Grundlæggende statistik
| Institutionelle ejere | 66 total, 66 long only, 0 short only, 0 long/short - change of 20,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.2571 % - change of -27,39% MRQ |
| Institutionelle aktier (lange) | 2.962.172 (ex 13D/G) - change of 0,19MM shares 7,01% MRQ |
| Institutionel værdi (lang) | $ 142.395 USD ($1000) |
Institutionelt ejerskab og aktionærer
Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF (US:PCMM) har 66 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 2,962,172 aktier. Største aktionærer omfatter Gradient Investments LLC, Carrera Capital Advisors, Envestnet Asset Management Inc, Wiley Bros.-aintree Capital, Llc, Brinker Capital Investments, LLC, Northland Capital Management LLC, NewEdge Wealth, LLC, Mattson Financial Services, LLC, Atomi Financial Group, Inc., and Thrivent Financial For Lutherans .
Bondbloxx ETF Trust - Bondbloxx Private Credit CLO ETF (NasdaqGM:PCMM) 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 30, 2026 is 49,48 / share. Previously, on March 31, 2025, the share price was 50,88 / share. This represents a decline of 2,75% 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.
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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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 21.102 | 47,56 | 1.058 | 46,20 | ||||
| 2026-02-10 | 13F | Foundations Investment Advisors, LLC | 28.104 | 11,04 | 1.409 | 10,09 | ||||
| 2026-02-19 | 13F | Atomi Financial Group, Inc. | 71.735 | 3.595 | ||||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 30.454 | 1.526 | ||||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 21.571 | 61,97 | 1 | |||||
| 2026-01-05 | 13F | Catherine Avery Investment Management LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Citigroup Inc | 0 | -100,00 | 0 | |||||
| 2026-01-08 | 13F | Gradient Investments LLC | 664.662 | 11,92 | 33.313 | 10,92 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 16.609 | 5,53 | 832 | 4,65 | ||||
| 2025-10-16 | 13F | Fortress Wealth Management, Inc. | 26.086 | 36,21 | 1.319 | 36,83 | ||||
| 2026-01-28 | 13F | Chicago Partners Investment Group LLC | 18.836 | -17,74 | 946 | -17,95 | ||||
| 2026-02-09 | 13F | Kingsview Wealth Management, LLC | 28.088 | 99,72 | 1.408 | 97,89 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 31.233 | -30,09 | 1.565 | -30,72 | ||||
| 2026-02-17 | 13F | Wiley Bros.-aintree Capital, Llc | 139.373 | 14,15 | 6.985 | 13,01 | ||||
| 2026-01-12 | 13F | Castleview Partners, Llc | 16.297 | -61,06 | 817 | -61,44 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 35 | 2,94 | 2 | 0,00 | ||||
| 2026-01-26 | 13F | United Advisor Group, LLC | 5.635 | 282 | ||||||
| 2026-02-11 | 13F | Mattson Financial Services, LLC | 76.360 | 15,44 | 3.827 | 14,44 | ||||
| 2026-01-20 | 13F | Savvy Advisors, Inc. | 25.551 | 1.281 | ||||||
| 2026-02-02 | 13F | Mutual Advisors, LLC | 22.226 | 14,44 | 1.114 | 14,04 | ||||
| 2026-02-17 | 13F | Coppell Advisory Solutions LLC | 13.902 | 696 | ||||||
| 2026-02-17 | 13F | Harvest Investment Services, LLC | 16.000 | 0,00 | 802 | -0,99 | ||||
| 2026-01-13 | 13F | Avaii Wealth Management, Llc | 5.206 | 18,10 | 261 | 17,12 | ||||
| 2026-01-20 | 13F | Fundamentun, Llc | 12.429 | 5,06 | 623 | 4,01 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 7.372 | 6,32 | 369 | 5,43 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 20.464 | 2.986,58 | 1 | |||||
| 2025-11-04 | 13F | Pineridge Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Paladin Wealth, LLC | 24.796 | 11,82 | 1.243 | 10,79 | ||||
| 2026-02-03 | 13F | RFG Advisory, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Impact Partnership Wealth, LLC | 38.154 | 195,47 | 1.912 | 192,80 | ||||
