Pemilikan Institusi dan Dana - Pembeli
Pemegang utama yang telah membuka kedudukan baru dalam Simplify Exchange Traded Funds - Simplify Managed Futures Strategy ETF termasuk 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., dan Guerra Advisors Inc .
Halaman ini menunjukkan perubahan dalam struktur pemilikan dengan menyenaraikan institusi, dana dan pemegang saham utama yang telah meningkatkan pegangan mereka atau membuka kedudukan baru dalam tempoh pelaporan yang lalu. Baris hijau menunjukkan kedudukan baru. Klik pautan ikon untuk melihat sejarah transaksi penuh.
Tingkatkan untuk membuka data premium.
| Tarikh Fail | Sumber | Pelabur | Jenis | Purata Harga (Ang) |
Saham | ΔSaham (%) |
Nilai Dilaporkan ($1000) |
Δ Nilai (%) |
Peruntukan Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
