Grundlæggende statistik
| Institutionelle ejere | 86 total, 86 long only, 0 short only, 0 long/short - change of -4,44% MRQ |
| Gennemsnitlig porteføljeallokering | 0.4483 % - change of -1,85% MRQ |
| Institutionelle aktier (lange) | 8.197.474 (ex 13D/G) - change of -1,89MM shares -18,77% MRQ |
| Institutionel værdi (lang) | $ 236.942 USD ($1000) |
Institutionelt ejerskab og aktionærer
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF (US:OCTW) har 86 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 8,197,474 aktier. Største aktionærer omfatter AE Wealth Management LLC, Commonwealth Equity Services, Llc, Gradient Investments LLC, Centaurus Financial, Inc., Raymond James Financial Inc, Cetera Investment Advisers, Lloyd Advisory Services, LLC., Envestnet Asset Management Inc, Kestra Advisory Services, LLC, and Advisor Group Holdings, Inc. .
AIM ETF Products Trust - AllianzIM U.S. Large Cap Buffer20 Oct ETF (ARCA:OCTW) 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 38,18 / share. Previously, on September 13, 2024, the share price was 34,98 / share. This represents an increase of 9,18% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | Long Island Wealth Management, Inc. | 60.525 | 155,53 | 2.240 | 169,55 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 23.024 | -91,92 | 852 | -91,49 | ||||
| 2025-08-14 | 13F | Main Street Financial Solutions, LLC | 6.369 | 0,00 | 236 | 5,38 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 270.887 | -10,52 | 10.026 | -5,71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 48.067 | 17,18 | 1.779 | 23,47 | ||||
| 2025-05-16 | 13F | Coppell Advisory Solutions LLC | 0 | -100,00 | 0 | |||||
| 2025-08-14 | 13F | UBS Group AG | 11.675 | 336,78 | 432 | 364,52 | ||||
| 2025-07-23 | 13F | Castle Rock Wealth Management, LLC | 11.978 | 0,00 | 448 | 6,43 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 23.098 | 88,74 | 855 | 99,07 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 6.744 | 32,47 | 250 | 39,89 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 258.912 | 7,92 | 9.582 | 13,73 | ||||
| 2025-05-15 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
| 2025-08-12 | 13F | MAI Capital Management | 939 | 0,00 | 35 | 6,25 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.675.631 | -0,47 | 62.015 | 4,88 | ||||
| 2025-08-11 | 13F | Cornerstone Planning Group LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 15.442 | -1,86 | 557 | 3,72 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 9.294 | 344 | ||||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 54 | -93,08 | 2 | -96,30 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 347.334 | 2,44 | 12.855 | 7,95 | ||||
| 2025-08-14 | 13F/A | Barclays Plc | 168 | -16,00 | 0 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 6.600 | 0,00 | 244 | 5,63 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 47.754 | 9,60 | 1.767 | 15,49 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 70.950 | -2,44 | 2.626 | 2,78 | ||||
| 2025-08-12 | 13F | Allianz Investment Management U.S. LLC | 5.000 | 0,00 | 185 | 7,56 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
| 2025-08-13 | 13F | Grantvest Financial Group LLC | 8.092 | -4,70 | 299 | 0,34 | ||||
| 2025-07-30 | 13F | Red Crane Wealth Management, Llc | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Brookstone Capital Management | 6.065 | 224 | ||||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 43.727 | 2,43 | 1.618 | 7,94 | ||||
| 2025-07-28 | 13F | Compass Advisory Group LLC | 69.363 | -0,67 | 2.567 | 4,69 | ||||
| 2025-08-08 | 13F | Foundations Investment Advisors, LLC | 7.290 | -18,09 | 270 | -13,78 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 16.847 | 53,50 | 624 | 61,82 | ||||
| 2025-08-04 | 13F | Spire Wealth Management | 18.353 | 0,00 | 679 | 5,43 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 157.718 | -0,01 | 5.837 | 5,38 | ||||
| 2025-08-11 | 13F | Outlook Wealth Advisors, LLC | 112.161 | -1,14 | 4.151 | 4,19 | ||||
| 2025-08-13 | 13F | RIA Advisory Group LLC | 5.500 | 204 | ||||||
| 2025-08-11 | 13F | Nations Financial Group Inc, /ia/ /adv | 17.244 | -3,13 | 638 | 2,08 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 655 | 0,00 | 24 | 4,35 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 134.231 | -0,53 | 4.968 | 4,81 | ||||
