Institutionelles- und Fonds-Eigentümerschaft - Käufer
Zu den wichtigsten Inhabern, die neue Positionen in Simplify Exchange Traded Funds - Simplify High Yield ETF eröffnet haben, gehören Signature Estate & Investment Advisors Llc, Mather Group, Llc., Park Avenue Securities Llc, Fortis Capital Advisors, LLC, WealthCare Asset Management, LLC, HighTower Advisors, LLC, Coastal Investment Advisors, Inc., Western Wealth Management, LLC, Golden State Equity Partners, Global Trust Asset Management, LLC, Signature Equity Partners, LLC, Hantz Financial Services, Inc., und Harbour Investments, Inc. .
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.
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| Datei Datum | Quelle | Anleger | Typ | Durchschnittlicher Preis (Est) |
Aktien | Δ Aktien (%) |
Gemeldeter Wert ($1000) |
Δ Wert (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2026-04-28 | 13F | Flagship Harbor Advisors, Llc | 286.313 | 13,60 | 6.110 | 8,86 | ||||
| 2026-05-15 | 13F | Morgan Stanley | 94 | 4.600,00 | 2 | |||||
| 2026-04-10 | 13F | Insight Wealth Strategies, LLC | 680.098 | 5,08 | 14.513 | 0,69 | ||||
| 2026-04-16 | 13F | Heck Capital Advisors, LLC | 14.175 | 9,25 | 302 | 4,86 | ||||
| 2026-04-27 | 13F | Soltis Investment Advisors LLC | 172.003 | 11,28 | 3.671 | 6,62 | ||||
| 2026-04-15 | 13F | Fifth Third Securities, Inc. | 130.418 | 12,89 | 2.783 | 8,20 | ||||
| 2026-05-05 | 13F | UBS Group AG | 1.696 | 1.120,14 | 36 | 1.100,00 | ||||
| 2026-04-23 | 13F | Global Trust Asset Management, LLC | 500 | 11 | ||||||
| 2026-04-30 | 13F | WealthCare Asset Management, LLC | 16.801 | 359 | ||||||
| 2026-04-30 | 13F | Kestra Advisory Services, LLC | 18.343 | 4,75 | 391 | 0,51 | ||||
| 2026-04-14 | 13F | Drive Wealth Management, Llc | 396.511 | 6,52 | 8.462 | 2,06 | ||||
| 2026-04-22 | 13F | Janney Montgomery Scott LLC | 71.939 | 577,26 | 2 | |||||
| 2026-05-01 | 13F | Hantz Financial Services, Inc. | 212 | 0 | ||||||
| 2026-05-13 | 13F | Brinker Capital Investments, LLC | 333.447 | 4,69 | 7.116 | 0,31 | ||||
| 2026-05-13 | 13F | NewEdge Wealth, LLC | 368.211 | 9,12 | 7.858 | 4,56 | ||||
| 2026-05-04 | 13F | Retirement Planning Group | 41.177 | 0,13 | 879 | -4,04 | ||||
| 2026-04-16 | 13F | Security National Bank | 218.388 | 9,68 | 4.660 | 5,10 | ||||
| 2026-05-14 | 13F | Stance Capital Llc | 454 | 10 | ||||||
| 2026-05-19 | 13F | Western Wealth Management, LLC | 2.914 | 62 | ||||||
| 2026-05-14 | 13F | SlateStone Wealth, LLC | 233.356 | 19,94 | 5 | 0,00 | ||||
| 2026-04-20 | 13F | Park Edge Advisors, LLC | 755.936 | 0,38 | 16.132 | -3,82 | ||||
| 2026-04-14 | 13F | Nbc Securities, Inc. | 3.610 | 91,92 | 77 | 87,80 | ||||
| 2026-04-28 | 13F | Golden State Equity Partners | 670 | 14 | ||||||
