Statistiques de base
Propriétaires institutionnels | 133 total, 133 long only, 0 short only, 0 long/short - change of -2,19% MRQ |
Allocation moyenne du portefeuille | 0.0385 % - change of -21,17% MRQ |
Actions institutionnelles (Long) | 6 485 090 (ex 13D/G) - change of -0,18MM shares -2,69% MRQ |
Valeur institutionnelle (Long) | $ 303 982 USD ($1000) |
Participation institutionnels et actionnaires
Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF (US:NUMG) détient 133 des propriétaires institutionnels et des actionnaires qui ont déposé des formulaires 13D/G ou 13F auprès de la Securities Exchange Commission (SEC). Ces institutions détiennent un total de 6,485,090 actions. Les principaux actionnaires incluent Morgan Stanley, Wells Fargo & Company/mn, Royal Bank Of Canada, Tiaa Trust, National Association, LPL Financial LLC, Bank of New York Mellon Corp, Bank Of America Corp /de/, Ameriprise Financial Inc, UBS Group AG, and AlTi Global, Inc. .
Nushares ETF Trust - Nuveen ESG Mid-Cap Growth ETF (BATS:NUMG) la structure de l'actionnariat institutionnel indique les positions actuelles des institutions et des fonds dans l'entreprise, ainsi que les derniers changements dans le volume des positions. Les principaux actionnaires peuvent être des investisseurs individuels, des fonds communs de placement, des fonds spéculatifs ou des institutions. L'annexe 13D indique que l'investisseur détient (ou a détenu) plus de 5 % de l'entreprise et qu'il a l'intention (ou a eu l'intention) de poursuivre activement un changement de stratégie commerciale. L'annexe 13G indique un investissement passif de plus de 5 %.
The share price as of September 8, 2025 is 49,20 / share. Previously, on September 9, 2024, the share price was 41,84 / share. This represents an increase of 17,58% over that period.
Indice de confiance des fonds
L'indice de confiance des fonds (anciennement score d'accumulation de participation) trouve les actions qui sont les plus achetées par les fonds. Il est le résultat d'un modèle quantitatif sophistiqué à plusieurs facteurs qui identifie les entreprises avec les niveaux les plus élevés d'accumulation institutionnelle. Le modèle de notation utilise une combinaison de l'augmentation totale des propriétaires déclarés, des variations des allocations de portefeuille chez ces propriétaires et d'autres indicateurs. Le chiffre varie de 0 à 100, les chiffres plus élevés indiquant un niveau d'accumulation plus élevé par rapport aux autres entreprises, 50 étant la moyenne.
Fréquence de mise à jour : Quotidienne
Ratio put/call institutionnel
En plus de signaler les actions et les dettes standard, les institutions ayant plus de 100 millions d'actifs sous gestion doivent également divulguer leurs positions en options de vente et d'achat. Étant donné que les options de vente indiquent généralement une confiance négative, et les options d'achat indiquent une confiance positive, nous pouvons avoir une idée de la confiance institutionnelle globale en traçant le ratio des ventes à découvert par rapport aux achats d'options. Le graphique à droite trace l'historique du ratio des ventes à découvert/achats d'options pour cet instrument.
L'utilisation du ratio put/call comme indicateur de la confiance des investisseurs permet de pallier à l'une des principales lacunes de l'utilisation de la participation institutionnelle totale, à savoir qu'une part importante des actifs sous gestion est investie passivement pour suivre les indices. Les fonds gérés passivement n'achètent généralement pas d'options, de sorte que l'indicateur du ratio put/call suit de plus près la confiance des fonds gérés activement.
