Grundlæggende statistik
Institutionelle ejere | 127 total, 127 long only, 0 short only, 0 long/short - change of -3,05% MRQ |
Gennemsnitlig porteføljeallokering | 0.0988 % - change of 2,09% MRQ |
Institutionelle aktier (lange) | 8.383.991 (ex 13D/G) - change of -0,14MM shares -1,63% MRQ |
Institutionel værdi (lang) | $ 293.464 USD ($1000) |
Institutionelt ejerskab og aktionærer
Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF (US:NUMV) har 127 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,383,991 aktier. Største aktionærer omfatter Morgan Stanley, Tiaa Trust, National Association, Abacus Wealth Partners, LLC, LPL Financial LLC, Royal Bank Of Canada, Raymond James Financial Inc, Bank of New York Mellon Corp, Bank Of America Corp /de/, UBS Group AG, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management .
Nushares ETF Trust - Nuveen ESG Mid-Cap Value ETF (BATS:NUMV) 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 11, 2025 is 38,75 / share. Previously, on September 11, 2024, the share price was 35,17 / share. This represents an increase of 10,18% 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 (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-13 | 13F | Millstone Evans Group, LLC | 519 | 0,00 | 19 | 5,88 | ||||
2025-08-14 | 13F | Comerica Bank | 1.833 | -39,54 | 66 | -35,92 | ||||
2025-08-12 | 13F | LPL Financial LLC | 547.029 | 2,93 | 19.720 | 8,46 | ||||
2025-08-07 | 13F | Allworth Financial LP | 256 | 0,00 | 9 | 12,50 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 44.774 | -4,88 | 1.614 | 0,25 | ||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 236 | 3,96 | 9 | 14,29 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 217 | 102,80 | 8 | 133,33 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-15 | 13F | McAdam, LLC | 6.992 | 8,44 | 252 | 14,55 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 61 | 0,00 | 2 | 0,00 | ||||
2025-08-06 | 13F | SOUTH STATE Corp | 17 | 0,00 | 1 | |||||
2025-04-22 | 13F | Synergy Financial Management, LLC | 0 | -100,00 | 0 | |||||
2025-07-25 | 13F | NorthRock Partners, LLC | 56 | 0,00 | 2 | 100,00 | ||||
2025-08-14 | 13F | UBS Group AG | 278.749 | 4,58 | 10.049 | 10,20 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 256.110 | -0,23 | 9.233 | 5,14 | ||||
2025-07-25 | 13F | Fifth Third Wealth Advisors LLC | 10.720 | 0,00 | 386 | 5,46 | ||||
2025-07-25 | 13F | Concord Wealth Partners | 821 | -76,09 | 30 | -75,21 | ||||
2025-07-16 | 13F | Falcon Wealth Planning | 7.269 | 10,17 | 262 | 16,44 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 12.057 | -77,83 | 0 | -100,00 | ||||
2025-07-16 | 13F/A | CX Institutional | 6.447 | -5,21 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 14 | 0,00 | 1 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 14.500 | 0,00 | 540 | 8,67 | ||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 96.611 | 9,36 | 3.460 | 15,38 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 303.998 | -0,01 | 10.959 | 5,36 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 28.713 | -4,70 | 1.035 | 0,49 | ||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 41.661 | -20,18 | 1.502 | -15,91 | ||||
2025-08-14 | 13F | Citadel Advisors Llc | 13.446 | 485 | ||||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 18.438 | 1,65 | 665 | 7,10 | ||||
2025-08-12 | 13F | MAI Capital Management | 530 | 1,53 | 19 | 11,76 | ||||
2025-08-15 | 13F | Equitable Holdings, Inc. | 7.660 | 18,69 | 276 | 25,45 | ||||
2025-08-14 | 13F | Mariner, LLC | 26.120 | 0,00 | 942 | 5,38 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 41.847 | 183,98 | 1.509 | 199,21 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 318 | 11 | ||||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 15.560 | 0,00 | 561 | 5,26 | ||||
2025-08-12 | 13F | Investor's Fiduciary Advisor Network, LLC | 7.852 | 0 | ||||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 11.615 | -1,01 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 17.566 | 0,00 | 633 | 6,21 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 538.787 | 3,94 | 19.423 | 9,53 | ||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 24.825 | -3,98 | 895 | 1,13 | ||||
