Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF comprennent Boothe Investment Group, Inc., Fielder Capital Group LLC, Capital A Wealth Management, LLC, Raymond James Financial Inc, PMV Capital Advisers, LLC, ENDW - Cambria Endowment Style ETF, Empowered Funds, LLC, Austin Wealth Management, LLC, KWB Wealth, Fiduciary Alliance LLC, Pekin Hardy Strauss, Inc., Harwood Advisory Group, LLC, Western Wealth Management, LLC, Delta Investment Management, LLC, Oppenheimer & Co Inc, L2 Asset Management, LLC, Blackston Financial Advisory Group, LLC, Colony Group, LLC, Great Valley Advisor Group, Inc., et Guerra Advisors 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-16 | 13F | Kennedy Investment Group | 8 077 | 216 | ||||||
| 2025-06-25 | NP | QAI - IQ Hedge Multi-Strategy Tracker ETF | 237 088 | 143,98 | 6 653 | 140,23 | ||||
| 2025-07-25 | 13F | We Are One Seven, LLC | 13 650 | 0,73 | 365 | -8,98 | ||||
| 2025-08-05 | 13F | Optivise Advisory Services LLC | 76 564 | 25,04 | 2 047 | 12,97 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 22 555 | 0,49 | 602 | -9,35 | ||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 164 441 | 43,34 | 4 | 33,33 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 37 818 | 0,94 | 1 011 | -8,84 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 853 567 | 14,74 | 22 824 | 3,66 | ||||
| 2025-08-11 | 13F | Western Wealth Management, LLC | 35 556 | 951 | ||||||
| 2025-08-14 | 13F | Mariner, LLC | 125 526 | 38,53 | 3 357 | 25,13 | ||||
| 2025-07-18 | 13F | PFG Investments, LLC | 65 480 | 35,04 | 1 751 | 21,95 | ||||
| 2025-08-08 | 13F | Austin Wealth Management, LLC | 84 380 | 2 318 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 84 576 | 151,41 | 2 290 | 130,15 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 234 131 | 204,20 | 6 282 | 175,77 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 45 459 | 7 104,28 | 1 216 | 7 047,06 | ||||
| 2025-07-23 | 13F | Secured Retirement Advisors, Llc | 45 536 | 11,50 | 1 218 | 0,75 | ||||
| 2025-07-10 | 13F | PMV Capital Advisers, LLC | 103 273 | 2 762 | ||||||
| 2025-07-14 | 13F | Legacy Capital Group California, Inc. | 41 792 | 0,63 | 1 118 | -9,11 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 34 611 | 136,17 | 925 | 113,63 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 63 795 | 1 706 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 28 769 | 6,94 | 769 | -3,39 | ||||
| 2025-07-29 | 13F | Fundamentun, Llc | 122 866 | 43,31 | 3 285 | 29,48 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 108 196 | 2 893 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 2 375 839 | 10 420,48 | 64 | |||||
| 2025-08-14 | 13F | Principia Wealth Advisory, LLC | 5 624 | 150 | ||||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 36 935 | 83,34 | 988 | 65,60 | ||||
| 2025-08-15 | 13F | WFA of San Diego, LLC | 1 329 | 1 256,12 | 36 | 1 650,00 | ||||
| 2025-07-31 | 13F | Fielder Capital Group LLC | 342 726 | 9 164 | ||||||
| 2025-08-06 | 13F | Golden State Wealth Management, LLC | 376 | 95,83 | 10 | 100,00 | ||||
| 2025-08-01 | 13F | Solstein Capital, LLC | 12 516 | 1 652,94 | 335 | 1 490,48 | ||||
| 2025-08-06 | 13F | Entrewealth, Llc | 17 659 | 472 | ||||||
| 2025-08-06 | 13F | Able Wealth Management LLC | 13 562 | 363 | ||||||
| 2025-07-15 | 13F | Retirement Guys Formula Llc | 51 277 | 40,54 | 1 371 | 27,06 | ||||
| 2025-08-11 | 13F | Resurgent Financial Advisors LLC | 15 734 | 421 | ||||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 17 759 | 475 | ||||||
| 2025-08-07 | 13F | Aspen Wealth Strategies, LLC | 182 167 | 2,88 | 4 871 | -7,06 | ||||
| 2025-08-06 | 13F | Wedbush Securities Inc | 14 448 | 0 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 300 265 | 4,92 | 8 029 | -5,22 | ||||
| 2025-07-28 | 13F | Aries Wealth Management | 55 481 | 8,20 | 1 484 | -2,24 | ||||
| 2025-07-09 | 13F | Fermata Advisors, LLC | 34 622 | 57,22 | 926 | 42,09 | ||||
