Grundlæggende statistik
| Institutionelle ejere | 67 total, 67 long only, 0 short only, 0 long/short - change of 19,64% MRQ |
| Gennemsnitlig porteføljeallokering | 0.9860 % - change of 10,98% MRQ |
| Institutionelle aktier (lange) | 6.578.345 (ex 13D/G) - change of 0,69MM shares 11,71% MRQ |
| Institutionel værdi (lang) | $ 212.949 USD ($1000) |
Institutionelt ejerskab og aktionærer
Zacks Trust - Zacks Earnings Consistent Portfolio ETF (US:ZECP) har 67 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 6,578,345 aktier. Største aktionærer omfatter Advisory Services Network, LLC, Menard Financial Group LLC, Change Path, LLC, GeoWealth Management, LLC, Koshinski Asset Management, Inc., Continental Investors Services, Inc., TRUE Private Wealth Advisors, Arete Wealth Advisors, LLC, Balboa Wealth Partners, and Strategic Blueprint, LLC .
Zacks Trust - Zacks Earnings Consistent Portfolio ETF (BATS:ZECP) 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 April 20, 2026 is 36,03 / share. Previously, on April 21, 2025, the share price was 28,05 / share. This represents an increase of 28,45% 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
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Retirement Wealth Solutions LLC | 1 | -99,93 | 0 | -100,00 | ||||
| 2026-02-02 | 13F | Cornerstone Planning Group LLC | 1.791 | 63 | ||||||
| 2026-01-30 | 13F | Strategic Blueprint, LLC | 173.423 | 2,20 | 6.028 | 5,68 | ||||
| 2026-04-16 | 13F | Balboa Wealth Partners | 182.595 | 9,94 | 6.177 | 7,00 | ||||
| 2026-02-17 | 13F | Two Sigma Investments, Lp | 0 | -100,00 | 0 | |||||
| 2026-01-29 | 13F | UBS Group AG | 1.311 | 81,83 | 46 | 87,50 | ||||
| 2026-02-13 | 13F | Carter Financial Group, INC. | 37.547 | -17,16 | 1.316 | -13,66 | ||||
| 2026-02-17 | 13F | Private Advisor Group, LLC | 63.136 | -1,08 | 2.195 | 2,28 | ||||
| 2026-02-10 | 13F | Vantus Wealth LLC | 22.171 | 771 | ||||||
| 2026-02-17 | 13F | Susquehanna International Group, Llp | 13.602 | 66,24 | 473 | 71,64 | ||||
| 2026-02-13 | 13F | TRUE Private Wealth Advisors | 253.759 | -5,13 | 8.821 | -1,91 | ||||
| 2026-02-12 | 13F | Hrt Financial Lp | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Strive Financial Group ,LLC | 80.722 | 2.806 | ||||||
| 2026-02-18 | 13F/A | Virtue Capital Management, LLC | 130.605 | 2,33 | 4.556 | 6,18 | ||||
| 2026-02-13 | 13F | Axim Planning & Wealth | 21.613 | 13,44 | 751 | 17,34 | ||||
| 2026-04-15 | 13F | BDFS Capital LLC | 6.220 | -12,11 | 210 | -14,98 | ||||
| 2026-02-13 | 13F | Gts Securities Llc | 35.446 | -16,82 | 1.232 | -13,97 | ||||
| 2025-11-14 | 13F | Eqis Capital Management, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-18 | 13F | Onyx Bridge Wealth Group LLC | 13.353 | 5,35 | 464 | 8,92 | ||||
| 2026-02-11 | 13F | LPL Financial LLC | 21.455 | 1,23 | 746 | 4,63 | ||||
| 2026-01-23 | 13F | Axiom Financial Strategies, LLC | 20.873 | 0,00 | 726 | 3,42 | ||||
| 2026-01-27 | 13F | Latitude Advisors, LLC | 11.862 | 412 | ||||||
| 2026-02-12 | 13F | Wayfinding Financial, LLC | 162.671 | 1,43 | 6 | 0,00 | ||||
| 2025-11-14 | 13F | Goldman Sachs Group Inc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Advisory Services Network, LLC | 1.280.998 | 0,87 | 44.527 | 4,29 | ||||
| 2026-02-13 | 13F | Menard Financial Group LLC | 794.507 | -0,59 | 27.617 | 2,78 | ||||
| 2026-04-07 | 13F | Cooper Financial Group | 6.515 | 220 | ||||||
| 2026-02-06 | 13F | Empirical Asset Management, LLC | 15.946 | -24,32 | 554 | -21,75 | ||||
| 2026-02-11 | 13F | Vise Technologies, Inc. | 22.350 | 777 | ||||||
| 2026-02-13 | 13F | Flow Traders U.s. Llc | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | Citadel Advisors Llc | 17.848 | 144,13 | 620 | 153,06 | ||||
