Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Simplify Exchange Traded Funds - Simplify Aggregate Bond ETF eröffnet haben, gehören WCG Wealth Advisors LLC, Sowell Financial Services LLC, RiverTree Advisors, LLC, GeoWealth Management, LLC, Wealth Enhancement Advisory Services, Llc, WealthCare Asset Management, LLC, Independent Financial Group, Llc, Secure Asset Management, LLC, Independent Advisor Alliance, Fifth Third Securities, Inc., Centaurus Financial, Inc., Retirement Planning Group, Jpmorgan Chase & Co, und Fifth Third Bancorp .
Diese Seite zeigt Veränderungen in der Eigentümerstruktur, indem sie Institutionen, Fonds und Großaktionäre auflistet, die im letzten Berichtszeitraum ihre Bestände erhöht oder neue Positionen eröffnet haben. Grüne Zeilen weisen auf neue Positionen hin. Klicken Sie auf das Link-Symbol, um den vollständigen Transaktionsverlauf anzuzeigen.
Upgradezum Freischalten von Premium-Daten.
| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-05-15 | 13F | GWM Advisors LLC | 14.035 | 0,07 | 14 | -95,17 | ||||
| 2026-04-23 | 13F | Howard Bailey Securities, Llc | 139.538 | 12,53 | 2.840 | 10,64 | ||||
| 2026-04-10 | 13F | Financial Partners Group, Inc | 54.307 | 16,62 | 1.105 | 14,63 | ||||
| 2026-04-17 | 13F | Worth Asset Management, LLC | 25.813 | 4,55 | 525 | 2,74 | ||||
| 2026-05-12 | 13F | Jane Street Group, Llc | 82.028 | 1.669 | ||||||
| 2026-03-27 | 13F | Prosperity Wealth Management, Inc. | 60.397 | 1,85 | 1.250 | 1,79 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 13.976 | 284 | ||||||
| 2026-05-04 | 13F | Mml Investors Services, Llc | 23.192 | 95,22 | 472 | 92,24 | ||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 18.004 | 366 | ||||||
| 2026-04-30 | 13F | Elevated Capital Advisors, LLC | 351.530 | 50,56 | 7.154 | 48,03 | ||||
| 2026-05-01 | 13F | International Assets Investment Management, Llc | 2.564 | 0,16 | 52 | -1,89 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 11.634 | 237 | ||||||
| 2026-04-07 | 13F | Farther Finance Advisors, LLC | 1.509 | 1,28 | 31 | 0,00 | ||||
| 2026-05-15 | 13F | Royal Bank Of Canada | 13.145 | 79,87 | 268 | 77,48 | ||||
| 2026-05-01 | 13F | Fifth Third Bancorp | 725 | 15 | ||||||
| 2026-05-14 | 13F | Stance Capital Llc | 3.407 | 69 | ||||||
| 2026-04-22 | 13F | KG&L Capital Management,LLC | 54.222 | 6,05 | 1.103 | 4,25 | ||||
| 2026-04-20 | 13F | Kestra Private Wealth Services, Llc | 89.329 | 32,66 | 1.818 | 30,44 | ||||
| 2026-05-18 | 13F | IFS Group,LLC | 139.748 | 5,21 | 2.844 | 3,31 | ||||
| 2026-04-29 | 13F | WealthPlan Investment Management, LLC | 718.613 | 178,09 | 14.624 | 173,38 | ||||
| 2026-05-15 | 13F | Stadion Money Management, LLC | 687.642 | 1,40 | 14 | -99,91 | ||||
| 2026-05-15 | 13F/A | Independent Financial Group, Llc | 16.220 | 330 | ||||||
| 2026-04-20 | 13F | RiverTree Advisors, LLC | 156.859 | 3.192 | ||||||
| 2026-05-15 | 13F | Citadel Advisors Llc | 40.410 | 822 | ||||||
| 2026-05-18 | 13F | Arkadios Wealth Advisors | 10.449 | 7,73 | 213 | 6,00 | ||||
| 2026-05-07 | 13F | Greykasell Wealth Strategies, Inc. | 40.043 | 1,81 | 815 | 0,00 | ||||
