 5,937 | -7.38 | ||||
| 2025-07-09 | 13F | WealthCare Investment Partners, LLC | 8,650 | -19.53 | 254 | 3.69 | ||||
| 2025-03-18 | 13F | Objective Capital Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | Financial Management Network Inc | 154,799 | 8.21 | 4,542 | 44.62 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 128,931 | -18.41 | 3,755 | -3.00 | ||||
| 2025-08-11 | 13F | United Advisor Group, LLC | 17,685 | 6.66 | 515 | 26.85 | ||||
| 2025-07-18 | 13F | Provident Wealth Management, LLC | 81,535 | -5.13 | 2,375 | 12.78 | ||||
| 2025-08-11 | 13F | Perennial Investment Advisors, LLC | 68,330 | 4.61 | 1,990 | 24.38 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 5,166,325 | 26.48 | 150,469 | 50.35 | ||||
| 2025-07-18 | 13F | Truist Financial Corp | 57,023 | -4.58 | 1,661 | 13.39 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 260,258 | 125.35 | 7,580 | 167.94 | ||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 208,854 | -26.54 | 6,083 | -12.68 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-23 | 13F | BankPlus Trust Department | 946 | 0.00 | 28 | 17.39 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3,279 | 16.07 | 96 | 37.68 | ||||
| 2025-07-23 | 13F | Joel Isaacson & Co., LLC | 69,180 | 89.64 | 2,015 | 125.53 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 175,656 | 7.91 | 5,116 | 28.26 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 24,116 | 71.16 | 702 | 103.48 | ||||
| 2025-07-22 | 13F | SOL Capital Management CO | 400,111 | 16.70 | 12 | 37.50 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 890 | 0.00 | 26 | 19.05 | ||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 111,977 | -24.13 | 3,261 | -9.82 | ||||
| 2025-04-14 | 13F | Farther Finance Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 7,630 | 222 | ||||||
| 2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 209 | 0.00 | 6 | 20.00 | ||||
| 2025-08-08 | 13F | Sittner & Nelson, Llc | 42,095 | -5.82 | 1,226 | 11.96 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 179,423 | -18.54 | 5,226 | -3.17 | ||||
| 2025-08-14 | 13F | Marquette Associates, Inc. | 7,292 | 212 | ||||||
| 2025-08-14 | 13F | Two Sigma Investments, Lp | 118,900 | 3,463 | ||||||
| 2025-07-10 | 13F | Moody National Bank Trust Division | 39,636 | -3.16 | 1,154 | 15.17 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 382 | 11 | ||||||
| 2025-08-13 | 13F | Proactive Wealth Strategies LLC | 68,447 | 44.37 | 2 | 0.00 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 2,762,427 | -0.88 | 81,050 | 18.70 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 24,396 | 4.23 | 711 | 23.91 | ||||
| 2025-08-04 | 13F | Northwest Financial Advisors | 0 | -100.00 | 0 | |||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 13,548 | -24.72 | 332 | -0.60 | ||||
| 2025-08-14 | 13F | Synovus Financial Corp | 373,210 | 0.72 | 10,871 | 19.74 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 3,390,122 | 32.18 | 101,356 | 61.31 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 27,096 | 789 | ||||||
| 2025-08-14 | 13F | Ameriprise Financial Inc | 74,876 | 17.95 | 2,181 | 40.19 | ||||
| 2025-08-14 | 13F | Investmark Advisory Group LLC | 9,529 | 0.00 | 278 | 18.88 | ||||
| 2025-08-15 | 13F | First Heartland Consultants, Inc. | 10,664 | -19.46 | 311 | -4.32 | ||||
| 2025-08-14 | 13F | Mariner, LLC | 41,062 | 161.77 | 1,196 | 211.20 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 1,060 | -12.18 | 31 | 3.45 | ||||
| 2025-08-14 | 13F | Frisch Financial Group, Inc. | 6,890 | 0 | ||||||
| 2025-07-28 | 13F | WJ Wealth Management, LLC | 566,428 | -1.44 | 16,497 | 17.17 | ||||
| 2025-08-13 | 13F | Jones Financial Companies Lllp | 550 | 16 | ||||||
| 2025-08-04 | 13F | Grant Street Asset Management, Inc. | 2,205,542 | 0.57 | 64,236 | 19.56 | ||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 74,375 | 5.26 | 2,166 | 23.70 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 106,154 | 9.27 | 3,092 | 29.87 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 108,678 | 42.18 | 3,165 | 69.07 | ||||
| 2025-08-13 | 13F | IAG Wealth Partners, LLC | 700 | 0.00 | 20 | 17.65 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 11,393 | 332 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 54,045 | 9.04 | 1,574 | 29.65 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 48,132 | 138.90 | 1,402 | 184.18 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 56,223 | 0.00 | 1,637 | 18.88 | ||||
| 2025-08-08 | 13F | Gts Securities Llc | 26,627 | 776 | ||||||
| 2025-08-14 | 13F | Wetherby Asset Management Inc | 7,402 | 0.49 | 216 | 7.50 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 33,996 | 5.46 | 990 | 25.48 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1,198,247 | 32.63 | 35 | 54.55 | ||||
| 2025-07-23 | 13F | SpringVest Wealth Management LLC | 14,988 | 437 | ||||||
| 2025-07-25 | 13F | Bill Few Associates, Inc. | 20,146 | -14.58 | 587 | 1.56 | ||||
| 2025-07-16 | 13F | Independent Wealth Network Inc. | 23,292 | 20.33 | 678 | 43.04 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,071,365 | 3.62 | 31,204 | 23.18 | ||||
| 2025-07-17 | 13F | Worth Financial Advisory Group, LLC | 39,797 | 21.22 | 1,159 | 44.15 | ||||
| 2025-08-18 | 13F | Tyler-Stone Wealth Management | 45,810 | 1.55 | 1,334 | 20.72 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 99,424 | 9,609.38 | 2,896 | 11,480.00 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 565,697 | 16.37 | 16,476 | 38.35 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 15,780 | 6.66 | 460 | 26.80 | ||||
| 2025-08-15 | 13F | Fidelity D & D Bancorp Inc | 8,175 | -50.00 | 238 | -40.50 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 138,471 | 2.48 | 4 | 33.33 | ||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 52,100 | 1,517 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 2,542 | 0.00 | 74 | 19.35 | ||||
| 2025-08-13 | 13F | Keystone Financial Group | 7,580 | 221 |
