Grundlæggende statistik
Institutionelle ejere | 102 total, 102 long only, 0 short only, 0 long/short - change of 3,03% MRQ |
Gennemsnitlig porteføljeallokering | 0.3877 % - change of 3,00% MRQ |
Institutionelle aktier (lange) | 1.916.637 (ex 13D/G) - change of 0,10MM shares 5,50% MRQ |
Institutionel værdi (lang) | $ 138.258 USD ($1000) |
Institutionelt ejerskab og aktionærer
American Century ETF Trust - Avantis All Equity Markets ETF (US:AVGE) har 102 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,916,637 aktier. Største aktionærer omfatter Wealthstream Advisors, Inc., Meredith Wealth Planning, Nova R Wealth, Inc., Paragon Advisors, LLC, LPL Financial LLC, Compass Ion Advisors, LLC, BIP Wealth, LLC, Index Fund Advisors, Inc., Intelligent Financial Strategies, and Fmb Wealth Management .
American Century ETF Trust - Avantis All Equity Markets ETF (ARCA:AVGE) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 12, 2025 is 82,72 / share. Previously, on September 16, 2024, the share price was 71,86 / share. This represents an increase of 15,12% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
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Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-23 | 13F | Sax Wealth Advisors, Llc | 5.736 | -38,46 | 444 | -33,03 | ||||
2025-07-08 | 13F | Holcombe Financial, Inc. | 4.973 | -11,56 | 385 | -3,75 | ||||
2025-07-15 | 13F | Oak Wealth Advisors LLC | 3.268 | -33,95 | 253 | -28,12 | ||||
2025-07-25 | 13F | BCR Wealth Strategies, LLC | 3.504 | 17,54 | 0 | |||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 24.003 | -5,66 | 1.860 | 2,65 | ||||
2025-08-06 | 13F | Valued Wealth Advisors LLC | 1.025 | 12,89 | 79 | 23,44 | ||||
2025-08-14 | 13F | McIlrath & Eck, LLC | 93 | 9,41 | 7 | 16,67 | ||||
2025-08-14 | 13F | Vista Capital Partners, Inc. | 2.644 | 205 | ||||||
2025-07-29 | 13F | Foster & Motley Inc | 3.645 | -20,61 | 0 | |||||
2025-07-30 | 13F | WESPAC Advisors SoCal, LLC | 3.009 | -23,61 | 233 | -16,79 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | SJS Investment Consulting Inc. | 19 | 0,00 | 1 | 0,00 | ||||
2025-08-06 | 13F | Modera Wealth Management, LLC | 9.286 | -30,71 | 719 | -24,63 | ||||
2025-07-11 | 13F | Ridgeline Wealth, LLC | 24.659 | 4,30 | 1.911 | 13,49 | ||||
2025-07-29 | 13F | Wealthstream Advisors, Inc. | 163.928 | 4,80 | 12.701 | 14,06 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 6.233 | 483 | ||||||
2025-07-18 | 13F | Magnolia Private Wealth, LLC | 35.693 | 59,19 | 2.765 | 73,25 | ||||
2025-07-22 | 13F | Yardley Wealth Management LLC | 25.483 | 10,03 | 2 | 0,00 | ||||
2025-08-19 | 13F | Advisory Services Network, LLC | 9.777 | -10,15 | 768 | -0,90 | ||||
2025-08-01 | 13F | SYM FINANCIAL Corp | 6.233 | 483 | ||||||
2025-05-14 | 13F | Arista Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Modern Wealth Management, LLC | 20.133 | -2,32 | 1.560 | 6,27 | ||||
2025-07-15 | 13F | Evanson Asset Management, LLC | 25.722 | 7,64 | 1.993 | 17,11 | ||||
2025-07-16 | 13F | Plancorp, LLC | 9.192 | 14,44 | 712 | 24,69 | ||||
2025-07-17 | 13F | Sage Rhino Capital Llc | 4.840 | 1,87 | 375 | 10,65 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 228 | -56,24 | 18 | -54,05 | ||||
2025-07-17 | 13F | Global Trust Asset Management, LLC | 340 | -12,82 | 26 | -3,70 | ||||
