13FBOX
SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF · 13F 机构持仓分析
期权收益计算器 机构排行
S

SIMPLIFY US EQUITY PLUS MANAGED FUTURES STRATEGY ETF

CTAP
持有机构数
18
机构合计市值 (Q2 2026)
$4,440.2万
机构合计股数 (Q2 2026)
168.1万股
整体趋势
减持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+102.6万股
15 · 8 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-337.1万股
4 · 3 清仓 · ≈
⚖️ 净额
-234.5万股
净卖出
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$4,440.2万
持有机构数
18
新买入
8
加仓
7
减仓
1
清仓
3
持股不变
2
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
Mather集团MATHER GROUP, LLC.
0.13%0.08%#5$1,539.9万58.3万股$824.2万30.8万股+27.5万股+89.47%加仓
MML投资者服务MML INVESTORS SERVICES, LLC
0.01%#10$725.9万27.5万股$00股+27.5万股新买入
Tactive Advisors, LLC
0.71%#1$289.0万10.9万股$00股+10.9万股新买入
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%#17$277.4万10.5万股$00股+10.5万股新买入
简化资产管理Simplify Asset Management Inc.
0.04%0.04%#9$264.1万10.0万股$267.8万10.0万股00.00%持仓不变
Kensington Asset Management, LLC
0.14%#4$264.1万10.0万股$00股+10.0万股新买入
Professional Financial Advisors, LLC
0.4%0.42%#2$232.3万8.8万股$205.7万7.7万股+1.1万股+14.50%加仓
Commonwealth股权服务COMMONWEALTH EQUITY SERVICES, LLC
<0.01%<0.01%#15$206.4万7.8万股$198.2万7.4万股+4,161股+5.62%加仓
WEDBUSH SECURITIES INC
0.05%0.03%#8$203.6万7.7万股$110.5万4.1万股+3.6万股+86.90%加仓
Kestra顾问服务Kestra Advisory Services, LLC
0.01%#12$170.3万6.4万股$00股+6.4万股新买入
摩根大通JPMORGAN CHASE & CO
<0.01%<0.01%#18$80.2万3.1万股$3,838145股+3.0万股+20,976.55%加仓
Pekin Hardy Strauss, Inc.
0.06%0.06%#7$70.2万2.7万股$57.2万2.1万股+5,206股+24.36%加仓
Triton Wealth Management, PLLC
0.15%0.18%#3$48.2万1.8万股$49.2万1.8万股-367股-1.98%减仓
Magnolia Private Wealth, LLC
0.13%0.28%#6$44.7万1.7万股$41.8万1.6万股+1,335股+8.56%加仓
芝加哥合伙人投资集团Chicago Partners Investment Group LLC
<0.01%#14$20.4万7,159股$00股+7,159股新买入
Reyes Financial Architecture, Inc.
0.01%#11$2.3万874股$00股+874股新买入
Caitlin John, LLC
<0.01%#13$8,900337股$00股+337股新买入
Deane Retirement Strategies, Inc.
<0.01%<0.01%#16$3,991149股$3,991149股00.00%持仓不变

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