Déclarations 13F et NPORT
Les détails des déclarations 13F sont gratuits. Les détails des déclarations NP nécessitent une adhésion premium. Les lignes vertes indiquent de nouvelles positions. Les lignes rouges indiquent des positions clôturées. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
Mettre à niveau
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Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
---|---|---|---|---|---|---|---|---|---|---|
2025-08-14 | 13F | Comerica Bank | 3 075 | 54,83 | 149 | 74,12 | ||||
2025-08-07 | 13F | McClarren Financial Advisors, Inc. | 7 314 | 28,54 | 354 | |||||
2025-08-13 | 13F | Millstone Evans Group, LLC | 1 337 | -3,81 | 65 | 8,47 | ||||
2025-08-18 | 13F | Front Row Advisors LLC | 505 | 0,00 | 24 | 14,29 | ||||
2025-08-08 | 13F | Cetera Investment Advisers | 81 032 | -17,43 | 3 926 | -6,79 | ||||
2025-07-18 | 13F | SOA Wealth Advisors, LLC. | 7 723 | -48,77 | 374 | -42,19 | ||||
2025-07-18 | 13F | Vicus Capital | 22 267 | 0,18 | 1 079 | 13,12 | ||||
2025-08-12 | 13F | LPL Financial LLC | 472 802 | 9,72 | 22 907 | 23,86 | ||||
2025-05-05 | 13F | Darden Wealth Group Inc | 0 | -100,00 | 0 | |||||
2025-08-08 | 13F | Larson Financial Group LLC | 7 369 | -6,87 | 357 | 5,31 | ||||
2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
2025-07-08 | 13F | Rise Advisors, LLC | 55 | 0,00 | 3 | 0,00 | ||||
2025-07-15 | 13F | McAdam, LLC | 4 750 | 230 | ||||||
2025-08-06 | 13F | SOUTH STATE Corp | 24 | 0,00 | 1 | 0,00 | ||||
2025-08-08 | 13F | ERTS Wealth Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 191 | 4,37 | 9 | 28,57 | ||||
2025-08-14 | 13F | Bank Of America Corp /de/ | 347 720 | 4,70 | 16 847 | 18,19 | ||||
2025-08-13 | 13F | Cerity Partners LLC | 16 031 | 781 | ||||||
2025-08-14 | 13F | IHT Wealth Management, LLC | 8 795 | -1,64 | 426 | 11,23 | ||||
2025-08-11 | 13F | HighTower Advisors, LLC | 8 981 | -5,12 | 435 | 7,14 | ||||
2025-08-07 | 13F | Allworth Financial LP | 1 013 | 0,00 | 49 | 16,67 | ||||
2025-08-14 | 13F | UBS Group AG | 224 357 | 8,11 | 10 870 | 22,04 | ||||
2025-07-21 | 13F | Empirical Financial Services, LLC d.b.a. Empirical Wealth Management | 6 138 | 17,16 | 297 | 32,59 | ||||
2025-07-16 | 13F/A | CX Institutional | 4 751 | -5,90 | 0 | |||||
2025-07-16 | 13F | Falcon Wealth Planning | 4 328 | 210 | ||||||
2025-05-08 | 13F | Us Financial Advisors, Llc | 14 002 | 4,26 | 601 | -5,66 | ||||
2025-08-14 | 13F | CoreCap Advisors, LLC | 340 | 0,00 | 16 | 14,29 | ||||
2025-08-12 | 13F | Virtu Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-12 | 13F | O'shaughnessy Asset Management, Llc | 2 080 | -67,08 | 101 | -63,10 | ||||
2025-08-07 | 13F | PFG Advisors | 4 796 | -1,66 | 232 | 11,00 | ||||
2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | SageView Advisory Group, LLC | 12 050 | 0,00 | 595 | 15,09 | ||||
2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 5 030 | 244 | ||||||
2025-08-13 | 13F | Jones Financial Companies Lllp | 55 010 | 9,87 | 2 641 | 23,01 | ||||
2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 217 | 0,00 | 11 | 11,11 | ||||
2025-05-15 | 13F | Citadel Advisors Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Truist Financial Corp | 9 481 | 0,43 | 459 | 13,33 | ||||
2025-08-15 | 13F | Resources Management Corp /ct/ /adv | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Abound Financial, Llc | 0 | -100,00 | 0 | |||||
