Statistik Dasar
| Pemilik Institusi | 120 total, 118 long only, 0 short only, 2 long/short - change of 4,27% MRQ |
| Alokasi Portofolio Rata-rata | 0.1599 % - change of 105,89% MRQ |
| Saham Institusi (Long) | 4.978.976 (ex 13D/G) - change of -2,26MM shares -31,20% MRQ |
| Nilai Institusi (Long) | $ 111.767 USD ($1000) |
Kepemilikan Institusi dan Pemegang Saham
Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF (US:IVES) punya 120 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 4,978,976 saham. Pemegang saham terbesar termasuk Wedbush Securities Inc, HighTower Advisors, LLC, New Wave Wealth Advisors Llc, Willow Financial LLC, TD Waterhouse Canada Inc., Cambridge Investment Research Advisors, Inc., Stifel Financial Corp, Longitude (Cayman) Ltd., Royal Bank Of Canada, and Titleist Asset Management, Llc .
Wedbush Series Trust - Dan IVES Wedbush AI Revolution ETF (ARCA:IVES) struktur kepemilikan institusi menunjukkan posisi saat ini di perusahaan menurut institusi dan dana, serta perubahan terkini dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, hedge funds, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang lebih dari 5% saham perusahaan dan bermaksud untuk secara aktif melakukan perubahan dalam strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of May 14, 2026 is 36,98 / share. Previously, on June 4, 2025, the share price was 25,38 / share. This represents an increase of 45,73% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Ownership Accumulation Score) menemukan saham-saham yang paling banyak dibeli oleh dana. Hal ini merupakan hasil dari model kuantitatif multifaktor yang canggih yang mengidentifikasi perusahaan-perusahaan dengan tingkat akumulasi institusi tertinggi. Model penilaian menggunakan kombinasi total peningkatan pemilik yang diungkapkan, perubahan alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka tersebut berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi terhadap rekan-rekannya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Harian
Lihat Penjelajah Kepemilikan, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
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Rasio Put/Call Institusi
Selain melaporkan masalah ekuitas dan utang standar, institusi dengan lebih dari 100MM aset yang dikelola juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya mengindikasikan sentimen negatif, dan opsi call mengindikasikan sentimen positif, kita dapat memahami sentimen institusional secara keseluruhan dengan memplot rasio opsi put terhadap opsi call. Grafik di sebelah kanan menggambarkan rasio put/call historis untuk instrumen ini.
Penggunaan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kelemahan utama dalam menggunakan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi sehingga indikator rasio put/call lebih dekat melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pengajuan 13F gratis. Detail pengajuan NP memerlukan keanggotaan premium. Baris hijau menunjukkan posisi baru. Baris merah menunjukkan posisi yang sudah ditutup. Klik tautannya ikon untuk melihat riwayat transaksi lengkap.
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| Tanggal Berkas | Sumber | Investor | Jenis | Harga Rata-rata (Perkiraan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Δ Nilai (%) |
Alokasi Portofolio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 78.950 | -75,51 | 2.240 | -78,03 | ||||
| 2026-05-14 | 13F | VestGen Advisors, LLC | 14.622 | -8,41 | 526 | 4,17 | ||||
| 2026-05-12 | 13F | Vienna Asset Management LLC | 20.530 | 582 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 488 | 2,52 | 13 | -13,33 | ||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 31.329 | 89,48 | 889 | 70,11 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 926 | 29 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 27.654 | 93,07 | 785 | 73,45 | ||||
