Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF inkluderar Great Diamond Partners, LLC, J Hagan Capital, Inc., Signature Estate & Investment Advisors Llc, IHT Wealth Management, LLC, Brookwood Investment Group LLC, Financial Partners Group, Inc, L2 Asset Management, LLC, Mach-1 Financial Group, Inc., Wealthcare Advisory Partners LLC, Evolution Wealth Management Inc., Comerica Bank, och Ameritas Advisory Services, LLC .
Denna sida visar förändringar i ägarstrukturen genom att lista institutioner, fonder och större aktieägare som har ökat sina innehav eller öppnat nya positioner under den senaste rapporteringsperioden. Gröna rader indikerar nya positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.
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| Fil Datum | Källa | Investerare | Typ | Genomsnittligt pris (beräknat) |
Aktier | Δ Aktier (%) |
Rapporterat värde (1000 USD) |
Δ Värde (%) |
Portföljallokering (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Balance Wealth, LLC | 31 592 | 42,90 | 652 | 39,61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5 498 | 30,22 | 113 | 26,97 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 16 908 | 13,48 | 349 | 10,48 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 420 667 | 8 683 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 136 115 | 29,32 | 2 809 | 26,19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39 623 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 161 442 | 14,19 | 3 332 | 11,44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 17 121 | 353 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 51 678 | 19,32 | 1 067 | 16,38 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 31 888 | 98,43 | 658 | 94,10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 497 693 | 12,57 | 10 272 | 9,85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17 450 | 6,08 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 18 541 | 1,93 | 383 | −0,52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 112 846 | 352,43 | 2 329 | 353,11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 38 608 | 797 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 65 110 | 6,42 | 1 344 | 3,79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1 255 700 | 361,61 | 25 919 | 350,51 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138 554 | 9,92 | 2 860 | 7,28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194 107 | 536,65 | 4 006 | 522,05 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 54 959 | 125,52 | 1 134 | 120,19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 200 029 | 223,63 | 4 129 | 215,84 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12 150 | 12,54 | 251 | 9,65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97 642 | 2 015 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 13 977 | 288 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 34 532 | 713 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 182 | 4 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 24 366 | 503 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47 275 | 0,69 | 976 | −1,71 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 185 665 | 32,99 | 3 832 | 29,81 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 313 444 | 5,83 | 6 469 | 3,29 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 278 103 | 66,88 | 5 612 | 67,22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42 310 | 873 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4 072 | 109,79 | 84 | 104,88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15 008 | 310 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1 652 | 34 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 310 843 | 6 413 |