2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 22 800 | -19,01 | 1 105 | -8,61 | ||||
2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 39 789 | -11,65 | 1 928 | -0,26 | ||||
2025-08-14 | 13F | Archetype Wealth Partners | 4 804 | -3,55 | 0 | |||||
2025-04-21 | 13F | Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Dunhill Financial, LLC | 2 995 | 1,08 | 145 | 14,17 | ||||
2025-08-12 | 13F | MAI Capital Management | 409 | 0,00 | 20 | 11,76 | ||||
2025-07-30 | 13F | Fingerlakes Wealth Management, Inc. | 8 757 | 19,26 | 424 | 34,60 | ||||
2025-08-08 | 13F | Creative Planning | 77 496 | -0,02 | 3 755 | 12,87 | ||||
2025-08-14 | 13F | Goldman Sachs Group Inc | 37 521 | 0,68 | 1 818 | 13,63 | ||||
2025-07-17 | 13F | Neumann Capital Management, LLC | 11 180 | 0,00 | 542 | 12,94 | ||||
2025-05-09 | 13F | Thoroughbred Financial Services, Llc | 0 | -100,00 | 0 | |||||
2025-07-15 | 13F | RTD Financial Advisors, Inc. | 16 291 | -22,47 | 789 | -12,43 | ||||
2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 13 844 | -5,46 | 1 | |||||
2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11 089 | 108,40 | 537 | 135,53 | ||||
2025-04-28 | 13F | Money Design Co.,Ltd. | 0 | -100,00 | 0 | |||||
2025-07-08 | 13F | Parallel Advisors, LLC | 418 | 0,00 | 20 | 17,65 | ||||
2025-08-14 | 13F | Raymond James Financial Inc | 104 906 | -1,31 | 5 083 | 11,40 | ||||
2025-05-09 | 13F | Avalon Trust Co | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Tiaa Trust, National Association | 498 599 | -17,26 | 24 157 | -6,60 | ||||
2025-04-16 | 13F | Sound Stewardship, LLC | 0 | -100,00 | 0 | |||||
2025-08-01 | 13F | Motco | 1 248 | 0,00 | 61 | 13,21 | ||||
2025-08-07 | 13F | CENTRAL TRUST Co | 10 207 | 19,62 | 495 | 34,97 | ||||
2025-08-07 | 13F | LFA - Lugano Financial Advisors SA | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Beacon Pointe Advisors, LLC | 37 704 | 5,70 | 1 827 | 19,35 | ||||
2025-07-25 | 13F | Pandora Wealth, Inc. | 20 | 0,00 | 1 | |||||
2025-04-29 | 13F | Financial Network Wealth Management LLC | 15 748 | -50,15 | 1 | -100,00 | ||||
2025-08-06 | 13F | Simmons Bank | 8 328 | -2,35 | 403 | 10,11 | ||||
2025-07-24 | 13F | Us Bancorp \de\ | 1 523 | 0,00 | 74 | 12,31 | ||||
2025-08-12 | 13F | AlphaCore Capital LLC | 0 | -100,00 | 0 | |||||
2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 25 369 | -14,93 | 1 229 | -3,91 | ||||
2025-07-28 | 13F | Revolve Wealth Partners, LLC | 24 482 | 3,15 | 1 186 | 16,50 | ||||
2025-08-13 | 13F | WCG Wealth Advisors LLC | 26 885 | -3,10 | 1 303 | 9,41 | ||||
2025-07-29 | 13F | Aire Advisors, Llc | 5 409 | 0,00 | 262 | 12,93 | ||||
2025-04-29 | 13F | Values Added Financial LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Fmr Llc | 262 | -49,32 | 13 | -45,45 | ||||
2025-08-04 | 13F | Creative Financial Designs Inc /adv | 140 | 0,00 | 7 | 0,00 | ||||
2025-05-14 | 13F | Retirement Capital Strategies | 0 | -100,00 | 0 | |||||
2025-08-05 | 13F | Huntington National Bank | 154 | |||||||
2025-08-13 | 13F | Flow Traders U.s. Llc | 13 048 | 1 | ||||||
2025-07-07 | 13F | Trust Co | 5 845 | -8,64 | 283 | 3,28 | ||||
2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 0 | -100,00 | 0 | |||||
2025-07-16 | 13F | Evergreen Private Wealth LLC | 7 297 | -15,45 | 354 | -4,59 | ||||
2025-08-19 | 13F | Cape Investment Advisory, Inc. | 179 | 18,54 | 9 | 33,33 | ||||
