Statistik Dasar
| Pemilik Institusi | 119 total, 119 long only, 0 short only, 0 long/short - change of -5,51% MRQ |
| Alokasi Portofolio Rata-rata | 0.0805 % - change of 11,99% MRQ |
| Saham Institusi (Long) | 4.632.667 (ex 13D/G) - change of -0,16MM shares -3,30% MRQ |
| Nilai Institusi (Long) | $ 197.211 USD ($1000) |
Kepemilikan Institusi dan Pemegang Saham
iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF (US:SMMV) punya 119 pemilik institusi dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F ke Securities Exchange Commission (SEC). Institusi-institusi ini memiliki total 4,632,667 saham. Pemegang saham terbesar termasuk Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Wells Fargo & Company/mn, Wealth Management Resources, Inc., Raymond James Financial Inc, Commonwealth Equity Services, Llc, LPL Financial LLC, Brickley Wealth Management, Creative Planning, and Sagespring Wealth Partners, Llc .
iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV) 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 April 24, 2026 is 44,94 / share. Previously, on April 25, 2025, the share price was 40,72 / share. This represents an increase of 10,38% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | LPL Financial LLC | 164.994 | 3,95 | 7.149 | 4,62 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 45.343 | -8,23 | 1.965 | -7,66 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 20.688 | -2,99 | 896 | -2,40 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 242 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 12 | 1 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 346 | 0,00 | 15 | 0,00 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 4.438 | -4,31 | 192 | -3,52 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.275 | -7,27 | 55 | -6,78 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 38 | 0,00 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 519 | 76,53 | 23 | 83,33 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 14.251 | 33,99 | 617 | 35,01 | ||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 58 | 1,75 | 0 | |||||
| 2026-04-15 | 13F | Adamsbrown Wealth Consultants Llc | 9.915 | 0,33 | 432 | 0,93 | ||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.512 | -8,85 | 284 | -7,82 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Spire Wealth Management | 2.990 | 0,00 | 130 | 0,78 | ||||
| 2026-01-23 | 13F | Assetmark, Inc | 7 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 31.387 | 0,03 | 1.360 | 0,67 | ||||
| 2026-04-21 | 13F | Armbruster Capital Management, Inc. | 46.540 | 1,42 | 2.030 | 2,06 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 90 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 6.919 | 0 | ||||||
| 2026-04-22 | 13F | Apollon Wealth Management, LLC | 22.810 | -0,18 | 995 | 0,40 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 22.408 | -38,46 | 971 | -38,10 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 7.012 | 0,00 | 304 | 0,66 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 4.787 | -3,33 | 207 | -2,82 | ||||
| 2026-04-13 | 13F | Professional Financial Advisors, LLC | 5.172 | -28,94 | 226 | -28,57 | ||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-04-06 | 13F | CX Institutional | 346 | 0,58 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 34.900 | 1.512 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 71.228 | -13,05 | 3.086 | -12,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 63.207 | 0,45 | 2.741 | 1,22 | ||||
| 2026-04-24 | 13F | Root Financial Partners, LLC | 533 | -14,03 | 23 | -11,54 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 259.105 | -1,98 | 11.227 | -1,34 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.473 | 1,45 | 194 | 2,12 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 9.043 | 392 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 3.298 | -3,60 | 145 | -2,70 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 5.653 | 0,09 | 245 | 0,41 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 13 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Fmr Llc | 3.702 | 25,66 | 160 | 26,98 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 68.231 | -3,33 | 2.956 | -2,70 | ||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 5.308 | 235 | ||||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 636 | 10,03 | 28 | 12,50 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.125 | 0,00 | 49 | 0,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 402.799 | -0,12 | 17.453 | 0,53 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 959 | 8,12 | 42 | 7,89 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 7 | |||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.725 | 75 | ||||||
| 2025-11-12 | 13F | Hibernia Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 858 | -22,49 | 37 | -21,28 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 7.113 | -8,61 | 308 | -8,06 | ||||
| 2026-04-17 | 13F | Provident Wealth Management, LLC | 1.753 | 0,00 | 76 | 1,33 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 33.080 | 0,00 | 1.433 | 0,63 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.739 | 162 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.978 | -1,76 | 216 | -1,38 | ||||
| 2026-03-30 | 13F/A | Barclays Plc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 64.362 | -30,65 | 2.789 | -30,21 | ||||
