Institutionelt og fondsejerskab - Købere
Større indehavere, der har åbnet nye stillinger i Simplify Exchange Traded Funds - Simplify Volatility Premium ETF, omfatter Tactive Advisors, LLC, J Hagan Capital, Inc., Belvedere Trading LLC, Blackston Financial Advisory Group, LLC, Claris Financial LLC, Avidian Wealth Solutions, LLC, Guerra Advisors Inc, Allworth Financial LP, Belvedere Trading LLC, Raymond James Financial Inc, Parallel Advisors, LLC, Scarborough Advisors, LLC, og Belvedere Trading LLC .
Denne side viser ændringer i ejerskabsstrukturen ved at notere institutioner, fonde og større aktionærer, der har øget deres beholdning eller åbnet nye positioner i den seneste rapporteringsperiode. Grønne rækker angiver nye positioner. Klik på linket ikon for at se den fulde transaktionshistorik.
Opgrader for at låse op for premium-data.
| Fil dato | Kilde | Investor | Type | Gennemsnitlig pris (Øst) |
Aktier | Δ Aktier (%) |
Rapporteret Værdi ($1000) |
Δ Værdi (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Creative Planning | 17.121 | 2,71 | 315 | 3,63 | ||||
| 2025-08-05 | 13F | Sigma Planning Corp | 33.858 | 13,79 | 623 | 15,19 | ||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 84.900 | 60,70 | 1.098 | 5,48 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 53.370 | 981 | ||||||
| 2025-07-31 | 13F | CAP Partners, LLC | 22.213 | 3,33 | 408 | 4,62 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 114.135 | 2.099 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 4.961 | 24.705,00 | 91 | 1,11 | ||||
| 2025-08-26 | 13F | Claris Financial LLC | 43.963 | 808 | ||||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 313 | 6 | ||||||
| 2025-08-05 | 13F | Huntington National Bank | 37 | |||||||
| 2025-08-15 | 13F | Morgan Stanley | 7.590 | 51,59 | 140 | 52,75 | ||||
| 2025-07-30 | 13F | Crewe Advisors LLC | 1.186 | 0,59 | 22 | 0,00 | ||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 17.627 | 38,61 | 324 | 40,26 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 55.253 | 199,64 | 1.016 | 203,28 | ||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 33.183 | 1,60 | 610 | 2,87 | ||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 65.755 | 67,59 | 1.209 | 69,57 | ||||
| 2025-08-14 | 13F | Vista Investment Management | 12.611 | 2,49 | 232 | 3,59 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 189.097 | 14,16 | 3.477 | 15,48 | ||||
| 2025-08-13 | 13F | JT Stratford LLC | 21.711 | 7,93 | 399 | 9,32 | ||||
| 2025-08-05 | 13F | Scarborough Advisors, LLC | 150 | 3 | ||||||
| 2025-08-13 | 13F | Transce3nd, LLC | 15.689 | 25,21 | 289 | 26,87 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 24.455 | 46,97 | 450 | 48,68 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 29.485 | 542 | ||||||
| 2025-08-14 | 13F | CoreCap Advisors, LLC | 11.132 | 9,43 | 205 | 10,87 | ||||
| 2025-07-30 | 13F | Drive Wealth Management, Llc | 94.109 | 19,05 | 1.731 | 20,39 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1.771.470 | 27,92 | 32.577 | 29,40 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 74.349 | 194,31 | 1.367 | 197,82 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 474.221 | 36,75 | 8.721 | 38,32 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 16.870 | 14,84 | 310 | 16,10 | ||||
| 2025-08-07 | 13F | Allworth Financial LP | 10.000 | 184 | ||||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 41.730 | 21,31 | 767 | 22,72 | ||||
| 2025-07-21 | 13F | Clarity Capital Partners LLC | 38.681 | 15,94 | 711 | 17,33 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 2.964 | 3,02 | 0 | |||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 85.156 | 22,50 | 1.566 | 23,99 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 31.065 | 571 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1.174.210 | 34,48 | 21.594 | 36,03 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 150.819 | 28,70 | 2.774 | 30,19 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 163 | 3 | ||||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 17.230 | 2,99 | 317 | 3,95 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 453 | 8 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 24.107 | 599,97 | 443 | 614,52 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 183.457 | 145,22 | 3.374 | 148,01 | ||||
| 2025-08-14 | 13F | Napa Wealth Management | 38.807 | 2,54 | 714 | 3,63 | ||||
| 2025-08-11 | 13F | Pin Oak Investment Advisors Inc | 820 | 7,19 | 0 | |||||
| 2025-04-30 | 13F | J Hagan Capital, Inc. | 65.507 | 1.362 | ||||||
| 2025-08-08 | 13F | Collaborative Wealth Managment Inc. | 32.746 | 11,54 | 602 | 12,95 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 6.427 | 118 | ||||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Call | 55.300 | 1.017 | |||||
| 2025-08-01 | 13F | Belvedere Trading LLC | Put | 100 | 2 | |||||
| 2025-08-12 | 13F | SRS Capital Advisors, Inc. | 9.304 | 5,09 | 171 | 6,88 | ||||
| 2025-08-18 | 13F | Tactive Advisors, LLC | 98.902 | 1.819 | ||||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 51.324 | 944 | ||||||
| 2025-07-16 | 13F | Owen LaRue, LLC | 126.496 | 121,09 | 2.326 | 123,65 |
