Proprietà istituzionale e dei fondi - Acquirenti
I principali detentori che hanno aperto nuove posizioni in Simplify Exchange Traded Funds - Simplify Hedged Equity ETF includono 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, e Northwestern Mutual Wealth Management Co .
Questa pagina mostra i cambiamenti nella struttura proprietaria elencando le istituzioni, i fondi e i principali azionisti che hanno aumentato le loro partecipazioni o aperto nuove posizioni nell'ultimo periodo di riferimento. Le righe verdi indicano le nuove posizioni. Fai clic sull'icona del link per visualizzare la cronologia completa delle transazioni.
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| Data di deposito | Fonte | Investitore | Tipo | Prezzo medio (Stima) |
Azioni | Δ Azioni (%) |
Valore dichiarato ($ 1000) |
Δ Valore (%) |
Allocazione del portafoglio (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
