Grundlæggende statistik
| Institutionelle ejere | 119 total, 119 long only, 0 short only, 0 long/short - change of -4,00% MRQ |
| Gennemsnitlig porteføljeallokering | 0.0804 % - change of 8,71% MRQ |
| Institutionelle aktier (lange) | 4.633.328 (ex 13D/G) - change of -0,16MM shares -3,41% MRQ |
| Institutionel værdi (lang) | $ 196.909 USD ($1000) |
Institutionelt ejerskab og aktionærer
iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF (US:SMMV) har 119 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 4,633,328 aktier. Største aktionærer omfatter Bank Of America Corp /de/, Mercer Global Advisors Inc /adv, Wells Fargo & Company/mn, Wealth Management Resources, Inc., Raymond James Financial Inc, Commonwealth Equity Services, Llc, LPL Financial LLC, Brickley Wealth Management, Creative Planning, and Sagespring Wealth Partners, Llc .
iShares Trust - iShares MSCI USA Small-Cap Min Vol Factor ETF (BATS:SMMV) 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 6, 2026 is 45,40 / share. Previously, on March 10, 2025, the share price was 41,03 / share. This represents an increase of 10,65% 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
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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
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-02-11 | 13F | LPL Financial LLC | 164.994 | 3,95 | 7.149 | 4,62 | ||||
| 2026-02-10 | 13F | Envestnet Asset Management Inc | 45.343 | -8,23 | 1.965 | -7,66 | ||||
| 2026-01-21 | 13F | Prime Capital Investment Advisors, LLC | 20.688 | -2,99 | 896 | -2,40 | ||||
| 2026-02-09 | 13F | Hartland & Co., LLC | 242 | 0,00 | 10 | 0,00 | ||||
| 2026-02-13 | 13F | Transamerica Financial Advisors, Inc. | 12 | 1 | ||||||
| 2026-02-02 | 13F | Millstone Evans Group, LLC | 0 | -100,00 | 0 | |||||
| 2025-11-10 | 13F | Resources Investment Advisors, LLC. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | MAI Capital Management | 346 | 0,00 | 15 | 0,00 | ||||
| 2026-01-29 | 13F | S.A. Mason LLC | 4.438 | -4,31 | 192 | -3,52 | ||||
| 2026-02-06 | 13F | Pnc Financial Services Group, Inc. | 1.275 | -7,27 | 55 | -6,78 | ||||
| 2026-01-12 | 13F | First Bank & Trust | 5.077 | -4,60 | 220 | -4,37 | ||||
| 2026-01-28 | 13F | Geneos Wealth Management Inc. | 38 | 0,00 | 2 | 0,00 | ||||
| 2026-02-12 | 13F | Cowa, Llc | 14.251 | 33,99 | 617 | 35,01 | ||||
| 2026-01-23 | 13F | Clear Creek Financial Management, LLC | 5.733 | 248 | ||||||
| 2026-02-10 | 13F | Hazlett, Burt & Watson, Inc. | 58 | 1,75 | 0 | |||||
| 2026-02-12 | 13F | StoneX Group Inc. | 6.512 | -8,85 | 284 | -7,82 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | Assetmark, Inc | 7 | 0,00 | 0 | |||||
| 2026-02-13 | 13F | Integrated Wealth Concepts LLC | 31.387 | 0,03 | 1.360 | 0,67 | ||||
| 2026-02-12 | 13F | Triumph Capital Management | 90 | 0,00 | 4 | 0,00 | ||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 6.919 | 0 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 22.408 | -38,46 | 971 | -38,10 | ||||
| 2026-01-14 | 13F | Spire Wealth Management | 2.990 | 0,00 | 130 | 0,78 | ||||
| 2026-02-18 | 13F | First Citizens Bank & Trust Co | 7.012 | 0,00 | 304 | 0,66 | ||||
