Grundlæggende statistik
Institutionelle ejere | 88 total, 88 long only, 0 short only, 0 long/short - change of 4,76% MRQ |
Gennemsnitlig porteføljeallokering | 0.2245 % - change of -0,68% MRQ |
Institutionelle aktier (lange) | 3.591.142 (ex 13D/G) - change of 0,03MM shares 0,88% MRQ |
Institutionel værdi (lang) | $ 270.000 USD ($1000) |
Institutionelt ejerskab og aktionærer
Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF (US:LRGE) har 88 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 3,591,142 aktier. Største aktionærer omfatter Opal Wealth Advisors, LLC, Royal Bank Of Canada, Morgan Stanley, LPL Financial LLC, Avantax Advisory Services, Inc., Stifel Financial Corp, Raymond James Financial Inc, UBS Group AG, AA Financial Advisors, LLC, and M&t Bank Corp .
Legg Mason ETF Investment Trust - ClearBridge Large Cap Growth Select ETF (NasdaqGM:LRGE) 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 80,96 / share. Previously, on September 16, 2024, the share price was 71,97 / share. This represents an increase of 12,49% 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
.
Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-15 | 13F | Captrust Financial Advisors | 5.605 | 0,00 | 445 | 13,55 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 1.435 | -57,42 | 114 | -51,91 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 6.153 | 445,00 | 488 | 524,36 | ||||
2025-08-15 | 13F | Kestra Advisory Services, LLC | 4.897 | 1,83 | 388 | 15,82 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 17.058 | -18,14 | 1.353 | -7,02 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 306 | 24,39 | 24 | 41,18 | ||||
2025-08-08 | 13F | Avantax Advisory Services, Inc. | 289.647 | -3,94 | 22.972 | 9,18 | ||||
2025-08-14 | 13F | Sunbelt Securities, Inc. | 346 | 0,00 | 26 | 8,33 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 6.215 | 8,35 | 493 | 23,00 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 295 | 0,00 | 23 | 15,00 | ||||
2025-07-16 | 13F | Townsend Asset Management Corp /nc/ /adv | 3.410 | 0,00 | 270 | 13,92 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 3.239 | -15,52 | 257 | -3,76 | ||||
2025-07-25 | 13F | We Are One Seven, LLC | 4.911 | 0,00 | 389 | 13,74 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12.016 | -2,04 | 953 | 11,46 | ||||
2025-08-06 | 13F | Prospera Financial Services Inc | 8.387 | -1,76 | 665 | 11,76 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 9.512 | 99,75 | 754 | 127,11 | ||||
2025-07-21 | 13F | Future Financial Wealth Managment LLC | 1.200 | 0,00 | 95 | 14,46 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 382.930 | 12,52 | 30.370 | 27,89 | ||||
2025-08-14 | 13F | UBS Group AG | 143.092 | -2,97 | 11.349 | 10,28 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 35.126 | -9,58 | 2.786 | 2,77 | ||||
2025-04-23 | 13F | Oppenheimer Asset Management Inc. | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 3.736 | 296 | ||||||
2025-08-01 | 13F | May Hill Capital, LLC | 4.285 | 0,00 | 340 | 13,38 | ||||
2025-08-08 | 13F | Creative Planning | 4.242 | 0,00 | 336 | 13,51 | ||||
2025-08-05 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | Fortitude Family Office, LLC | 27.200 | 0,00 | 2.157 | 13,65 | ||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 15.223 | -0,24 | 1.207 | 13,44 | ||||
2025-08-14 | 13F | Fmr Llc | 43 | -85,17 | 3 | -85,00 | ||||
2025-07-16 | 13F | St Germain D J Co Inc | 320 | 25 | ||||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 10.014 | -1,78 | 794 | 11,67 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 764 | 0,00 | 61 | 13,21 | ||||
2025-08-12 | 13F | LPL Financial LLC | 363.921 | 7,30 | 28.863 | 21,95 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 10.691 | -19,43 | 848 | -8,43 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 105 | 0,00 | 8 | 14,29 | ||||
2025-07-15 | 13F | Missouri Trust & Investment Co | 1.464 | 0,00 | 116 | 13,73 | ||||
2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 39.591 | 2,61 | 3.140 | 16,60 | ||||
2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 65.412 | -40,17 | 5 | -28,57 | ||||
2025-08-13 | 13F | Milestone Investment Advisors LLC | 5.907 | 0,00 | 468 | 13,59 | ||||
2025-05-12 | 13F | Independent Advisor Alliance | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F/A | Skopos Labs, Inc. | 525 | 42 | ||||||
