Grundlæggende statistik
Institutionelle ejere | 75 total, 75 long only, 0 short only, 0 long/short - change of -2,60% MRQ |
Gennemsnitlig porteføljeallokering | 0.8031 % - change of 4,03% MRQ |
Institutionelle aktier (lange) | 8.890.534 (ex 13D/G) - change of -0,04MM shares -0,45% MRQ |
Institutionel værdi (lang) | $ 257.669 USD ($1000) |
Institutionelt ejerskab og aktionærer
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF (US:DECW) har 75 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,890,534 aktier. Største aktionærer omfatter AE Wealth Management LLC, Commonwealth Equity Services, Llc, Access Financial Services, Inc., Lloyd Advisory Services, LLC., Advisor Group Holdings, Inc., FSR Wealth Management Ltd., B.O.S.S. Retirement Advisors, LLC, Outlook Wealth Advisors, LLC, Authentikos Wealth Advisory, LLC, and American Asset Management Inc. .
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Dec ETF (ARCA:DECW) 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 32,77 / share. Previously, on September 17, 2024, the share price was 30,18 / share. This represents an increase of 8,57% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-04-30 | 13F | AlphaStar Capital Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | American Asset Management Inc. | 175.235 | -5,66 | 5.537 | -0,49 | ||||
2025-08-12 | 13F | Long Island Wealth Management, Inc. | 11.000 | 0,00 | 348 | 5,47 | ||||
2025-08-14 | 13F/A | Barclays Plc | 194 | 0 | ||||||
2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-09-16 | NP | SPBW - AllianzIM Buffer20 Allocation ETF | 102.365 | 36,54 | 3.274 | 45,99 | ||||
2025-08-12 | 13F | LPL Financial LLC | 26.862 | 119,93 | 849 | 132,33 | ||||
2025-07-30 | 13F | LifeWealth Investments, LLC | 77.940 | 8,34 | 2.463 | 14,30 | ||||
2025-08-14 | 13F | UBS Group AG | 1.589 | -84,35 | 50 | -83,55 | ||||
2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
2025-08-07 | 13F | PFG Advisors | 17.240 | -16,27 | 545 | -11,69 | ||||
2025-07-15 | 13F | Accurate Wealth Management, LLC | 6.359 | -11,84 | 202 | -3,81 | ||||
2025-08-13 | 13F | SMART Wealth LLC | 54.364 | 2,87 | 1.718 | 8,53 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 92.627 | -61,39 | 2.927 | -59,28 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 800 | 0,00 | 0 | |||||
2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 6.492 | 208 | ||||||
2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 79.106 | -1,34 | 2.369 | -1,33 | ||||
2025-07-10 | 13F | Signal Advisors Wealth, LLC | 48.237 | 319,31 | 1.524 | 343,02 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 676.805 | 5,79 | 21 | 10,53 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | StoneX Group Inc. | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 10.701 | -49,93 | 338 | -47,19 | ||||
2025-08-06 | 13F | Csenge Advisory Group | 73.044 | 18,88 | 2.248 | 25,31 | ||||
2025-08-11 | 13F | Pineridge Advisors LLC | 154 | -87,36 | 5 | -88,89 | ||||
2025-08-06 | 13F | Decker Retirement Planning Inc. | 1.544 | 144,69 | 49 | 166,67 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 12.019 | 28,92 | 380 | 35,84 | ||||
2025-07-29 | 13F | Ballast, Inc. | 9.285 | 293 | ||||||
2025-07-21 | 13F | Patriot Financial Group Insurance Agency, LLC | 11.645 | 48,25 | 368 | 56,17 | ||||
2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 5.000 | 0,00 | 158 | 6,80 | ||||
2025-07-15 | 13F | Optima Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Spire Wealth Management | 58.581 | -29,89 | 1.851 | -26,02 | ||||
2025-08-07 | 13F | Howard Bailey Securities, Llc | 115.770 | -2,63 | 3.658 | 2,70 | ||||
2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Transce3nd, LLC | 5.024 | -1,51 | 159 | 3,95 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 192 | 6 | ||||||
2025-08-14 | 13F | Hrt Financial Lp | 13.172 | 0 | ||||||
2025-07-18 | 13F | Access Financial Services, Inc. | 649.506 | -14,34 | 20.521 | -9,63 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 1.731 | 38,92 | 55 | 45,95 | ||||
