Grundlæggende statistik
| Institutionelle ejere | 95 total, 95 long only, 0 short only, 0 long/short - change of 9,20% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3877 % - change of -26,56% MRQ |
| Institutionelle aktier (lange) | 4.812.862 (ex 13D/G) - change of 0,04MM shares 0,74% MRQ |
| Institutionel værdi (lang) | $ 216.888 USD ($1000) |
Institutionelt ejerskab og aktionærer
NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF (US:CSHI) har 95 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,812,862 aktier. Største aktionærer omfatter Richard P Slaughter Associates Inc, Gradient Investments LLC, LPL Financial LLC, Atticus Wealth Management, Llc, Commonwealth Equity Services, Llc, Retirement Planning Group, Gainplan LLC, Grantvest Financial Group LLC, Stratos Wealth Partners, LTD., and Integrated Wealth Concepts LLC .
NEOS ETF Trust - NEOS Enhanced Income 1-3 Month T-Bill ETF (ARCA:CSHI) 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 16, 2025 is 49,85 / share. Previously, on September 17, 2024, the share price was 49,95 / share. This represents a decline of 0,20% 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
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 28.432 | -15,82 | 1.414 | -15,69 | ||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 5.374 | -8,15 | 267 | -8,25 | ||||
| 2025-07-16 | 13F | Essex Financial Services, Inc. | 10.334 | 6,11 | 514 | 6,21 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 5.000 | -1,98 | 249 | -1,98 | ||||
| 2025-08-14 | 13F | UBS Group AG | 1.672 | 83 | ||||||
| 2025-08-05 | 13F | Claro Advisors LLC | 18.528 | -20,10 | 921 | -19,91 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Cannon Advisors, Inc. | 24.626 | -21,08 | 1.225 | -20,93 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8.935 | -39,63 | 444 | -39,51 | ||||
| 2025-07-14 | 13F | Ridgewood Investments LLC | 900 | 0,00 | 45 | 0,00 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 271.409 | 6.165,21 | 13 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 77 | 4 | ||||||
| 2025-04-23 | 13F | International Assets Investment Management, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-23 | 13F | Gainplan LLC | 176.822 | 7,40 | 8.793 | 7,63 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 306 | 150,82 | 15 | 150,00 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 7.221 | -2,71 | 359 | -2,45 | ||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 117.845 | 12,15 | 5.860 | 12,37 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 68.734 | -3,41 | 3.418 | -3,20 | ||||
| 2025-08-07 | 13F | Summit X, LLC | 47.766 | 2.375 | ||||||
| 2025-04-30 | 13F | Capital Insight Partners, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 15.547 | 773 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 7.294 | 363 | ||||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 5.260 | -8,59 | 0 | |||||
| 2025-07-10 | 13F | Worth Asset Management, LLC | 7.976 | -92,57 | 397 | -92,57 | ||||
| 2025-09-10 | 13F | WT Wealth Management | 39.355 | -18,61 | 1.957 | -18,42 | ||||
| 2025-04-24 | 13F | Decker Retirement Planning Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | MGB Wealth Management, LLC | 1.500 | 75 | ||||||
| 2025-07-10 | 13F | Secure Asset Management, LLC | 4.117 | -17,84 | 205 | -17,74 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 58.976 | 1.004,21 | 2.933 | 1.006,42 | ||||
| 2025-08-06 | 13F | Rps Advisory Solutions Llc | 4.501 | -64,12 | 224 | -64,15 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 22.011 | 1 | ||||||
| 2025-08-06 | 13F | New Millennium Group LLC | 1 | 0 | ||||||
| 2025-08-08 | 13F | Hartland & Co., LLC | 7.187 | 0,28 | 357 | 0,56 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 26.989 | -82,56 | 1.342 | -82,53 | ||||
| 2025-05-13 | 13F | Aptus Capital Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Gradient Investments LLC | 429.661 | -0,68 | 21.367 | -0,48 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 328 | 1,55 | 16 | 0,00 | ||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 410 | 0,00 | 20 | 0,00 | ||||
| 2025-07-17 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Retirement Planning Group | 242.407 | -9,37 | 12.055 | -9,19 | ||||
| 2025-07-08 | 13F | Richard P Slaughter Associates Inc | 600.007 | 2,17 | 29.838 | 2,38 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 30.326 | -72,15 | 1.508 | -72,09 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 24.179 | 181,25 | 1.202 | 180,84 | ||||
| 2025-08-13 | 13F | Empire Financial Management Company, LLC | 11.894 | -0,31 | 592 | -0,17 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 8.170 | -1,74 | 406 | -1,46 | ||||
| 2025-05-14 | 13F | Ameriprise Financial Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.428 | 121 | ||||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 115.220 | 11,01 | 5.730 | 11,22 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 27.214 | -5,79 | 1.353 | -5,58 | ||||