| 2026-02-12 | 13F | Rik Saylor Financial, Inc. | 4.787 | -3,33 | 207 | -2,82 | ||||
| 2025-10-15 | 13F | Stephens Consulting, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Mosaic Family Wealth Partners, Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 34.900 | 1.512 | ||||||
| 2026-01-07 | 13F | Sagespring Wealth Partners, Llc | 71.228 | -13,05 | 3.086 | -12,48 | ||||
| 2026-02-17 | 13F | Ameriprise Financial Inc | 63.207 | 0,45 | 2.741 | 1,22 | ||||
| 2026-02-12 | 13F | Founders Financial Alliance, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-23 | 13F | High Net Worth Advisory Group LLC | 8.947 | -15,50 | 388 | -14,95 | ||||
| 2026-02-17 | 13F | Raymond James Financial Inc | 259.105 | -1,98 | 11.227 | -1,34 | ||||
| 2026-01-29 | 13F | UMA Financial Services, Inc. | 1.411 | 3,45 | 61 | 5,17 | ||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 4.473 | 1,45 | 194 | 2,12 | ||||
| 2026-02-19 | 13F | CI Private Wealth, LLC | 9.043 | 392 | ||||||
| 2026-02-18 | 13F | EP Wealth Advisors, Inc. | 0 | -100,00 | 0 | |||||
| 2025-11-14 | 13F | D. E. Shaw & Co., Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Stifel Financial Corp | 5.653 | 0,09 | 245 | 0,41 | ||||
| 2026-01-15 | 13F | MFA Wealth Services | 19.081 | 0,95 | 827 | 1,60 | ||||
| 2026-02-02 | 13F | Fifth Third Bancorp | 13 | 0,00 | 1 | |||||
| 2026-02-17 | 13F | Fmr Llc | 3.702 | 25,66 | 160 | 26,98 | ||||
| 2026-02-11 | 13F | Jpmorgan Chase & Co | 68.231 | -3,33 | 2.956 | -2,70 | ||||
| 2026-01-14 | 13F | ORG Wealth Partners, LLC | 636 | 10,03 | 28 | 12,50 | ||||
| 2026-02-12 | 13F | Colonial Trust Advisors | 1.125 | 0,00 | 49 | 0,00 | ||||
| 2026-02-13 | 13F | Wells Fargo & Company/mn | 402.799 | -0,12 | 17.453 | 0,53 | ||||
| 2026-01-14 | 13F | Wolff Wiese Magana Llc | 180 | 0,00 | 8 | 0,00 | ||||
| 2026-01-26 | 13F | AE Wealth Management LLC | 959 | 8,12 | 42 | 7,89 | ||||
| 2026-02-09 | 13F | Huntington National Bank | 7 | |||||||
| 2026-01-21 | 13F | Flagship Harbor Advisors, Llc | 1.725 | 75 | ||||||
| 2025-11-12 | 13F | Hibernia Wealth Partners, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 858 | -22,49 | 37 | -21,28 | ||||
| 2026-02-12 | 13F | Great Valley Advisor Group, Inc. | 7.113 | -8,61 | 308 | -8,06 | ||||
| 2026-01-23 | 13F | Sage Mountain Advisors LLC | 33.080 | 0,00 | 1.433 | 0,63 | ||||
| 2026-02-12 | 13F | BlackRock, Inc. | 3.739 | 162 | ||||||
| 2026-02-17 | 13F | Warren Averett Asset Management, LLC | 4.978 | -1,76 | 216 | -1,38 | ||||
| 2026-01-23 | 13F | Patriot Investment Management Inc. | 22.399 | 0,00 | 971 | 0,62 | ||||
| 2026-02-17 | 13F | Royal Bank Of Canada | 64.362 | -30,65 | 2.789 | -30,21 | ||||
| 2026-02-14 | 13F | Rockefeller Capital Management L.P. | 353 | 2,32 | 15 | 7,14 | ||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 18.811 | 248,55 | 815 | 251,29 | ||||
| 2026-01-28 | 13F | Leelyn Smith, LLC | 16.569 | -43,49 | 718 | -43,19 | ||||
| 2026-02-10 | 13F | Opulen Financial Group LLC | 7.748 | 0,32 | 336 | 0,90 | ||||
| 2026-01-22 | 13F | Apollon Wealth Management, LLC | 22.850 | -10,30 | 990 | -9,67 | ||||
| 2026-01-26 | 13F | Harbor Asset Planning, Inc. | 904 | 0,44 | 39 | 2,63 | ||||