| 2026-04-24 | 13F | UMA Financial Services, Inc. | 1.415 | 0,28 | 62 | 0,00 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 353 | 2,32 | 15 | 7,14 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 18.811 | 248,55 | 815 | 251,29 | ||||
| 2026-04-14 | 13F | Patriot Investment Management Inc. | 22.399 | 0,00 | 977 | 0,62 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 16.569 | -43,49 | 718 | -43,19 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 7.748 | 0,32 | 336 | 0,90 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 186 | -0,53 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 35.641 | 34,92 | 1.544 | 35,80 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 68.389 | -5,40 | 2.963 | -4,79 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 5.124 | -14,61 | 222 | -13,95 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 15.099 | 5,79 | 654 | 6,51 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 280.799 | -3,79 | 12.167 | -3,16 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 8.491 | -1,32 | 368 | -0,81 | ||||
| 2026-04-10 | 13F | First Bank & Trust | 5.039 | -0,75 | 220 | 0,00 | ||||
| 2026-04-14 | 13F | Nova Wealth Management, Inc. | 3.341 | -35,82 | 146 | -35,56 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 5.490 | -15,66 | 238 | -15,36 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 18.879 | 52,31 | 818 | 53,47 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.256.145 | 0,02 | 54.429 | 0,67 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 437.130 | -3,65 | 18.941 | -3,02 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 734 | 0 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 233 | -97,73 | 10 | -97,74 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 68.629 | 2,70 | 2.974 | 3,37 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 19.546 | -46,01 | 841 | -44,67 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 66.879 | -1,61 | 2.898 | -0,99 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 8.312 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 293 | 13 | ||||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 394 | 0,00 | 17 | 6,25 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 12.332 | 0,37 | 1 | |||||
| 2026-04-13 | 13F | Wolff Wiese Magana Llc | 180 | 0,00 | 8 | 0,00 | ||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 6.783 | -4,93 | 296 | -3,91 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Joel Adams & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-04-17 | 13F | High Net Worth Advisory Group LLC | 7.654 | -14,45 | 334 | -13,95 | ||||
| 2026-01-30 | 13F | Archer Investment Corp | 67 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 4.753 | -43,17 | 206 | -42,25 | ||||
| 2026-04-22 | 13F | Harbor Asset Planning, Inc. | 908 | 0,44 | 40 | 0,00 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 4.043 | 175 | ||||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 1.332 | 0,00 | 58 | 0,00 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 635 | 0,00 | 27 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 12.176 | 4,10 | 528 | 4,77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 171.766 | -2,70 | 7.443 | 106.214,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.388 | 5,25 | 450 | 6,13 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 175 | 8 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 10.466 | 0,00 | 453 | 0,67 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.915 | -12,36 | 83 | -12,77 | ||||
| 2026-04-22 | 13F | Clear Creek Financial Management, LLC | 5.524 | -3,65 | 241 | -3,23 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 386 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 45 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 569 | 25 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 67.287 | -0,86 | 2.916 | -0,21 | ||||
| 2026-04-15 | 13F | Regatta Capital Group, Llc | 26.676 | 21,44 | 1.164 | 22,29 | ||||
| 2026-02-17 | 13F | Creative Planning | 79.967 | -9,32 | 3.465 | -8,75 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 44 | 0,00 | 2 | 0,00 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 17.398 | 7,03 | 754 | 7,73 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 58 | 0,00 | 3 | 0,00 | ||||
| 2026-04-14 | 13F | XY Planning Network, Inc. | 19.601 | 0,90 | 860 | 2,14 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 33.856 | 0,25 | 1.467 | 0,89 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-22 | 13F | MFA Wealth Services | 19.163 | 0,43 | 836 | 1,09 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 1.050 | 0,00 | 45 | 0,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 317 | 0,00 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 12.258 | -1,37 | 531 | -0,75 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 52.788 | -0,83 | 2 | 0,00 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 61 | 0,00 | 3 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.912 | 10,90 | 1.296 | 11,63 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 17.561 | 0,38 | 761 | 0,93 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 8.649 | 0,05 | 375 | 0,54 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 127.102 | 0,06 | 5.507 | 0,71 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 7.491 | -0,27 | 325 | 0,31 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.359 | 0,00 | 231 | 0,00 | ||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 9.998 | -5,63 | 433 | -5,04 |
