Mga Batayang Estadistika
| Pemilik Institusional | 55 total, 55 long only, 0 short only, 0 long/short - change of -11.29% MRQ |
| Alokasi Portofolio Rata-rata | 0.3777 % - change of -15.59% MRQ |
| Saham Institusional (Jangka Panjang) | 5,017,438 (ex 13D/G) - change of -0.31MM shares -5.81% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 120,001 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Simplify Exchange Traded Funds - Simplify Enhanced Income ETF (US:HIGH) memiliki 55 pemilik institusional dan pemegang saham yang telah mengajukan formulir 13D/G atau 13F kepada Komisi Bursa Efek (Securities Exchange Commission/SEC). Lembaga-lembaga ini memegang total 5,017,438 saham. Pemegang saham terbesar meliputi 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 .
Struktur kepemilikan institusional Simplify Exchange Traded Funds - Simplify Enhanced Income ETF (ARCA:HIGH) menunjukkan posisi terkini di perusahaan oleh institusi dan dana, serta perubahan terbaru dalam ukuran posisi. Pemegang saham utama dapat mencakup investor individu, reksa dana, dana lindung nilai, atau institusi. Jadwal 13D menunjukkan bahwa investor memegang (atau pernah memegang) lebih dari 5% saham perusahaan dan bermaksud (atau pernah bermaksud) untuk secara aktif mengejar perubahan strategi bisnis. Jadwal 13G menunjukkan investasi pasif lebih dari 5%.
The share price as of September 5, 2025 is 23.12 / share. Previously, on September 9, 2024, the share price was 23.35 / share. This represents a decline of 0.99% over that period.
Skor Sentimen Dana
Skor Sentimen Dana (sebelumnya dikenal sebagai Skor Akumulasi Kepemilikan) menemukan saham-saham yang paling banyak dibeli oleh dana. Ini adalah hasil dari model kuantitatif multi-faktor yang canggih yang mengidentifikasi perusahaan dengan tingkat akumulasi institusional tertinggi. Model penilaian menggunakan kombinasi dari total peningkatan pemilik yang diungkapkan, perubahan dalam alokasi portofolio pada pemilik tersebut, dan metrik lainnya. Angka berkisar dari 0 hingga 100, dengan angka yang lebih tinggi menunjukkan tingkat akumulasi yang lebih tinggi dibandingkan dengan perusahaan sejenisnya, dan 50 adalah rata-ratanya.
Frekuensi Pembaruan: Setiap Hari
Lihat Ownership Explorer, yang menyediakan daftar perusahaan dengan peringkat tertinggi.
Rasio Put/Call Institusional
Selain melaporkan isu ekuitas dan utang standar, institusi dengan aset di bawah manajemen lebih dari 100 juta dolar AS juga harus mengungkapkan kepemilikan opsi put dan call mereka. Karena opsi put umumnya menunjukkan sentimen negatif, dan opsi call menunjukkan sentimen positif, kita dapat mengetahui sentimen institusional secara keseluruhan dengan memplot rasio put terhadap call. Grafik di sebelah kanan memplot rasio put/call historis untuk instrumen ini.
Menggunakan Rasio Put/Call sebagai indikator sentimen investor mengatasi salah satu kekurangan utama dari penggunaan total kepemilikan institusional, yaitu sejumlah besar aset yang dikelola diinvestasikan secara pasif untuk melacak indeks. Dana yang dikelola secara pasif biasanya tidak membeli opsi, sehingga indikator rasio put/call lebih akurat dalam melacak sentimen dana yang dikelola secara aktif.
Pengajuan 13F dan NPORT
Detail pada pengajuan 13F tersedia gratis. Detail pada pengajuan NP memerlukan keanggotaan premium. Baris berwarna hijau menunjukkan posisi baru. Baris berwarna merah menunjukkan posisi yang sudah ditutup. Klik tautan ini ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan
untuk membuka data premium dan mengekspor ke Excel 
.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi 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 |