| 2026-01-13 | 13F | CoreCap Advisors, LLC | 294 | 216,13 | 13 | 200,00 | ||||
| 2026-02-06 | 13F | EverSource Wealth Advisors, LLC | 186 | -0,53 | 8 | 0,00 | ||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 35.641 | 34,92 | 1.544 | 35,80 | ||||
| 2026-02-12 | 13F | Grey Fox Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 68.389 | -5,40 | 2.963 | -4,79 | ||||
| 2026-02-10 | 13F/A | Northwestern Mutual Wealth Management Co | 5.124 | -14,61 | 222 | -13,95 | ||||
| 2026-02-13 | 13F | Mml Investors Services, Llc | 15.099 | 5,79 | 654 | 6,51 | ||||
| 2026-01-29 | 13F | TBH Global Asset Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Wealth Management Resources, Inc. | 280.799 | -3,79 | 12.167 | -3,16 | ||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 8.491 | -1,32 | 368 | -0,81 | ||||
| 2026-02-13 | 13F | Mariner, LLC | 5.490 | -15,66 | 238 | -15,36 | ||||
| 2026-02-10 | 13F | Root Financial Partners, LLC | 620 | 0,49 | 27 | 0,00 | ||||
| 2026-02-10 | 13F | Goldman Sachs Group Inc | 18.879 | 52,31 | 818 | 53,47 | ||||
| 2026-02-17 | 13F | Bank Of America Corp /de/ | 1.256.145 | 0,02 | 54.429 | 0,67 | ||||
| 2026-02-17 | 13F | Mercer Global Advisors Inc /adv | 437.130 | -3,65 | 18.941 | -3,02 | ||||
| 2026-01-26 | 13F | Cwm, Llc | 734 | 0 | ||||||
| 2026-02-17 | 13F | Tower Research Capital LLC (TRC) | 233 | -97,73 | 10 | -97,74 | ||||
| 2026-02-17 | 13F | Modern Wealth Management, LLC | 68.629 | 2,70 | 2.974 | 3,37 | ||||
| 2026-01-23 | 13F | Farther Finance Advisors, LLC | 3.421 | 0,00 | 148 | 0,68 | ||||
| 2025-11-05 | 13F | Moloney Securities Asset Management, LLC | 19.546 | -46,01 | 841 | -44,67 | ||||
| 2026-02-12 | 13F | Bank Of Montreal /can/ | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | HBK Sorce Advisory LLC | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Professional Financial Advisors, LLC | 7.278 | -0,97 | 315 | -0,32 | ||||
| 2026-03-04 | 13F | Rehmann Capital Advisory Group | 66.879 | -1,61 | 2.898 | -0,99 | ||||
| 2026-02-10 | 13F | Thoroughbred Financial Services, Llc | 8.312 | 0,00 | 0 | |||||
| 2026-02-10 | 13F | Measured Wealth Private Client Group, LLC | 293 | 13 | ||||||
| 2026-02-17 | 13F | Fairscale Capital, LLC | 394 | 0,00 | 17 | 6,25 | ||||
| 2026-01-14 | 13F | Nova Wealth Management, Inc. | 5.206 | 0,13 | 226 | 0,90 | ||||
| 2026-02-05 | 13F | Thrivent Financial For Lutherans | 12.332 | 0,37 | 1 | |||||
| 2026-01-23 | 13F | Rsm Us Wealth Management Llc | 6.783 | -4,93 | 296 | -3,91 | ||||
| 2026-02-02 | 13F | Ashton Thomas Securities, Llc | 0 | -100,00 | 0 | |||||
| 2025-11-06 | 13F | Joel Adams & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-01-30 | 13F | Archer Investment Corp | 67 | 0,00 | 3 | 0,00 | ||||
| 2026-02-04 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-11 | 13F | Janney Montgomery Scott LLC | 6.093 | -6,59 | 0 | |||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 4.753 | -43,17 | 206 | -42,25 | ||||
| 2026-02-11 | 13F | Ameritas Investment Partners, Inc. | 4.043 | 175 | ||||||
| 2026-01-28 | 13F | Provident Wealth Management, LLC | 1.753 | 0,00 | 76 | 0,00 | ||||
