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

CTA
持有机构数
253
机构合计市值 (Q2 2026)
$10.52亿
机构合计股数 (Q2 2026)
4,040.4万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+753.7万股
167 · 47 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-457.9万股
100 · 32 清仓 · ≈
⚖️ 净额
+295.7万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$10.52亿
持有机构数
253
新买入
47
加仓
120
减仓
68
清仓
32
持股不变
18
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
美国银行BANK OF AMERICA CORP /DE/
0.01%0.01%#181$1.34亿517.1万股$1.35亿446.8万股+70.3万股+15.74%加仓
财富增值顾问WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
0.12%0.13%#86$7,544.0万309.9万股$5,980.2万210.6万股+99.3万股+47.18%加仓
花旗集团CITIGROUP INC
0.02%0.02%#154$5,502.4万212.1万股$4,068.2万134.6万股+77.5万股+57.57%加仓
Boothe Investment Group, Inc.
14.24%16.91%#1$4,518.6万174.2万股$5,255.0万173.9万股+3,029股+0.17%加仓
LPL金融LPL Financial LLC
0.01%0.01%#180$3,827.5万147.6万股$3,184.4万105.4万股+42.2万股+40.03%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
0.01%0.01%#183$3,010.3万116.0万股$3,852.3万127.5万股-11.4万股-8.96%减仓
AE财富管理AE Wealth Management LLC
0.12%0.15%#88$2,597.3万100.1万股$2,837.4万93.9万股+6.2万股+6.64%加仓
Independence Wealth Advisors, LLC
12.67%15.33%#2$2,526.2万97.4万股$2,875.4万95.1万股+2.2万股+2.34%加仓
IAG Wealth Partners, LLC
2.11%2.68%#17$2,129.8万82.1万股$2,402.1万79.5万股+2.6万股+3.29%加仓
瑞银集团UBS Group AG
<0.01%<0.01%#205$2,087.5万80.5万股$2,447.1万81.0万股-5,015股-0.62%减仓
Allie Family Office LLC
2.64%0.09%#14$1,742.6万67.2万股$20.3万6,718股+66.5万股+9,900.00%加仓
AssetMarkASSETMARK, INC
0.03%0.03%#139$1,610.4万62.1万股$1,589.9万52.6万股+9.5万股+18.00%加仓
HighTower顾问HighTower Advisors, LLC
0.01%0.02%#165$1,396.7万53.8万股$2,065.8万68.4万股-14.5万股-21.23%减仓
ABBINGTON INVESTMENT GROUP
8.87%9.01%#3$1,393.8万53.7万股$1,549.3万51.3万股+2.5万股+4.81%加仓
Beacon Capital Management, Inc.
0.83%0.59%#32$1,371.0万52.9万股$1,054.7万34.9万股+18.0万股+51.44%加仓
Pasadena Private Wealth, LLC
1.69%2.19%#23$1,329.9万51.3万股$1,582.6万52.4万股-1.1万股-2.10%减仓
Altiora Financial Group, LLC
2.06%3.14%#20$1,305.8万50.3万股$1,905.1万63.0万股-12.7万股-20.15%减仓
Fielder Capital Group LLC
2.73%3.08%#13$1,262.3万48.7万股$1,414.7万46.8万股+1.9万股+3.95%加仓
Deane Retirement Strategies, Inc.
4.7%4.86%#6$1,207.4万39.9万股$1,207.4万39.9万股00.00%持仓不变
Compound Planning, Inc.
0.31%0.34%#59$1,201.6万46.3万股$1,123.1万37.2万股+9.2万股+24.64%加仓
Truist金融TRUIST FINANCIAL CORP
0.01%0.02%#164$1,182.1万45.6万股$1,154.3万38.2万股+7.4万股+19.30%加仓
&Partners&PARTNERS
0.05%0.07%#124$1,146.8万44.7万股$1,476.5万48.9万股-4.1万股-8.45%减仓
纽约人寿投资管理NEW YORK LIFE INVESTMENT MANAGEMENT LLC
0.08%0.1%#104$1,126.5万43.4万股$1,222.8万40.5万股+3.0万股+7.33%加仓
PEAK FINANCIAL ADVISORS LLC
4.59%5.76%#7$1,109.1万42.8万股$1,300.6万43.0万股-2,782股-0.65%减仓
OmniStar Financial Group, Inc.