2025-08-14 | 13F | Stifel Financial Corp | 202.206 | 10,12 | 16.037 | 25,15 | ||||
2025-08-06 | 13F | Wedbush Securities Inc | 3.106 | -8,59 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 21.790 | 50,92 | 1.728 | 71,60 | ||||
2025-07-30 | 13F | Financial Perspectives, Inc | 83 | 0,00 | 7 | 20,00 | ||||
2025-08-05 | 13F | Atlas Private Wealth Advisors | 3.386 | 0,00 | 269 | 13,56 | ||||
2025-07-07 | 13F | Investors Research Corp | 1.030 | 19,49 | 82 | 35,00 | ||||
2025-07-28 | 13F | RFG Advisory, LLC | 8.633 | 0,71 | 685 | 14,38 | ||||
2025-07-11 | 13F | AA Financial Advisors, LLC | 110.929 | 11,12 | 8.798 | 26,30 | ||||
2025-07-18 | 13F | Truist Financial Corp | 39.109 | 12,73 | 3.102 | 28,14 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 6.974 | 2,17 | 1 | |||||
2025-08-18 | 13F/A | Kestra Investment Management, LLC | 6.527 | -17,22 | 518 | -6,00 | ||||
2025-05-12 | 13F | Hantz Financial Services, Inc. | 0 | -100,00 | 0 | |||||
2025-07-17 | 13F | Janney Montgomery Scott LLC | 54.080 | -16,20 | 4 | 0,00 | ||||
2025-07-29 | 13F | Elevation Capital Advisory, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-29 | 13F | Stephens Inc /ar/ | 9.306 | 4,49 | 738 | 18,84 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 45.681 | -18,09 | 4 | 0,00 | ||||
2025-08-12 | 13F | Franklin Resources Inc | 570 | -0,70 | 45 | 12,50 | ||||
2025-07-14 | 13F | Opal Wealth Advisors, LLC | 573.799 | 2,67 | 45.508 | 16,70 | ||||
2025-04-17 | 13F | Dynamic Advisor Solutions LLC | 0 | -100,00 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 395 | 0,00 | 31 | 14,81 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 24.152 | -3,58 | 1.915 | 9,55 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 98.326 | 10,12 | 7.798 | 25,17 | ||||
2025-07-21 | 13F | Corundum Group, Inc. | 7.733 | -11,84 | 613 | 0,16 | ||||
2025-07-25 | 13F | Cwm, Llc | 771 | 0 | ||||||
2025-08-12 | 13F | SRS Capital Advisors, Inc. | 1.300 | 0,00 | 103 | 14,44 | ||||
2025-08-14 | 13F | Cascades Capital Asset Management, LLC | 15.393 | -2,71 | 1.221 | 10,61 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 192 | 0,00 | 15 | 15,38 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 20.075 | -1,41 | 1.592 | 12,11 | ||||
2025-08-12 | 13F | Barnes Pettey Financial Advisors, Llc | 32.258 | -1,20 | 2.558 | 12,29 | ||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 4.240 | -4,35 | 338 | 9,39 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 14.454 | 15,67 | 1.146 | 31,57 | ||||
2025-08-11 | 13F | Avantax Planning Partners, Inc. | 3.197 | -1,48 | 254 | 11,95 | ||||
2025-08-14 | 13F | Win Advisors, Inc | 5.384 | 1,57 | 427 | 15,72 | ||||
2025-08-13 | 13F | Russell Investments Group, Ltd. | 2.355 | -0,76 | 187 | 12,73 | ||||
2025-08-14 | 13F | Comerica Bank | 5 | 0,00 | 0 | |||||
2025-07-08 | 13F | Nbc Securities, Inc. | 347 | 0,00 | 0 | |||||
2025-08-11 | 13F | HighTower Advisors, LLC | 34.612 | 10,99 | 2.745 | 26,15 | ||||
2025-08-15 | 13F | Morgan Stanley | 373.786 | -8,80 | 29.645 | 3,65 | ||||
2025-04-15 | 13F | Noble Wealth Management PBC | 700 | 0,00 | 49 | -7,69 | ||||
2025-07-07 | 13F | First Community Trust Na | 75 | 0,00 | 6 | 0,00 | ||||
2025-08-14 | 13F | Two Sigma Investments, Lp | 10.600 | 841 | ||||||
2025-08-11 | 13F | One Capital Management, LLC | 2.924 | 0,00 | 232 | 13,24 | ||||
2025-08-07 | 13F | PFG Advisors | 21.901 | -0,62 | 1.737 | 13,01 | ||||
2025-08-13 | 13F | M&t Bank Corp | 98.662 | -0,50 | 7.824 | 13,08 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 169.840 | -1,82 | 13.470 | 11,60 | ||||
2025-07-18 | 13F | PFG Investments, LLC | 7.731 | -6,20 | 613 | 6,61 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 797 | 0,00 | 63 | 14,55 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 4.311 | -0,23 | 342 | 13,29 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 236 | 0,00 | 19 | 5,88 | ||||
2025-07-25 | 13F | Natural Investments, Llc | 10.001 | 3,96 | 1 | |||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-08-14 | 13F | Family Management Corp | 6.414 | 0,00 | 509 | 13,65 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 2.920 | 232 | ||||||
2025-08-14 | 13F | Citadel Advisors Llc | 34.741 | 14,14 | 2.755 | 29,77 | ||||
2025-07-14 | 13F | Golden State Equity Partners | 3.882 | 0,00 | 308 | 13,70 | ||||
2025-04-28 | 13F | Novem Group | 0 | -100,00 | 0 |