| 2025-07-31 | 13F | Boothe Investment Group, Inc. | 1 091 693 | 29 192 | ||||||
| 2025-08-14 | 13F | Wiley Bros.-aintree Capital, Llc | 9 728 | 260 | ||||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 21 697 | 10,32 | 580 | -0,34 | ||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 121 141 | 0,77 | 3 239 | -8,97 | ||||
| 2025-08-14 | 13F | Harwood Advisory Group, LLC | 53 666 | 1 435 | ||||||
| 2025-08-13 | 13F/A | StoneX Group Inc. | 11 353 | 295 | ||||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 3 297 | 88 | ||||||
| 2025-07-17 | 13F | Archford Capital Strategies, LLC | 162 917 | 3,11 | 4 356 | -6,84 | ||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 743 247 | 3,08 | 19 874 | -6,88 | ||||
| 2025-07-29 | 13F | Latitude Advisors, LLC | 8 864 | 237 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 282 412 | 5,95 | 8 | 0,00 | ||||
| 2025-08-01 | 13F | Pasadena Private Wealth, LLC | 642 421 | 18,76 | 17 178 | 7,29 | ||||
| 2025-07-30 | NP | ENDW - Cambria Endowment Style ETF | 85 291 | 2 312 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 14 970 | 12,97 | 400 | 2,04 | ||||
| 2025-07-25 | 13F | R. W. Roge & Company, Inc. | 157 465 | 103,26 | 4 | 100,00 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 4 927 | 22,50 | 132 | 10,08 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 489 | 13 | ||||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 116 645 | 89,37 | 3 119 | 71,09 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 15 572 | 520,40 | 416 | 462,16 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 72 135 | 172,87 | 1 929 | 146,55 | ||||
| 2025-07-28 | 13F | J.Safra Asset Management Corp | 1 946 | 52 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 1 727 721 | 0,75 | 46 199 | -8,98 | ||||
| 2025-07-15 | 13F | Revisor Wealth Management LLC | 18 699 | 117,61 | 514 | 102,36 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 681 | 16,01 | 18 | 5,88 | ||||
| 2025-07-23 | 13F | Tcfg Wealth Management, Llc | 70 754 | 2,43 | 1 892 | -7,49 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 32 556 | 871 | ||||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 11 157 | 298 | ||||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 199 895 | 4,41 | 5 345 | -5,68 | ||||
| 2025-08-13 | 13F | VestGen Advisors, LLC | 9 292 | 248 | ||||||
| 2025-08-04 | 13F | Atria Investments Llc | 214 147 | 21,12 | 5 726 | 9,42 | ||||
| 2025-08-13 | 13F | Cambria Investment Management, L.P. | 85 291 | 2 281 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 12 184 | 326 | ||||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 395 833 | 0,91 | 10 585 | -8,84 | ||||
| 2025-07-07 | 13F | Insight Wealth Strategies, LLC | 13 099 | 351 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1 198 924 | 23,34 | 32 059 | 11,42 | ||||
| 2025-05-06 | 13F | WT Wealth Management | 22 195 | 34,01 | 657 | 42,30 | ||||
| 2025-08-12 | 13F | Ameritas Investment Partners, Inc. | 68 | 2 | ||||||
| 2025-08-25 | NP | MAINSTAY VP FUNDS TRUST - MainStay VP IQ Hedge Multi-Strategy Portfolio Initial Class | 70 630 | 127,27 | 1 889 | 105,44 | ||||
| 2025-08-06 | 13F | Axim Planning & Wealth | 27 191 | 115,43 | 727 | 94,91 | ||||
| 2025-07-09 | 13F | Dynamic Advisor Solutions LLC | 317 566 | 56,25 | 8 492 | 41,14 | ||||
| 2025-08-14 | 13F | Great Valley Advisor Group, Inc. | 23 041 | 616 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 1 749 | 47 | ||||||
| 2025-07-18 | 13F | Philip James Wealth Mangement, LLC | 207 438 | 4,21 | 5 547 | -5,87 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 109 754 | 729,84 | 2 935 | 650,38 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 137 103 | 3 666 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 43 965 | 390,41 | 1 176 | 343,40 | ||||
| 2025-07-31 | 13F | Oppenheimer & Co Inc | 35 122 | 939 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 531 164 | 25,51 | 14 203 | 13,38 | ||||
