SPD - Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF Aktie - Aktiekurs, institutionelt ejerskab, aktionærer (ARCA)

Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF
US ˙ ARCA ˙ US82889N2027

Grundlæggende statistik
Institutionelle ejere 41 total, 41 long only, 0 short only, 0 long/short - change of -2,38% MRQ
Gennemsnitlig porteføljeallokering 0.3385 % - change of 6,47% MRQ
Institutionelle aktier (lange) 1.222.182 (ex 13D/G) - change of -0,86MM shares -41,28% MRQ
Institutionel værdi (lang) $ 40.797 USD ($1000)
Institutionelt ejerskab og aktionærer

Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF (US:SPD) har 41 institutionelle ejere og aktionærer, der har indsendt 13D/G- eller 13F-formularer til Securities Exchange Commission (SEC). Disse institutioner har i alt 1,222,182 aktier. Største aktionærer omfatter Authentikos Wealth Advisory, LLC, AE Wealth Management LLC, Commonwealth Equity Services, Llc, Evolution Wealth Management Inc., Ironsides Asset Advisors, LLC, Atomi Financial Group, Inc., Austin Wealth Management, LLC, Lloyd Advisory Services, LLC., Old Mission Capital Llc, and B.O.S.S. Retirement Advisors, LLC .

Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF (ARCA:SPD) 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 9, 2025 is 38,54 / share. Previously, on September 10, 2024, the share price was 32,15 / share. This represents an increase of 19,89% over that period.

SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF Institutional Ownership
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.

SPD / Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF Historical Put/Call Ratio
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 .

Fil dato Kilde Investor Type Gennemsnitlig pris
(Øst)
Aktier Δ Aktier
(%)
Rapporteret
Værdi
($1000)
Δ Værdi
(%)
Port Alloc
(%)
2025-08-14 13F UBS Group AG 122 -95,95 5 -95,70
2025-08-14 13F Royal Bank Of Canada 700 -30,97 27 -15,62
2025-07-16 13F Kathmere Capital Management, LLC 7.676 0,00 292 22,78
2025-07-09 13F Dynamic Advisor Solutions LLC 8.573 -2,42 326 19,93
2025-08-12 13F LPL Financial LLC 24.116 19,53 917 46,79
2025-06-17 13F Ridgepath Capital Management LLC 0 -100,00 0
2025-08-06 13F Commonwealth Equity Services, Llc 143.982 20,71 5 66,67
2025-08-14 13F Susquehanna International Group, Llp 0 -100,00 0
2025-08-08 13F Austin Wealth Management, LLC 54.756 -44,64 2.061 -39,36
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 30.797 -85,43 1.199 -81,66
2025-05-16 13F Coppell Advisory Solutions LLC 0 -100,00 0
2025-07-09 13F Fiduciary Alliance LLC 18.987 -13,02 722 6,81
2025-08-12 13F Insigneo Advisory Services, Llc 16.273 0,00 619 22,86
2025-08-05 13F Lord & Richards Wealth Management, LLC 0 -100,00 0
2025-08-11 13F Ironsides Asset Advisors, LLC 83.322 0,71 3.168 23,76
2025-08-06 13F Decker Retirement Planning Inc. 81 3
2025-07-16 13F Lloyd Advisory Services, LLC. 45.784 1.741
2025-08-12 13F Jpmorgan Chase & Co 0 -100,00 0
2025-07-25 13F Cwm, Llc 840 7,55 0
2025-07-25 13F Pathway Financial Advisors LLC 7.115 0,00 270 22,73
2025-08-07 13F Alpha Cubed Investments, LLC 0 -100,00 0
2025-07-30 13F LifeWealth Investments, LLC 10.952 416
2025-08-18 13F Wolverine Trading, Llc 0 -100,00 0
2025-08-13 13F Transce3nd, LLC 782 30
2025-08-29 13F Evolution Wealth Management Inc. 94.750 3.602
2025-08-06 13F Ethos Financial Group, LLC 0 -100,00 0
2025-07-08 13F Nbc Securities, Inc. 380 0,00 0
2025-04-25 13F Almanack Investment Partners, LLC. 0 -100,00 0
2025-07-18 13F B.O.S.S. Retirement Advisors, LLC 42.618 1.620
2025-08-14 13F Atomi Financial Group, Inc. 61.357 -0,39 2.333 22,41
2025-04-30 13F Axxcess Wealth Management, Llc 0 -100,00 0
2025-08-07 13F Allworth Financial LP 1 0,00 0
2025-07-24 13F Us Bancorp \de\ 0 -100,00 0
2025-07-07 13F Park Edge Advisors, LLC 31.522 -36,47 1.198 -21,90
2025-08-06 13F AE Wealth Management LLC 185.279 6.701,73 7.044 8.284,52
2025-08-11 13F Pineridge Advisors LLC 8 0
2025-05-02 13F Capital A Wealth Management, LLC 0 -100,00 0
2025-08-14 13F Jane Street Group, Llc 0 -100,00 0
2025-04-17 13F Great Lakes Retirement, Inc. 0 -100,00 0
2025-09-04 13F/A Advisor Group Holdings, Inc. 7.218 21,78 265 44,26
2025-07-15 13F Armis Advisers, LLC 7.894 -7,05 299 1,36
2025-08-07 13F Authentikos Wealth Advisory, LLC 190.147 -13,10 7.229 6,81
2025-08-12 13F CIBC Private Wealth Group, LLC 650 0,00 25 26,32
2025-07-11 13F Farther Finance Advisors, LLC 2.184 0,00 83 23,88
2025-08-07 13F Howard Bailey Securities, Llc 16.194 616
2025-08-11 13F Rothschild Investment Llc 231 0,00 9 14,29
2025-08-07 13F Sollinda Capital Management LLC 22.263 0,00 846 22,97
2025-08-12 13F Proequities, Inc. 0 0
2025-07-24 13F IFP Advisors, Inc 147 0,00 6 25,00
2025-08-12 13F Global Retirement Partners, LLC 39 1
2025-07-15 13F Elevated Capital Advisors, LLC 18.341 0,00 567 0,00
2025-08-12 13F Park Square Financial Group, LLC 280 2.233,33 11
2025-08-14 13F Old Mission Capital Llc 44.281 1.683
2025-05-01 13F Quest 10 Wealth Builders, Inc. 0 -100,00 0
2025-08-11 13F HighTower Advisors, LLC 0 -100,00 0
2025-08-12 13F Steward Partners Investment Advisory, Llc 41.493 0,00 1.577 22,92
2025-08-12 13F Richard W. Paul & Associates, LLC 46 2
2025-08-15 13F Morgan Stanley 1 0,00 0
2025-08-13 13F/A StoneX Group Inc. 0 -100,00 0 -100,00
2025-08-14 13F Citadel Advisors Llc 0 -100,00 0
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