13FBOX
Simplify Interest Rate Hedge ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

Simplify Interest Rate Hedge ETF

PFIX
持有机构数
56
机构合计市值 (Q2 2026)
$7,864.8万
机构合计股数 (Q2 2026)
181.5万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+128.2万股
34 · 21 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-111.5万股
43 · 28 清仓 · ≈
⚖️ 净额
+16.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$7,864.8万
持有机构数
56
新买入
21
加仓
13
减仓
15
清仓
28
持股不变
7
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
简街集团JANE STREET GROUP, LLC
<0.01%#30$2,782.2万64.2万股$00股+64.2万股新买入
Pekin Hardy Strauss, Inc.
0.62%0.13%#4$703.4万16.2万股$124.9万2.7万股+13.5万股+500.47%加仓
城堡顾问CITADEL ADVISORS LLC
<0.01%#37$638.9万14.7万股$00股+14.7万股新买入
Drum Hill Capital, LLC
6.44%6.1%#1$630.7万14.5万股$664.0万14.4万股+1,818股+1.27%加仓
Holcombe Financial, Inc.
2.43%2.7%#2$430.3万9.9万股$460.2万10.0万股-313股-0.31%减仓
GTS SECURITIES LLC
0.08%#13$398.1万9.2万股$00股+9.2万股新买入
Ausdal Financial Partners, Inc.
0.12%#12$311.0万7.2万股$00股+7.2万股新买入
Advyzon Investment Management, LLC
0.22%#8$304.3万7.0万股$00股+7.0万股新买入
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#27$300.9万6.9万股$322.3万7.0万股-331股-0.47%减仓
THOR TRADING ADVISORS, LLC
0.52%#5$165.2万3.8万股$00股+3.8万股新买入
FSA Investment Group, LLC
0.43%0.4%#7$131.9万3.0万股$100.0万2.2万股+8,791股+40.64%加仓
Catawba River Capital
0.48%0.49%#6$108.3万2.5万股$102.1万2.2万股+2,540股+11.32%加仓
HighTower顾问HighTower Advisors, LLC
<0.01%<0.01%#35$104.2万2.4万股$113.0万2.4万股-424股-1.73%减仓
LPL金融LPL Financial LLC
<0.01%<0.01%#43$88.1万2.0万股$735.1万15.9万股-13.9万股-87.21%减仓
Maridea Wealth Management LLC
0.08%#14$72.4万1.7万股$00股+1.7万股新买入
Hilltop Holdings Inc.
0.05%0.08%#15$63.6万1.5万股$91.0万2.0万股-4,998股-25.40%减仓
B. Riley Wealth Advisors, Inc.
0.03%0.04%#18$59.9万1.4万股$60.4万1.3万股+1,873股+14.92%加仓
Capital Advisor Network LLC
0.66%0.05%#3$53.1万1.2万股$11.7万2,528股+9,707股+383.98%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
<0.01%<0.01%#34$52.5万1.2万股$51.8万1.1万股+901股+8.04%加仓
美世全球顾问MERCER GLOBAL ADVISORS INC /ADV
<0.01%<0.01%#38$38.0万8,754股$40.9万8,848股-94股-1.06%减仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#46$36.8万8,495股$506.4万11.0万股-10.1万股-92.24%减仓
PFG Advisors
0.02%0.43%#22$36.6万8,443股$881.0万19.1万股-18.2万股-95.57%减仓
Global Endowment Management, LP
0.04%#17$34.7万8,000股$00股+8,000股新买入
OneDigital投资顾问OneDigital Investment Advisors LLC
<0.01%#29$30.0万6,911股$00股+6,911股新买入
SMITH, MOORE & CO.
0.02%0.02%#21$29.3万6,755股$23.1万5,005股+1,750股+34.97%加仓
Cambridge Advisors Inc.
0.05%0.06%#16$26.8万6,178股$28.6万6,182股-4股-0.06%减仓
LANE BROTHERS & CO INC
0.16%#10$24.4万5,625股$00股+5,625股新买入
Point72资产管理Point72 Asset Management, L.P.
<0.01%<0.01%#41$23.0万5,300股$150.7万3.3万股-2.7万股-83.74%减仓
蒙特利尔银行BANK OF MONTREAL /CAN/
<0.01%<0.01%#47$22.8万5,262股$21.1万4,568股+694股+15.19%加仓
锚顾问Ancora Advisors LLC
<0.01%#25$22.1万5,100股$00股+5,100股新买入
Bright Futures Wealth Management, LLC.
0.14%#11$21.4万4,937股$00股+4,937股新买入
Savvy Advisors, Inc.
<0.01%0.01%#24$21.2万4,882股$31.1万6,719股-1,837股-27.34%减仓
Luminist Capital LLC
0.22%0.22%#9$20.3万4,841股$16.9万3,653股+1,188股+32.52%加仓
AE财富管理AE Wealth Management LLC
<0.01%<0.01%#36$20.3万4,675股$70215股+4,660股+31,066.67%加仓
OSAIC控股OSAIC HOLDINGS, INC.
<0.01%<0.01%#45$11.0万2,539股$47.3万1.0万股-7,682股-75.16%减仓
Integrated Wealth ConceptsIntegrated Wealth Concepts LLC
<0.01%#39$8.7万2,012股$00股+2,012股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%<0.01%#40$7.3万1,682股$7.8万1,682股00.00%持仓不变
Reyes Financial Architecture, Inc.
0.03%#19$5.3万1,216股$00股+1,216股新买入
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#54$4.8万1,113股$7,279151股+962股+637.09%加仓
Colonial Trust Co / SC
<0.01%0.01%#26$3.3万750股$8.1万1,750股-1,000股-57.14%减仓
Copia Wealth Management
0.02%0.02%#20$3.2万745股$3.4万745股00.00%持仓不变
HARBOR INVESTMENT ADVISORY, LLC
<0.01%<0.01%#31$2.6万600股$2.8万600股00.00%持仓不变
瑞银集团UBS Group AG
<0.01%#53$2.4万558股$00股+558股新买入
Farther金融顾问Farther Finance Advisors, LLC
<0.01%<0.01%#44$2.4万555股$20.5万4,507股-3,952股-87.69%减仓
美国合众银行US BANCORP \DE\
<0.01%<0.01%#50$2.4万545股$2.5万545股00.00%持仓不变
Triumph Capital Management
<0.01%<0.01%#28$1.5万342股$1.6万342股00.00%持仓不变
POM Investment Strategies, LLC
0.01%0.01%#23$8,976207股$8,136176股+31股+17.61%加仓
Tower Research Capital LLC (TRC)
<0.01%#42$8,368193股$00股+193股新买入
Decker Retirement Planning Inc.
<0.01%#33$3,77287股$00股+87股新买入
Ameritas咨询服务Ameritas Advisory Services, LLC
<0.01%#48$3,55682股$00股+82股新买入

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