Institutionellt ägande och fondägande - Köpare
Större innehavare som har öppnat nya positioner i Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF inkluderar Susquehanna International Group, Llp, Whalen Wealth Management Inc., WESPAC Advisors, LLC, 4wealth Advisors, Inc., Resources Investment Advisors, LLC., Belvedere Trading LLC, Magnus Financial Group LLC, Hamilton Point Investment Advisors, LLC, Evolution Wealth Management Inc., Aspect 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79 645 | 88,38 | 2 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 22 458 | 6,45 | 495 | 6,70 | ||||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20 070 | 442 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9 995 | 220 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 589 420 | 9,88 | 12 985 | 10,18 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | Call | 11 000 | 242 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 14 020 | 131,62 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 30 579 | 0,61 | 674 | 0,90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57 464 | 90,28 | 1 266 | 90,80 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75 385 | 1 661 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3 240 | 71 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 16 100 | 47,71 | 355 | 48,12 | |||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 264 530 | 2,97 | 5 828 | 3,24 | ||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 1 880 358 | 46,08 | 41 424 | 46,48 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 84 934 | 213,01 | 1 871 | 225,39 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 192 367 | 4 238 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 860 | 0,23 | 19 | 0,00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 285 | 90,00 | 6 | 100,00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1 009 | 45,60 | 22 | 46,67 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22 574 | 497 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 54 788 | 3,58 | 1 207 | 3,79 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 31 134 | 686 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 228 | 5 | ||||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 239 | 5 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 460 933 | 10 154 | ||||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 14 383 | 8,05 | 317 | 8,22 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 131 212 | 42,29 | 2 891 | 42,65 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1 044 522 | 6,69 | 23 011 | 6,98 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 145 964 | 27,02 | 3 216 | 27,38 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 52 279 | 1 152 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5 103 | 112 | ||||||
| 2025-08-14 | 13F | Family Management Corp | 33 259 | 733 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2 763 | 12,41 | 61 | 11,11 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 47 383 | 146,95 | 1 044 | 147,74 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18 770 | 413 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 52 336 | 1 153 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 384 444 | 23,95 | 8 469 | 24,29 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39 070 | 180,03 | 861 | 181,05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17 161 | 378 | ||||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 1 055 361 | 30,70 | 23 250 | 31,06 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35 | 1 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7 174 | 730,32 | 158 | 772,22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10 595 | 105 850,00 | 233 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 71 600 | 247,57 | 1 577 | 248,89 | |||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 206 803 | 0,33 | 4 555 | 0,66 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18 070 | 54,68 | 398 | 55,47 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 29 583 | 6,10 | 652 | 6,37 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4 650 | 18,87 | 102 | 20,00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10 338 | 1,18 | 228 | 1,34 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 19 701 | 434 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 205 | 5 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60 371 | 12,83 | 1 330 | 13,11 | ||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42 760 | 10,88 | 931 | 8,64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 813 747 | 297,07 | 17 927 | 298,18 |
