Grundlæggende statistik
| Institutionelle ejere | 73 total, 72 long only, 0 short only, 1 long/short - change of -18,89% MRQ |
| Gennemsnitlig porteføljeallokering | 0.1419 % - change of -51,66% MRQ |
| Institutionelle aktier (lange) | 6.594.872 (ex 13D/G) - change of -9,66MM shares -59,44% MRQ |
| Institutionel værdi (lang) | $ 123.491 USD ($1000) |
Institutionelt ejerskab og aktionærer
KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF (US:IVOL) har 73 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,594,872 aktier. Største aktionærer omfatter Raymond James Financial Inc, Wealth Enhancement Advisory Services, Llc, Ambassador Advisors, LLC, CacheTech Inc., Adams Wealth Management, Wells Fargo & Company/mn, Morgan Stanley, Regal Investment Advisors LLC, Royal Bank Of Canada, and BCS Private Wealth Management, Inc. .
KraneShares Trust - Quadratic Interest Rate Volatility and Inflation Hedge ETF (ARCA:IVOL) 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 19,64 / share. Previously, on September 16, 2024, the share price was 19,53 / share. This represents an increase of 0,56% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 21.778 | -27,40 | 426 | -24,11 | ||||
| 2025-05-09 | 13F | Cary Street Partners Financial Llc | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Richard Bernstein Advisors LLC | 406 | -99,99 | 8 | -99,99 | ||||
| 2025-07-23 | 13F | Mraz, Amerine & Associates, Inc. | 30.989 | -8,35 | 606 | -4,11 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Financial Freedom, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 32.352 | 28,69 | 1 | |||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 277.662 | 1,66 | 5.431 | 6,45 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 243.738 | -40,78 | 4.758 | -38,10 | ||||
| 2025-07-29 | 13F | Chicago Partners Investment Group LLC | 97.624 | 0,00 | 1.910 | -1,24 | ||||
| 2025-08-14 | 13F | Coastal Bridge Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Balyasny Asset Management Llc | 0 | -100,00 | 0 | |||||
| 2025-08-01 | 13F | Transcend Wealth Collective, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 44.006 | 0,07 | 861 | 4,62 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 781.437 | -1,63 | 15.285 | 3,00 | ||||
| 2025-05-09 | 13F | Pnc Financial Services Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-04-28 | 13F | Capital Investment Counsel, Inc | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-05 | 13F | EPG Wealth Management LLC | 8.263 | 0,81 | 162 | 5,23 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 20.655 | -70,68 | 404 | -69,30 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 0 | -100,00 | 0 | |||||
| 2025-04-25 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 13.736 | 0,01 | 269 | 4,69 | ||||
| 2025-08-12 | 13F | TCTC Holdings, LLC | 1.624 | 0,00 | 32 | 3,33 | ||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 157.186 | 3.075 | ||||||
| 2025-08-13 | 13F | Scotia Capital Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 488 | -99,99 | 10 | -99,99 | ||||
| 2025-05-08 | 13F | SlateStone Wealth, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Opes Wealth Management LLC | 161.225 | -5,16 | 3.154 | -0,69 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Blair William & Co/il | 3.490 | -14,65 | 68 | -10,53 | ||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 19.657 | 0,07 | 384 | 4,92 | ||||
| 2025-08-08 | 13F | Islay Capital Management, Llc | 2.400 | 0,00 | 47 | 4,55 | ||||
| 2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 1.293 | 0,94 | 25 | 8,70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 0 | -100,00 | 0 | |||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 30.388 | 594 | ||||||
| 2025-05-15 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | CacheTech Inc. | 504.723 | -6,70 | 9.428 | -1,76 | ||||
| 2025-08-01 | 13F | Boyd Watterson Asset Management Llc/oh | 919 | 18 | ||||||
| 2025-08-13 | 13F | Bare Financial Services, Inc | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | Adams Wealth Management | 504.723 | -6,70 | 9.428 | -1,76 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 25.400 | 202,38 | 497 | 217,95 | |||
| 2025-04-14 | 13F | LexAurum Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 52.179 | 21,12 | 1.021 | 26,87 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 60.912 | 23,85 | 1.191 | 29,74 | ||||
| 2025-07-25 | 13F | Prostatis Group LLC | 12.637 | 247 | ||||||
| 2025-08-14 | 13F | Stifel Financial Corp | 30.497 | -62,58 | 597 | -60,84 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 23.495 | -6,00 | 460 | -1,50 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-05-16 | 13F | Jones Financial Companies Lllp | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Highline Wealth Partners Llc | 422 | 0,96 | 8 | 14,29 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 200 | 0,00 | 4 | 0,00 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 43.122 | -0,83 | 843 | 3,82 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 124.488 | -4,98 | 2.435 | -0,49 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 131.924 | -4,71 | 2.580 | -0,23 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 25.800 | 24,64 | 505 | 30,57 | |||