| 2026-05-05 | 13F | Sanctuary Advisors, LLC | 55.704 | 62,55 | 1.134 | 59,80 | ||||
| 2026-05-06 | 13F | FSA Advisors, Inc. | 97.369 | 6,59 | 1.981 | 4,76 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 410.019 | 12,56 | 8.344 | 10,65 | ||||
| 2026-04-23 | 13F | Blackston Financial Advisory Group, LLC | 54.768 | 24,59 | 1.115 | 22,55 | ||||
| 2026-04-27 | 13F | Simplify Asset Management Inc. | 2.109.127 | 13,45 | 42.921 | 11,53 | ||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 191.098 | 7,73 | 3.889 | 5,88 | ||||
| 2026-04-27 | 13F | Revisor Wealth Management LLC | 18.968 | 0,35 | 386 | -1,53 | ||||
| 2026-05-12 | 13F | Great Diamond Partners, LLC | 569.038 | 18,40 | 11.580 | 16,40 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 1.867.814 | 38.010 | ||||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 10.025 | 0 | ||||||
| 2026-05-13 | 13F/A | Jpmorgan Chase & Co | 6.044 | 123 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 54.251 | 2,99 | 1.104 | 1,28 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.196.695 | 10,28 | 24.353 | 8,41 | ||||
| 2026-04-27 | 13F | Evolution Wealth Management Inc. | 136.124 | 56,49 | 2.770 | 53,89 | ||||
| 2026-05-13 | 13F | GeoWealth Management, LLC | 64.003 | 1.302 | ||||||
| 2026-04-08 | 13F | Wealth Enhancement Advisory Services, Llc | 21.199 | 432 | ||||||
| 2026-04-13 | 13F | Bay Rivers Group | 35.922 | 29,21 | 731 | 27,13 | ||||
| 2026-05-07 | 13F | Key Capital Management, INC | 186.376 | 25,39 | 3.793 | 23,28 | ||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 134.159 | 1,70 | 2.730 | 0,00 | ||||
| 2026-04-22 | 13F | Networth Advisors, LLC | 41.992 | 29,35 | 855 | 27,08 | ||||
| 2026-05-19 | 13F | Winnow Wealth Llc | 25.922 | 3,27 | 528 | 0,00 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 58.513 | 2.778,16 | 1.191 | 2.733,33 | ||||
| 2026-05-15 | 13F | IHT Wealth Management, LLC | 35.966 | 45,92 | 732 | 43,33 | ||||
| 2026-05-07 | 13F | Legacy Wealth Managment, LLC/ID | 26.692 | 13,44 | 543 | 11,50 | ||||
| 2026-04-28 | 13F | B.O.S.S. Retirement Advisors, LLC | 112.296 | 8,89 | 2.285 | 7,08 | ||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 423.120 | 223,69 | 8.610 | 218,30 | ||||
| 2026-05-04 | 13F | Sigma Planning Corp | 10.145 | 4,19 | 206 | 2,49 | ||||
| 2026-04-20 | 13F | Sowell Financial Services LLC | 1.198.667 | 24.393 | ||||||
| 2026-05-18 | 13F | Centaurus Financial, Inc. | 11.800 | 0 | ||||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 405.197 | 89,49 | 8.246 | 86,29 | ||||
| 2026-05-06 | 13F | LPL Financial LLC | 807.669 | 98,22 | 16.436 | 94,88 | ||||
| 2026-04-09 | 13F | Secure Asset Management, LLC | 14.770 | 301 | ||||||
| 2026-05-12 | 13F | Independent Advisor Alliance | 14.081 | 287 | ||||||
| 2026-05-08 | 13F | Aspen Wealth Strategies, LLC | 20.313 | 26,35 | 413 | 24,40 | ||||
| 2026-05-04 | 13F | Brookwood Investment Group LLC | 468.796 | 1.179,60 | 9.540 | 1.158,44 | ||||
| 2026-04-29 | 13F | WealthPLAN Partners, LLC | 26.425 | 18,52 | 538 | 16,49 |
