Grundlæggende statistik
| Institutionelle ejere | 98 total, 98 long only, 0 short only, 0 long/short - change of -1,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4292 % - change of 14,42% MRQ |
| Institutionelle aktier (lange) | 8.154.816 (ex 13D/G) - change of 0,57MM shares 7,53% MRQ |
| Institutionel værdi (lang) | $ 421.605 USD ($1000) |
Institutionelt ejerskab og aktionærer
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (US:IUS) har 98 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,154,816 aktier. Største aktionærer omfatter LPL Financial LLC, Envestnet Asset Management Inc, Rockefeller Capital Management L.P., Cwm, Llc, Intelligence Driven Advisers, LLC, Advisor Group Holdings, Inc., Raymond James Financial Inc, Merit Financial Group, LLC, Arq Wealth Advisors, Llc, and Beacon Pointe Advisors, LLC .
Invesco Exchange-Traded Self-Indexed Fund Trust - Invesco RAFI Strategic US ETF (NasdaqGM:IUS) 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 March 12, 2026 is 58,55 / share. Previously, on March 13, 2025, the share price was 48,25 / share. This represents an increase of 21,35% 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
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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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 27.777 | 1.588 | ||||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 4.058 | 0,00 | 234 | 4,02 | ||||
| 2026-02-17 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Wealth Enhancement Advisory Services, Llc | 22.941 | -1,36 | 1.338 | 3,80 | ||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 179.390 | 18,11 | 10.254 | 22,29 | ||||
| 2026-02-12 | 13F | IFC & Insurance Marketing, Inc. | 4.476 | 0 | ||||||
| 2026-02-13 | 13F | Morgan Stanley | 548 | -0,18 | 31 | 3,33 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 667.862 | 6,76 | 38 | 11,76 | ||||
| 2026-01-12 | 13F | RVW Wealth, LLC | 14.256 | -0,70 | 815 | 2,78 | ||||
| 2026-02-11 | 13F | Sunrise Financial Services, LLC | 5.441 | 311 | ||||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 135.858 | 7,35 | 7.766 | 11,13 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 1.237 | 0,41 | 71 | 2,94 | ||||
| 2026-01-13 | 13F | Signature Securities Group Corporation | 5.400 | -9,71 | 309 | -6,67 | ||||
| 2025-10-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 30.184 | -2,21 | 1.725 | 1,23 | ||||
| 2026-02-17 | 13F | Russell Investments Group, Ltd. | 291 | 0,00 | 17 | 0,00 | ||||
| 2026-01-15 | 13F | Highline Wealth Partners Llc | 493 | 0,00 | 28 | 3,70 | ||||
| 2026-01-29 | 13F | UBS Group AG | 562 | -74,85 | 32 | -73,98 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 9.189 | 0,33 | 1 | |||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 47.499 | 6,45 | 2.715 | 10,23 | ||||
| 2026-01-09 | 13F | Breakwater Capital Group | 25.160 | 2,23 | 1.438 | 5,89 | ||||
| 2026-02-17 | 13F | Fmr Llc | 6.357 | 169,71 | 363 | 179,23 | ||||
| 2026-02-04 | 13F | Byrne Financial Freedom, Llc | 125.314 | -0,67 | 7.163 | 2,83 | ||||
| 2026-01-30 | 13F | Capital Developers, LLC | 27.857 | 1.592 | ||||||
| 2026-01-08 | 13F | Fermata Advisors, LLC | 7.005 | -3,87 | 400 | -0,50 | ||||
| 2026-02-13 | 13F | Centaurus Financial, Inc. | 2.390 | 0,00 | 0 | |||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 40.780 | 8,57 | 2.331 | 12,40 | ||||
| 2026-02-04 | 13F | AIFG Consultants Ltd. | 36.446 | 13,20 | 2.083 | 17,22 | ||||
| 2026-02-10 | 13F | Tandem Financial, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Larson Financial Group LLC | 23.127 | 7,63 | 1.322 | 11,38 | ||||
| 2026-02-10 | 13F | IFG Advisory, LLC | 19.869 | 1.136 | ||||||
| 2026-02-06 | 13F | HighTower Advisors, LLC | 7.417 | 20,60 | 424 | 24,78 | ||||
| 2026-02-09 | 13F | Arq Wealth Advisors, Llc | 196.792 | 0,11 | 11.249 | 3,65 | ||||
| 2025-12-02 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Richmond Investment Services, LLC | 4.494 | 0,00 | 257 | 3,23 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 7.131 | 13,05 | 408 | 17,24 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 646 | 0,00 | 37 | 2,86 | ||||
| 2026-01-30 | 13F | Sigma Planning Corp | 11.321 | 3,58 | 647 | 7,30 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 405 | -62,84 | 23 | -61,67 | ||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 17.035 | 974 | ||||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 3.004 | 0,17 | 172 | 3,64 | ||||
| 2026-01-28 | 13F | WMG Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Narus Financial Partners, LLC | 8.247 | 2,50 | 471 | 6,08 | ||||
| 2026-01-05 | 13F | Foguth Wealth Management, LLC. | 52.423 | 82,89 | 3.013 | 104,07 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-13 | 13F | Dakota Wealth Management | 6.413 | 367 | ||||||
| 2026-02-09 | 13F | Prospera Financial Services Inc | 8.008 | 7,39 | 458 | 11,19 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 493.937 | 2,42 | 28.235 | 8,04 | ||||
| 2026-02-12 | 13F | Principal Securities, Inc. | 4.503 | 4,89 | 257 | 8,44 | ||||
