Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Hedged Equity ETF inkluderar Leo Wealth, LLC, Belpointe Asset Management LLC, L.m. Kohn & Company, Skyline Advisors, Inc., Bank Of America Corp /de/, Gts Securities Llc, PFG Investments, LLC, Change Path, LLC, Nova Wealth Management, Inc., Global Retirement Partners, LLC, och Raymond James Financial Inc .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-24 | 13F | Leo Wealth, LLC | 151 944 | 4 566 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 8 415 | 252 | ||||||
| 2025-07-09 | 13F | Bay Rivers Group | 14 469 | 2,84 | 435 | 7,96 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 333 975 | 39,15 | 10 | 66,67 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 14 582 | 438 | ||||||
| 2025-07-25 | 13F | Northwest Capital Management Inc | 3 747 | 1,19 | 113 | 6,67 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 70 039 | 8,19 | 2 105 | 13,79 | ||||
| 2025-07-07 | 13F | Nova Wealth Management, Inc. | 492 | 15 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 8 064 | 242 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 576 177 | 6,66 | 17 | 13,33 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 14 818 | 445 | ||||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 12 107 | 10,94 | 364 | 16,72 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 66 174 | 844,94 | 1 989 | 894,00 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 658 530 | 42,32 | 19 789 | 49,67 | ||||
| 2025-07-31 | 13F | 3EDGE Asset Management, LP | 87 080 | 253,94 | 2 617 | 272,12 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 118 609 | 17,67 | 3 564 | 23,75 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 24 921 | 123,55 | 749 | 135,22 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 69 303 | 2 083 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 290 978 | 47,59 | 8 744 | 55,21 | ||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 119 112 | 1 413,11 | 3 579 | 1 497,77 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 304 | 9 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 15 103 | 454 | ||||||
| 2025-08-14 | 13F | Betterment LLC | 8 191 | 3,60 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 33 255 | 73,12 | 999 | 82,30 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 462 | 14 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 97 634 | 103,55 | 2 934 | 114,09 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 455 | 51,16 | 14 | 62,50 | ||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 50 764 | 0,10 | 1 525 | 5,24 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 195 657 | 5,56 | 5 879 | 11,01 | ||||
| 2025-08-14 | 13F | Smartleaf Asset Management LLC | 16 777 | 4 094,25 | 503 | 4 472,73 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 16 493 | 496 | ||||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 14 871 | 0,75 | 447 | 5,94 | ||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 49 195 | 1 478 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 9 332 | 80,92 | 280 | 90,48 | ||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 269 709 | 193,53 | 8 105 | 208,72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 8 649 | 260 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 3 358 | 101 | ||||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 122 709 | 42,36 | 3 700 | 52,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 354 510 | 22,21 | 10 653 | 28,52 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 139 806 | 4 201 | ||||||
| 2025-07-11 | 13F | Skyline Advisors, Inc. | 30 861 | 927 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 255 520 | 30,61 | 7 678 | 37,35 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 44 769 | 9,42 | 1 363 | 16,51 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 163 948 | 7,63 | 4 927 | 13,19 |
