Participation institutionnelle et des fonds - Acheteurs
Les principaux détenteurs qui ont ouvert de nouvelles positions dans Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF comprennent Advyzon Investment Management, LLC, LPL Financial LLC, Newbridge Financial Services Group, Inc., Atomi Financial Group, Inc., J Hagan Capital, Inc., Avaii Wealth Management, Llc, Integrity Alliance, Llc., Compass Capital Corp /ma/ /adv, Reyes Financial Architecture, Inc., Raymond James Financial Inc, et MAI Capital Management .
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.
Passez au niveau supérieurpour débloquer des données premium.
| Date de dépôt | Source | Investisseur | Type | Prix moyen (Est) |
Actions | Δ Actions (%) |
Valeur déclarée (1000 $) |
Δ Valeur (%) |
Allocation de portefeuille (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-12 | 13F | MAI Capital Management | 6 | 0 | ||||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 16 486 | 4,05 | 871 | 13,56 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 4 318 | 233 | ||||||
| 2025-08-19 | 13F | Newbridge Financial Services Group, Inc. | 13 333 | 705 | ||||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 2 503 | 132 | ||||||
| 2025-08-04 | 13F | Creekmur Asset Management LLC | 0 | 0 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 16 764 | 886 | ||||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 12 299 | 650 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 416 853 | 2,62 | 22 027 | 11,89 | ||||
| 2025-08-14 | 13F | Hrt Financial Lp | 15 448 | 1 | ||||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 4 382 | 3 462,60 | 0 | |||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 60 | 650,00 | 3 | |||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 13 333 | 705 | ||||||
| 2025-07-16 | 13F | Maridea Wealth Management LLC | 13 622 | 720 | ||||||
| 2025-07-24 | 13F | Comprehensive Money Management Services LLC | 4 265 | 3,02 | 225 | 12,50 | ||||
| 2025-07-29 | 13F | Stratos Wealth Advisors, LLC | 15 133 | 9,75 | 800 | 19,61 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 11 233 | 23,94 | 594 | 35,08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 657 | 228,50 | 35 | 240,00 | ||||
| 2025-07-15 | 13F | Drum Hill Capital, LLC | 110 320 | 0,47 | 5 829 | 9,57 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 27 070 | 24,52 | 1 430 | 35,80 | ||||
| 2025-07-09 | 13F | Reyes Financial Architecture, Inc. | 1 336 | 71 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 477 | 1 603,57 | 25 | 2 400,00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 22 623 | 62,71 | 1 195 | 77,56 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1 004 | 53 | ||||||
| 2025-07-08 | 13F | Holcombe Financial, Inc. | 83 964 | 132,86 | 4 437 | 153,92 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 26 185 | 1 384 | ||||||
| 2025-08-08 | 13F | Advyzon Investment Management, LLC | 20 873 | 1 103 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 27 022 | 1 428 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 25 292 | 19,14 | 1 336 | 29,96 | ||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 5 411 | 283 | ||||||
| 2025-08-04 | 13F | Integrity Alliance, Llc. | 4 831 | 255 | ||||||
| 2025-07-15 | 13F | Avaii Wealth Management, Llc | 4 871 | 257 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 18 | 350,00 | 1 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 800 | 42 |