2025-05-07 | 13F | Vista Private Wealth Partners. LLC | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 1.018 | 19,34 | 37 | 24,14 | ||||
2025-08-06 | 13F | Simmons Bank | 11.066 | -2,34 | 399 | 2,84 | ||||
2025-08-05 | 13F | Tiaa Trust, National Association | 1.004.386 | -17,57 | 36.208 | -13,13 | ||||
2025-07-29 | 13F | Private Trust Co Na | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Stage Harbor Financial, Llc | 6.473 | -25,02 | 233 | -21,02 | ||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 139.271 | -0,68 | 5.021 | 4,65 | ||||
2025-07-31 | 13F | Opes Wealth Management LLC | 38.115 | 0,40 | 1.374 | 5,86 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 27.485 | 2,02 | 991 | 7,49 | ||||
2025-07-29 | 13F | Private Wealth Management Group, LLC | 9.491 | 1,38 | 342 | 6,88 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 13.550 | -11,27 | 488 | -6,51 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 35.710 | 0,74 | 1.287 | 6,19 | ||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 29.298 | 12,08 | 1.056 | 18,12 | ||||
2025-08-14 | 13F | Fmr Llc | 1.373 | 17,55 | 49 | 25,64 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Betterment LLC | 8.225 | 25,67 | 0 | |||||
2025-08-06 | 13F | AE Wealth Management LLC | 0 | -100,00 | 0 | |||||
2025-04-30 | 13F | Stratos Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-07 | 13F | Trust Co | 9.744 | -4,68 | 351 | 0,57 | ||||
2025-08-11 | 13F | Heritage Wealth Advisors | 25.648 | -5,17 | 925 | -0,11 | ||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 100.714 | -0,47 | 3.631 | 4,88 | ||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 9.677 | -16,40 | 349 | -11,90 | ||||
2025-08-15 | 13F | Morgan Stanley | 1.463.546 | 2,13 | 52.761 | 7,63 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 11.762 | -59,73 | 424 | -57,56 | ||||
2025-07-17 | 13F | LexAurum Advisors, LLC | 12.721 | 0,32 | 459 | 5,77 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 8.611 | 4,21 | 310 | 9,93 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 20.040 | 10,59 | 722 | 16,64 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 68 | 0,00 | 0 | |||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 499 | 0,00 | 18 | 0,00 | ||||
2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 35 | 0,00 | 1 | 0,00 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 9.325 | -9,72 | 336 | -4,82 | ||||
2025-05-15 | 13F | Baird Financial Group, Inc. | 0 | -100,00 | 0 | |||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 2.183 | -31,37 | 79 | -27,78 | ||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 465 | 0,00 | 17 | 6,67 | ||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 6.589 | -28,55 | 0 | |||||
2025-08-04 | 13F | Assetmark, Inc | 6.680 | 108,36 | 241 | 120,18 | ||||
2025-07-18 | 13F | Vicus Capital | 9.643 | 0,73 | 348 | 6,12 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 8.032 | -11,42 | 290 | -6,77 | ||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Bessemer Group Inc | 2.909 | 0,00 | 0 | |||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 68 | 0,00 | 2 | 0,00 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 0 | -100,00 | 0 | |||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 24.747 | 27,70 | 892 | 34,59 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 26.583 | 3,40 | 958 | 8,99 | ||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 9.246 | -2,89 | 333 | 2,46 | ||||
2025-08-11 | 13F | Citigroup Inc | 380 | 0,00 | 14 | 0,00 | ||||
2025-08-14 | 13F/A | Rockefeller Capital Management L.P. | 28.280 | 0,00 | 1.019 | 5,38 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2.980 | 107 | ||||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 7.482 | -3,38 | 275 | 4,17 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 446.116 | 9,51 | 16.082 | 15,40 | ||||
