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

FOXY
持有机构数
46
机构合计市值 (Q2 2026)
$1.46亿
机构合计股数 (Q2 2026)
489.1万股
整体趋势
增持
全部机构合计
📥 流入(Q1 2026→Q2 2026)
+195.0万股
39 · 18 新买入 · ≈
📤 流出(Q1 2026→Q2 2026)
-7.1万股
9 · 3 清仓 · ≈
⚖️ 净额
+187.9万股
净买入
💰 净额市值
≈ —
参考价
最新持仓市值 (Q2 2026)
$1.46亿
持有机构数
46
新买入
18
加仓
21
减仓
6
清仓
3
持股不变
1
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
梯度投资Gradient Investments LLC
0.49%#13$3,535.5万118.7万股$00股+118.7万股新买入
AE财富管理AE Wealth Management LLC
0.08%0.08%#23$1,643.9万55.2万股$1,497.1万51.2万股+4.0万股+7.78%加仓
法国巴黎银行金融市场BNP PARIBAS FINANCIAL MARKETS
0.01%0.01%#34$1,272.1万42.7万股$1,247.6万42.7万股+348股+0.08%加仓
美国银行BANK OF AMERICA CORP /DE/
<0.01%<0.01%#41$937.9万31.5万股$807.0万27.6万股+3.9万股+14.07%加仓
Elevated Capital Advisors, LLC
2.24%1.8%#2$814.5万27.3万股$713.2万24.4万股+2.9万股+12.09%加仓
信安证券PRINCIPAL SECURITIES, INC.
0.08%0.06%#22$637.0万21.4万股$427.3万14.6万股+6.8万股+46.34%加仓
花旗集团CITIGROUP INC
<0.01%<0.01%#38$529.1万17.8万股$519.3万17.8万股00.00%持仓不变
Encompass More Asset Management
0.76%0.64%#7$520.9万17.5万股$380.1万13.0万股+4.5万股+34.50%加仓
Envestnet资产管理ENVESTNET ASSET MANAGEMENT INC
<0.01%<0.01%#40$440.5万14.8万股$225.8万7.7万股+7.1万股+91.53%加仓
Key Capital Management, INC
2.26%2.62%#1$438.9万14.7万股$396.1万13.5万股+1.2万股+8.76%加仓
Park Edge Advisors, LLC
0.76%0.87%#8$358.6万12.0万股$375.3万12.8万股-7,986股-6.22%减仓
Pekin Hardy Strauss, Inc.
0.28%0.23%#15$318.6万10.7万股$218.7万7.5万股+3.2万股+43.01%加仓
HOWARD BAILEY SECURITIES, LLC
1.17%1.24%#3$311.2万10.4万股$302.7万10.4万股+936股+0.90%加仓
CreativeOne Wealth, LLC
0.06%0.08%#27$281.1万9.4万股$325.6万11.1万股-1.7万股-15.26%减仓
B.O.S.S. Retirement Advisors, LLC
0.69%0.71%#10$255.9万8.6万股$233.3万8.0万股+6,094股+7.64%加仓
简街集团JANE STREET GROUP, LLC
<0.01%#42$250.7万8.4万股$00股+8.4万股新买入
FSA Advisors, Inc.
1.1%1.36%#4$238.9万8.0万股$205.9万7.0万股+9,765股+13.87%加仓
Brown Financial Advisors
0.59%#11$169.8万5.7万股$00股+5.7万股新买入
Authentikos Wealth Advisory, LLC
1.03%1.02%#5$161.7万5.4万股$151.8万5.2万股+2,350股+4.53%加仓
Janney Montgomery Scott LLC
<0.01%#37$144.4万4.8万股$00股+4.8万股新买入
Paladin Wealth, LLC
0.77%#6$131.8万4.4万股$00股+4.4万股新买入
Blackston Financial Advisory Group, LLC
0.74%0.75%#9$130.4万4.4万股$119.7万4.1万股+2,861股+6.99%加仓
Beacon Capital Management, LLC
0.19%0.29%#18$128.3万4.3万股$163.8万5.6万股-1.3万股-23.10%减仓
Networth Advisors, LLC
0.55%0.62%#12$94.4万3.2万股$88.0万3.0万股+1,603股+5.33%加仓
Mather集团MATHER GROUP, LLC.
0.01%0.01%#33$84.5万2.8万股$109.3万3.7万股-9,010股-24.10%减仓
Mattson Financial Services, LLC
0.17%#19$83.5万2.9万股$00股+2.9万股新买入
WealthCare Asset Management, LLC
0.33%0.41%#14$79.5万2.7万股$38.5万1.3万股+1.4万股+102.81%加仓
Mosley Wealth Management
0.21%#16$66.3万2.2万股$00股+2.2万股新买入
城堡顾问CITADEL ADVISORS LLC
<0.01%#46$63.6万2.1万股$00股+2.1万股新买入
Belpointe 资产管理Belpointe Asset Management LLC
0.02%0.02%#30$62.3万2.1万股$56.3万1.9万股+1,656股+8.60%加仓
Maridea Wealth Management LLC
0.07%#25$62.0万2.1万股$00股+2.1万股新买入
Lloyd Advisory Services, LLC.
0.19%#17$49.0万1.6万股$00股+1.6万股新买入
Altiora Financial Group, LLC
0.07%0.06%#24$45.4万1.5万股$38.2万1.3万股+2,174股+16.62%加仓
Summit Global Investments
0.03%0.02%#28$44.5万1.5万股$32.0万1.1万股+3,982股+36.35%加仓
Sowell Financial Services LLC
0.01%#32$39.0万1.3万股$00股+1.3万股新买入
&Partners&PARTNERS
<0.01%#39$32.1万1.1万股$00股+1.1万股新买入
Decker Retirement Planning Inc.
0.09%0.12%#20$26.6万8,926股$26.2万8,951股-25股-0.28%减仓
LANARK FINANCIAL, INC.
0.02%0.01%#31$26.5万8,905股$7.4万2,547股+6,358股+249.63%加仓
Kestra私人财富KESTRA PRIVATE WEALTH SERVICES, LLC
<0.01%<0.01%#36$26.3万8,831股$22.9万7,815股+1,016股+13.00%加仓
TOUNJIAN ADVISORY PARTNERS, LLC
0.06%#26$14.2万4,782股$00股+4,782股新买入
POM Investment Strategies, LLC
0.09%0.23%#21$7.7万2,571股$18.1万6,204股-3,633股-58.56%减仓
Buck Wealth Strategies, LLC
<0.01%#35$2.9万990股$00股+990股新买入
Montgomery Financial Services LLC
0.03%#29$2.9万968股$00股+968股新买入
Steward合伙人投资顾问Steward Partners Investment Advisory, LLC
<0.01%#44$1.5万500股$00股+500股新买入
港湾投资HARBOUR INVESTMENTS, INC.
<0.01%#45$5,511185股$00股+185股新买入
全球退休合伙人Global Retirement Partners, LLC
<0.01%#43$5,362180股$00股+180股新买入

🧭 机构资金流板块热力图

净流出 净流入