2025-08-13 | 13F | Lido Advisors, LLC | 18 270 | -19,27 | 885 | -8,86 | ||||
2025-08-11 | 13F | Cornerstone Planning Group LLC | 3 478 | 0,00 | 167 | 16,78 | ||||
2025-07-08 | 13F | Nbc Securities, Inc. | 54 | 0,00 | 0 | |||||
2025-08-01 | 13F | Envestnet Asset Management Inc | 57 437 | -0,03 | 2 783 | 12,86 | ||||
2025-08-06 | 13F | Golden State Wealth Management, LLC | 6 193 | -2,85 | 300 | 9,89 | ||||
2025-08-14 | 13F | Bragg Financial Advisors, Inc | 5 358 | 6,06 | 260 | 19,91 | ||||
2025-08-14 | 13F | Ameriprise Financial Inc | 268 035 | 30,74 | 12 995 | 47,32 | ||||
2025-08-11 | 13F | Private Advisor Group, LLC | 11 031 | -45,31 | 534 | -38,27 | ||||
2025-08-12 | 13F | Wood Tarver Financial Group, LLC | 678 | 0,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | GWM Advisors LLC | 15 659 | 6,25 | 759 | 19,94 | ||||
2025-08-12 | 13F | Cook Wealth Management Group Llc | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Aptus Capital Advisors, LLC | 107 | 64,62 | 5 | 150,00 | ||||
2025-07-11 | 13F/A | Umb Bank N A/mo | 1 383 | -36,21 | 67 | -27,96 | ||||
2025-07-30 | 13F | Whittier Trust Co Of Nevada Inc | 61 491 | -1,51 | 2 979 | 11,24 | ||||
2025-08-12 | 13F | Waterloo Capital, L.P. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Evergreen Capital Management Llc | 7 165 | 347 | ||||||
2025-08-15 | 13F | CI Private Wealth, LLC | 8 265 | 52,63 | 400 | 72,41 | ||||
2025-07-31 | 13F | LongView Asset Management LLC | 6 320 | -11,07 | 306 | 0,33 | ||||
2025-07-30 | 13F | Whittier Trust Co | 62 623 | -9,29 | 3 034 | 2,43 | ||||
2025-08-13 | 13F | Cresset Asset Management, LLC | 6 038 | 0,00 | 293 | 12,74 | ||||
2025-07-15 | 13F | Fifth Third Bancorp | 2 760 | 0,00 | 134 | 12,71 | ||||
2025-05-14 | 13F | CIBC Private Wealth Group, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-13 | 13F | EverSource Wealth Advisors, LLC | 53 | 0,00 | 3 | 0,00 | ||||
2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 14 699 | -21,56 | 712 | -11,44 | ||||
2025-08-14 | 13F | EP Wealth Advisors, Inc. | 2 242 | 109 | ||||||
2025-07-25 | 13F | Cwm, Llc | 8 001 | 119,75 | 0 | |||||
2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 17 571 | 177,93 | 862 | 218,08 | ||||
2025-04-22 | 13F/A | NorthRock Partners, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-07-31 | 13F | AlTi Global, Inc. | 157 208 | -36,50 | 7 617 | -28,32 | ||||
2025-07-22 | 13F | DT Investment Partners, LLC | 110 | -42,11 | 5 | -37,50 | ||||
2025-07-08 | 13F | Canandaigua National Bank & Trust Co | 10 244 | 37,10 | 496 | 55,00 | ||||
2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 1 628 | 0,00 | 79 | 13,04 | ||||
2025-08-07 | 13F | Commerce Bank | 20 034 | -10,36 | 971 | 1,15 | ||||
2025-07-15 | 13F | RVW Wealth, LLC | 7 310 | -2,71 | 354 | 9,94 | ||||
2025-08-06 | 13F | Commonwealth Equity Services, Llc | 142 475 | 13,38 | 7 | 20,00 | ||||
2025-08-14 | 13F | Qube Research & Technologies Ltd | 1 412 | -14,32 | 68 | -2,86 | ||||
2025-08-12 | 13F | Coldstream Capital Management Inc | 11 500 | 0,00 | 557 | 12,98 | ||||
2025-08-14 | 13F | Atomi Financial Group, Inc. | 4 521 | 219 | ||||||
2025-08-14 | 13F | Fiduciary Trust Co | 63 303 | 0,00 | 3 067 | 12,92 | ||||
2025-08-14 | 13F | Mml Investors Services, Llc | 5 412 | 12,66 | 0 | |||||
2025-07-21 | 13F | Ameritas Advisory Services, LLC | 94 703 | -12,07 | 4 588 | -0,74 | ||||