| 2026-04-21 | 13F | Mesirow Financial Investment Management, Inc. | 20.272 | 575 | ||||||
| 2026-05-08 | 13F | Evolution Wealth Advisors, LLC | 9.375 | -15,00 | 266 | -23,85 | ||||
| 2026-05-11 | 13F | MCF Advisors LLC | 91 | 3 | ||||||
| 2026-02-13 | 13F | Cozad Asset Management Inc | 29.974 | 14,72 | 947 | 12,87 | ||||
| 2026-04-29 | 13F | KERR FINANCIAL PLANNING Corp | 9 | -30,77 | 0 | |||||
| 2026-04-30 | 13F | Titleist Asset Management, Llc | 119.437 | 35,13 | 3.388 | 21,30 | ||||
| 2026-05-13 | 13F | Cetera Investment Advisers | 99.892 | -36,79 | 2.834 | -43,28 | ||||
| 2026-04-28 | 13F | Pennsylvania Capital Management Inc /adv | 38.593 | 1,94 | 1.095 | -8,53 | ||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8.830 | 10,50 | 321 | 32,10 | ||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 206.741 | -20,17 | 5.931 | -27,49 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Kellett Schaffner Wealth Advisors LLC | 7.880 | -35,63 | 224 | -42,23 | ||||
| 2026-05-13 | 13F | Pioneer Family Office, LLC | 850 | 0,00 | 24 | -7,69 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 4.915 | 155 | ||||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 18 | 0,00 | 1 | |||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 8.000 | -64,95 | 227 | -68,65 | ||||
| 2026-04-03 | 13F | Box Hill Private Wealth LLC | 12.700 | 24,56 | 360 | 11,80 | ||||
| 2026-04-13 | 13F | True Wealth Design, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | World Equity Group, Inc. | 21.522 | 0,13 | 611 | -10,16 | ||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 900 | 0,00 | 28 | 0,00 | ||||
| 2026-04-15 | 13F | Curran Financial Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-28 | 13F | Bogart Wealth, LLC | 401 | 0,00 | 11 | -8,33 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 3.773 | 13,30 | 107 | |||||
| 2026-05-11 | 13F | TD Capital Management LLC | 1.084 | 0,00 | 31 | -11,76 | ||||
| 2026-02-10 | 13F | Evolution Wealth Management Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-08 | 13F | DiNuzzo Private Wealth, Inc. | 1.225 | 35 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 31.609 | 51,78 | 907 | 37,69 | ||||
| 2026-05-06 | 13F | IMA Wealth, Inc. | 76 | 0,00 | 2 | 0,00 | ||||
| 2026-04-13 | 13F | Runnymede Capital Advisors, Inc. | 7.505 | 213 | ||||||
| 2026-05-13 | 13F | Triumph Capital Management | 28 | 27,27 | 1 | |||||
| 2026-05-05 | 13F | Newbridge Financial Services Group, Inc. | 3.115 | 309,87 | 88 | 266,67 | ||||
| 2026-04-10 | 13F | IAM Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-04 | 13F | Sigma Planning Corp | 13.679 | 110,06 | 388 | 89,27 | ||||
| 2026-05-04 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 0 | -100,00 | 0 | |||||
| 2026-05-05 | 13F | MADDEN SECURITIES Corp | 20.325 | -0,05 | 577 | -10,28 | ||||
| 2026-02-13 | 13F | Brown Advisory Inc | 19.975 | 12,01 | 631 | 10,31 | ||||
| 2026-02-17 | 13F | Per Stirling Capital Management, LLC. | 0 | -100,00 | 0 | |||||
| 2026-01-14 | 13F | ORG Partners LLC | 160 | 23,08 | 5 | 25,00 | ||||
| 2026-03-19 | 13F | Painted Porch Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-01 | 13F | CV Advisors LLC | 7.982 | 0,00 | 226 | -10,32 | ||||
| 2026-05-14 | 13F | Institute for Wealth Management, LLC. | 8.703 | 12,60 | 247 | 0,82 | ||||
| 2026-04-20 | 13F | Jfs Wealth Advisors, Llc | 370 | 0,00 | 10 | -9,09 | ||||
| 2026-02-02 | 13F | Sun Financial Inc | 18.523 | 586 | ||||||
| 2026-05-12 | 13F | Stifel Financial Corp | 182.494 | 28,72 | 5.177 | 15,53 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | O'ROURKE & COMPANY, Inc | 56.756 | 45,42 | 1.610 | 30,58 | ||||
