Insider-Transaktionen (12 Monate) ⓘ
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Fondsaktivität (Vorquartalsvergleich) ⓘ
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| Ancora Advisors LLC | 1.012.249 | 840.270 | 171.979 | 21.982.374 | Aufgestockt | +20,5% | |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 399.553 | 298.594 | 100.959 | 10.154.639 | Aufgestockt | +33,8% | |
| AG Asset Advisory, LLC | 295.234 | 0 | 295.234 | 7.503.372 | Neu | +100,0% | |
| Magnus Financial Group LLC | 81.991 | 0 | 81.991 | 2.083.796 | Neu | +100,0% | |
| Belpointe Asset Management LLC | 60.501 | 0 | 60.501 | 1.537.633 | Neu | +100,0% | |
| RAYMOND JAMES FINANCIAL INC | 59.424 | 0 | 59.424 | 1.510.261 | Neu | +100,0% | |
| CreativeOne Wealth, LLC | 54.188 | 41.356 | 12.832 | 1.377.182 | Aufgestockt | +31,0% | |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 36.335 | 0 | 36.335 | 922.388 | Neu | +100,0% | |
| Pekin Hardy Strauss, Inc. | 33.200 | 12.075 | 21.125 | 843.778 | Aufgestockt | +174,9% | |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32.193 | 0 | 32.193 | 817.242 | Neu | +100,0% | |
| HB Wealth Management, LLC | 31.798 | 0 | 31.798 | 808.146 | Neu | +100,0% | |
| Accelerate Investment Advisors LLC | 25.760 | 0 | 25.760 | 654.690 | Neu | +100,0% | |
| CITADEL ADVISORS LLC | 25.449 | 0 | 25.449 | 646.786 | Neu | +100,0% | |
| Exit Wealth Advisors, LLC. | 24.188 | 0 | 24.188 | 614.738 | Neu | +100,0% | |
| JANE STREET GROUP, LLC | 12.856 | 8.845 | 4.011 | 326.735 | Aufgestockt | +45,3% | |
| CWM, LLC | 11.086 | 0 | 11.086 | 281.763 | Neu | +100,0% | |
| SlateStone Wealth, LLC | 233.356 | 194.553 | 38.803 | 4.980 | Aufgestockt | +19,9% | |
| Corient Private Wealth LLC | 13.354 | 0 | 13.354 | 339 | Neu | +100,0% | |
| HAZLETT, BURT & WATSON, INC. | 800 | 924 | -124 | 21 | Reduziert | -13,4% |
Top-Fondshalter (Stand: 31.03.2026) ⓘ
| Fonds | Anteile | Vorquartal (Stk) | Δ | Wert (USD) | Anteil (%) |
|---|---|---|---|---|---|
| Ancora Advisors LLC | 1.012.249 | 840.270 | +20,5% | 21.982.374 | 42,22 |
| KAYNE ANDERSON CAPITAL ADVISORS LP | 399.553 | 298.594 | +33,8% | 10.154.639 | 19,50 |
| AG Asset Advisory, LLC | 295.234 | 0 | +100,0% | 7.503.372 | 14,41 |
| Magnus Financial Group LLC | 81.991 | 0 | +100,0% | 2.083.796 | 4,00 |
| Belpointe Asset Management LLC | 60.501 | 0 | +100,0% | 1.537.633 | 2,95 |
| RAYMOND JAMES FINANCIAL INC | 59.424 | 0 | +100,0% | 1.510.261 | 2,90 |
| CreativeOne Wealth, LLC | 54.188 | 41.356 | +31,0% | 1.377.182 | 2,64 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | 36.335 | 0 | +100,0% | 922.388 | 1,77 |
| Pekin Hardy Strauss, Inc. | 33.200 | 12.075 | +174,9% | 843.778 | 1,62 |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 32.193 | 0 | +100,0% | 817.242 | 1,57 |
| HB Wealth Management, LLC | 31.798 | 0 | +100,0% | 808.146 | 1,55 |
| Accelerate Investment Advisors LLC | 25.760 | 0 | +100,0% | 654.690 | 1,26 |
| CITADEL ADVISORS LLC | 25.449 | 0 | +100,0% | 646.786 | 1,24 |
| Exit Wealth Advisors, LLC. | 24.188 | 0 | +100,0% | 614.738 | 1,18 |
| JANE STREET GROUP, LLC | 12.856 | 8.845 | +45,3% | 326.735 | 0,63 |
| CWM, LLC | 11.086 | 0 | +100,0% | 281.763 | 0,54 |
| SlateStone Wealth, LLC | 233.356 | 194.553 | +19,9% | 4.980 | 0,01 |
| Corient Private Wealth LLC | 13.354 | 0 | +100,0% | 339 | 0,00 |
| HAZLETT, BURT & WATSON, INC. | 800 | 924 | -13,4% | 21 | 0,00 |
Halter-Trend (6 Quartale)
| Periode | Status | Halter | Anteile (Mio) | Wert (Mio $) |
|---|---|---|---|---|
| 31.03.2026 | ✓ | 19 | 2,4 | 52 |
| 31.12.2025 | ✓ | 7 | 1,4 | 28 |
| 30.09.2025 | ✓ | 5 | 1,3 | 27 |
| 30.06.2025 | ✓ | 2 | 1,1 | 27 |
| 31.03.2025 | ✓ | 1 | 0,8 | 19 |
| 31.12.2024 | ✓ | 2 | 1,3 | 34 |
Top 10 Neueinsteiger
| Fonds | Anteile | Wert (USD) ⓘ |
|---|---|---|
| CreativeOne Wealth, LLC | 41.356 | 1.069.028 |
| HAZLETT, BURT & WATSON, INC. | 924 | 25 |
Top 10 Aufstocker
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| SlateStone Wealth, LLC | 194.553 | 29.991 | +18.2 % | 4.333 |
| Pekin Hardy Strauss, Inc. | 12.075 | 500 | +4.3 % | 312.128 |
Top 10 Verkäufer
| Fonds | Anteile | Δ Anteile ⓘ | Δ % ⓘ | Wert (USD) ⓘ |
|---|---|---|---|---|
| JANE STREET GROUP, LLC | 8.845 | -7.795 | -46.8 % | 228.635 |
Aktivisten & Großaktionäre (13D/13G) ⓘ
| Datum | Investor | Typ | Anteil | Aktien | Δ | Zweck |
|---|---|---|---|---|---|---|
| 11.05.2026 | AG Asset Advisory, LLC | Passiv (13G) | 5,25 % | 295.234 | Neu | |
| 10.03.2025 | Kensington Asset Management, LLC | Passiv (13G/A) | 100,00 % | 115.434 | 0,00 pp | |
| 10.03.2025 | Kensington Asset Management, LLC | Passiv (13G) | 100,00 % | 230.869 | Neu | |
| 10.08.2022 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G/A) | 3,06 % | 6.878 | -8,21 pp | |
| 24.03.2022 | Truist Financial Corporation as Parent Holding Company for | Passiv (13G) | 11,27 % | 53.535 | Neu |
Stammdaten
Unternehmen & Branche
| Name | Simplify Exchange Traded Funds |
|---|---|
| Ticker | |
| CIK | 0001810747 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quelle: SEC EDGAR »