2025-07-25 | 13F | Index Fund Advisors, Inc. | 68.166 | 7,03 | 5.281 | 16,50 | ||||
2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 140 | 174,51 | 11 | 233,33 | ||||
2025-07-31 | 13F | CVA Family Office, LLC | 189 | 0,00 | 15 | 7,69 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 663 | 309,26 | 51 | 363,64 | ||||
2025-08-05 | 13F | Strategic Financial Concepts, LLC | 25.424 | 58,87 | 1.970 | 72,87 | ||||
2025-08-06 | 13F | Rialto Wealth Management, LLC | 100 | 63,93 | 8 | 75,00 | ||||
2025-07-08 | 13F | Apella Capital, LLC | 11.137 | -11,48 | 868 | 1,64 | ||||
2025-07-16 | 13F | TCI Wealth Advisors, Inc. | 5.995 | 5,62 | 464 | 14,85 | ||||
2025-08-14 | 13F | Navigoe, LLC | 155 | 0,00 | 0 | |||||
2025-07-09 | 13F | GEM Asset Management, LLC | 5.793 | 3,39 | 452 | 12,75 | ||||
2025-07-25 | 13F | Cwm, Llc | 59 | 0 | ||||||
2025-08-14 | 13F | Jane Street Group, Llc | 21.859 | 1.694 | ||||||
2025-07-31 | 13F | Buckingham Strategic Partners | 8.582 | 12,80 | 665 | 22,74 | ||||
2025-08-08 | 13F | Hartland & Co., LLC | 0 | -100,00 | 0 | |||||
2025-04-28 | 13F | Great Point Wealth Advisors, LLC | 3.552 | 5,24 | 253 | 3,28 | ||||
2025-07-30 | 13F | Canvas Wealth Advisors, LLC | 3.510 | 11,57 | 279 | 30,37 | ||||
2025-07-31 | 13F | Intelligent Financial Strategies | 65.321 | -5,12 | 5.061 | 3,29 | ||||
2025-07-21 | 13F | Creative Capital Management Investments LLC | 4.535 | 0,00 | 351 | 9,01 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 2.536 | 2,96 | 197 | 12,00 | ||||
2025-08-07 | 13F | Fonville Wealth Management LLC | 2.723 | 211 | ||||||
2025-07-18 | 13F | Fmb Wealth Management | 62.581 | 2,96 | 4.849 | 12,04 | ||||
2025-08-07 | 13F | Prudent Man Investment Management, Inc. | 516 | 0,00 | 37 | 0,00 | ||||
2025-07-31 | 13F | Curio Wealth, Llc | 16.598 | 23.955,07 | 1.286 | 23,54 | ||||
2025-08-21 | 13F | Aveo Capital Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Beaird Harris Wealth Management, LLC | 723 | 0,28 | 56 | 9,80 | ||||
2025-07-24 | 13F | Ronald Blue Trust, Inc. | 1 | -99,64 | 0 | -100,00 | ||||
2025-07-28 | 13F | Arlington Financial Advisors, LLC | 3.659 | -3,23 | 284 | 5,20 | ||||
2025-07-10 | 13F | Pacific Asset Management, LLC | 46.083 | 27,87 | 3.571 | 39,18 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 10.991 | -5,33 | 1 | |||||
2025-07-29 | 13F | Werba Rubin Papier Wealth Management | 30.390 | 8,57 | 2.355 | 18,17 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1.600 | 79,57 | 124 | 98,39 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 16.148 | -49,74 | 1.251 | -45,30 | ||||
2025-07-16 | 13F | Meredith Wealth Planning | 146.880 | 45,11 | 11.380 | 57,95 | ||||
2025-07-10 | 13F | Waypoint Wealth Partners Inc. | 8.901 | 0,82 | 690 | 9,71 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 792 | -79,08 | 61 | -77,32 | ||||
2025-08-05 | 13F | Hutchens & Kramer Investment Management Group, LLC | 22.621 | 1.761 | ||||||
2025-08-13 | 13F | Annandale Capital, LLC | 2.700 | 0 | ||||||
2025-07-31 | 13F | BIP Wealth, LLC | 70.462 | 49,51 | 5.459 | 62,71 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-03 | 13F | Lam Group, Inc. | 11.751 | 6,30 | 910 | 15,78 | ||||
2025-08-01 | 13F | Red Lighthouse Investment Management, Llc | 2.223 | 103,01 | 172 | 126,32 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 8.453 | 0,65 | 655 | 9,55 | ||||
