Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify High Yield ETF comprennent Proficio Capital Partners LLC, NewEdge Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Altiora Financial Group, LLC, Colony Group, LLC, Pekin Hardy Strauss, Inc., Private Advisor Group, LLC, Brookstone Capital Management, Whalen Wealth Management Inc., Janney Montgomery Scott LLC, Kestra Private Wealth Services, Llc, Kingsview Wealth Management, LLC, Mml Investors Services, Llc, Compass Capital Corp /ma/ /adv, Change Path, LLC, Gwn Securities Inc., Equitable Holdings, Inc., Belpointe Asset Management LLC, Ameritas Advisory Services, LLC, et Pnc Financial Services Group, Inc. .
Cette page montre les changements dans la structure de participation en listant les institutions, les fonds et les principaux actionnaires qui ont augmenté leurs avoirs ou ouvert de nouvelles positions au cours de la dernière période de déclaration. Les lignes vertes indiquent les nouvelles positions. Cliquez sur l'icône du lien pour voir l'historique complet des transactions.
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| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17 896 | 415 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22 555 | 526 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53 230 | 1 241 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23 780 | 555 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 368 894 | 106,20 | 9 | 100,00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 250 417 | 5 840 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 612 977 | 43,29 | 14 295 | 45,66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100,00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16 465 | 384 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 9 561 | 223 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225 155 | 2,58 | 5 251 | 4,27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 421 603 | 1 192,98 | 9 832 | 1 216,06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 166 736 | 3 888 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22 515 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9 170 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 46 528 | 1 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1 766 | 41 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 341 577 | 7 890 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2 900 460 | 2 912 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43 158 | 2 019,74 | 1 006 | 2 186,36 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 528 | 12 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 350 507 | 8 142 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 26 131 | 605 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 35 359 | 825 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 94 731 | 2 209 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 13 724 | 320 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 80 421 | 50,74 | 1 875 | 53,31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42 760 | 2,05 | 997 | 3,75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32 396 | 38,78 | 743 | 45,97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12 550 | 293 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1 900 | 44 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 176 740 | 36,06 | 4 122 | 38,34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84 178 | 6,51 | 1 963 | 8,27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 037 | 24 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 273 | 53 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2 100 | 49 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 49 467 | 1 154 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 862 680 | 54,25 | 20 118 | 56,81 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9 575 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 69 813 | 150,81 | 1 628 | 155,17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22 766 | 94 758,33 | 531 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93 318 | 2 176 |
