Kepemilikan Institusional dan Dana - Pembeli
Pemegang saham utama yang telah membuka posisi baru di Simplify Exchange Traded Funds - Simplify Enhanced Income ETF meliputi Blackston Financial Advisory Group, LLC, Guerra Advisors Inc, Integrated Advisors Network LLC, Cornerstone Wealth Management, LLC, Skopos Labs, Inc., Raymond James Financial Inc, Ulland Investment Advisors, LLC, dan Parallel Advisors, LLC .
Halaman ini menunjukkan perubahan dalam struktur kepemilikan dengan mencantumkan lembaga, dana, dan pemegang saham utama yang telah meningkatkan kepemilikan mereka atau membuka posisi baru pada periode pelaporan terakhir. Baris berwarna hijau menunjukkan posisi baru. Klik tautan ikon untuk melihat riwayat transaksi selengkapnya.
Tingkatkan ke versi premium untuk membuka data premium.
| Tanggal File | Sumber | Investor | Ketik | Presyo ng Avg (Silangan) |
Saham | Δ Saham (%) |
Dilaporkan Nilai ($1000) |
Nilai Δ (%) |
Alokasi Port (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | AE Wealth Management LLC | 828,157 | 33.55 | 20,066 | 47.50 | ||||
| 2025-07-28 | 13F | WealthPlan Investment Management, LLC | 556,049 | 14.36 | 13,473 | 26.29 | ||||
| 2025-08-08 | 13F | POM Investment Strategies, LLC | 213,960 | 14.44 | 5,184 | 26.38 | ||||
| 2025-07-24 | 13F | Ulland Investment Advisors, LLC | 636 | 0 | ||||||
| 2025-08-12 | 13F | Integrated Advisors Network LLC | 13,174 | 319 | ||||||
| 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 | LPL Financial LLC | 253,127 | 4.06 | 6,133 | 14.94 | ||||
| 2025-08-06 | 13F | Legacy Investment Solutions, LLC | 181,762 | 1.93 | 4,404 | 6.56 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 8,429 | 204 | ||||||
| 2025-07-31 | 13F | Whipplewood Advisors, LLC | 6,535 | 31.73 | 158 | -31.30 | ||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 36,113 | 164.60 | 875 | 192.64 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 157,821 | 4.46 | 3,824 | 15.39 | ||||
| 2025-08-14 | 13F/A | Skopos Labs, Inc. | 2,771 | 67 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 543,354 | 14.96 | 13,165 | 26.96 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 301 | 7 | ||||||
| 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 | ||||
| 2025-08-01 | 13F | FSA Advisors, Inc. | 88,640 | 119.52 | 2,148 | 142.60 | ||||
| 2025-08-07 | 13F | Panoramic Investment Advisors, Llc | 11,300 | 7.11 | 274 | 18.18 | ||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,607 | 5.54 | 281 | 16.60 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 2,271 | 2.16 | 55 | 14.58 | ||||
| 2025-08-06 | 13F | Legacy Wealth Managment, LLC/ID | 181,762 | 29.37 | 4,404 | 42.89 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,926 | 47 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 12,332 | 616.98 | 299 | 705.41 | ||||
| 2025-08-12 | 13F | Guerra Advisors Inc | 14,477 | 351 | ||||||
| 2025-07-10 | 13F | Redhawk Wealth Advisors, Inc. | 20,493 | 1.44 | 497 | 11.96 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 7,290 | 6.42 | 177 | 17.33 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 219,061 | 2.44 | 5,308 | 13.13 | ||||
| 2025-08-07 | 13F | Blackston Financial Advisory Group, LLC | 25,740 | 624 |