| 2025-07-22 | 13F | Diligent Investors, LLC | 7.910 | -11,22 | 293 | -6,41 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6.050 | 116,38 | 212 | 114,14 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 99 | -99,75 | 4 | -99,78 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 51.562 | -9,29 | 1.908 | -4,41 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 14.285 | -18,05 | 529 | -13,73 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 1.031.815 | -59,08 | 38.187 | -56,88 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 42.321 | -19,10 | 2 | 0,00 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 7.500 | 0,00 | 278 | 5,32 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 285.949 | -4,43 | 10.583 | 0,70 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 8.523 | 196,45 | 315 | 215,00 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 29.345 | 2,87 | 1.086 | 8,49 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 6.490 | 0,00 | 240 | 5,73 | ||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 66.384 | -2,83 | 2.331 | -2,83 | ||||
| 2025-07-08 | 13F | Paladin Wealth, LLC | 26.708 | -33,78 | 988 | -30,23 | ||||
| 2025-05-15 | 13F | Sentinus, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 1.254.878 | 2,33 | 46 | 6,98 | ||||
| 2025-07-17 | 13F | HB Wealth Management, LLC | 9.908 | 0,00 | 367 | 5,48 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 26.165 | -10,78 | 968 | -5,93 | ||||
| 2025-08-11 | 13F | Brown Brothers Harriman & Co | 1.500 | 0,00 | 56 | 5,77 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 837 | 119,69 | 31 | 130,77 | ||||
| 2025-06-25 | NP | AIM ETF Products Trust - AllianzIM Buffer20 Allocation ETF | 64.183 | 51,75 | 2.251 | 47,90 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 2.144 | 0,00 | 79 | 5,33 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3.093 | -1,59 | 114 | 3,64 | ||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 8.291 | -57,87 | 307 | -55,72 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 33.395 | 4,64 | 1.236 | 10,27 | ||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 3.070 | 0,00 | 114 | 5,61 | ||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 8.140 | 0,00 | 301 | 5,61 | ||||
| 2025-08-15 | 13F | Brown Financial Advisors | 58.052 | -25,27 | 2.149 | -21,26 | ||||
| 2025-07-17 | 13F | Clear Point Advisors Inc. | 7.306 | 0,00 | 270 | 5,47 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 153 | 0,00 | 6 | 0,00 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 19.017 | 117,01 | 704 | 128,99 | ||||
| 2025-05-15 | 13F | Gts Securities Llc | 0 | -100,00 | 0 | |||||
| 2025-08-19 | 13F | Wealth Group, Ltd. | 0 | -100,00 | 0 | |||||
| 2025-07-10 | 13F | Focus Financial Network, Inc. | 13.535 | 13,94 | 501 | 19,90 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
| 2025-07-21 | 13F | DHJJ Financial Advisors, Ltd. | 11.585 | -3,38 | 429 | 1,66 | ||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 412.352 | -6,02 | 15 | 0,00 | ||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 929 | -3,83 | 34 | 3,03 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 3.251 | 4,23 | 120 | 9,09 | ||||
| 2025-08-13 | 13F | Copley Financial Group, Inc. | 0 | -100,00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 146.222 | 10,31 | 5.412 | 16,24 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 79.229 | 6,72 | 3 | 0,00 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 32.400 | 0,13 | 1.199 | 5,55 | ||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 59.270 | 21,49 | 2.194 | 28,02 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1.019 | -67,84 | 36 | -68,75 | ||||
| 2025-07-29 | 13F | Mattson Financial Services, LLC | 30.499 | -35,76 | 1.129 | -32,33 | ||||
| 2025-08-11 | 13F | Blue Bell Private Wealth Management, Llc | 114.194 | -0,71 | 4.226 | 4,63 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100,00 | 0 | |||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 80.080 | -9,22 | 2.965 | -4,33 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 22.825 | 231,33 | 845 | 250,21 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 173.536 | -25,90 | 6.422 | -21,91 | ||||
| 2025-08-07 | 13F | PFG Advisors | 52.482 | -14,87 | 1.942 | -10,30 | ||||
| 2025-04-17 | 13F | Authentikos Wealth Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 324.685 | -2,14 | 12.017 | 3,12 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 892 | 5,81 | 33 | 13,79 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 25.030 | 20,49 | 926 | 27,02 | ||||
| 2025-08-14 | 13F | Diversify Advisory Services, LLC | 15.300 | 0,00 | 578 | 7,85 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 306 | 11 | ||||||
| 2025-08-14 | 13F | Certified Advisory Corp | 15.089 | -2,04 | 558 | 3,33 |
