Grundlæggende statistik
Institutionelle ejere | 83 total, 83 long only, 0 short only, 0 long/short - change of 2,47% MRQ |
Gennemsnitlig porteføljeallokering | 0.1198 % - change of -4,38% MRQ |
Institutionelle aktier (lange) | 4.170.178 (ex 13D/G) - change of -0,59MM shares -12,38% MRQ |
Institutionel værdi (lang) | $ 131.588 USD ($1000) |
Institutionelt ejerskab og aktionærer
SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (US:EFAX) har 83 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,170,178 aktier. Største aktionærer omfatter Betterment LLC, Gemmer Asset Management LLC, Putnam Fl Investment Management Co, Bank Of America Corp /de/, Leith Wheeler Investment Counsel Ltd., Bailard, Inc., LPL Financial LLC, Sei Investments Co, Citadel Advisors Llc, and Miracle Mile Advisors, LLC .
SPDR Index Shares Funds - SPDR MSCI EAFE Fossil Fuel Reserves Free ETF (ARCA:EFAX) 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 15, 2025 is 49,41 / share. Previously, on September 16, 2024, the share price was 43,06 / share. This represents an increase of 14,74% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-07-30 | 13F | Insight Advisors, LLC/ PA | 8.127 | -0,01 | 385 | 10,03 | ||||
2025-07-16 | 13F | Colton Groome Financial Advisors, Llc | 5.165 | 9,54 | 245 | 15,09 | ||||
2025-07-25 | 13F | Astoria Portfolio Advisors LLC. | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Baird Financial Group, Inc. | 15.330 | -10,94 | 726 | -1,76 | ||||
2025-08-18 | 13F | Geneos Wealth Management Inc. | 179 | -8,67 | 8 | 0,00 | ||||
2025-08-07 | 13F/A | Leith Wheeler Investment Counsel Ltd. | 215.627 | 1,71 | 10.212 | 12,12 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 8.898 | 5,40 | 421 | 16,30 | ||||
2025-08-06 | 13F | Agf Management Ltd | 28.050 | 0,09 | 1.328 | 10,39 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 1.662 | 148,06 | 79 | 178,57 | ||||
2025-08-21 | 13F | Clarion Wealth Managment Partners, LLC | 6.048 | 286 | ||||||
2025-07-31 | 13F | Whipplewood Advisors, LLC | 19.490 | 5.717,91 | 923 | -0,32 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 0 | -100,00 | 0 | |||||
2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 300 | 0,00 | 14 | 16,67 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 3.406 | 161 | ||||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Putnam Fl Investment Management Co | 276.775 | 11,40 | 13.108 | 22,81 | ||||
2025-08-14 | 13F | Marquette Associates, Inc. | 21.706 | -2,00 | 1.028 | 7,99 | ||||
2025-07-23 | 13F | Proffitt & Goodson Inc | 19.939 | 9,39 | 944 | 20,56 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 39.065 | 1,64 | 1.850 | 12,05 | ||||
2025-07-09 | 13F | Camelot Technology Advisors, Inc. | 19.775 | 10,31 | 937 | 21,56 | ||||
2025-07-11 | 13F | Bond & Devick Financial Network, Inc. | 11.803 | 21,58 | 559 | 33,81 | ||||
2025-07-16 | 13F | Diversified Enterprises, LLC | 4.515 | -5,15 | 214 | 4,41 | ||||
2025-08-12 | 13F | Choate Investment Advisors | 7.038 | 0,00 | 333 | 10,26 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 0 | -100,00 | 0 | |||||
2025-07-28 | 13F | Harbour Investments, Inc. | 33.598 | -0,27 | 1.591 | 9,95 | ||||
2025-08-05 | 13F | Plante Moran Financial Advisors, LLC | 84 | 4 | ||||||
2025-08-14 | 13F | Oxford Financial Group Ltd | 18.944 | -0,03 | 897 | 10,20 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 104.992 | 4.972 | ||||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 739 | 5,27 | 35 | 16,67 | ||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 55.128 | -0,55 | 2.611 | 9,62 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 217.453 | 11,01 | 10.299 | 22,38 | ||||
2025-08-13 | 13F | Continuum Advisory, LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.086 | 861 | ||||||
2025-08-14 | 13F | Operose Advisors LLC | 7.664 | 1,64 | 363 | 12,07 | ||||
2025-08-08 | 13F | Sensible Financial Planning & Management, LLC. | 13.872 | 657 | ||||||
2025-08-14 | 13F | UBS Group AG | 60.387 | 0,42 | 2.860 | 10,69 | ||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 3.699 | -28,15 | 175 | -20,81 | ||||
2025-07-24 | 13F | Blue Zone Wealth Advisors, LLC | 4.560 | 216 | ||||||
2025-07-25 | 13F | Hobbs Group Advisors, LLC | 8.735 | 2,60 | 414 | 13,15 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 16.898 | -60,37 | 1 | -100,00 | ||||
