Własność instytucjonalna i funduszowa – Kupujący
Główni posiadacze, którzy otworzyli nowe pozycje w Simplify Exchange Traded Funds - Simplify Hedged Equity ETF, to m.in TSG Advice Partners, LLC, Baer Investment Advisory LLC, Heck Capital Advisors, LLC, First Heartland Consultants, Inc., Diversify Wealth Management, Llc, Atria Investments Llc, Indivisible Partners, Sound Income Strategies, LLC, Fifth Third Bancorp, Security National Bank, Vision Retirement, LLC, i Northwestern Mutual Wealth Management Co .
Na tej stronie przedstawiono zmiany w strukturze własności, wymieniając instytucje, fundusze i głównych akcjonariuszy, którzy zwiększyli swoje udziały lub otworzyli nowe pozycje w ostatnim okresie sprawozdawczym. Zielone rzędy wskazują nowe pozycje. Kliknij w ikonę linku, aby zobaczyć pełną historię transakcji.
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| Data pliku | Źródło | Inwestor | Typ | Średnia cena (Est) |
Akcje | Akcje; Δ (%) |
Zgłoszono Wartość ($1000) |
Wartość; Δ (%) |
Przydział portu (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 289 699 | 9 126 | ||||||
| 2026-05-08 | 13F | Resources Investment Advisors, LLC. | 112 983 | 34,29 | 3 559 | 31,97 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 12 300 | 387 | ||||||
| 2026-05-01 | 13F | Diversify Wealth Management, Llc | 11 301 | 371 | ||||||
| 2026-05-06 | 13F | Meridian Wealth Management, LLC | 154 632 | 15,53 | 4 871 | 13,55 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 140 547 | 15,91 | 4 427 | 13,92 | ||||
| 2026-02-06 | 13F | Global Retirement Partners, LLC | 464 | 0,22 | 15 | 0,00 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 18 423 | 580 | ||||||
| 2026-04-27 | 13F | Baer Investment Advisory LLC | 107 551 | 3 388 | ||||||
| 2026-04-28 | 13F | Encompass More Asset Management | 90 511 | 279,80 | 2 851 | 273,66 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 10 850 | 33,54 | 342 | 31,03 | ||||
| 2026-05-22 | 13F | Independent Wealth Advisors LLC | 185 810 | 5,72 | 5 853 | 3,91 | ||||
| 2026-04-30 | 13F | Indivisible Partners | 9 727 | 306 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 923 | 29 | ||||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 210 | 7 | ||||||
| 2026-04-16 | 13F | Security National Bank | 111 | 3 | ||||||
| 2026-05-15 | 13F | Smartleaf Asset Management LLC | 45 690 | 15,24 | 1 411 | 10,68 | ||||
| 2026-04-21 | 13F | Blue Jean Financial Llc | 19 112 | 20,72 | 602 | 18,74 | ||||
| 2026-05-05 | 13F | Leo Wealth, LLC | 333 880 | 0,72 | 10 517 | -1,01 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 223 592 | 278,76 | 7 043 | 272,25 | ||||
| 2026-05-05 | 13F | Atria Investments Llc | 11 259 | 355 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 39 969 | 6,80 | 1 234 | 2,92 | ||||
| 2026-04-27 | 13F | Sound Income Strategies, LLC | 286 | 9 | ||||||
| 2026-05-12 | 13F | Advyzon Investment Management, LLC | 10 169 | 6,00 | 320 | 4,23 | ||||
| 2026-05-12 | 13F | Kovack Advisors, Inc. | 231 418 | 17,77 | 7 346 | 16,62 | ||||
| 2026-04-28 | 13F | Stratos Wealth Advisors, LLC | 64 512 | 2,76 | 2 032 | 0,99 | ||||
| 2026-04-20 | 13F | Financial Enhancement Group LLC | 136 560 | 6,58 | 4 474 | 8,36 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 74 730 | 16,37 | 2 354 | 14,33 | ||||
| 2026-05-12 | 13F | Reyes Financial Architecture, Inc. | 2 863 | 0,32 | 90 | -1,10 | ||||
| 2026-04-13 | 13F | Bay Rivers Group | 27 490 | 39,11 | 866 | 36,65 | ||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 53 | 2 | ||||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 8 230 | 38,74 | 259 | 36,32 | ||||
| 2026-01-29 | 13F | Comerica Bank | 140 | 100,00 | 4 | 100,00 | ||||
| 2026-04-08 | 13F | First Heartland Consultants, Inc. | 11 910 | 375 | ||||||
| 2026-04-13 | 13F | Plan Group Financial, LLC | 7 852 | 0,33 | 247 | -1,20 | ||||
| 2026-04-24 | 13F | TSG Advice Partners, LLC | 185 666 | 5 848 | ||||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 108 920 | 2,23 | 3 431 | 0,47 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 14 253 | 449 | ||||||
| 2026-02-11 | 13F | Parallel Advisors, LLC | 88 485 | 17,95 | 2 836 | 21,00 | ||||
| 2026-05-07 | 13F | Northwestern Mutual Wealth Management Co | 19 | 1 | ||||||
| 2026-05-07 | 13F | Vision Retirement, LLC | 65 | 2 | ||||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 19 070 | 47,60 | 601 | 44,93 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 180 101 | 4,60 | 5 673 | 2,81 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 106 350 | 17,95 | 3 350 | 15,96 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 562 601 | 22,49 | 17 722 | 20,39 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 629 588 | 4,02 | 19 832 | 104 278,95 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 11 041 | 0,47 | 348 | -1,42 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 43 820 | 24,23 | 1 380 | 22,12 | ||||
| 2026-05-01 | 13F | Arq Wealth Advisors, Llc | 302 463 | 10,77 | 9 528 | 8,87 |
