Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify MBS ETF inkluderar Western Wealth Management, LLC, Encompass More Asset Management, Keel Point, LLC, Spire Wealth Management, CI Private Wealth, LLC, Quantinno Capital Management LP, Vident Advisory, LLC, Mather Group, Llc., Kennedy Investment Group, Stark Wealth Management LLC, Fifth Third Bancorp, Mutual Advisors, LLC, Osbon Capital Management Llc, Prime Capital Investment Advisors, LLC, Susquehanna International Group, Llp, UBS Group AG, Coastal Investment Advisors, Inc., Evermay Wealth Management Llc, Motco, och Marshall Investment Management, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 379 512 | 13,00 | 18 771 | 10,86 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 106 068 | 1,82 | 5 246 | −0,10 | ||||
| 2026-04-22 | 13F | Motco | 129 | 6 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1 812 | 1,29 | 90 | −1,11 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 60 108 | 178,92 | 2 973 | 173,66 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 24 323 | 1,08 | 1 203 | −0,82 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 23 631 | 26,06 | 1 169 | 23,60 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 22 007 | 220,24 | 1 088 | 214,45 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4 156 | 206 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6 839 | 1,77 | 338 | 0,00 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 6 402 | 2,83 | 317 | 0,96 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 8 069 | 399 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 291 789 | 15,82 | 14 432 | 13,64 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58 572 | 5,25 | 2 897 | 3,24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6 330 | 313 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 8 990 | 72,88 | 445 | 69,47 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 6 778 | 1,70 | 335 | 0,00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 51 964 | 2 570 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6 166 | 305 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 515 238 | 9,46 | 25 484 | 7,40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 261 015 | 0,78 | 12 910 | −1,12 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22 100 | 1 093 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 301 338 | 6,53 | 14 832 | 4,53 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 855 402 | 1,67 | 42 308 | −0,25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 112 595 | 31,05 | 5 569 | 28,56 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4 100 | 2,50 | 203 | 0,50 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 61 371 | 18,33 | 3 035 | 16,11 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 51 829 | 0,04 | 2 563 | −1,84 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 410 028 | 14,33 | 20 280 | 12,17 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 4 766 | 236 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13 446 | 665 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 52 518 | 5,09 | 2 617 | 3,89 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4 952 | 0,10 | 245 | −1,61 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 28 095 | 649,20 | 1 390 | 634,92 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 19 470 | 45,59 | 963 | 42,73 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 83 593 | 91,46 | 4 135 | 87,91 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 211 889 | 11,35 | 10 450 | 8,94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 145 765 | 4,23 | 7 189 | 1,99 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59 170 | 5,89 | 2 926 | 3,91 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 50 856 | 3,63 | 2 515 | 1,70 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 559 008 | 105,10 | 27 649 | 101,24 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10 644 | 1,17 | 526 | −0,75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7 344 | 1,07 | 363 | −0,82 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 819 151 | 19,90 | 40 515 | 17,64 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 19 164 | 0,03 | 948 | −1,87 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 60 229 | 12,15 | 2 979 | 10,01 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 72 113 | 10,63 | 4 | 0,00 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4 057 | 1,48 | 201 | −0,50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 27 659 | 7,38 | 1 368 | 5,39 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 877 875 | 5,61 | 43 420 | 3,62 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 195 398 | 169,40 | 9 664 | 164,33 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3 400 | 168 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 119 661 | 689,48 | 5 918 | 674,61 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 107 350 | 2 373,50 | 5 310 | 2 335,32 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 129 045 | 6,43 | 6 383 | 4,42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 218 029 | 3,86 | 10 991 | 109 800,00 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 307 | 15 | ||||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5 478 | 2,93 | 271 | 0,75 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 649 295 | 6,61 | 32 114 | 4,60 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 19 506 | 1,90 | 965 | 0,00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14 461 | 715 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3 706 | 21,43 | 183 | 19,61 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 52 716 | 1,06 | 2 607 | −0,84 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 22 000 | 29,41 | 1 088 | 27,10 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1 071 359 | 7,13 | 52 989 | 5,11 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 46 489 | 2 299 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8 203 | 1,47 | 406 | −0,25 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 8 848 | 438 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4 321 | 214 | ||||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 168 906 | 2,00 | 8 346 | −0,25 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 6 724 | 334 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 48 949 | 35,83 | 2 421 | 33,31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 86 005 | 4,19 | 4 254 | 2,21 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 462 501 | 17,73 | 22 875 | 15,51 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 286 783 | 146,34 | 14 184 | 141,72 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 118 837 | 17,30 | 5 878 | 15,08 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 94 | 5 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 159 902 | 4,19 | 7 909 | 2,22 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 64 870 | 48,69 | 3 208 | 45,88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4 230 | 209 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2 474 122 | 8,92 | 122 370 | 6,87 | ||||
| 2026-04-21 | 13F | Abbington Investment Group | 130 490 | 2,44 | 6 454 | 0,51 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 7 316 | 25,15 | 362 | 22,37 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5 640 | 0 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 62 764 | 6,54 | 3 104 | 4 038,67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4 223 | 209 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 65 | 3 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 38 370 | 1 898 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5 708 | 4,50 | 284 | 2,91 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 463 325 | 3,57 | 22 916 | 1,62 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 28 600 | 2,88 | 1 415 | 0,93 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 19 788 | 34,34 | 979 | 31,81 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 155 241 | 20,20 | 7 678 | 17,94 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 12 659 | 0,46 | 626 | −1,42 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3 387 | 0,65 | 168 | −1,18 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 25 872 | 14,71 | 1 280 | 12,49 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 16 195 | 11,81 | 801 | 9,73 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8 491 | 420 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 582 643 | 3,76 | 28 818 | 1,80 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 11 789 | 20,55 | 583 | 18,50 |
