Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Simplify Exchange Traded Funds - Simplify MBS ETF incluem Western Wealth Management, LLC, Encompass More Asset Management, Keel Point, LLC, Spire Wealth Management, CI Private Wealth, LLC, Quantinno Capital Management LP, Vident Advisory, LLC, Mather Group, Llc., Kennedy Investment Group, Stark Wealth Management LLC, Fifth Third Bancorp, Mutual Advisors, LLC, Osbon Capital Management Llc, Prime Capital Investment Advisors, LLC, Susquehanna International Group, Llp, UBS Group AG, Coastal Investment Advisors, Inc., Evermay Wealth Management Llc, Motco, e Marshall Investment Management, Llc .
Esta página mostra mudanças na estrutura de propriedade listando instituições, fundos e principais acionistas que aumentaram suas participações ou abriram novas posições no último período de relatório. Linhas verdes indicam novas posições. Clique no link ícone para ver o histórico completo de transações.
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| Data do Arquivo | Fonte | Investidor | Tipo | Preço Médio (Est) |
Ações | Δ Ações (%) |
Valor Reportado (US$1000) |
Δ Valor (%) |
Aloc. de Portf. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-12 | 13F | Hutchinson Capital Management/ca | 379,512 | 13.00 | 18,771 | 10.86 | ||||
| 2026-04-24 | 13F | Private Advisor Group, LLC | 106,068 | 1.82 | 5,246 | -0.10 | ||||
| 2026-04-22 | 13F | Motco | 129 | 6 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1,812 | 1.29 | 90 | -1.11 | ||||
| 2026-04-02 | 13F | Crumly & Associates Inc. | 60,108 | 178.92 | 2,973 | 173.66 | ||||
| 2026-04-20 | 13F | Longview Financial Advisors, Inc. | 24,323 | 1.08 | 1,203 | -0.82 | ||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 23,631 | 26.06 | 1,169 | 23.60 | ||||
| 2026-04-30 | 13F | Hegarty Advisors, LLC | 22,007 | 220.24 | 1,088 | 214.45 | ||||
| 2026-05-05 | 13F | UBS Group AG | 4,156 | 206 | ||||||
| 2026-04-17 | 13F | BAM Wealth Management, LLC | 6,839 | 1.77 | 338 | 0.00 | ||||
| 2026-04-21 | 13F | Magnolia Private Wealth, LLC | 6,402 | 2.83 | 317 | 0.96 | ||||
| 2026-04-22 | 13F | Kennedy Investment Group | 8,069 | 399 | ||||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 291,789 | 15.82 | 14,432 | 13.64 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 58,572 | 5.25 | 2,897 | 3.24 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 6,330 | 313 | ||||||
| 2026-04-27 | 13F | Sharp Financial Services, LLC | 8,990 | 72.88 | 445 | 69.47 | ||||
| 2026-05-14 | 13F | We Are One Seven, LLC | 6,778 | 1.70 | 335 | 0.00 | ||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 51,964 | 2,570 | ||||||
| 2026-05-01 | 13F | Mutual Advisors, LLC | 6,166 | 305 | ||||||
| 2026-05-05 | 13F | Tortoise Investment Management, LLC | 515,238 | 9.46 | 25,484 | 7.40 | ||||
| 2026-05-05 | 13F | Bank of New York Mellon Corp | 261,015 | 0.78 | 12,910 | -1.12 | ||||
| 2026-04-22 | 13F | Spire Wealth Management | 22,100 | 1,093 | ||||||
| 2026-05-14 | 13F | Horizon Investments, LLC | 301,338 | 6.53 | 14,832 | 4.53 | ||||
| 2026-05-14 | 13F | Hilton Capital Management, LLC | 855,402 | 1.67 | 42,308 | -0.25 | ||||
