Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify MBS ETF meliputi True Wealth Design, LLC, Patten Group, Inc., AlphaQ Advisors LLC, Tranquilli Financial Advisor LLC, Meridian Wealth Management, LLC, Montag & Caldwell, Llc, Founders Financial Securities Llc, Fort Sheridan Advisors Llc, Maridea Wealth Management LLC, SFI Advisors, LLC, Raymond James Financial Inc, Global Retirement Partners, LLC, Allworth Financial LP, Us Bancorp \de\, Riggs Asset Managment Co. Inc., First Horizon Advisors, Inc., Hamilton Point Investment Advisors, LLC, dan Kilter Group 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 13F | Jane Street Group, Llc | 79,541 | 638.89 | 3,984 | 639.15 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 976 | 49 | ||||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | 53 | 3 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 218,226 | 41.98 | 11 | 42.86 | ||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 42,213 | 8.55 | 2,114 | 8.47 | ||||
| 2025-07-30 | 13F | Whittier Trust Co | 4,937 | 0.10 | 247 | 0.00 | ||||
| 2025-07-07 | 13F | Ables, Iannone, Moore & Associates, Inc. | 4,301 | 1.18 | 215 | 0.94 | ||||
| 2025-08-13 | 13F | Kilter Group LLC | 8 | 0 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 251,163 | 7.28 | 12,580 | 7.16 | ||||
| 2025-08-04 | 13F | Hutchinson Capital Management/ca | 255,224 | 30.19 | 12,784 | 30.06 | ||||
| 2025-07-14 | 13F | Edge Wealth Management LLC | 263,171 | 15.88 | 13,181 | 15.75 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 1,508,448 | 5.54 | 76 | 5.63 | ||||
| 2025-08-04 | 13F | Assetmark, Inc | 24 | 1 | ||||||
| 2025-08-13 | 13F | Tranquilli Financial Advisor LLC | 13,585 | 680 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 292,944 | 200.75 | 14,674 | 200.49 | ||||
| 2025-04-29 | NP | WTBN - WisdomTree Bianco Total Return Fund | 93,547 | 20.60 | 4,703 | 20.26 | ||||
| 2025-08-12 | 13F | Watchman Group, Inc. | 742,514 | 5.21 | 37,193 | 5.10 | ||||
| 2025-07-09 | 13F | Breakwater Capital Group | 59,069 | 76.38 | 2,959 | 76.18 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 81 | 4 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 16,409 | 3.07 | 822 | 2.88 | ||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 385,686 | 30.28 | 19,319 | 30.16 | ||||
| 2025-08-14 | 13F | Riggs Asset Managment Co. Inc. | 141 | 7 | ||||||
| 2025-08-12 | 13F | Change Path, LLC | 31,595 | 6.04 | 1,583 | 5.96 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 230,380 | 2.96 | 11,540 | 2.85 | ||||
| 2025-08-13 | 13F | Fort Sheridan Advisors Llc | 5,038 | 252 | ||||||
| 2025-08-08 | 13F | Meridian Wealth Management, LLC | 9,400 | 471 | ||||||
| 2025-07-08 | 13F | Atlas Brown,Inc. | 5,200 | 23.81 | 260 | 23.81 | ||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 4,430 | 222 | ||||||
| 2025-07-30 | NP | HCYAX - HILTON TACTICAL INCOME FUND Investor Class | 98,745 | 7.30 | 4,900 | 5.90 | ||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 7,251 | 15.17 | 363 | 15.24 | ||||
| 2025-07-25 | 13F | Priebe Wealth Holdings LLC | 123,100 | 30.96 | 6,166 | 30.83 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 3,171 | 81.20 | 159 | 81.61 | ||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 264,512 | 1.00 | 13,249 | 0.89 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 12,071 | 194.20 | 605 | 197.54 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 274,063 | 25.82 | 13,728 | 25.69 | ||||
| 2025-08-13 | 13F | Schroder Investment Management Group | 15,329 | 5.94 | 768 | 5.94 | ||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 428 | 42.67 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 2,222 | 111 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 54 | 29.27 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 95,919 | 66.51 | 4,809 | 68.03 | ||||
| 2025-07-23 | 13F | Citizens National Bank Trust Department | 20,789 | 32.19 | 1,041 | 32.11 | ||||
