Mga Batayang Estadistika
| Pemilik Institusional | 94 total, 94 long only, 0 short only, 0 long/short - change of 5.62% MRQ |
| Alokasi Portofolio Rata-rata | 0.7512 % - change of -12.69% MRQ |
| Saham Institusional (Jangka Panjang) | 18,175,975 (ex 13D/G) - change of -0.94MM shares -4.90% MRQ |
| Nilai Institusional (Jangka Panjang) | $ 331,958 USD ($1000) |
Kepemilikan Institusional dan Pemegang Saham
Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF (US:TUA) memiliki 94 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 18,175,975 saham. Pemegang saham terbesar meliputi Southern Farm Bureau Life Insurance, AE Wealth Management LLC, Ferguson Shapiro LLC, Reuter James Wealth Management, Llc, Mid-American Wealth Advisory Group, Inc., Ancora Advisors, LLC, Altfest L J & Co Inc, Citadel Advisors Llc, Lloyd Advisory Services, LLC., and LPL Financial LLC .
Struktur kepemilikan institusional Simplify Exchange Traded Funds - Simplify Short Term Treasury Futures Strategy ETF (ARCA:TUA) 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 22.16 / share. Previously, on September 6, 2024, the share price was 23.19 / share. This represents a decline of 4.44% 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-05-09 | 13F | Belvedere Trading LLC | Call | 0 | -100.00 | 0 | -100.00 | |||
| 2025-08-07 | 13F | Resources Investment Advisors, LLC. | 20,070 | 442 | ||||||
| 2025-08-14 | 13F | UBS Group AG | 9,995 | 220 | ||||||
| 2025-08-08 | 13F | Altfest L J & Co Inc | 819,942 | -2.01 | 18,063 | -1.75 | ||||
| 2025-08-13 | 13F | SMART Wealth LLC | 27,143 | -1.34 | 598 | -1.16 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 589,420 | 9.88 | 12,985 | 10.18 | ||||
| 2025-05-09 | 13F | Belvedere Trading LLC | Put | 0 | -100.00 | 0 | -100.00 | |||
| 2025-03-18 | 13F/A | Bank Of America Corp /de/ | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 18,657 | -85.33 | 0 | -100.00 | ||||
| 2025-07-28 | 13F | Hamilton Point Investment Advisors, LLC | Call | 11,000 | 242 | |||||
| 2025-08-05 | 13F | Simplex Trading, Llc | 14,020 | 131.62 | 0 | |||||
| 2025-07-30 | 13F | Southern Farm Bureau Life Insurance | 2,967,492 | 0.00 | 65 | 0.00 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Ausdal Financial Partners, Inc. | 32,621 | -0.62 | 719 | -0.42 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 75,385 | 1,661 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 3,240 | 71 | ||||||
| 2025-08-14 | 13F | Aprio Wealth Management, LLC | 314,134 | -65.16 | 6,920 | -65.07 | ||||
| 2025-08-18 | 13F/A | National Bank Of Canada /fi/ | 2,506 | 0.00 | 55 | 0.00 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 264,530 | 2.97 | 5,828 | 3.24 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 84,934 | 213.01 | 1,871 | 225.39 | ||||
| 2025-05-13 | 13F | Simplify Asset Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-14 | 13F | Painted Porch Advisors LLC | 285 | 90.00 | 6 | 100.00 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1,009 | 45.60 | 22 | 46.67 | ||||
| 2025-08-04 | 13F | 4wealth Advisors, Inc. | 31,134 | 686 | ||||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 460,933 | 10,154 | ||||||
| 2025-08-18 | 13F | Geneos Wealth Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-10 | 13F | CWC Advisors, LLC. | 14,383 | 8.05 | 317 | 8.22 | ||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 131,212 | 42.29 | 2,891 | 42.65 | ||||
| 2025-05-05 | 13F | Private Advisor Group, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 79,271 | -2.42 | 1,746 | -2.13 | ||||
| 2025-07-23 | 13F | Capstone Wealth Management Group, Llc | 0 | -100.00 | 0 | |||||
| 2025-08-13 | 13F | Transce3nd, LLC | 5,484 | -2.44 | 121 | -2.44 | ||||