| 2025-08-14 | 13F | Bnp Paribas Arbitrage, Sa | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-05-13 | 13F | ASB Consultores, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | West Branch Capital LLC | 500 | 0,00 | 10 | 0,00 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 52 | 0,00 | 1 | |||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 409.251 | 141,08 | 8.005 | 152,41 | ||||
| 2025-04-21 | 13F | United Advisor Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 540 | 0,00 | 11 | 0,00 | ||||
| 2025-07-21 | 13F | Credential Qtrade Securities Inc. | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-05-06 | 13F | Cetera Investment Advisers | 0 | -100,00 | 0 | |||||
| 2025-07-08 | 13F | Lowe Wealth Advisors, LLC | 6.500 | -2,99 | 127 | 1,60 | ||||
| 2025-07-25 | 13F | Griffin Asset Management, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Bleakley Financial Group, LLC | 126.733 | 59,98 | 2.479 | 67,55 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 1.549 | 0,00 | 30 | 7,14 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 315 | 0,00 | 6 | 20,00 | ||||
| 2025-07-08 | 13F | Ehrlich Financial Group | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 103.233 | 230,47 | 1.982 | 239,97 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 10 | 0,00 | 0 | |||||
| 2025-05-21 | 13F/A | Geneos Wealth Management Inc. | 1.384 | 26 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 13.439 | -10,12 | 263 | -6,09 | ||||
| 2025-07-25 | 13F | Concurrent Investment Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-23 | 13F | Venturi Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | DecisionPoint Financial, LLC | 65 | 1 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 7.033 | 54,81 | 0 | |||||
| 2025-05-14 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 250 | 165,96 | 0 | |||||
| 2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-07-07 | 13F | Investors Research Corp | 642 | 0,00 | 13 | 9,09 | ||||
| 2025-07-10 | 13F | Tompkins Financial Corp | 1.130 | 0,00 | 22 | 4,76 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 356 | 0,85 | 7 | 0,00 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 43.297 | 847 | ||||||
| 2025-07-16 | 13F | Signaturefd, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-31 | 13F | Brinker Capital Investments, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-07-17 | 13F | Sound Income Strategies, LLC | 80 | 2 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 748.854 | -1,41 | 14.468 | 1,97 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 18.991 | 4,65 | 371 | 9,44 | ||||
| 2025-05-01 | 13F | WESPAC Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | BCS Private Wealth Management, Inc. | 183.062 | 4 | ||||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 117 | 588,24 | 2 | |||||
| 2025-04-29 | 13F | U.S. Capital Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Capital Investment Advisory Services, LLC | 3.245 | 0,00 | 63 | 5,00 | ||||
| 2025-07-11 | 13F | Caldwell Securities, Inc | 0 | -100,00 | 0 | |||||
| 2025-08-15 | 13F | Morgan Stanley | 355.688 | 119,91 | 6.957 | 130,29 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 2.450 | 0,00 | 47 | 4,44 | ||||
| 2025-07-08 | 13F | Nbc Securities, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Qube Research & Technologies Ltd | 153 | 3 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Ambassador Advisors, LLC | 689.405 | 2,26 | 13.485 | 7,08 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 7.070 | -0,81 | 138 | 3,76 | ||||
| 2025-05-16 | 13F | Laidlaw Wealth Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2.012 | 39 | ||||||
| 2025-07-28 | 13F | Copia Wealth Management | 1.033 | -12,09 | 20 | -4,76 | ||||
| 2025-07-16 | 13F | One + One Wealth Management, Llc | 46.123 | 3,59 | 902 | 8,54 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 140.474 | -46,25 | 2.748 | -43,72 | ||||
| 2025-08-14 | 13F | Aqr Capital Management Llc | 10.888 | 213 | ||||||
| 2025-05-14 | 13F | Oarsman Capital, Inc. | 0 | -100,00 | 0 | |||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 0 | -100,00 | 0 | |||||
| 2025-07-24 | 13F | Trust Co Of Toledo Na /oh/ | 123 | 2 | ||||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 35.218 | 689 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 182.857 | 6,95 | 3.577 | 11,99 | ||||
| 2025-08-14 | 13F | Comerica Bank | 10.112 | -28,53 | 198 | -25,38 | ||||
| 2025-05-15 | 13F | Centaurus Financial, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-16 | 13F | Patron Partners Advisors, Llc | 0 | -100,00 | 0 |