2025-07-15 | 13F | MCF Advisors LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | DT Investment Partners, LLC | 175 | -15,46 | 6 | -14,29 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1.208 | 0,00 | 44 | 4,88 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 48.152 | -10,90 | 1.736 | -6,11 | ||||
2025-08-07 | 13F | Commerce Bank | 15.030 | -11,25 | 542 | -6,56 | ||||
2025-07-15 | 13F | Signet Financial Management, Llc | 6.280 | 0,00 | 226 | 5,61 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 17.964 | -1,55 | 648 | 3,69 | ||||
2025-07-09 | 13F | Bruce G. Allen Investments, LLC | 370 | 0,00 | 13 | 8,33 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 18.007 | 0,00 | 649 | 5,36 | ||||
2025-08-15 | 13F | CI Private Wealth, LLC | 14.818 | 118,88 | 534 | 131,17 | ||||
2025-05-02 | 13F | Invera Wealth Advisors, LLC | 63.582 | 0,35 | 2.175 | -5,15 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 150.875 | -11,76 | 5 | 0,00 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 8.916 | 34,08 | 0 | |||||
2025-04-09 | 13F | West Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Clarity Asset Management, Inc. | 405 | 0,00 | 15 | 7,69 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 401 | 0,00 | 14 | 7,69 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-14 | 13F | Abacus Wealth Partners, LLC | 902.286 | -3,09 | 32.527 | 2,13 | ||||
2025-08-13 | 13F | VestGen Advisors, LLC | 6.774 | 0,00 | 244 | 5,63 | ||||
2025-08-07 | 13F | Parkside Financial Bank & Trust | 18.962 | 0,00 | 684 | 5,40 | ||||
2025-08-14 | 13F | Fiduciary Trust Co | 89.246 | 0,00 | 3.217 | 5,37 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 2.294 | 3,10 | 83 | 7,89 | ||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-29 | 13F | Fundamentun, Llc | 11.450 | 0,00 | 413 | 5,37 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 194 | -17,09 | 7 | -25,00 | ||||
2025-08-07 | 13F | Addison Advisors LLC | 19.097 | -3,61 | 688 | 1,62 | ||||
2025-08-14 | 13F | Colony Group, LLC | 8.253 | 0,00 | 298 | 5,32 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.575 | 0,00 | 93 | 4,55 | ||||
2025-08-08 | 13F | Creative Planning | 108.300 | 0,00 | 3.904 | 5,40 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 259 | 0,00 | 9 | 12,50 | ||||
2025-07-15 | 13F | Regatta Capital Group, Llc | 36.010 | -3,20 | 1.298 | 2,04 | ||||
2025-07-25 | 13F | Cwm, Llc | 9.522 | 169,82 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Royal Bank Of Canada | 540.324 | -0,82 | 19.478 | 4,51 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 136.996 | 7,03 | 4.939 | 12,79 | ||||
2025-08-13 | 13F | Natixis Advisors, L.p. | 13.723 | 11,20 | 0 | |||||
2025-08-14 | 13F | Abound Financial, Llc | 7.915 | 24,53 | 285 | 31,34 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 14.503 | 258,45 | 523 | 278,26 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 634 | 0,00 | 23 | 4,76 | ||||
2025-08-01 | 13F | Rossby Financial, LCC | 61 | 0,00 | 2 | 0,00 | ||||
2025-08-11 | 13F | Principal Securities, Inc. | 869 | 0,00 | 31 | 3,33 | ||||
2025-08-05 | 13F | Carson Advisory Inc. | 18.970 | 0,00 | 684 | 5,40 | ||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 15.827 | 19,97 | 571 | 26,39 | ||||
2025-07-30 | 13F | Greenup Street Wealth Management Llc | 6.540 | 4,11 | 236 | 9,81 | ||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 5.860 | 0,00 | 211 | 5,50 | ||||
2025-07-30 | 13F | Whittier Trust Co | 12.433 | 0,00 | 448 | 5,41 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
2025-07-24 | 13F | rebel Financial LLC | 29.542 | 1.065 | ||||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 22.427 | -25,79 | 808 | -21,78 | ||||
2025-07-25 | 13F | Joel Adams & Associates, Inc. | 9.686 | 349 | ||||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1.829 | 20,49 | 66 | 27,45 | ||||
2025-08-14 | 13F | Stifel Financial Corp | 17.473 | 2,21 | 630 | 7,71 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 682 | 0,00 | 25 | 4,35 | ||||
2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 1.834 | 0,00 | 66 | 6,45 |