Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify Treasury Option Income ETF meliputi SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class, Orion Portfolio Solutions, LLC, Signature Estate & Investment Advisors Llc, WCG Wealth Advisors LLC, Citadel Advisors Llc, J Hagan Capital, Inc., Caerus Investment Advisors, LLC, Impact Partnership Wealth, LLC, Blackston Financial Advisory Group, LLC, Financial Advocates Investment Management, Prosperity Wealth Management, Inc., Soltis Investment Advisors LLC, Guerra Advisors Inc, Mercer Global Advisors Inc /adv, Alpine Bank Wealth Management, Golden State Wealth Management, LLC, Newbridge Financial Services Group, Inc., Raymond James Financial Inc, dan Pnc Financial Services Group, Inc. .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-15 | 13F | Morgan Stanley | 252 | 25,100.00 | 6 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 27,244 | 3.58 | 644 | -0.77 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 474,377 | 5.63 | 11,214 | 1.18 | ||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 2,610 | 62 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,126,495 | 13.89 | 26,630 | 9.09 | ||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 56,776 | 364.96 | 1,342 | 345.85 | ||||
| 2025-08-04 | 13F | Impact Partnership Wealth, LLC | 28,372 | 671 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 30,316 | 44.17 | 717 | 38.22 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 124,687 | 772.43 | 2,948 | 737.22 | ||||
| 2025-08-06 | 13F | Soltis Investment Advisors LLC | 15,407 | 364 | ||||||
| 2025-08-13 | 13F | WCG Wealth Advisors LLC | 77,700 | 1,837 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 19,538 | 69.10 | 462 | 61.75 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 4,073 | 83.22 | 96 | 77.78 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 147,848 | 3,649 | ||||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 30,202 | 120.29 | 714 | 110.95 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 196,052 | 193.75 | 4,635 | 181.36 | ||||
| 2025-07-17 | 13F | Alpine Bank Wealth Management | 4,380 | 104 | ||||||
| 2025-08-05 | 13F | Prosperity Wealth Management, Inc. | 18,271 | 432 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 105,606 | 3,555.45 | 2,497 | 3,465.71 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,020 | 48 | ||||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 11,728 | 277 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 379,147 | 20.73 | 8,963 | 15.65 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 166,214 | 12.42 | 3,929 | 7.70 | ||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 3,369 | 80 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 15,163 | 358 | ||||||
| 2025-07-29 | 13F | Fundamentun, Llc | 86,214 | 35.96 | 2,038 | 30.31 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 58,373 | 45.64 | 1,380 | 39.43 | ||||
| 2025-07-21 | 13F | Fortis Capital Advisors, LLC | 52,263 | 3.81 | 1,235 | -0.56 | ||||
| 2025-07-23 | 13F | Steel Peak Wealth Management LLC | 18,349 | 61.61 | 434 | 54.64 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 177,433 | 165.17 | 4 | 300.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 23 | 228.57 | 0 | |||||
| 2025-08-12 | 13F | Wealth Advisors of Iowa, LLC | 77,656 | 114.67 | 1,836 | 105.72 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42,103 | 109.02 | 995 | 100.20 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 213,540 | 13.70 | 5,087 | 15.54 | ||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 23,423 | 33.48 | 554 | 27.71 | ||||
| 2025-07-23 | 13F | RiverTree Advisors, LLC | 306,979 | 164.49 | 7,257 | 153.35 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 275,685 | 1.21 | 6,517 | -3.05 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 360,359 | 0.54 | 8,519 | -3.70 | ||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 49,759 | 0.47 | 1,176 | -3.76 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 6,520 | 226.00 | 154 | 214.29 | ||||
| 2025-08-06 | 13F | Moors & Cabot, Inc. | 31,770 | 41.01 | 751 | 35.07 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 402 | 10 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 23,314 | 4.61 | 1 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 36,244 | 114.63 | 857 | 105.77 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 70,801 | 1,674 | ||||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 26,895 | 1.99 | 636 | -2.31 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 6,963 | 88.24 | 165 | 80.22 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 104,307 | 78.91 | 2,466 | 71.42 | ||||
| 2025-07-29 | 13F | Signature Estate & Investment Advisors Llc | 81,405 | 1,924 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 13,107 | 447.27 | 310 | 423.73 | ||||
| 2025-08-14 | 13F | Caerus Investment Advisors, LLC | 58,060 | 1,373 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,000 | 47 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 122,924 | 65.90 | 2,906 | 58.92 | ||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 34,356 | 13.61 | 812 | 8.85 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 65,797 | 1,615 | ||||||
| 2025-06-30 | NP | SPEND LIFE WISELY FUNDS INVESTMENT TRUST - Wisdom Short Duration Income Fund Institutional Class | 175,000 | 4,148 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 26,971 | 638 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 52,263 | 3.81 | 1,235 | -0.56 | ||||
| 2025-08-12 | 13F | Financial Advocates Investment Management | 20,100 | 475 |