5.07%6.18%#5$1,100.1万42.4万股$1,191.6万39.4万股+3.0万股+7.52%加仓
Orion组合解决方案Orion Porfolio Solutions, LLC
0.08%0.11%#103$1,085.1万41.8万股$1,280.8万42.4万股-5,502股-1.30%减仓
雷蒙德詹姆斯金融RAYMOND JAMES FINANCIAL INC
<0.01%<0.01%#203$1,063.8万41.0万股$1,128.0万37.3万股+3.7万股+9.87%加仓
OSAIC控股OSAIC HOLDINGS, INC.
0.01%0.01%#168$1,014.8万39.1万股$576.2万19.1万股+20.1万股+105.16%加仓
Waterloo Capital, L.P.
0.56%0.27%#43$1,004.4万38.7万股$390.0万12.9万股+25.8万股+200.05%加仓
Cambridge Investment Research Advisors, Inc.
0.02%0.03%#148$986.0万38.0万股$1,067.2万35.3万股+2.7万股+7.64%加仓
Ferguson Shapiro LLC
2.83%3.71%#12$967.3万37.3万股$1,217.0万40.3万股-3.0万股-7.40%减仓
THEORY FINANCIAL LLC
2.95%3.59%#11$936.9万36.1万股$1,022.0万33.8万股+2.3万股+6.79%加仓
Elevated Capital Advisors, LLC
2.58%2.55%#16$936.4万36.1万股$1,011.9万33.5万股+2.6万股+7.81%加仓
西北互惠财富管理NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO
<0.01%<0.01%#194$882.3万34.0万股$40.1万1.3万股+32.7万股+2,460.73%加仓
Kayne Anderson Rudnick投资管理KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
0.03%#142$840.5万32.5万股$00股+32.5万股新买入
COWA, LLC
2.1%2.46%#18$839.1万32.3万股$910.5万30.1万股+2.2万股+7.37%加仓
Clark资本管理集团Clark Capital Management Group, Inc.
0.04%0.03%#129$801.2万30.9万股$523.9万17.3万股+13.6万股+78.16%加仓
富国银行WELLS FARGO & COMPANY/MN
<0.01%<0.01%#214$725.9万28.0万股$864.8万28.6万股-6,353股-2.22%减仓
GFS Advisors, LLC
0.75%#37$714.9万815股$00股+815股新买入
Aspen Wealth Strategies, LLC
3.35%4.22%#9$692.2万26.7万股$791.6万26.2万股+4,898股+1.87%加仓
Longview Financial Advisors, Inc.
3.59%3.81%#8$614.4万23.7万股$623.7万20.6万股+3.0万股+14.76%加仓
摩根士丹利MORGAN STANLEY
<0.01%<0.01%#230$578.9万22.3万股$792.5万28.3万股-6.0万股-21.24%减仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%0.04%#170$567.3万21.9万股$1,315.2万43.5万股-21.7万股-49.75%减仓
Philip James Wealth Mangement, LLC
0.58%0.75%#42$515.6万19.9万股$652.2万21.6万股-1.7万股-7.90%减仓
Belpointe 资产管理Belpointe Asset Management LLC
0.17%0.22%#80$507.5万19.6万股$611.3万20.2万股-6,649股-3.29%减仓
Key Capital Management, INC
2.61%3.64%#15$507.3万19.6万股$551.0万18.2万股+1.3万股+7.26%加仓
CSS LLC/IL
0.2%0.28%#74$502.9万19.4万股$585.9万19.4万股00.00%持仓不变
PRIVATE CLIENT SERVICES, LLC
1.31%#27$500.1万19.3万股$00股+19.3万股新买入
Kestra顾问服务Kestra Advisory Services, LLC
0.02%0.02%#160$492.6万19.0万股$630.2万20.9万股-1.9万股-8.95%减仓
NorthCrest Asset Manangement, LLC
0.12%0.15%#87$476.7万18.4万股$492.8万16.0万股+2.3万股+14.60%加仓

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