| 2026-04-20 | 13F | Breakwater Capital Group | 112,595 | 31.05 | 5,569 | 28.56 | ||||
| 2026-04-15 | 13F | Nations Financial Group Inc, /ia/ /adv | 4,100 | 2.50 | 203 | 0.50 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 61,371 | 18.33 | 3,035 | 16.11 | ||||
| 2026-05-07 | 13F/A | Triad Investment Management | 51,829 | 0.04 | 2,563 | -1.84 | ||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 410,028 | 14.33 | 20,280 | 12.17 | ||||
| 2026-05-15 | 13F | Osbon Capital Management Llc | 4,766 | 236 | ||||||
| 2026-05-15 | 13F | Quantinno Capital Management LP | 13,446 | 665 | ||||||
| 2026-04-17 | 13F | First National Bank Sioux Falls | 52,518 | 5.09 | 2,617 | 3.89 | ||||
| 2026-04-28 | 13F | Whittier Trust Co | 4,952 | 0.10 | 245 | -1.61 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 28,095 | 649.20 | 1,390 | 634.92 | ||||
| 2026-04-21 | 13F | Maridea Wealth Management LLC | 19,470 | 45.59 | 963 | 42.73 | ||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 83,593 | 91.46 | 4,135 | 87.91 | ||||
| 2026-05-05 | 13F | Ethos Financial Group, LLC | 211,889 | 11.35 | 10,450 | 8.94 | ||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 145,765 | 4.23 | 7,189 | 1.99 | ||||
| 2026-05-12 | 13F | Benjamin Edwards Inc | 59,170 | 5.89 | 2,926 | 3.91 | ||||
| 2026-04-06 | 13F | Private Client Services, Llc | 50,856 | 3.63 | 2,515 | 1.70 | ||||
| 2026-05-14 | 13F | L2 Asset Management, LLC | 559,008 | 105.10 | 27,649 | 101.24 | ||||
| 2026-04-27 | 13F | PFG Investments, LLC | 10,644 | 1.17 | 526 | -0.75 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 7,344 | 1.07 | 363 | -0.82 | ||||
| 2026-05-15 | 13F | Knightsbridge Asset Management, Llc | 819,151 | 19.90 | 40,515 | 17.64 | ||||
| 2026-05-06 | 13F | Legacy Wealth Advisors, LLC | 19,164 | 0.03 | 948 | -1.87 | ||||
| 2026-05-15 | 13F | Lifetime Wealth Management P.C. | 60,229 | 12.15 | 2,979 | 10.01 | ||||
| 2026-04-21 | 13F | Wedbush Securities Inc | 72,113 | 10.63 | 4 | 0.00 | ||||
| 2026-04-21 | 13F | OneAscent Family Office, LLC | 4,057 | 1.48 | 201 | -0.50 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 27,659 | 7.38 | 1,368 | 5.39 | ||||
| 2026-04-20 | 13F | Watchman Group, Inc. | 877,875 | 5.61 | 43,420 | 3.62 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 195,398 | 169.40 | 9,664 | 164.33 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 3,400 | 168 | ||||||
| 2026-05-06 | 13F | Fort Sheridan Advisors Llc | 119,661 | 689.48 | 5,918 | 674.61 | ||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 107,350 | 2,373.50 | 5,310 | 2,335.32 | ||||
| 2026-05-12 | 13F | Professional Financial Management, Inc. | 129,045 | 6.43 | 6,383 | 4.42 | ||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 218,029 | 3.86 | 10,991 | 109,800.00 | ||||
| 2026-05-11 | 13F | Evermay Wealth Management Llc | 307 | 15 | ||||||
| 2026-04-29 | 13F | Seelaus Asset Management LLC | 5,478 | 2.93 | 271 | 0.75 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 649,295 | 6.61 | 32,114 | 4.60 | ||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 19,506 | 1.90 | 965 | 0.00 | ||||
| 2026-05-15 | 13F | CI Private Wealth, LLC | 14,461 | 715 | ||||||