| 2025-08-13 | 13F | Manning & Napier Advisors Llc | 401 | 11 | ||||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 36 204 | 9,07 | 968 | -1,43 | ||||
| 2025-07-17 | 13F | KWB Wealth | 75 464 | 2 234 | ||||||
| 2025-08-12 | 13F | Cowa, Llc | 205 019 | 26,32 | 5 487 | 14,22 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 215 027 | 5 750 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 1 150 | 31 | ||||||
| 2025-07-18 | 13F | Truist Financial Corp | 325 132 | 1 687,42 | 8 694 | 1 515,99 | ||||
| 2025-07-09 | 13F | Fiduciary Alliance LLC | 64 684 | 1 730 | ||||||
| 2025-08-04 | 13F | L.m. Kohn & Company | 12 321 | 7,85 | 329 | -2,66 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 635 079 | 38,49 | 16 982 | 25,11 | ||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 23 720 | 23,72 | 634 | 11,82 | ||||
| 2025-08-08 | 13F/A | Ignite Planners, LLC | 142 359 | 19,36 | 3 946 | 19,36 | ||||
| 2025-07-14 | 13F | Financial Enhancement Group LLC | 117 554 | 2,85 | 3 277 | 1,90 | ||||
| 2025-07-15 | 13F | FMA Wealth Management, LLC | 46 715 | 16,83 | 1 249 | 8,80 | ||||
| 2025-08-14 | 13F | Betterment LLC | 19 867 | 0,36 | 1 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 649 039 | 52,00 | 17 355 | 37,31 | ||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 11 946 | 320 | ||||||
| 2025-07-25 | 13F | Sharp Financial Services, LLC | 49 490 | 46,68 | 1 323 | 32,57 | ||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 290 509 | 8 599 | ||||||
| 2025-08-29 | NP | COIDX - IDX Commodity Opportunities Fund Institutional Class Shares | 15 000 | 400 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 135 791 | 11,79 | 3 631 | 7,20 | ||||
| 2025-08-06 | 13F | First Horizon Advisors, Inc. | 459 | 12 | ||||||
| 2025-07-21 | 13F | Andina Capital Management, LLC | 51 167 | 0,43 | 1 368 | -9,28 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 24 866 | 665 | ||||||
| 2025-08-08 | 13F | Crossmark Global Holdings, Inc. | 31 897 | 30,77 | 852 | 18,52 | ||||
| 2025-07-25 | 13F | Apollon Wealth Management, LLC | 83 865 | 22,34 | 2 243 | 10,50 | ||||
| 2025-08-01 | 13F | Delta Investment Management, LLC | 35 302 | 944 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 47 972 | 127,92 | 1 283 | 105,78 | ||||
| 2025-07-07 | 13F | Peak Financial Advisors Llc | 540 375 | 65,22 | 14 450 | 49,25 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 9 133 | 0 | ||||||
| 2025-08-14 | 13F | L2 Asset Management, LLC | 34 441 | 921 | ||||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 30 257 | 6,19 | 809 | -4,03 | ||||
| 2025-08-14 | 13F | Clark Capital Management Group, Inc. | 310 132 | 318,59 | 8 293 | 278,11 | ||||
| 2025-07-15 | 13F | Fifth Third Bancorp | 729 | 19 | ||||||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 112 220 | 0,22 | 3 001 | -9,47 | ||||
| 2025-08-01 | 13F | New York Life Investment Management Llc | 320 834 | 142,47 | 8 579 | 119,08 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 74 832 | 163,96 | 2 001 | 138,50 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 9 299 | 14,77 | 249 | 3,77 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 220 239 | 8,43 | 5 889 | -2,05 | ||||
| 2025-08-14 | 13F | Css Llc/il | 140 635 | 13,11 | 3 761 | 2,17 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 277 517 | 4,91 | 7 421 | -5,22 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2 442 | 65 | ||||||
| 2025-07-16 | 13F | ORG Wealth Partners, LLC | 42 570 | 5,24 | 1 139 | -5,32 | ||||
| 2025-07-11 | 13F | Deane Retirement Strategies, Inc. | 195 651 | 30 470,47 | 5 232 | 28 961,11 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 64 175 | 773,84 | 1 716 | 690,78 | ||||
| 2025-08-11 | 13F | Empowered Funds, LLC | 85 291 | 2 281 | ||||||
| 2025-07-18 | 13F | Centricity Wealth Management, LLC | 711 | 19 | ||||||
| 2025-08-06 | 13F | Csenge Advisory Group | 9 604 | 1,54 | 260 | -1,89 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 36 900 | 235,45 | 987 | 203,38 |
