Grundlæggende statistik
| Institutionelle ejere | 55 total, 55 long only, 0 short only, 0 long/short - change of -11,29% MRQ |
| Gennemsnitlig porteføljeallokering | 0.3777 % - change of -20,07% MRQ |
| Institutionelle aktier (lange) | 5.017.438 (ex 13D/G) - change of -0,31MM shares -5,81% MRQ |
| Institutionel værdi (lang) | $ 120.001 USD ($1000) |
Institutionelt ejerskab og aktionærer
Simplify Exchange Traded Funds - Simplify Enhanced Income ETF (US:HIGH) har 55 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 5,017,438 aktier. Største aktionærer omfatter 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) institutionel ejerskabsstruktur viser aktuelle positioner i virksomheden efter institutioner og fonde, samt seneste ændringer i positionsstørrelse. Større aktionærer kan omfatte individuelle investorer, investeringsforeninger, hedgefonde eller institutioner. Skema 13D angiver, at investoren besidder (eller besidder) mere end 5 % af virksomheden og har til hensigt (eller har til hensigt at) aktivt at forfølge en ændring i forretningsstrategi. Skema 13G indikerer en passiv investering på over 5%.
The share price as of September 8, 2025 is 23,13 / share. Previously, on September 9, 2024, the share price was 23,35 / share. This represents a decline of 0,94% over that period.
Fondens stemningsscore
Fund Sentiment Score (fka Ownership Accumulation Score) finder de aktier, der bliver mest købt af fonde. Det er resultatet af en sofistikeret, multi-faktor kvantitativ model, der identificerer virksomheder med de højeste niveauer af institutionel akkumulering. Scoringsmodellen bruger en kombination af den samlede stigning i oplyste ejere, ændringerne i porteføljeallokeringer i disse ejere og andre målinger. Tallet går fra 0 til 100, hvor højere tal indikerer et højere niveau af akkumulering for sine jævnaldrende, og 50 er gennemsnittet.
Opdateringsfrekvens: Dagligt
Se Ownership Explorer, som giver en liste over højest rangerende virksomheder.
Institutionel Put/Call-forhold
Ud over at indberette standardaktie- og gældsudstedelser skal institutter med mere end 100 mill. aktiver under forvaltning også oplyse deres put- og call-optionsbeholdninger. Da salgsoptioner generelt indikerer negativ stemning, og købsoptioner indikerer positiv stemning, kan vi få en fornemmelse af den overordnede institutionelle stemning ved at plotte forholdet mellem put og kald. Diagrammet til højre viser det historiske put/call-forhold for dette instrument.
Brug af Put/Call Ratio som en indikator for investorernes stemning overvinder en af de vigtigste mangler ved at bruge totalt institutionelt ejerskab, som er, at en betydelig mængde af aktiver under forvaltning investeres passivt for at spore indekser. Passivt forvaltede fonde køber typisk ikke optioner, så indikatoren for put/call-forholdet følger mere nøje følelsen af aktivt forvaltede fonde.
13F og NPORT arkivering
Detaljer om 13F-arkivering er gratis. Detaljer om NP-ansøgninger kræver et premium-medlemskab. Grønne rækker angiver nye positioner. Røde rækker angiver lukkede positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader
for at låse premium-data op og eksportere til Excel 
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| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 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 |