2025-07-29 | 13F | AssuredPartners Investment Advisors, LLC | 10.740 | -80,32 | 339 | -79,25 | ||||
2025-08-15 | 13F | First Heartland Consultants, Inc. | 33.036 | -0,48 | 1.044 | 4,93 | ||||
2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 220 | -1,79 | 7 | 0,00 | ||||
2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 36.255 | 9,86 | 1.145 | 15,66 | ||||
2025-08-13 | 13F | Grantvest Financial Group LLC | 11.047 | -6,49 | 349 | -1,13 | ||||
2025-07-02 | 13F | HBW Advisory Services LLC | 23.052 | 0,00 | 728 | 5,51 | ||||
2025-08-29 | 13F | Centaurus Financial, Inc. | 17.043 | -3,83 | 1 | |||||
2025-05-08 | 13F | Main Street Financial Solutions, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 1.105 | -3,07 | 35 | 0,00 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5.408 | -12,79 | 171 | -8,11 | ||||
2025-08-11 | 13F | Kingdom Financial Group LLC. | 23.391 | -23,72 | 739 | -19,50 | ||||
2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 40.622 | 42,73 | 1.283 | 50,59 | ||||
2025-08-14 | 13F | Garden State Investment Advisory Services LLC | 10.750 | 0,00 | 340 | 5,61 | ||||
2025-07-30 | 13F | Brookstone Capital Management | 10.581 | 334 | ||||||
2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 243.060 | 0,04 | 7.679 | 5,54 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 21.325 | -18,13 | 1 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Great Lakes Retirement, Inc. | 90.495 | -9,21 | 2.859 | -4,22 | ||||
2025-08-14 | 13F | Old Mission Capital Llc | 10.441 | 330 | ||||||
2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 116 | 4 | ||||||
2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 9.144 | 0,00 | 289 | 5,49 | ||||
2025-07-31 | 13F | FSR Wealth Management Ltd. | 291.584 | -0,15 | 9.213 | 5,34 | ||||
2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 242.476 | -0,91 | 7.661 | 4,53 | ||||
2025-08-08 | 13F | Creative Planning | 11.380 | 0,00 | 360 | 5,59 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 453.712 | -1,64 | 14.334 | 3,76 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 14.156 | 0,68 | 447 | 6,18 | ||||
2025-07-18 | 13F | Consolidated Portfolio Review Corp | 19.957 | 54,83 | 631 | 63,21 | ||||
2025-08-01 | 13F | FSA Advisors, Inc. | 59.245 | 21,44 | 1.872 | 28,06 | ||||
2025-04-10 | 13F | Sugar Maple Asset Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Joseph P. Lucia & Associates, LLC | 9.285 | 9,75 | 293 | 15,81 | ||||
2025-07-28 | 13F | Cypress Wealth Services, LLC | 37.800 | 0,00 | 1.194 | 5,48 | ||||
2025-07-30 | 13F | Strategic Blueprint, LLC | 6.515 | -7,59 | 206 | -2,84 | ||||
2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 17.601 | -9,33 | 556 | -4,30 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 136.185 | -1,84 | 4.303 | 3,54 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 13.985 | 0,00 | 442 | 5,50 | ||||
2025-08-06 | 13F | AE Wealth Management LLC | 3.544.936 | 1,57 | 112.002 | 7,15 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 57.213 | 0,39 | 1.808 | 5,92 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 988 | 0,00 | 31 | 6,90 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81.931 | -2,45 | 2.589 | 2,90 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 84.320 | 49,22 | 2.664 | 57,45 | ||||
2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 238.400 | 894,87 | 7.532 | 950,49 | ||||
2025-08-12 | 13F | Park Square Financial Group, LLC | 17.752 | 220,32 | 561 | 239,39 | ||||
2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 12.103 | 115,47 | 362 | 112,94 | ||||
2025-07-10 | 13F | Focus Financial Network, Inc. | 36.607 | 6,27 | 1.157 | 12,12 | ||||
2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 551.395 | -3,89 | 17.421 | 1,39 | ||||
2025-05-02 | 13F | Capital A Wealth Management, LLC | 1.749 | -66,15 | 52 | -66,88 | ||||
2025-07-29 | 13F | Koshinski Asset Management, Inc. | 6.845 | 0,00 | 216 | 5,37 |