Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Volatility Premium ETF inkluderar Tactive Advisors, LLC, J Hagan Capital, Inc., Belvedere Trading LLC, Blackston Financial Advisory Group, LLC, Claris Financial LLC, Avidian Wealth Solutions, LLC, Guerra Advisors Inc, Allworth Financial LP, Belvedere Trading LLC, Raymond James Financial Inc, Parallel Advisors, LLC, Scarborough Advisors, LLC, och Belvedere Trading 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Creative Planning | 17 121 | 2,71 | 315 | 3,63 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 33 858 | 13,79 | 623 | 15,19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 84 900 | 60,70 | 1 098 | 5,48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53 370 | 981 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 22 213 | 3,33 | 408 | 4,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 114 135 | 2 099 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4 961 | 24 705,00 | 91 | 1,11 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 43 963 | 808 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313 | 6 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | |||||||
| 2025-08-15 | 13F | Morgan Stanley | 7 590 | 51,59 | 140 | 52,75 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1 186 | 0,59 | 22 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17 627 | 38,61 | 324 | 40,26 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 55 253 | 199,64 | 1 016 | 203,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 33 183 | 1,60 | 610 | 2,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65 755 | 67,59 | 1 209 | 69,57 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 12 611 | 2,49 | 232 | 3,59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189 097 | 14,16 | 3 477 | 15,48 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 21 711 | 7,93 | 399 | 9,32 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 150 | 3 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 15 689 | 25,21 | 289 | 26,87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24 455 | 46,97 | 450 | 48,68 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 29 485 | 542 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11 132 | 9,43 | 205 | 10,87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 94 109 | 19,05 | 1 731 | 20,39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 771 470 | 27,92 | 32 577 | 29,40 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 74 349 | 194,31 | 1 367 | 197,82 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 474 221 | 36,75 | 8 721 | 38,32 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 16 870 | 14,84 | 310 | 16,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10 000 | 184 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 41 730 | 21,31 | 767 | 22,72 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 38 681 | 15,94 | 711 | 17,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2 964 | 3,02 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 85 156 | 22,50 | 1 566 | 23,99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 31 065 | 571 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 174 210 | 34,48 | 21 594 | 36,03 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 150 819 | 28,70 | 2 774 | 30,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 163 | 3 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17 230 | 2,99 | 317 | 3,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 453 | 8 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 24 107 | 599,97 | 443 | 614,52 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 183 457 | 145,22 | 3 374 | 148,01 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 38 807 | 2,54 | 714 | 3,63 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 820 | 7,19 | 0 | |||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 65 507 | 1 362 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 32 746 | 11,54 | 602 | 12,95 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 6 427 | 118 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 55 300 | 1 017 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 2 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9 304 | 5,09 | 171 | 6,88 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 98 902 | 1 819 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 51 324 | 944 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 126 496 | 121,09 | 2 326 | 123,65 |