2025-07-21 | 13F | Mirae Asset Global Investments Co., Ltd. | 12 200 | 1,67 | 591 | 14,98 | ||||
2025-07-30 | 13F | Crewe Advisors LLC | 306 | 0,00 | 15 | 7,69 | ||||
2025-08-06 | 13F | First Horizon Advisors, Inc. | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 8 533 | -18,87 | 413 | -8,65 | ||||
2025-08-05 | 13F | Bank of New York Mellon Corp | 382 679 | 7,16 | 18 541 | 20,96 | ||||
2025-05-09 | 13F | Syntegra Private Wealth Group, LLC | 0 | -100,00 | 0 | |||||
2025-07-23 | 13F | High Note Wealth, LLC | 16 775 | -2,60 | 813 | 9,88 | ||||
2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 7 745 | -13,36 | 380 | -0,78 | ||||
2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 416 | 0,00 | 20 | 17,65 | ||||
2025-07-29 | 13F | Harbor Asset Planning, Inc. | 2 058 | 100 | ||||||
2025-08-01 | 13F | Rossby Financial, LCC | 88 | 0,00 | 4 | 33,33 | ||||
2025-08-15 | 13F/A | MONECO Advisors, LLC | 0 | -100,00 | 0 | -100,00 | ||||
2025-08-14 | 13F | Colony Group, LLC | 7 149 | 9,20 | 346 | 23,57 | ||||
2025-07-18 | 13F/A | MJT & Associates Financial Advisory Group, Inc. | 1 071 | -29,63 | 52 | -21,54 | ||||
2025-07-24 | 13F | Stonebridge Financial Group, LLC | 0 | -100,00 | 0 | |||||
2025-08-14 | 13F | Marshall Investment Management, Llc | 0 | -100,00 | 0 | |||||
2025-04-09 | 13F | West Financial Advisors, LLC | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Merit Financial Group, LLC | 6 276 | 0,00 | 304 | 13,01 | ||||
2025-07-11 | 13F | Farther Finance Advisors, LLC | 624 | 0,00 | 30 | 15,38 | ||||
2025-07-14 | 13F | AdvisorNet Financial, Inc | 237 | 0,00 | 11 | 10,00 | ||||
2025-08-15 | 13F | Morgan Stanley | 1 109 271 | 1,28 | 53 744 | 14,33 | ||||
2025-08-14 | 13F | Wells Fargo & Company/mn | 790 108 | 0,39 | 38 281 | 13,33 | ||||
2025-08-14 | 13F | Royal Bank Of Canada | 516 582 | -1,50 | 25 029 | 11,19 | ||||
2025-08-13 | 13F | IAG Wealth Partners, LLC | 17 412 | -44,78 | 844 | -37,69 | ||||
2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 130 | -99,21 | 6 | -99,15 | ||||
2025-08-12 | 13F | Global Retirement Partners, LLC | 43 | -52,75 | 2 | -50,00 | ||||
2025-07-17 | 13F | Keystone Global Partners, LLC | 0 | -100,00 | 0 | |||||
2025-08-06 | 13F | Ipsen Advisor Group LLC | 4 542 | -4,94 | 220 | 7,32 | ||||
2025-07-10 | 13F | SK Wealth Management, LLC | 17 370 | -12,56 | 846 | 8,47 | ||||
2025-04-25 | 13F | MidAtlantic Capital Management, Inc. | 0 | -100,00 | 0 | |||||
2025-08-11 | 13F | Principal Securities, Inc. | 1 175 | 37,43 | 57 | 40,00 | ||||
2025-07-24 | 13F | IFP Advisors, Inc | 0 | -100,00 | 0 | |||||
2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 4 348 | 211 | ||||||
2025-08-12 | 13F | Jpmorgan Chase & Co | 33 939 | -17,96 | 1 644 | -7,38 | ||||
2025-08-08 | 13F | Emerald Investment Partners, Llc | 16 299 | -15,02 | 790 | -4,13 | ||||
2025-07-24 | 13F | Blair William & Co/il | 913 | -20,95 | 44 | -10,20 | ||||
2025-07-24 | 13F | rebel Financial LLC | 22 010 | 1 066 | ||||||
2025-08-13 | 13F | Continuum Advisory, LLC | 9 392 | 0,00 | 455 | 12,90 | ||||
2025-08-15 | 13F | Urban Financial Advisory Corp | 562 | 0,00 | 27 | 12,50 | ||||
2025-07-28 | 13F | Harbour Investments, Inc. | 1 903 | 0,00 | 92 | 13,58 | ||||
2025-05-14 | 13F | Jane Street Group, Llc | 0 | -100,00 | 0 | |||||
2025-07-18 | 13F | Institute for Wealth Management, LLC. | 11 951 | 39,88 | 579 | 58,20 | ||||
2025-07-22 | 13F | Petros Family Wealth, LLC | 8 056 | 390 |