Statistik Asas
| Pemilik Institusi | 55 total, 55 long only, 0 short only, 0 long/short - change of -11.29% MRQ |
| Purata Peruntukan Portfolio | 0.3777 % - change of -15.59% MRQ |
| Saham Institusi (Panjang) | 5,017,438 (ex 13D/G) - change of -0.31MM shares -5.81% MRQ |
| Nilai Institusi (Panjang) | $ 120,001 USD ($1000) |
Pemilikan Institusi dan Pemegang Saham
Simplify Exchange Traded Funds - Simplify Enhanced Income ETF (US:HIGH) telah 55 pemilik institusi dan pemegang saham yang telah memfailkan borang 13D/G atau 13F dengan Suruhanjaya Bursa Sekuriti (SEC). Institusi ini memegang sejumlah 5,017,438 saham. Pemegang saham terbesar termasuk AE Wealth Management LLC, WealthPlan Investment Management, LLC, Beacon Capital Management, LLC, Principal Securities, Inc., LPL Financial LLC, Envestnet Asset Management Inc, POM Investment Strategies, LLC, Legacy Investment Solutions, LLC, Legacy Wealth Managment, LLC/ID, and Elevated Capital Advisors, LLC .
Simplify Exchange Traded Funds - Simplify Enhanced Income ETF (ARCA:HIGH) struktur pemilikan institusi menunjukkan kedudukan semasa dalam syarikat mengikut institusi dan dana serta perubahan terkini dalam saiz kedudukan. Pemegang saham utama boleh termasuk pelabur individu, dana amanah, dana lindung nilai atau institusi. Jadual 13D menunjukkan bahawa pelabur memegang (atau menahan) lebih daripada 5% syarikat dan berhasrat (atau berniat) untuk secara aktif meneruskan perubahan dalam strategi perniagaan. Jadual 13G menunjukkan pelaburan pasif melebihi 5%.
The share price as of September 5, 2025 is 23.12 / share. Previously, on September 6, 2024, the share price was 23.28 / share. This represents a decline of 0.69% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (Skor Pengumpulan Pemilikan fka) mencari saham yang paling banyak dibeli oleh dana. Ia adalah hasil daripada model kuantitatif pelbagai faktor yang canggih yang mengenal pasti syarikat dengan tahap pengumpulan institusi tertinggi. Model pemarkahan ini menggunakan gabungan jumlah kenaikan dalam pemilik yang didedahkan, perubahan dalam peruntukan portfolio dalam pemilik tersebut dan metrik lain. Nombornya berjulat dari 0 hingga 100, dengan nombor yang lebih tinggi menunjukkan tahap pengumpulan yang lebih tinggi kepada rakannya, dan 50 adalah nombor purata.
Kekerapan Kemas Kini: Harian
Lihat Peneroka Pemilikan yang menyediakan senarai syarikat yang mempunyai kedudukan tertinggi.
Nisbah Put/Call Institusi
Selain melaporkan isu ekuiti dan hutang standard, institusi yang mempunyai lebih daripada 100MM aset di bawah pengurusan juga mesti mendedahkan pegangan opsyen jual dan beli mereka. Memandangkan opsyen jual secara amnya menunjukkan sentimen negatif, dan opsyen beli menunjukkan sentimen positif, kita boleh mendapatkan gambaran keseluruhan sentimen institusi dengan merencanakan nisbah jual kepada beli. Carta di sebelah kanan memplotkan nisbah jual/beli sejarah untuk instrumen ini.
Menggunakan Nisbah Put/Callsebagai penunjuk sentimen pelabur mengatasi salah satu kekurangan utama menggunakan jumlah pemilikan institusi, iaitu sejumlah besar aset di bawah pengurusan dilaburkan secara pasif untuk menjejaki indeks. Dana yang diurus secara pasif biasanya tidak membeli opsyen, jadi penunjuk nisbah put/call mengekori rapat sentimen dana yang diurus secara aktif.