| 2026-01-06 | 13F | Unique Wealth, Llc | 37.736 | 12,58 | 1.312 | 16,43 | ||||
| 2026-02-13 | 13F | Arete Wealth Advisors, LLC | 224.646 | -1,99 | 8 | 0,00 | ||||
| 2026-02-13 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2026-01-29 | 13F | Navigation Wealth Management, Inc. | 159.531 | 6,36 | 5.545 | 9,98 | ||||
| 2026-01-30 | 13F | Simplicity Wealth,LLC | 49.491 | -15,88 | 1.720 | -13,00 | ||||
| 2026-02-17 | 13F | Garden State Investment Advisory Services LLC | 10.826 | 379 | ||||||
| 2026-02-09 | 13F | Harbour Investments, Inc. | 3.495 | 217,44 | 121 | 227,03 | ||||
| 2026-01-27 | 13F | Security Financial Services, INC. | 12.100 | 421 | ||||||
| 2025-11-06 | 13F | Ameritas Advisory Services, LLC | 0 | -100,00 | 0 | -100,00 | ||||
| 2026-04-10 | 13F | OMNI 360 Wealth, Inc. | 5.914 | -0,71 | 200 | -5,21 | ||||
| 2026-04-17 | 13F | Ignite Planners, LLC | 62.320 | -3,10 | 2.092 | -7,97 | ||||
| 2026-04-17 | 13F | Ambassador Advisors, LLC | 53.756 | 19,97 | 1.819 | 16,76 | ||||
| 2026-04-13 | 13F | IFP Advisors, Inc | 266 | 0,76 | 9 | -11,11 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 53.986 | 2,49 | 1.877 | 187.500,00 | ||||
| 2026-02-06 | 13F | Axxcess Wealth Management, Llc | 135.741 | -3,28 | 4.718 | 0,00 | ||||
| 2026-03-03 | 13F | EJMK Ventures LLC | 131.982 | 4.588 | ||||||
| 2026-02-12 | 13F | Summit Financial, LLC | 24.667 | 10,51 | 864 | 15,20 | ||||
| 2026-02-13 | 13F | Change Path, LLC | 476.681 | 1,76 | 16.569 | 5,21 | ||||
| 2026-04-17 | 13F | Discipline Wealth Solutions, LLC | 60.033 | 2,90 | 2.031 | 0,15 | ||||
| 2026-02-11 | 13F | Buckingham Strategic Partners | 5.956 | 207 | ||||||
| 2026-02-17 | 13F | IHT Wealth Management, LLC | 15.014 | 36,39 | 522 | 40,81 | ||||
| 2026-02-11 | 13F | Alteri Wealth LLC | 78.216 | 2,72 | 2.719 | 6,17 | ||||
| 2026-02-12 | 13F | M1 Capital Management LLC | 158.079 | 13,23 | 5.495 | 17,07 | ||||
| 2026-02-13 | 13F | Advyzon Investment Management, LLC | 93.634 | 50,51 | 3.255 | 55,62 | ||||
| 2026-02-05 | 13F | Cambridge Investment Research Advisors, Inc. | 67.908 | 5,92 | 2 | 0,00 | ||||
| 2026-04-07 | 13F | CoreCap Advisors, LLC | 7.898 | 57,64 | 267 | 53,45 | ||||
| 2026-02-03 | 13F | Koshinski Asset Management, Inc. | 284.843 | 154,71 | 9.901 | 163,39 | ||||
| 2026-02-11 | 13F | Paragon Private Wealth Management, LLC | 77.404 | 11,35 | 2.691 | 15,10 | ||||
| 2026-01-20 | 13F | Ethos Financial Group, LLC | 13.569 | 0,88 | 475 | 5,09 | ||||
| 2026-02-05 | 13F | Atria Investments Llc | 24.477 | 0,34 | 851 | 3,66 | ||||
| 2026-02-23 | 13F | Continental Investors Services, Inc. | 265.185 | 55,28 | 9.666 | 67,61 | ||||
| 2026-02-11 | 13F | Stirlingshire Investments, Inc. | 48.206 | 1.689 | ||||||
| 2026-04-09 | 13F | DHJJ Financial Advisors, Ltd. | 50 | 0,00 | 2 | 0,00 | ||||
| 2026-02-13 | 13F | Kestra Advisory Services, LLC | 4.654 | 162 | ||||||
| 2026-01-15 | 13F | Victory Financial Group, Llc | 22.548 | -18,07 | 784 | -15,35 | ||||
| 2026-02-03 | 13F | We Are One Seven, LLC | 7.288 | 253 | ||||||
| 2026-02-12 | 13F | von Borstel & Associates, Inc. | 0 | -100,00 | 0 | |||||
| 2026-02-17 | 13F | GeoWealth Management, LLC | 342.785 | 178,85 | 11.915 | 188,36 | ||||
| 2026-02-05 | 13F | Allworth Financial LP | 0 | -100,00 | 0 | |||||
| 2026-02-09 | 13F | Arista Wealth Management, LLC | 10.373 | -10,79 | 361 | -7,69 | ||||
| 2026-01-26 | 13F | Independent Wealth Network Inc. | 14.239 | 495 | ||||||
| 2026-02-17 | 13F | Creative Planning | 102.751 | -39,67 | 3.572 | -37,64 | ||||
| 2026-02-12 | 13F | Rossby Financial, LCC | 27.381 | 39,61 | 952 | 43,87 | ||||
| 2026-02-13 | 13F | SRS Capital Advisors, Inc. | 10.394 | 361 |