| 2025-08-18 | 13F | Hollencrest Capital Management | 205,149 | -81.75 | 4,519 | -81.71 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 343,026 | -4.79 | 7,557 | -4.54 | ||||
| 2025-08-14 | 13F | Ancora Advisors, LLC | 821,290 | 0.00 | 18,093 | 0.28 | ||||
| 2025-05-13 | 13F | BlackDiamond Wealth Management Inc. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 26,531 | -54.86 | 579 | -55.95 | ||||
| 2025-07-10 | 13F | Signal Advisors Wealth, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 384,444 | 23.95 | 8,469 | 24.29 | ||||
| 2025-05-15 | 13F | Hrt Financial Lp | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,930,417 | -3.67 | 42,527 | -3.41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 39,070 | 180.03 | 861 | 181.05 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-16 | 13F | Magnus Financial Group LLC | 17,161 | 378 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 128,498 | -4.08 | 2,831 | -3.84 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 27,401 | -65.97 | 1 | -100.00 | ||||
| 2025-08-13 | 13F | Colonial Trust Co / SC | 2,000 | 0.00 | 44 | 2.33 | ||||
| 2025-08-08 | 13F | Fortis Group Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 0 | -100.00 | 0 | |||||
| 2025-05-09 | 13F | Goldman Sachs Group Inc | 0 | -100.00 | 0 | |||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 106,746 | -5.60 | 2,352 | -5.35 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 12,723 | -9.23 | 280 | -8.79 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4,650 | 18.87 | 102 | 20.00 | ||||
| 2025-07-31 | 13F | Brighton Jones Llc | 10,338 | 1.18 | 228 | 1.34 | ||||
| 2025-07-15 | 13F | Elevated Capital Advisors, LLC | 128,804 | 0.00 | 2,830 | 0.00 | ||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 233 | -4.51 | 5 | 0.00 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 928 | -93.21 | 20 | -93.33 | ||||
| 2025-07-28 | 13F | Copia Wealth Management | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 205 | 5 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 60,371 | 12.83 | 1,330 | 13.11 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 293,142 | -37.64 | 6,458 | -7.24 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 51,302 | -61.12 | 1,130 | -61.02 | ||||
| 2025-08-13 | 13F | BCJ Capital Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 79,645 | 88.38 | 2 | |||||
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 22,458 | 6.45 | 495 | 6.70 | ||||
| 2025-04-29 | 13F | Bolthouse Investments, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-16 | 13F | Cambridge Advisors Inc. | 30,579 | 0.61 | 674 | 0.90 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 57,464 | 90.28 | 1,266 | 90.80 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | Call | 16,100 | 47.71 | 355 | 48.12 | |||
| 2025-05-13 | 13F | M Holdings Securities, Inc. | 0 | -100.00 | 0 | |||||
| 2025-08-01 | 13F | Ferguson Shapiro LLC | 1,880,358 | 46.08 | 41,424 | 46.48 | ||||
| 2025-08-14 | 13F | Jane Street Group, Llc | 192,367 | 4,238 | ||||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 80,467 | -9.22 | 1,772 | -8.99 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 860 | 0.23 | 19 | 0.00 | ||||
| 2025-05-15 | 13F | GWM Advisors LLC | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 22,574 | 497 | ||||||
| 2025-08-14 | 13F | IHT Wealth Management, LLC | 54,788 | 3.58 | 1,207 | 3.79 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 621,886 | -4.70 | 13,700 | -4.44 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 228 | 5 | ||||||
| 2025-07-09 | 13F | Tounjian Advisory Partners, Llc | 17,192 | -3.36 | 378 | -3.33 | ||||
| 2025-05-12 | 13F | Fmr Llc | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Aspect Partners, LLC | 239 | 5 | ||||||
| 2025-08-13 | 13F | Flow Traders U.s. Llc | 0 | -100.00 | 0 | |||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 15,616 | -5.40 | 344 | -4.97 | ||||
