Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF meliputi Great Diamond Partners, LLC, J Hagan Capital, Inc., Signature Estate & Investment Advisors Llc, IHT Wealth Management, LLC, Brookwood Investment Group LLC, Financial Partners Group, Inc, L2 Asset Management, LLC, Mach-1 Financial Group, Inc., Wealthcare Advisory Partners LLC, Evolution Wealth Management Inc., Comerica Bank, dan Ameritas Advisory Services, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-13 | 13F | Balance Wealth, LLC | 31,592 | 42.90 | 652 | 39.61 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 5,498 | 30.22 | 113 | 26.97 | ||||
| 2025-07-09 | 13F | Bay Rivers Group | 16,908 | 13.48 | 349 | 10.48 | ||||
| 2025-08-13 | 13F | Great Diamond Partners, LLC | 420,667 | 8,683 | ||||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 136,115 | 29.32 | 2,809 | 26.19 | ||||
| 2025-08-26 | 13F/A | Thrivent Financial For Lutherans | 39,623 | 1 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 161,442 | 14.19 | 3,332 | 11.44 | ||||
| 2025-08-11 | 13F | Mach-1 Financial Group, Inc. | 17,121 | 353 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 51,678 | 19.32 | 1,067 | 16.38 | ||||
| 2025-07-17 | 13F | KG&L Capital Management,LLC | 31,888 | 98.43 | 658 | 94.10 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 497,693 | 12.57 | 10,272 | 9.85 | ||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 17,450 | 6.08 | 0 | |||||
| 2025-08-11 | 13F | Greykasell Wealth Strategies, Inc. | 18,541 | 1.93 | 383 | -0.52 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 112,846 | 352.43 | 2,329 | 353.11 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 38,608 | 797 | ||||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 65,110 | 6.42 | 1,344 | 3.79 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 1,255,700 | 361.61 | 25,919 | 350.51 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 138,554 | 9.92 | 2,860 | 7.28 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 194,107 | 536.65 | 4,006 | 522.05 | ||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 54,959 | 125.52 | 1,134 | 120.19 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 200,029 | 223.63 | 4,129 | 215.84 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 12,150 | 12.54 | 251 | 9.65 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 97,642 | 2,015 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 13,977 | 288 | ||||||
| 2025-07-15 | 13F | Financial Partners Group, Inc | 34,532 | 713 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 182 | 4 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 24,366 | 503 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 47,275 | 0.69 | 976 | -1.71 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 185,665 | 32.99 | 3,832 | 29.81 | ||||
| 2025-08-04 | 13F | Buck Wealth Strategies, LLC | 313,444 | 5.83 | 6,469 | 3.29 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 278,103 | 66.88 | 5,612 | 67.22 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 42,310 | 873 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 4,072 | 109.79 | 84 | 104.88 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 15,008 | 310 | ||||||
| 2025-08-14 | 13F | Comerica Bank | 1,652 | 34 | ||||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 310,843 | 6,413 |
