Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF inkluderar Advyzon Investment Management, LLC, LPL Financial LLC, Newbridge Financial Services Group, Inc., Atomi Financial Group, Inc., J Hagan Capital, Inc., Avaii Wealth Management, Llc, Integrity Alliance, Llc., Compass Capital Corp /ma/ /adv, Reyes Financial Architecture, Inc., Raymond James Financial Inc, och MAI Capital Management .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 6 | 0 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 16 486 | 4,05 | 871 | 13,56 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 318 | 233 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 333 | 705 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 503 | 132 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 764 | 886 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 299 | 650 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 416 853 | 2,62 | 22 027 | 11,89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 448 | 1 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 382 | 3 462,60 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 60 | 650,00 | 3 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 333 | 705 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13 622 | 720 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4 265 | 3,02 | 225 | 12,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15 133 | 9,75 | 800 | 19,61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 233 | 23,94 | 594 | 35,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 657 | 228,50 | 35 | 240,00 | ||||
| 2025-07-15 | 13F | Drum Hill Capital, LLC | 110 320 | 0,47 | 5 829 | 9,57 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 27 070 | 24,52 | 1 430 | 35,80 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 336 | 71 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 477 | 1 603,57 | 25 | 2 400,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 623 | 62,71 | 1 195 | 77,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 004 | 53 | ||||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 83 964 | 132,86 | 4 437 | 153,92 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 26 185 | 1 384 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 20 873 | 1 103 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27 022 | 1 428 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 25 292 | 19,14 | 1 336 | 29,96 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 5 411 | 283 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 831 | 255 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 871 | 257 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 18 | 350,00 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 | 42 |