| 2026-05-04 | 13F | Modus Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-05-13 | 13F | Wealth Management Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Concentric Capital Strategies, LP | 60.542 | -81,53 | 1.914 | -81,83 | ||||
| 2026-05-05 | 13F | Independent Financial Group, Llc | 17.780 | 504 | ||||||
| 2026-05-05 | 13F | Milestone Investment Advisors LLC | 335 | 10 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 7.394 | 210 | ||||||
| 2026-02-13 | 13F | MAI Capital Management | 1.000 | 32 | ||||||
| 2026-02-17 | 13F | Cresset Asset Management, LLC | 30.878 | 142,12 | 976 | 138,63 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Call | 48.200 | 12,09 | 1.524 | 10,28 | |||
| 2026-04-20 | 13F | Ritholtz Wealth Management | 10.163 | 54,52 | 288 | 39,13 | ||||
| 2026-02-04 | 13F | Cascades Capital Asset Management, LLC | 3.910 | 124 | ||||||
| 2026-02-17 | 13F | Citadel Advisors Llc | Put | 15.300 | 484 | |||||
| 2026-05-11 | 13F | First Wilshire Securities Management Inc | 11.500 | 0,00 | 326 | -10,19 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 109.618 | -23,46 | 3.465 | -24,67 | ||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 30.524 | 20,57 | 866 | 8,13 | ||||
| 2026-05-01 | 13F | Valmark Advisers, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 7.365 | 2,79 | 209 | -7,96 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 25 | 0,00 | 1 | |||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 3.955 | 0,00 | 112 | -10,40 | ||||
| 2026-04-22 | 13F | Coston, McIsaac & Partners | 931 | -17,32 | 0 | |||||
| 2026-04-29 | 13F | Marino, Stram & Associates Llc | 15.313 | 9,72 | 434 | -1,59 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 0 | -100,00 | 0 | |||||
| 2026-04-21 | 13F | Willow Financial LLC | 252.923 | 162,63 | 7.175 | 135,71 | ||||
| 2026-05-08 | 13F | CMC Financial Group | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Estate Planners Group, LLC | 17.755 | 11,94 | 504 | 0,40 | ||||
| 2026-05-13 | 13F | Jaffetilchin Investment Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-10 | 13F | Abound Wealth Management | 70 | 0,00 | 2 | -50,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 2.250 | 64 | ||||||
| 2026-05-13 | 13F | BlackRock, Inc. | 600 | 17 | ||||||
| 2026-05-08 | 13F | Vanguard Advisers Inc | 12 | 0 | ||||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 474 | 0,00 | 13 | -7,14 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 300 | 0,00 | 9 | -11,11 | ||||
| 2026-02-10 | 13F | Belvedere Trading LLC | Call | 0 | -100,00 | 0 | ||||
| 2026-02-12 | 13F | CIBC Private Wealth Group, LLC | 2.800 | 5,46 | 89 | 3,53 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 916.734 | 12,59 | 26 | 4,00 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 12.237 | -61,29 | 347 | -65,27 | ||||
| 2026-04-07 | 13F | U.S. Capital Wealth Advisors, LLC | 102.306 | 3,43 | 2.902 | -7,17 | ||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 3.745 | -72,59 | 106 | -75,41 | ||||
| 2026-05-13 | 13F | Lido Advisors, LLC | 14.668 | 3,73 | 416 | -6,94 | ||||
| 2025-11-17 | 13F | FSA Wealth Management LLC | 200 | 6 | ||||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-05-06 | 13F | LPL Financial LLC | 46.018 | -1,82 | 1.306 | -11,88 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 29.640 | -61,78 | 1 | -100,00 | ||||
| 2026-05-12 | 13F | Bnp Paribas Arbitrage, Sa | 17 | -67,31 | 0 | -100,00 | ||||
| 2026-05-13 | 13F | Mariner, LLC | 24.374 | 8,06 | 691 | -2,95 | ||||
| 2026-05-08 | 13F | Pnc Financial Services Group, Inc. | 2.400 | 0,00 | 68 | -9,33 | ||||
| 2026-05-14 | 13F | Legacy Bridge, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Huntington National Bank | 13 | 333,33 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 58.499 | 70,43 | 1.660 | 53,04 | ||||
| 2026-04-29 | 13F | Hughes Financial Services, LLC | 168 | 0,00 | 5 | -20,00 | ||||
