Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify MBS ETF comprennent 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, et Kilter Group LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-14 | 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 |