2025-08-14 | 13F | Sei Investments Co | 122.612 | -3,18 | 5.807 | 6,73 | ||||
2025-07-23 | 13F | Values Added Financial LLC | 57.113 | 131,41 | 2.705 | 155,09 | ||||
2025-08-14 | 13F | Fmr Llc | 1.220 | -8,13 | 58 | 0,00 | ||||
2025-07-30 | 13F | Evermay Wealth Management Llc | 586 | 0,00 | 28 | 8,00 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-12 | 13F | LPL Financial LLC | 132.164 | -10,87 | 6.259 | -1,73 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 97.560 | 0,00 | 4.620 | 10,24 | ||||
2025-08-01 | 13F | American Financial & Tax Strategies Inc | 6.720 | -4,37 | 318 | 5,65 | ||||
2025-08-15 | 13F | Morgan Stanley | 6.524 | 282,42 | 309 | 321,92 | ||||
2025-08-11 | 13F | TD Waterhouse Canada Inc. | 709 | 0,00 | 33 | 10,00 | ||||
2025-07-15 | 13F | Boyd Wealth Management, LLC | 7.864 | -43,14 | 372 | -37,37 | ||||
2025-07-22 | 13F | Miracle Mile Advisors, LLC | 104.176 | -31,32 | 4.934 | -24,29 | ||||
2025-08-18 | 13F | N.E.W. Advisory Services LLC | 1.833 | 1,16 | 87 | 11,69 | ||||
2025-04-28 | 13F | Mainstream Capital Management LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 17.640 | 2,60 | 835 | 13,14 | ||||
2025-08-05 | 13F | Bridgewater Advisors Inc. | 9.374 | 37,29 | 441 | 43,79 | ||||
2025-08-08 | 13F | Larson Financial Group LLC | 73 | 1,39 | 3 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3.108 | 0,62 | 147 | 11,36 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 7.892 | 11,93 | 0 | |||||
2025-08-12 | 13F | Foster Dykema Cabot & Partners, Llc | 6.869 | -1,41 | 325 | 8,70 | ||||
2025-08-08 | 13F | Creative Planning | 6.808 | 1,16 | 322 | 11,42 | ||||
2025-08-11 | 13F | Bradley Foster & Sargent Inc/ct | 18.239 | 8,31 | 864 | 19,36 | ||||
2025-07-15 | 13F | Maseco Llp | 12.659 | 599 | ||||||
2025-08-13 | 13F | Cerity Partners LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 15 | 1 | ||||||
2025-08-14 | 13F | Partners Capital Investment Group, Llp | 0 | -100,00 | 0 | |||||
2025-04-17 | 13F | Hanson & Doremus Investment Management | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | First National Corp /ma/ /adv | 13.780 | 1,56 | 653 | 12,03 | ||||
2025-08-14 | 13F | Betterment LLC | 1.376.427 | -2,06 | 65 | 8,33 | ||||
2025-08-14 | 13F | Mariner, LLC | 16.609 | 28,32 | 787 | 41,37 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 71.923 | 18,11 | 3.406 | 30,20 | ||||
2025-07-15 | 13F | Cranbrook Wealth Management, LLC | 228 | 0,00 | 11 | 11,11 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 8.953 | -52,85 | 424 | -47,98 | ||||
2025-07-15 | 13F | Retirement Income Solutions, Inc | 10.263 | 0,34 | 486 | 10,71 | ||||
2025-08-13 | 13F | Aufman Associates Inc | 6.841 | 1,65 | 324 | 11,76 | ||||
2025-08-14 | 13F | Glenmede Investment Management, LP | 640 | 30 | ||||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 19.230 | 3,13 | 911 | 13,61 | ||||
2025-07-31 | 13F | GenTrust, LLC | 4.750 | 1,65 | 225 | 12,00 | ||||
2025-08-13 | 13F | Twin Peaks Wealth Advisors, LLC | 296 | 14 | ||||||
2025-08-13 | 13F | SCS Capital Management LLC | 5.797 | 0,00 | 275 | 10,04 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 9.501 | -51,35 | 450 | -46,42 | ||||
2025-08-08 | 13F | Bailard, Inc. | 166.888 | 10,80 | 7.904 | 22,15 | ||||
2025-07-01 | 13F | Stonehearth Capital Management, LLC | 8.177 | 53,99 | 387 | 69,74 | ||||
2025-07-22 | 13F | Gemmer Asset Management LLC | 448.492 | 11,47 | 21.241 | 22,88 | ||||
2025-08-08 | 13F | Good Life Advisors, LLC | 12.905 | 74,86 | 611 | 92,74 | ||||
2025-08-08 | 13F | eCIO, Inc. | 7.315 | 0,47 | 346 | 10,90 | ||||
2025-08-14 | 13F | Jane Street Group, Llc | 52.623 | 137,28 | 2.492 | 161,76 | ||||
2025-07-30 | 13F | Ethic Inc. | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Tortoise Investment Management, LLC | 3.191 | 0,00 | 151 | 10,22 | ||||
2025-07-23 | 13F | Arcadia Investment Advisors Llc | 1.955 | 0,00 | 93 | 10,84 | ||||
2025-07-29 | 13F | First Bancorp, Inc /ME/ | 5.117 | 0,00 | 242 | 10,50 | ||||
2025-08-05 | 13F | Key FInancial Inc | 7.214 | 0,00 | 342 | 10,36 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 6.205 | 0,00 | 294 | 10,15 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 14.363 | -1,74 | 680 | 8,45 |