Proprietatea instituțională și de fond - Cumpărători
Principalii deținători care au deschis noi poziții în Simplify Exchange Traded Funds - Simplify Hedged Equity ETF includ TSG Advice Partners, LLC, Baer Investment Advisory LLC, Heck Capital Advisors, LLC, First Heartland Consultants, Inc., Diversify Wealth Management, Llc, Atria Investments Llc, Indivisible Partners, Sound Income Strategies, LLC, Fifth Third Bancorp, Security National Bank, Vision Retirement, LLC, și Northwestern Mutual Wealth Management Co .
Această pagină prezintă modificări în structura proprietății prin listarea instituțiilor, fondurilor și acționarilor majori care și-au mărit participațiile sau au deschis noi poziții în ultima perioadă de raportare. Rândurile verzi indică poziții noi. Dă click pe link pictograma pentru a vedea istoricul complet al tranzacțiilor.
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| Data fișierului | Sursă | Investitor | Tip | Preț mediu (Est) |
Acțiuni | Δ Acțiuni (%) |
Raportat Valoare (1000 USD) |
Valoarea Δ (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 289.699 | 9.126 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 112.983 | 34,29 | 3.559 | 31,97 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 12.300 | 387 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11.301 | 371 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 154.632 | 15,53 | 4.871 | 13,55 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 140.547 | 15,91 | 4.427 | 13,92 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 464 | 0,22 | 15 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18.423 | 580 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 107.551 | 3.388 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 90.511 | 279,80 | 2.851 | 273,66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 10.850 | 33,54 | 342 | 31,03 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 185.810 | 5,72 | 5.853 | 3,91 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9.727 | 306 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 923 | 29 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 210 | 7 | ||||||
| 2026-04-16 | 13F | Security National Bank | 111 | 3 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45.690 | 15,24 | 1.411 | 10,68 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 19.112 | 20,72 | 602 | 18,74 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 333.880 | 0,72 | 10.517 | -1,01 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 223.592 | 278,76 | 7.043 | 272,25 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11.259 | 355 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39.969 | 6,80 | 1.234 | 2,92 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 286 | 9 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10.169 | 6,00 | 320 | 4,23 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 231.418 | 17,77 | 7.346 | 16,62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 64.512 | 2,76 | 2.032 | 0,99 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 136.560 | 6,58 | 4.474 | 8,36 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 74.730 | 16,37 | 2.354 | 14,33 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2.863 | 0,32 | 90 | -1,10 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 27.490 | 39,11 | 866 | 36,65 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 53 | 2 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8.230 | 38,74 | 259 | 36,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 140 | 100,00 | 4 | 100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 11.910 | 375 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 7.852 | 0,33 | 247 | -1,20 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 185.666 | 5.848 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 108.920 | 2,23 | 3.431 | 0,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14.253 | 449 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 88.485 | 17,95 | 2.836 | 21,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19 | 1 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 65 | 2 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 19.070 | 47,60 | 601 | 44,93 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 180.101 | 4,60 | 5.673 | 2,81 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 106.350 | 17,95 | 3.350 | 15,96 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 562.601 | 22,49 | 17.722 | 20,39 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 629.588 | 4,02 | 19.832 | 104.278,95 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 11.041 | 0,47 | 348 | -1,42 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 43.820 | 24,23 | 1.380 | 22,12 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 302.463 | 10,77 | 9.528 | 8,87 |