| 2025-10-15 | 13F | Davies Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 13.242 | 757 | ||||||
| 2026-01-14 | 13F | Redhawk Wealth Advisors, Inc. | 4.377 | 20,58 | 250 | 25,00 | ||||
| 2026-02-17 | 13F | Parvin Asset Management, LLC | 1.305 | 0,00 | 75 | 2,78 | ||||
| 2026-02-03 | 13F | McIlrath & Eck, LLC | 149.237 | 9,64 | 8.530 | 13,51 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 17.754 | -0,71 | 1.015 | 2,74 | ||||
| 2026-02-18 | 13F | GWM Advisors LLC | 15.448 | -28,90 | 883 | -26,44 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2026-02-26 | 13F | Anchor Investment Management, LLC | 940 | 0,00 | 54 | 3,92 | ||||
| 2025-11-06 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 9.174 | -3,00 | 524 | 0,38 | ||||
| 2026-01-21 | 13F | Ccg Wealth Management, Llc | 4.166 | 238 | ||||||
| 2026-01-21 | 13F | Sound Income Strategies, LLC | 5.261 | 526.000,00 | 310 | |||||
| 2026-02-09 | 13F | Eaton Financial Holdings Company, LLC | 10.067 | 0,00 | 575 | 3,60 | ||||
| 2026-02-04 | 13F | Atlantic Union Bankshares Corp | 3 | 0,00 | 0 | |||||
| 2026-01-15 | 13F | Lighthouse Wealth Management Inc. | 169.898 | 0,27 | 9.711 | 3,82 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 258.160 | -0,38 | 14.757 | 3,14 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 26.855 | 273,97 | 1.535 | 287,63 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 1.495 | 0,34 | 85 | 3,66 | ||||
| 2026-02-17 | 13F | Signature Equity Partners, LLC | 266 | 15 | ||||||
| 2026-02-12 | 13F | Titleist Asset Management, Llc | 6.885 | -5,14 | 394 | -1,75 | ||||
| 2026-02-13 | 13F | Lifeworks Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | Prosperity Wealth Management, Inc. | 128.786 | -1,70 | 7.110 | 5,40 | ||||
| 2026-02-06 | 13F | Synergy Investment Management, LLC | 47.014 | -5,53 | 2.687 | -2,18 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 40.848 | -8,36 | 2.335 | -5,12 | ||||
| 2025-11-05 | 13F | Lokken Investment Group LLC | 8.586 | -19,67 | 474 | -13,82 | ||||
| 2025-11-13 | 13F | Betterment LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Intelligence Driven Advisers, LLC | 662.742 | 0,76 | 37.883 | 4,32 | ||||
| 2026-01-23 | 13F | RFG - Bristol Wealth Advisors, LLC | 52.104 | -13,94 | 2.978 | -10,89 | ||||
| 2026-01-27 | 13F | PFG Advisors | 108.036 | 14,67 | 6.175 | 18,73 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 813.215 | 5,27 | 46.484 | 8,99 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 1.507.912 | -0,61 | 86.193 | 2,90 | ||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 8.681 | 1,81 | 496 | 5,53 | ||||
| 2026-01-26 | 13F | Berkeley, Inc | 160.885 | 38,21 | 9.196 | 43,11 | ||||
| 2026-01-26 | 13F | Merit Financial Group, LLC | 239.878 | -0,82 | 13.711 | 2,69 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 3.993 | 0,68 | 228 | 4,59 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 69.461 | -6,60 | 3.970 | 99.150,00 | ||||
| 2025-11-10 | 13F | Atomi Financial Group, Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 750 | 0,00 | 43 | 2,44 | ||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 441 | 25 | ||||||
| 2026-01-23 | 13F | Assetmark, Inc | 395 | -3,66 | 23 | 0,00 | ||||
| 2026-02-04 | 13F | Centric Wealth Management | 5.658 | 0,59 | 339 | 7,30 | ||||
| 2026-01-20 | 13F | Stratos Wealth Partners, LTD. | 5.775 | -0,41 | 330 | 3,13 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 156.866 | -30,20 | 8.967 | -27,74 | ||||
| 2026-02-11 | 13F | Hughes Financial Services, LLC | 2.553 | 58,08 | 146 | 61,11 | ||||
| 2026-02-17 | 13F | Equitable Holdings, Inc. | 11.269 | -18,08 | 644 | -15,15 | ||||
| 2026-01-09 | 13F | Dynamic Advisor Solutions LLC | 4.202 | 8,38 | 240 | 12,15 | ||||
| 2026-01-27 | 13F | Mainstay Capital Management Llc /adv | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 11.315 | 647 | ||||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 671.127 | 11.232,78 | 38.618 | 11.746,01 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 0 | 0 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 260 | 0,00 | 15 | 0,00 | ||||
| 2026-01-12 | 13F | M.e. Allison & Co., Inc. | 4.726 | -13,99 | 270 | -10,89 | ||||
| 2026-02-03 | 13F | Centerpoint Advisory Group | 19.490 | -3,71 | 1.114 | -0,27 | ||||
| 2026-01-07 | 13F | Sovereign Financial Group, Inc. | 33.987 | -1,64 | 1.943 | 1,84 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 96.115 | 6,96 | 5 | 25,00 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 17.296 | -38,51 | 989 | -36,34 | ||||
| 2026-02-04 | 13F | Pensionmark Financial Group, Llc | 67.498 | 7,85 | 3.858 | 11,66 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 7.688 | -23,04 | 439 | -20,33 | ||||
| 2026-01-23 | 13F | Eagle Strategies LLC | 29.848 | 27,49 | 1.706 | 32,04 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 108.090 | 2,48 | 6.178 | 6,10 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 54.094 | -8,43 | 3.092 | -5,18 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 5.156 | -4,75 | 295 | -1,34 | ||||
| 2026-01-26 | 13F | Private Trust Co Na | 0 | -100,00 | 0 |