| 2025-08-06 | 13F | Cherry Creek Investment Advisors, Inc. | 5.287 | 28,51 | 263 | 28,43 | ||||
| 2025-04-22 | 13F | Bright Futures Wealth Management, LLC. | 13.849 | 117,55 | 686 | 116,77 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-19 | 13F/A | Jane Street Group, Llc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 5.948 | -79,55 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 70.165 | 343,41 | 3.489 | 322,91 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 7.051 | -48,89 | 351 | -48,83 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 50.710 | 39,36 | 2.522 | 39,82 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 600 | 0,00 | 30 | 0,00 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 145.960 | -16,14 | 7 | -12,50 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Berger Financial Group, Inc | 4.064 | 202 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 414.929 | 29,80 | 20.634 | 30,06 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 0 | -100,00 | 0 | |||||
| 2025-07-29 | 13F | Private Trust Co Na | 2.000 | 0,00 | 99 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 17.695 | 79,28 | 880 | 79,75 | ||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 142.523 | 25,30 | 7.088 | 25,54 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 28.715 | -88,36 | 1.428 | -88,34 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 7.447 | 370 | ||||||
| 2025-08-15 | 13F | Global View Capital Management LLC | 34.655 | -9,73 | 1.723 | -9,55 | ||||
| 2025-08-01 | 13F | United Capital Management of KS, Inc. | 4.991 | -2,61 | 248 | -2,36 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 61.861 | -23,55 | 3.076 | -23,39 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 53.479 | -2,35 | 2.660 | -2,13 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 149.629 | 5,35 | 7.441 | 5,58 | ||||
| 2025-05-15 | 13F | Bank Of America Corp /de/ | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Camarda Financial Advisors, LLC | 28.928 | -57,77 | 1.439 | -57,69 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 80 | 9,59 | 4 | 0,00 | ||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 29.088 | 89,81 | 1.447 | 90,26 | ||||
| 2025-08-13 | 13F | First Trust Advisors Lp | 4.187 | -4,56 | 208 | -4,15 | ||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 60.219 | 5,63 | 2.995 | 5,83 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 10.307 | -8,84 | 513 | -8,73 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 16.965 | -2,49 | 844 | -2,32 | ||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 17.714 | 881 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 1.956 | 5,50 | 97 | 5,43 | ||||
| 2025-08-01 | 13F | Ashton Thomas Private Wealth, LLC | 19.807 | 2,30 | 985 | 2,60 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 156.635 | 32,20 | 7.789 | 32,47 | ||||
| 2025-07-23 | 13F | MADDEN SECURITIES Corp | 25.865 | 1.286 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-11 | 13F | SILVER OAK SECURITIES, Inc | 9.921 | -1,28 | 493 | -1,00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 13.594 | 20,00 | 676 | 20,28 | ||||
| 2025-08-14 | 13F | Sunbelt Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-14 | 13F | Delta Investment Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | D.a. Davidson & Co. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 42.224 | 20,59 | 2.100 | 20,84 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 12.071 | -5,25 | 600 | -5,06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0,00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 25.394 | 0,00 | 1.265 | 0,00 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 2 | -98,40 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-04-17 | 13F | Great Lakes Retirement, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 39.625 | 9,09 | 1.971 | 9,32 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 17.826 | -7,75 | 886 | -7,61 | ||||
| 2025-08-22 | 13F | Carter Financial Group, INC. | 9.562 | 476 | ||||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 720 | 0,00 | 36 | 0,00 | ||||
| 2025-07-29 | 13F | Madison Wealth Partners, Inc | 13.525 | -37,49 | 673 | -37,37 | ||||
| 2025-08-14 | 13F | Fmr Llc | 4 | 300,00 | 0 | |||||
| 2025-08-13 | 13F | Capital Analysts, Inc. | 545 | 0 | ||||||
| 2025-07-10 | 13F | Atticus Wealth Management, Llc | 336.056 | -10,49 | 16.712 | -10,30 | ||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 162.287 | 18,81 | 8.071 | 19,06 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 2 | -95,12 | 0 | -100,00 | ||||
| 2025-04-23 | 13F | Spire Wealth Management | 0 | -100,00 | 0 | |||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 17.391 | -9,86 | 865 | -9,72 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 12.497 | 621 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 11.633 | 2,86 | 578 | 3,21 | ||||
| 2025-08-14 | 13F | Warren Averett Asset Management, LLC | 7.734 | -10,50 | 385 | -10,28 |