| 2026-01-26 | 13F | Reyes Financial Architecture, Inc. | 1.332 | 0,00 | 58 | 0,00 | ||||
| 2026-02-13 | 13F | Pacific Center for Financial Services | 635 | 0,00 | 27 | 0,00 | ||||
| 2026-02-17 | 13F | Cetera Investment Advisers | 12.176 | 4,10 | 528 | 4,77 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 171.766 | -2,70 | 7.443 | 106.214,29 | ||||
| 2026-01-29 | 13F | Concurrent Investment Advisors, LLC | 10.388 | 5,25 | 450 | 6,13 | ||||
| 2026-02-13 | 13F | SYM FINANCIAL Corp | 175 | 8 | ||||||
| 2026-02-17 | 13F | Captrust Financial Advisors | 10.466 | 0,00 | 453 | 0,67 | ||||
| 2026-02-11 | 13F | O'shaughnessy Asset Management, Llc | 1.915 | -12,36 | 83 | -12,77 | ||||
| 2026-01-23 | 13F | Armbruster Capital Management, Inc. | 45.890 | -1,73 | 1.988 | -1,09 | ||||
| 2026-01-22 | 13F | Bfsg, Llc | 386 | 0,00 | 17 | 0,00 | ||||
| 2026-02-17 | 13F | SageView Advisory Group, LLC | 1.031 | 45 | ||||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-03 | 13F | International Assets Investment Management, Llc | 569 | 25 | ||||||
| 2026-01-26 | 13F | XY Planning Network, Inc. | 19.426 | 842 | ||||||
| 2026-01-29 | 13F | Comerica Bank | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Beacon Pointe Advisors, LLC | 67.287 | -0,86 | 2.916 | -0,21 | ||||
| 2026-02-17 | 13F | Creative Planning | 79.967 | -9,32 | 3.465 | -8,75 | ||||
| 2026-02-09 | 13F | Coldstream Capital Management Inc | 17.398 | 7,03 | 754 | 7,73 | ||||
| 2026-02-02 | 13F | Sachetta, LLC | 58 | 0,00 | 3 | 0,00 | ||||
| 2026-02-09 | 13F | Premier Financial Group | 0 | -100,00 | 0 | |||||
| 2026-01-15 | 13F | Burns Matteson Capital Management, LLC | 33.856 | 0,25 | 1.467 | 0,89 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-02-12 | 13F | Front Row Advisors LLC | 1.050 | 0,00 | 45 | 0,00 | ||||
| 2026-02-17 | 13F | Blair William & Co/il | 317 | 0,00 | 14 | 0,00 | ||||
| 2026-02-17 | 13F | Advisor Group Holdings, Inc. | 12.258 | -1,37 | 531 | -0,75 | ||||
| 2026-01-13 | 13F | Regatta Capital Group, Llc | 21.966 | 22,65 | 952 | 23,35 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 52.788 | -0,83 | 2 | 0,00 | ||||
| 2026-01-13 | 13F | Adamsbrown Wealth Consultants Llc | 9.882 | -2,91 | 428 | -2,28 | ||||
| 2026-01-21 | 13F | Capital Investment Advisory Services, LLC | 61 | 0,00 | 3 | 0,00 | ||||
| 2026-02-02 | 13F | CX Institutional | 344 | 0,29 | 0 | |||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | GWM Advisors LLC | 0 | -100,00 | 0 | |||||
| 2026-02-12 | 13F | Steward Partners Investment Advisory, Llc | 29.912 | 10,90 | 1.296 | 11,63 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 17.561 | 0,38 | 761 | 0,93 | ||||
| 2025-11-07 | 13F | Beacon Capital Management, LLC | 0 | -100,00 | 0 | |||||
| 2026-02-13 | 13F | Morgan Stanley | 8.649 | 0,05 | 375 | 0,54 | ||||
| 2026-01-29 | 13F | Brickley Wealth Management | 127.102 | 0,06 | 5.507 | 0,71 | ||||
| 2026-01-29 | 13F | D.a. Davidson & Co. | 7.491 | -0,27 | 325 | 0,31 | ||||
| 2026-02-10 | 13F | Lido Advisors, LLC | 5.359 | 0,00 | 231 | 0,00 | ||||
| 2026-01-23 | 13F | Fortune Financial Advisors, LLC | 9.998 | -5,63 | 433 | -5,04 | ||||
| 2026-02-06 | 13F | IFP Advisors, Inc | 44 | 0,00 | 2 | 0,00 |