| 2025-04-23 | 13F | Financial Enhancement Group LLC | 0 | -100.00 | 0 | |||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,044,522 | 6.69 | 23,011 | 6.98 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 145,964 | 27.02 | 3,216 | 27.38 | ||||
| 2025-07-23 | 13F | WESPAC Advisors, LLC | 52,279 | 1,152 | ||||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Put | 0 | -100.00 | 0 | ||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 5,103 | 112 | ||||||
| 2025-08-19 | 13F | Anchor Investment Management, LLC | 20,173 | -0.98 | 444 | -0.67 | ||||
| 2025-08-14 | 13F | Family Management Corp | 33,259 | 733 | ||||||
| 2025-08-05 | 13F | Lord & Richards Wealth Management, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 2,763 | 12.41 | 61 | 11.11 | ||||
| 2025-08-14 | 13F | Group One Trading, L.p. | 47,383 | 146.95 | 1,044 | 147.74 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 26,481 | -13.46 | 583 | -13.24 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 97 | -92.26 | 2 | -92.59 | ||||
| 2025-04-25 | 13F | J.Safra Asset Management Corp | 0 | -100.00 | 0 | |||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 266,035 | -0.65 | 5,861 | -0.37 | ||||
| 2025-04-25 | 13F | Almanack Investment Partners, LLC. | 0 | -100.00 | 0 | -100.00 | ||||
| 2025-07-25 | 13F | Cwm, Llc | 0 | -100.00 | 0 | |||||
| 2025-05-02 | 13F | Capital A Wealth Management, LLC | 1,805 | -55.17 | 40 | -54.12 | ||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 239,072 | -1.97 | 5,267 | -1.70 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 18,770 | 413 | ||||||
| 2025-08-06 | 13F | Ethos Financial Group, LLC | 11,671 | -52.87 | 257 | -52.76 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 149,593 | -10.34 | 3,296 | -10.10 | ||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 52,336 | 1,153 | ||||||
| 2025-08-07 | 13F | Allworth Financial LP | 0 | -100.00 | 0 | |||||
| 2025-07-24 | 13F | Reuter James Wealth Management, Llc | 1,055,361 | 30.70 | 23,250 | 31.06 | ||||
| 2025-05-12 | 13F | Financial Engines Advisors L.L.C. | 0 | -100.00 | 0 | |||||
| 2025-08-12 | 13F | Gladstone Institutional Advisory LLC | 159,492 | -35.61 | 3,514 | -35.45 | ||||
| 2025-08-12 | 13F | CIBC Private Wealth Group, LLC | 35 | 1 | ||||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 7,174 | 730.32 | 158 | 772.22 | ||||
| 2025-08-12 | 13F | Jpmorgan Chase & Co | 10,595 | 105,850.00 | 233 | |||||
| 2025-08-14 | 13F | Citadel Advisors Llc | Call | 71,600 | 247.57 | 1,577 | 248.89 | |||
| 2025-08-12 | 13F | Cumberland Partners Ltd | 206,803 | 0.33 | 4,555 | 0.66 | ||||
| 2025-08-13 | 13F | Renaissance Technologies Llc | 24,700 | -26.58 | 544 | -26.39 | ||||
| 2025-05-15 | 13F | Tower Research Capital LLC (TRC) | 0 | -100.00 | 0 | |||||
| 2025-07-25 | 13F | GFS Advisors, LLC | 0 | -100.00 | 0 | |||||
| 2025-07-22 | 13F | Wealthcare Advisory Partners LLC | 18,070 | 54.68 | 398 | 55.47 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 29,583 | 6.10 | 652 | 6.37 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 7,057 | -37.98 | 155 | -39.92 | ||||
| 2025-07-01 | 13F | Private Client Services, Llc | 14,054 | -7.19 | 310 | -6.93 | ||||
| 2025-07-31 | 13F | Longview Financial Advisors, Inc. | 10,586 | -7.77 | 233 | -7.54 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1 | -99.68 | 0 | -100.00 | ||||
| 2025-08-01 | 13F | Belvedere Trading LLC | 19,701 | 434 | ||||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 0 | -100.00 | 0 | |||||
| 2025-08-06 | 13F | Csenge Advisory Group | 42,760 | 10.88 | 931 | 8.64 | ||||
| 2025-08-14 | 13F | Citadel Advisors Llc | 813,747 | 297.07 | 17,927 | 298.18 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 0 | -100.00 | 0 |