| 2026-04-29 | 13F | Envestnet Portfolio Solutions, Inc. | 241.758 | 9,10 | 5.159 | 4,56 | ||||
| 2026-05-07 | 13F | Advisor Resource Council | 29.309 | 6,48 | 625 | 2,80 | ||||
| 2026-05-08 | 13F | Prime Capital Investment Advisors, LLC | 305.439 | 5,57 | 6.518 | 1,16 | ||||
| 2026-04-20 | 13F | MBA Advisors LLC | 11.547 | 2,08 | 246 | -1,99 | ||||
| 2026-04-30 | 13F | Cambridge Investment Research Advisors, Inc. | 24.177 | 10,97 | 1 | |||||
| 2026-05-12 | 13F | Kingsview Wealth Management, LLC | 124.698 | 16,49 | 2.661 | 11,67 | ||||
| 2026-04-15 | 13F | Signature Estate & Investment Advisors Llc | 1.824.491 | 38.935 | ||||||
| 2026-04-20 | 13F | Centennial Wealth Advisory LLC | 98.145 | 8,52 | 2.094 | 3,97 | ||||
| 2026-05-12 | 13F | WCG Wealth Advisors LLC | 173.191 | 12,35 | 3.696 | 7,66 | ||||
| 2026-05-04 | 13F | Envestnet Asset Management Inc | 1.496.920 | 9,30 | 31.944 | 4,74 | ||||
| 2026-05-13 | 13F | AE Wealth Management LLC | 1.264.387 | 3,90 | 26.982 | -0,44 | ||||
| 2026-05-15 | 13F | Goldman Sachs Group Inc | 100.300 | 2.140 | ||||||
| 2026-05-15 | 13F | Advisory Services Network, LLC | 59.293 | 7,86 | 1.265 | 3,35 | ||||
| 2026-04-28 | 13F | Fortis Capital Advisors, LLC | 20.106 | 429 | ||||||
| 2026-02-13 | 13F | Colony Group, LLC | 187.408 | 4,97 | 4.174 | 2,03 | ||||
| 2026-05-15 | 13F | Harbour Investments, Inc. | 25 | 1 | ||||||
| 2026-05-06 | 13F | Assetmark, Inc | 114 | 2 | ||||||
| 2026-05-13 | 13F | Signature Equity Partners, LLC | 281 | 6 | ||||||
| 2026-05-05 | 13F | Almanack Investment Partners, LLC. | 86.975 | 353,61 | 1.856 | 334,66 | ||||
| 2026-05-15 | 13F | Larson Financial Group LLC | 0 | 0 | ||||||
| 2026-05-11 | 13F/A | GFS Advisors, LLC | 12.125 | 11,49 | 259 | 6,61 | ||||
| 2026-04-20 | 13F | SILVER OAK SECURITIES, Inc | 63.002 | 10,02 | 1.344 | 5,33 | ||||
| 2026-04-22 | 13F | Coastal Investment Advisors, Inc. | 8.080 | 172 | ||||||
| 2026-04-30 | 13F | Prevail Innovative Wealth Advisors, Llc | 316.279 | 220,74 | 6.749 | 207,33 | ||||
| 2026-05-05 | 13F | HighTower Advisors, LLC | 11.401 | 243 | ||||||
| 2026-04-28 | 13F | Belpointe Asset Management LLC | 31.508 | 187,64 | 672 | 176,54 | ||||
| 2026-04-07 | 13F | Park Avenue Securities Llc | 21.135 | 0 | ||||||
| 2026-05-04 | 13F | Geneos Wealth Management Inc. | 73 | 2,82 | 2 | 0,00 | ||||
| 2026-05-15 | 13F | Change Path, LLC | 31.905 | 15,98 | 681 | 11,11 | ||||
| 2026-05-13 | 13F | Principal Securities, Inc. | 378.392 | 67,11 | 8.075 | 60,13 | ||||
| 2026-05-14 | 13F | Cwm, Llc | 9.106 | 68,32 | 194 | |||||
| 2026-04-13 | 13F | Mather Group, Llc. | 21.580 | 461 | ||||||
| 2026-05-12 | 13F | TD Waterhouse Canada Inc. | 48.600 | 59,87 | 1.039 | 53,55 | ||||
| 2026-05-13 | 13F | Triumph Capital Management | 9.867 | 1,13 | 211 | -3,23 |