Pemfailan 13F dan NPORT
Butiran mengenai pemfailan 13F adalah percuma. Perincian mengenai pemfailan NP memerlukan keahlian premium. Baris hijau menunjukkan kedudukan baharu. Baris merah menunjukkan kedudukan tertutup. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Naik Taraf
untuk membuka data premium dan mengeksport ke Excel 
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| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 556,049 | 14.36 | 13,473 | 26.29 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-20 | 13F | Fortis Capital Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-28 | 13F | GK Wealth Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | LPL Financial LLC | 253,127 | 4.06 | 6,133 | 14.94 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 157,821 | 4.46 | 3,824 | 15.39 | ||||
| 2025-04-15 | 13F | Wealthcare Advisory Partners LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Luminist Capital LLC | 1,914 | -5.95 | 46 | 4.55 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 18,240 | -11.56 | 442 | -2.43 | ||||
| 2025-04-25 | 13F | New Wave Wealth Advisors Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Brinker Capital Investments, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 26,835 | 174.89 | 650 | 203.74 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 463,219 | 41.46 | 11,224 | 48.91 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11,300 | 7.11 | 274 | 18.18 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,052 | -10.88 | 316 | -1.56 | ||||
| 2025-04-21 | 13F | CPA Asset Management LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,271 | 2.16 | 55 | 14.58 | ||||
| 2025-05-16 | 13F/A | Kestra Investment Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | BlackDiamond Wealth Management Inc. | 8,752 | -4.56 | 211 | -3.23 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 14,477 | 351 | ||||||
| 2025-04-30 | 13F | Brown Advisory Inc | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Atria Wealth Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-05-14 | 13F | Orion Portfolio Solutions, LLC | 138,997 | 0.00 | 3,200 | 0.00 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7,290 | 6.42 | 177 | 17.33 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17,798 | -4.02 | 415 | -3.50 | ||||
| 2025-04-22 | 13F | World Equity Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 167,504 | 0.00 | 3,675 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 70 | 0.00 | 2 | 0.00 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 213,960 | 14.44 | 5,184 | 26.38 | ||||
| 2025-04-18 | 13F | Global Trust Asset Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 636 | 0 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,191 | -99.11 | 29 | -99.04 | ||||
| 2025-03-17 | 13F/A | Wealth Enhancement Advisory Services, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Encompass More Asset Management | 67,679 | 1.52 | 1,640 | 12.11 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 68,934 | 10.45 | 1,670 | 21.99 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 181,762 | 1.93 | 4,404 | 6.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,429 | 204 | ||||||
| 2025-04-30 | 13F | Axxcess Wealth Management, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-21 | 13F | Envestnet Portfolio Solutions, Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543,354 | 14.96 | 13,165 | 26.96 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Napa Wealth Management | 62,550 | -11.75 | 1,516 | -2.57 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 301 | 7 | ||||||
| 2025-05-06 | 13F | Atria Investments Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 88,640 | 119.52 | 2,148 | 142.60 | ||||
| 2025-08-12 | 13F | Claudia M.p. Batlle, Crp (r) Llc | 0 | -100.00 | 0 | |||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 133 | 0.00 | 3 | 50.00 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 181,762 | 29.37 | 4,404 | 42.89 | ||||
| 2025-05-15 | 13F | Advisory Services Network, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-28 | 13F | WealthPLAN Partners, LLC | 107,206 | -33.27 | 2,598 | -26.31 | ||||
| 2025-08-14 | 13F | UBS Group AG | 60,607 | -78.35 | 1,469 | -76.09 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12,332 | 616.98 | 299 | 705.41 | ||||
| 2025-04-28 | 13F | First Horizon Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Wiley Bros.-aintree Capital, Llc | 0 | -100.00 | 0 | |||||
| 2025-04-15 | 13F | Accurate Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-29 | 13F | Bank of New York Mellon Corp | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 3,215 | 0.00 | 78 | 10.00 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25,740 | 624 | ||||||
| 2025-05-20 | 13F | Belpointe Asset Management LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-09 | 13F | Legacy Capital Group California, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | GeoWealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 828,157 | 33.55 | 20,066 | 47.50 | ||||
| 2025-05-12 | 13F | Townsquare Capital Llc | 0 | -100.00 | 0 | |||||
| 2025-04-16 | 13F | New Century Financial Group, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-05-13 | 13F | HighTower Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13,174 | 319 | ||||||
| 2025-08-15 | 13F | Morgan Stanley | 1 | 0.00 | 0 | |||||
| 2025-08-01 | 13F | Brookwood Investment Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 6,535 | 31.73 | 158 | -31.30 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 39,746 | -32.92 | 1 | -100.00 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 9,128 | -0.50 | 221 | 9.95 | ||||
| 2025-07-28 | 13F | Kiker Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-08 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | Inspire Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Financial Sense Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-04-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,926 | 47 | ||||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,061 | 2.44 | 5,308 | 13.13 | ||||
| 2025-08-05 | 13F | Tme Financial, Inc. | 60,833 | -6.91 | 1,474 | 2.79 | ||||
| 2025-08-15 | 13F | Prevail Innovative Wealth Advisors, Llc | 113,954 | -3.13 | 2,761 | 7.02 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 987 | 0.00 | 24 | 9.52 | ||||
| 2025-05-14 | 13F | JT Stratford LLC | 0 | -100.00 | 0 | |||||
| 2025-04-29 | 13F | Raleigh Capital Management Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-12 | 13F | Astor Investment Management LLC | 0 | -100.00 | 0 | |||||
| 2025-05-15 | 13F | Marshall & Sterling Wealth Advisors Inc. | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 36,113 | 164.60 | 875 | 192.64 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,771 | 67 | ||||||
| 2025-05-19 | 13F | Heck Capital Advisors, LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-31 | 13F | Stegent Equity Advisors, Inc. | 95,733 | -3.38 | 2,320 | 6.72 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 22,752 | -21.83 | 551 | -13.64 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,607 | 5.54 | 281 | 16.60 | ||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 3,688 | -71.01 | 89 | -68.10 | ||||
| 2025-05-05 | 13F | Arq Wealth Advisors, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 43,630 | -13.93 | 1,057 | -4.95 | ||||
| 2025-04-22 | 13F | Cambridge Investment Research Advisors, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20,493 | 1.44 | 497 | 11.96 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 2 | -99.08 | 0 | -100.00 | ||||
| 2025-05-14 | 13F | Andina Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-05-01 | 13F | 3EDGE Asset Management, LP | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-04-15 | 13F | Reuter James Wealth Management, Llc | 0 | -100.00 | 0 |
