13FBOX
SIMPLIFY EXCHANGE TRADED FUN · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY EXCHANGE TRADED FUN

HIGH
持有机构数
40
机构合计市值 (Q2 2026)
$3,758.7万
机构合计股数 (Q2 2026)
173.8万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+12.6万股
17 · 7 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-50.4万股
27 · 9 清仓 · ≈
⚖️ 净额
-37.8万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$3,758.7万
持有机构数
40
新买入
7
加仓
10
减仓
18
清仓
9
持股不变
5
历史所有权投资组合占比上一季度占比排名Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
信安证券PRINCIPAL SECURITIES, INC.
0.15%0.18%#4$1,234.1万57.1万股$1,254.8万58.8万股-1.7万股-2.97%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#22$585.1万27.1万股$609.9万28.6万股-1.5万股-5.35%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#23$529.0万24.5万股$571.1万26.8万股-2.3万股-8.61%减仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#17$248.4万11.5万股$254.9万11.9万股-4,595股-3.85%减仓
WealthPlan Investment Management, LLC
0.11%0.14%#7$215.0万9.9万股$254.7万11.9万股-2.0万股-16.73%减仓
旧使命资本OLD MISSION CAPITAL LLC
0.03%0.01%#9$211.0万9.8万股$87.7万4.1万股+5.6万股+137.33%加仓
Legacy Wealth Managment, LLC/ID
0.55%0.45%#1$133.4万6.2万股$90.1万4.2万股+1.9万股+46.02%加仓
WealthPLAN Partners, LLC
0.18%0.3%#3$92.4万4.3万股$152.7万7.2万股-2.9万股-40.30%减仓
TME FINANCIAL, INC.
0.53%0.65%#2$86.6万4.0万股$94.4万4.4万股-4,195股-9.48%减仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#18$59.7万2.8万股$59.5万2.8万股-263股-0.94%减仓
HRT金融HRT FINANCIAL LP
<0.01%#25$44.0万2.0万股$00股+2.0万股新买入
顶峰金融Summit Financial, LLC
<0.01%0.01%#14$42.8万2.0万股$69.8万3.3万股-1.3万股-39.54%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#26$35.1万1.6万股$27.8万1.3万股+3,178股+24.37%加仓
Mosley Wealth Management
0.11%0.08%#6$33.7万1.6万股$18.5万8,030股+7,550股+94.02%加仓
Redhawk Wealth Advisors, Inc.
0.03%0.03%#11$25.7万1.2万股$25.0万1.2万股+164股+1.40%加仓
Mather集团MATHER GROUP, LLC.
<0.01%0.01%#19$25.7万1.2万股$70.0万3.3万股-2.1万股-63.75%减仓
PANORAMIC INVESTMENT ADVISORS, LLC
0.12%0.14%#5$25.6万1.2万股$25.3万1.2万股00.00%持仓不变
Integrated Advisors Network LLC
0.01%0.02%#13$24.0万1.1万股$28.6万1.3万股-2,317股-17.27%减仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#31$21.9万1.0万股$00股+1.0万股新买入
IFP顾问IFP Advisors, Inc
<0.01%0.01%#16$21.3万9,835股$24.5万1.2万股-1,667股-14.49%减仓
Elevated Capital Advisors, LLC
0.06%0.09%#8$20.6万9,519股$35.7万1.7万股-7,227股-43.16%减仓
Arax顾问Arax Advisory Partners
<0.01%<0.01%#27$10.5万4,848股$8.1万3,781股+1,067股+28.22%加仓
LANARK FINANCIAL, INC.
<0.01%<0.01%#15$6.6万3,074股$1.9万874股+2,200股+251.72%加仓
Larson Financial 集团Larson Financial Group LLC
<0.01%<0.01%#21$5.3万2,430股$5.1万2,397股+33股+1.38%加仓
PNC金融服务集团PNC FINANCIAL SERVICES GROUP, INC.
<0.01%#30$5.2万2,400股$00股+2,400股新买入
Key Capital Management, INC
0.02%0.02%#12$3.0万1,405股$3.2万1,481股-76股-5.13%减仓
Luminist Capital LLC
0.03%0.04%#10$2.9万1,358股$3.3万1,548股-190股-12.27%减仓
SouthState Bank Corp
<0.01%#24$2.7万1,262股$00股+1,262股新买入
贝莱德BlackRock, Inc.
<0.01%<0.01%#36$2.3万1,053股$2,241105股+948股+902.86%加仓
加拿大皇家银行ROYAL BANK OF CANADA
<0.01%<0.01%#34$1.4万660股$7.7万3,615股-2,955股-81.74%减仓
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%<0.01%#28$1.1万511股$7,106333股+178股+53.45%加仓
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#29$9,193425股$7.0万3,301股-2,876股-87.13%减仓
瑞银集团UBS Group AG
<0.01%<0.01%#35$8,652400股$2.7万1,278股-878股-68.70%减仓
TOUNJIAN ADVISORY PARTNERS, LLC
<0.01%#20$4,336200股$00股+200股新买入
加拿大国家银行NATIONAL BANK OF CANADA /FI/
<0.01%<0.01%#33$2,877133股$2,822133股00.00%持仓不变
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%#38$402股$00股+2股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#40$221股$271股00.00%持仓不变
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#37$211股$201股00.00%持仓不变
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#39$201股$231股00.00%持仓不变
Lloyd Advisory Services, LLC.
<0.01%#32$121股$00股+1股新买入

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