| 2026-02-13 | 13F | Inspire Advisors, LLC | 39.888 | -10,20 | 1.999 | -11,00 | ||||
| 2026-02-12 | 13F | Brinker Capital Investments, LLC | 109.841 | -11,38 | 5.505 | -12,16 | ||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 10.251 | 23,85 | 514 | 22,73 | ||||
| 2026-01-29 | 13F | UBS Group AG | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | Financial Partners Group, Inc | 14.172 | -9,05 | 714 | -9,52 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 1.269 | 64 | ||||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 48 | 2,13 | 2 | 0,00 | ||||
| 2026-02-03 | 13F | NewEdge Wealth, LLC | 90.795 | 0,11 | 4.551 | 0,07 | ||||
| 2026-02-13 | 13F | Stifel Financial Corp | 60.287 | 25,52 | 3.022 | 24,42 | ||||
| 2026-02-02 | 13F | WT Wealth Management | 35.561 | 1.782 | ||||||
| 2025-11-05 | 13F | Fullcircle Wealth Llc | 47.293 | 75,32 | 2.370 | 74,83 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 550 | 37,50 | 28 | 35,00 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 36.688 | -0,89 | 1.839 | -1,76 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.802 | -9,33 | 241 | -10,11 | ||||
| 2026-01-07 | 13F | Lake Street Financial Llc | 14.981 | 1,40 | 751 | 0,40 | ||||
| 2026-01-12 | 13F | Brucke Financial, Inc. | 28.386 | 322,54 | 1.423 | 320,71 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 17.251 | 42,15 | 865 | 40,95 | ||||
| 2025-10-22 | 13F | Oregon Pacific Wealth Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 161.383 | 8,21 | 8.089 | 7,25 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 16.440 | -55,10 | 824 | 82.200,00 | ||||
| 2025-10-24 | 13F | Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 0 | -100,00 | 0 | |||||
| 2026-01-07 | 13F | Magnus Financial Group LLC | 9.023 | -76,42 | 452 | -76,64 | ||||
| 2026-01-20 | 13F | Northland Capital Management LLC | 90.889 | 6,08 | 4.555 | 5,15 | ||||
| 2026-02-23 | 13F | Wealth Preservation Advisors, LLC | 1.396 | 70 | ||||||
| 2026-01-21 | 13F | Balance Wealth, LLC | 57.239 | -9,34 | 2.869 | -10,15 | ||||
| 2026-01-12 | 13F | Sentinel Pension Advisors Inc | 4.768 | 239 | ||||||
| 2026-02-13 | 13F | Focused Alpha, Llc | 5.982 | 300 | ||||||
| 2026-01-13 | 13F | Signal Advisors Wealth, LLC | 46.949 | 7,50 | 2.353 | 6,57 | ||||
| 2026-01-21 | 13F | Crews Bank & Trust | 800 | 0,00 | 40 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 105 | 5 | ||||||
| 2026-01-29 | 13F | Sanctuary Advisors, LLC | 23.781 | 1.192 | ||||||
| 2026-02-13 | 13F | Safe Harbor Wealth Advisors, LLC | 12.028 | 606 | ||||||
| 2026-01-22 | 13F | Vavra Capital Management, LLC | 20.089 | 1.007 | ||||||
| 2026-02-12 | 13F | Jane Street Group, Llc | 63.043 | 359,63 | 3.160 | 355,84 | ||||
| 2026-02-17 | 13F | Brown Financial Advisors | 39.892 | 1,33 | 1.999 | 0,45 | ||||
| 2026-02-17 | 13F | Camarda Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Securities, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 12.676 | 1 | ||||||
| 2026-01-15 | 13F | Lord & Richards Wealth Management, LLC | 46.950 | 7,50 | 2.353 | 6,57 | ||||
| 2026-02-10 | 13F | Weaver Consulting Group | 14.370 | -0,69 | 720 | -1,50 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 66.200 | 3 | ||||||
| 2025-11-14 | 13F | Raymond James Financial Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Jones Financial Companies Lllp | 0 | 0 | ||||||
| 2026-01-12 | 13F | Bulwark Capital Corp | 11.117 | 386,10 | 557 | 384,35 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 18.438 | -3,93 | 924 | -4,74 | ||||
| 2026-01-16 | 13F | Heck Capital Advisors, LLC | 5.912 | 9,95 | 297 | 9,23 | ||||
| 2026-01-30 | 13F | Carrera Capital Advisors | 338.359 | -42,77 | 16.959 | -43,28 |