| 2025-07-01 | 13F | First National Bank Sioux Falls | 29,273 | 56.27 | 1,466 | 56.12 | ||||
| 2025-08-08 | 13F | Calamos Advisors LLC | 64,144 | 99.30 | 3,213 | 99.13 | ||||
| 2025-08-14 | 13F | CIBC World Markets Inc. | 10,137 | 12.82 | 508 | 12.67 | ||||
| 2025-05-15 | 13F | AlphaQ Advisors LLC | 17,719 | 888 | ||||||
| 2025-07-29 | 13F | Stephens Inc /ar/ | 9,000 | 451 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 55,638 | 2,787 | ||||||
| 2025-08-08 | 13F | Tortoise Investment Management, LLC | 343,462 | 3.30 | 17,204 | 3.20 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 1,976,092 | 2.40 | 98,982 | 2.30 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 76,695 | 163.56 | 3,842 | 163.26 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 40,453 | 5.33 | 2,014 | 4.57 | ||||
| 2025-08-05 | 13F | Bank of New York Mellon Corp | 265,089 | 13,278 | ||||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 1,073,502 | 1.38 | 53,772 | 1.28 | ||||
| 2025-08-13 | 13F | Smith, Moore & Co. | 19,553 | 7.12 | 979 | 6.99 | ||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 7,050 | 56.67 | 353 | 56.89 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93,273 | 5.08 | 4,672 | 4.99 | ||||
| 2025-08-07 | 13F | Strategy Asset Managers Llc | 4,554 | 0.84 | 228 | 0.88 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 18,113 | 1.93 | 907 | 1.80 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 31,879 | 39.00 | 2 | 0.00 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 13,412 | 11.94 | 672 | 11.83 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 523 | 26 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-30 | 13F | Patten Group, Inc. | 27,821 | 1,394 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 10,942 | 5.90 | 548 | 5.79 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 393 | 20 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 95,797 | 25.00 | 4,798 | 24.88 | ||||
| 2025-08-06 | 13F | Convergence Financial, LLC | 276,099 | 8.98 | 13,830 | 8.87 | ||||
| 2025-07-07 | 13F | Thurston, Springer, Miller, Herd & Titak, Inc. | 1,245 | 36.96 | 62 | 37.78 | ||||
| 2025-08-15 | 13F | Montag & Caldwell, Llc | 7,611 | 381 | ||||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 1,162 | 59.83 | 58 | 61.11 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 123,717 | 4.73 | 6,197 | 4.61 | ||||
| 2025-08-05 | 13F | Beckerman Institutional, LLC | 35,580 | 5.79 | 2 | 0.00 | ||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 202,742 | 10,155 | ||||||
| 2025-08-13 | 13F | Advocacy Wealth Management Services, LLC | 170,642 | 8.02 | 8,547 | 7.92 | ||||
| 2025-06-27 | NP | Calamos ETF Trust - Calamos Alternative Nasdaq & Bond ETF | 43,281 | 83.33 | 2,166 | 84.81 | ||||
| 2025-08-12 | 13F | Ci Investments Inc. | 330,515 | 21.76 | 17 | 23.08 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 6,209 | 0.13 | 311 | 0.32 | ||||
| 2025-08-14 | 13F | Horizon Investments, LLC | 274,362 | 193.30 | 13,674 | 193.06 | ||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 215,050 | 12.17 | 10,772 | 12.06 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 7,146 | 7.22 | 358 | 6.89 | ||||
| 2025-07-23 | 13F | Charter Trust Co | 297,952 | 6.85 | 14,924 | 6.74 | ||||
| 2025-08-06 | 13F | Founders Financial Securities Llc | 5,440 | 272 | ||||||
| 2025-07-24 | NP | AIHAX - Horizon Active Income Fund Advisor Class | 265,324 | 182.15 | 13,165 | 178.51 | ||||
| 2025-08-11 | 13F | SFI Advisors, LLC | 4,040 | 202 | ||||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,809,304 | 16.66 | 90,628 | 16.55 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 9,766 | 41.15 | 489 | 41.33 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 38,976 | 2.22 | 1,952 | 2.15 | ||||
| 2025-08-14 | 13F | Comerica Bank | 6,483 | 2.06 | 325 | 1.89 | ||||
| 2025-07-25 | 13F | Envestnet Portfolio Solutions, Inc. | 80,969 | 122.08 | 4,056 | 121.83 | ||||
| 2025-07-23 | 13F | Narwhal Capital Management | 71,250 | 22.17 | 3,569 | 22.02 |