| 2026-05-13 | 13F | SRS Capital Advisors, Inc. | 3,706 | 21.43 | 183 | 19.61 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 52,716 | 1.06 | 2,607 | -0.84 | ||||
| 2026-05-15 | 13F | Ancora Advisors, LLC | 22,000 | 29.41 | 1,088 | 27.10 | ||||
| 2026-04-20 | 13F | Edge Wealth Management LLC | 1,071,359 | 7.13 | 52,989 | 5.11 | ||||
| 2026-04-28 | 13F | Encompass More Asset Management | 46,489 | 2,299 | ||||||
| 2026-05-11 | 13F | HBK Sorce Advisory LLC | 8,203 | 1.47 | 406 | -0.25 | ||||
| 2026-05-14 | 13F | Vident Advisory, LLC | 8,848 | 438 | ||||||
| 2026-05-14 | 13F | Raymond James Financial Inc | 4,321 | 214 | ||||||
| 2026-05-08 | 13F | Compass Capital Corp /ma/ /adv | 168,906 | 2.00 | 8,346 | -0.25 | ||||
| 2026-02-17 | 13F | Stark Wealth Management LLC | 6,724 | 334 | ||||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 48,949 | 35.83 | 2,421 | 33.31 | ||||
| 2026-04-27 | 13F | Truist Financial Corp | 86,005 | 4.19 | 4,254 | 2.21 | ||||
| 2026-05-11 | 13F | Convergence Financial, LLC | 462,501 | 17.73 | 22,875 | 15.51 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 286,783 | 146.34 | 14,184 | 141.72 | ||||
| 2026-05-01 | 13F | Stony Point Wealth Management Inc. | 118,837 | 17.30 | 5,878 | 15.08 | ||||
| 2026-05-08 | 13F | Marshall Investment Management, Llc | 94 | 5 | ||||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 159,902 | 4.19 | 7,909 | 2.22 | ||||
| 2026-05-04 | 13F | Beckerman Institutional, LLC | 64,870 | 48.69 | 3,208 | 45.88 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 4,230 | 209 | ||||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 2,474,122 | 8.92 | 122,370 | 6.87 | ||||
| 2026-04-21 | 13F | Abbington Investment Group | 130,490 | 2.44 | 6,454 | 0.51 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 7,316 | 25.15 | 362 | 22.37 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 5,640 | 0 | ||||||
| 2026-04-23 | 13F | J.w. Cole Advisors, Inc. | 62,764 | 6.54 | 3,104 | 4,038.67 | ||||
| 2026-05-15 | 13F | Susquehanna International Group, Llp | 4,223 | 209 | ||||||
| 2026-05-14 | 13F | Allworth Financial LP | 65 | 3 | ||||||
| 2026-05-29 | 13F | Keel Point, LLC | 38,370 | 1,898 | ||||||
| 2026-04-17 | 13F/A | Founders Financial Securities Llc | 5,708 | 4.50 | 284 | 2.91 | ||||
| 2026-05-11 | 13F | Aprio Wealth Management, LLC | 463,325 | 3.57 | 22,916 | 1.62 | ||||
| 2026-05-05 | 13F | Harmony Asset Management Llc | 28,600 | 2.88 | 1,415 | 0.93 | ||||
| 2026-04-08 | 13F | BOS Asset Management, LLC | 19,788 | 34.34 | 979 | 31.81 | ||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 155,241 | 20.20 | 7,678 | 17.94 | ||||
| 2026-04-15 | 13F | Steinberganna Wealth Management | 12,659 | 0.46 | 626 | -1.42 | ||||
| 2026-04-13 | 13F | Creative Financial Designs Inc /adv | 3,387 | 0.65 | 168 | -1.18 | ||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 25,872 | 14.71 | 1,280 | 12.49 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 16,195 | 11.81 | 801 | 9.73 | ||||
| 2026-04-13 | 13F | Mather Group, Llc. | 8,491 | 420 | ||||||
| 2026-05-06 | 13F | LPL Financial LLC | 582,643 | 3.76 | 28,818 | 1.80 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 11,789 | 20.55 | 583 | 18.50 |