| 2026-05-06 | 13F | Hartland & Co., LLC | 288 | 0,00 | 8 | -11,11 | ||||
| 2026-04-15 | 13F | DAVENPORT & Co LLC | 0 | -100,00 | 0 | |||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 21.178 | -0,79 | 601 | -10,98 | ||||
| 2026-02-10 | 13F | Verus Capital Partners, Llc | 15.351 | 134,90 | 485 | 132,06 | ||||
| 2026-05-13 | 13F | Federation des caisses Desjardins du Quebec | 3.160 | 17,69 | 90 | 5,95 | ||||
| 2026-02-17 | 13F | MGB Wealth Management, LLC | 77.230 | 57,45 | 2.442 | 54,98 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-20 | 13F | Sunbelt Securities, Inc. | 2.340 | 1.989,29 | 74 | 2.333,33 | ||||
| 2026-04-17 | 13F | IFC & Insurance Marketing, Inc. | 0 | -100,00 | 0 | |||||
| 2026-05-11 | 13F | Daymark Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 3.328 | 1.231,20 | 105 | 1.400,00 | ||||
| 2026-05-12 | 13F | Innovative Asset Advisors Group, LLC | 2.812 | 80 | ||||||
| 2026-05-04 | 13F | New Wave Wealth Advisors Llc | 265.168 | 7.523 | ||||||
| 2026-04-23 | 13F | SJS Investment Consulting Inc. | 140 | 4 | ||||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 925 | 29 | ||||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 71.585 | 71,67 | 2.263 | 226.100,00 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 152.599 | 1.277,25 | 4.823 | 1.258,59 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 6.183 | -16,93 | 177 | -24,68 | ||||
| 2026-02-17 | 13F | Snowden Capital Advisors LLC | 60.642 | 3,87 | 1.917 | 2,19 | ||||
| 2026-04-08 | 13F | Castle Rock Wealth Management, LLC | 60.906 | 5,33 | 1.754 | -2,56 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 677.488 | 24,58 | 19.221 | 11,82 | ||||
| 2026-04-20 | 13F | City State Bank | 500 | 0,00 | 14 | -6,67 | ||||
| 2026-04-27 | 13F | HB Wealth Management, LLC | 18.181 | 516 | ||||||
| 2026-05-05 | 13F | UBS Group AG | 20.006 | 1.205,87 | 568 | 1.081,25 | ||||
| 2026-02-13 | 13F | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 73.296 | 38,73 | 2.079 | 24,49 | ||||
| 2026-05-01 | 13F | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
| 2026-05-14 | 13F | CIBC World Markets Inc. | 11.261 | -22,16 | 319 | -30,20 | ||||
| 2026-02-11 | 13F | Group One Trading, L.p. | 1.305 | -57,77 | 41 | -58,59 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | Call | 18.600 | -20,17 | 528 | -28,40 | |||
| 2026-05-12 | 13F | Jane Street Group, Llc | Put | 13.100 | 12,93 | 372 | 1,37 | |||
| 2026-05-14 | 13F | Tripletail Wealth Management, LLC | 12.580 | 499,05 | 362 | 448,48 | ||||
| 2026-04-14 | 13F | Beacon Investment Advisory Services, Inc. | 1.590 | 45 | ||||||
| 2026-05-05 | 13F | Longitude (Cayman) Ltd. | 158.000 | 18,80 | 4.482 | 6,61 | ||||
| 2026-04-15 | 13F | Valley National Advisers Inc | 704 | 101,14 | 0 | |||||
| 2026-04-16 | 13F | Everstar Asset Management, LLC | 20.033 | 568 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | 0 | -100,00 | 0 | |||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 63 | 5,00 | 2 | 0,00 | ||||
| 2026-05-08 | 13F | Russell Investments Group, Ltd. | 196 | 6 | ||||||
| 2026-05-12 | 13F | Belvedere Trading LLC | Put | 0 | -100,00 | 0 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 185.753 | 5,17 | 5 | 0,00 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 22.579 | 17,99 | 714 | 16,12 | ||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 13.294 | 15,30 | 377 | 3,57 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 8 | 0 | ||||||
| 2026-04-17 | 13F | Krilogy Financial LLC | 32.970 | -18,74 | 1.066 | -19,85 | ||||
| 2026-04-23 | 13F | BXM Wealth LLC | 31.580 | -68,91 | 896 | -0,44 | ||||
| 2026-02-17 | 13F | Aqr Capital Management Llc | 12.050 | 381 | ||||||
| 2026-04-30 | 13F | Primoris Wealth Advisors, Llc | 0 | -100,00 | 0 |
