Propriedade Institucional e de Fundos - Compradores
Os principais detentores que abriram novas posições em Simplify Exchange Traded Funds - Simplify Interest Rate Hedge ETF incluem PFG Advisors, Point72 Asset Management, L.P., R.P. Boggs & Co., CVS HEALTH Corp, Griffin Asset Management, Inc., Oppenheimer & Co Inc, Smith, Moore & Co., Private Trust Co Na, Capital Advisor Network LLC, Ball & Co Wealth Management Inc., Geneos Wealth Management Inc., Highline Wealth Partners Llc, Tucker Asset Management Llc, Game Plan Financial Advisors, LLC, POM Investment Strategies, LLC, Merkkuri Wealth Advisors LLC, Essential Partners LLC, e Atlantic Edge Private Wealth 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. (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 4,507 | 654.94 | 205 | 632.14 | ||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 955 | 44 | ||||||
| 2026-05-11 | 13F | POM Investment Strategies, LLC | 176 | 8 | ||||||
| 2026-05-14 | 13F | Simplex Trading, Llc | 289 | 13 | ||||||
| 2026-05-12 | 13F | Colonial Trust Co / SC | 1,750 | 75.00 | 81 | 70.21 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 75 | 3 | ||||||
| 2026-04-24 | 13F | Luminist Capital LLC | 3,653 | 1.28 | 169 | -2.33 | ||||
| 2026-04-21 | 13F | FSA Investment Group, LLC | 21,631 | 34.94 | 1,000 | 30.21 | ||||
| 2026-05-14 | 13F | Rockefeller Capital Management L.P. | 446 | 21 | ||||||
| 2026-04-20 | 13F | Holcombe Financial, Inc. | 99,551 | 6.88 | 4,602 | 3.09 | ||||
| 2026-05-15 | 13F | Old Mission Capital Llc | 20,873 | 965 | ||||||
| 2026-05-15 | 13F | Mercer Global Advisors Inc /adv | 8,848 | 0.69 | 409 | -2.85 | ||||
| 2026-05-21 | 13F | Essential Partners LLC | 43 | 2 | ||||||
| 2026-04-16 | 13F | Cambridge Advisors Inc. | 6,182 | 1.05 | 286 | -2.73 | ||||
| 2026-04-06 | 13F | Highline Wealth Partners Llc | 600 | 28 | ||||||
| 2026-05-07 | 13F | CVS HEALTH Corp | 14,500 | 670 | ||||||
| 2026-05-14 | 13F | Hrt Financial Lp | 18,172 | 1 | ||||||
| 2026-04-23 | 13F | Oppenheimer & Co Inc | 5,413 | 250 | ||||||
| 2026-04-24 | 13F | National Asset Management, Inc. | 12,551 | 604 | ||||||
| 2026-04-21 | 13F | Drum Hill Capital, LLC | 143,638 | 25.95 | 6,640 | 21.48 | ||||
| 2026-05-01 | 13F | Anchor Investment Management, LLC | 20,445 | 121.63 | 945 | 113.80 | ||||
| 2026-04-23 | 13F | Game Plan Financial Advisors, LLC | 300 | 14 | ||||||
| 2026-04-21 | 13F | Merkkuri Wealth Advisors LLC | 144 | 7 | ||||||
| 2026-05-06 | 13F | Pekin Hardy Strauss, Inc. | 27,015 | 1,249 | ||||||
| 2026-05-12 | 13F | Rsm Us Wealth Management Llc | 11,485 | 531 | ||||||
| 2026-05-15 | 13F | Morgan Stanley | 2,002 | 66,633.33 | 93 | |||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 109,539 | 998.03 | 5,064 | 959.21 | ||||
| 2026-05-13 | 13F | Capital Advisor Network LLC | 2,528 | 117 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 127 | 6 | ||||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 100,000 | 1,484.79 | 4,623 | 1,430.79 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 24,520 | 1,134 | ||||||
| 2026-05-12 | 13F | Thomas J. Herzfeld Advisors, Inc. | 117,701 | 5,429 | ||||||
| 2026-05-11 | 13F | R.P. Boggs & Co. | 22,434 | 1,021 | ||||||
| 2026-05-15 | 13F | Point72 Asset Management, L.P. | 32,600 | 1,507 | ||||||
| 2026-05-15 | 13F | Advisor Group Holdings, Inc. | 10,221 | 205.20 | 473 | 195.00 | ||||
| 2026-05-08 | 13F | Steward Partners Investment Advisory, Llc | 1,682 | 75.03 | 78 | 67.39 | ||||
| 2026-02-05 | 13F | Tucker Asset Management Llc | 316 | 15 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31,894 | 1,474 | ||||||
| 2026-05-13 | 13F | Bank Of Montreal /can/ | 4,568 | 335.88 | 211 | 322.00 | ||||
| 2026-04-30 | 13F | Private Trust Co Na | 3,026 | 140 | ||||||
| 2026-05-15 | 13F | Toroso Investments, LLC | 241,598 | 11,169 | ||||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 24,451 | 5.67 | 1,130 | 1.89 | ||||
| 2026-05-05 | 13F | PFG Advisors | 190,575 | 8,810 | ||||||
| 2026-04-22 | 13F | Atlantic Edge Private Wealth Management, LLC | 16 | 1 | ||||||
| 2026-05-05 | 13F | Smith, Moore & Co. | 5,005 | 231 | ||||||
| 2026-04-30 | 13F | Griffin Asset Management, Inc. | 6,667 | 308 | ||||||
| 2026-05-01 | 13F | Ball & Co Wealth Management Inc. | 2,118 | 0 | ||||||
| 2026-05-11 | 13F | Wells Fargo & Company/mn | 17 | 750.00 | 1 | |||||
| 2026-02-12 | 13F | Commonwealth Equity Services, Llc | 193,913 | 189.76 | 9,294 | 309,700.00 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 159,005 | 227.67 | 7,351 | 216.13 |