2025-07-29 | 13F | Barlow Wealth Partners, Inc. | 4.472 | 0,00 | 350 | 11,82 | ||||
2025-07-16 | 13F | Moisand Fitzgerald Tamayo, LLC | 711 | 0,85 | 55 | 10,00 | ||||
2025-07-30 | 13F | Paragon Advisors, LLC | 90.854 | -36,76 | 7.039 | -31,18 | ||||
2025-07-11 | 13F | Compass Ion Advisors, LLC | 71.539 | 2,43 | 5.543 | 11,46 | ||||
2025-07-25 | 13F | LRI Investments, LLC | 1.429 | 0,00 | 111 | 8,91 | ||||
2025-08-12 | 13F | LPL Financial LLC | 77.634 | 7,36 | 6.015 | 16,86 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 13.153 | 31,28 | 1.019 | 42,92 | ||||
2025-08-06 | 13F | Entrewealth, Llc | 21.793 | 57,70 | 1.689 | 71,72 | ||||
2025-07-17 | 13F | Oceanside Advisors LLC | 15.919 | 3,34 | 1.233 | 12,50 | ||||
2025-05-14 | 13F | Northwestern Mutual Wealth Management Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | GWM Advisors LLC | 202 | 0,00 | 16 | 7,14 | ||||
2025-07-11 | 13F | Sprinkle Financial Consultants LLC | 55.739 | -2,36 | 4.319 | 6,28 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | TCG Advisory Services, LLC | 10.459 | 1,22 | 810 | 10,20 | ||||
2025-08-14 | 13F | Betterment LLC | 24.772 | -11,68 | 2 | 0,00 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 8.250 | 0,11 | 639 | 9,04 | ||||
2025-08-08 | 13F | Austin Wealth Management, LLC | 39.144 | 29,13 | 3.074 | 44,14 | ||||
2025-07-09 | 13F | Fermata Advisors, LLC | 35.191 | 13,49 | 2.727 | 23,52 | ||||
2025-08-13 | 13F | Parkworth Wealth Management, Inc. | 385 | 0,79 | 30 | 7,41 | ||||
2025-07-17 | 13F | Northwest Wealth Management, Llc | 2.719 | -7,04 | 211 | 0,96 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 340 | 0,00 | 26 | 8,33 | ||||
2025-07-14 | 13F | UMA Financial Services, Inc. | 3.599 | -4,76 | 279 | 3,35 | ||||
2025-07-24 | 13F | WMG Financial Advisors, LLC | 18.504 | 3,14 | 1.434 | 12,22 | ||||
2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
2025-07-17 | 13F | SC&H Financial Advisors, Inc. | 28.122 | 15,74 | 2.179 | 25,97 | ||||
2025-07-07 | 13F | Versant Capital Management, Inc | 6.660 | -3,98 | 516 | 4,67 | ||||
2025-07-23 | 13F | Elevate Wealth Advisory, Inc | 26 | -3,70 | 2 | 100,00 | ||||
2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 33.073 | 4,99 | 2.563 | 14,27 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 61.069 | -2,57 | 5 | 0,00 | ||||
2025-08-14 | 13F | Eaton-Cambridge Inc. | 8.631 | -4,43 | 669 | 4,05 | ||||
2025-08-12 | 13F | Vawter Financial, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-15 | 13F | CI Private Wealth, LLC | 34.775 | -12,87 | 2.694 | -5,17 | ||||
2025-08-08 | 13F | Creative Planning | 8.239 | 0,73 | 638 | 9,62 | ||||
2025-08-12 | 13F | Nemes Rush Group LLC | 8.193 | 20,49 | 635 | 30,99 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 5.193 | 7,69 | 402 | 17,20 | ||||
2025-08-15 | 13F | North Ridge Wealth Advisors, Inc. | 70 | 0,00 | 5 | 25,00 | ||||
2025-07-17 | 13F | Nova R Wealth, Inc. | 103.594 | -1,47 | 8.026 | 7,23 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 718 | 50,52 | 56 | 66,67 | ||||
2025-08-05 | 13F | Integrity Wealth Solutions LLC | 9.591 | -1,41 | 743 | 7,37 | ||||
2025-07-31 | 13F | Orion Capital Management LLC | 1.149 | 2,41 | 89 | 12,66 | ||||
2025-08-13 | 13F | B&D White Capital Company, LLC | 22.546 | 1.747 |