Simplify Exchange Traded Funds (SPD)

Perusahaan Manajemen · ARCX · Seri S000069153 · Lihat di SEC EDGAR ↗

Data kepemilikan belum tersedia untuk dana ini.

Di halaman ini

Aliran dana (dilaporkan SEC)

Bulan lalu (Mar 2026)
-$6.7M
Kuartal berakhir Mar 2026
-$2.8M
12 bulan terakhir
+$3.4M

Apr 2025 – Mar 2026

Based on the fund's own SEC Form N-PORT monthly flow disclosures (Item C.9 "Flow Information") — sales minus redemptions, reinvested distributions excluded. This is a different, independent metric from the "Net flows" estimate above (which is derived from daily shares-outstanding changes). SEC N-PORT filing lag is up to ~60 days; the most recent month/quarter may not yet be fully reflected.

Komposisi Penuh 12 saham

NamaCUSIP Nilai % Saldo Kategori Negara
iShares Trust 464287200 $100.2M 99,25 153.438 EC US
THE OPTIONS CLEARING CORPORATION $639K 0,63 174 DE US
THE OPTIONS CLEARING CORPORATION $183K 0,18 101 DE US
DREYFUS TRSY OBLIG CASH M $64K 0,06 63.781 STIV US
THE OPTIONS CLEARING CORPORATION $32K 0,03 24 DE US
THE OPTIONS CLEARING CORPORATION $22K 0,02 23 DE US
THE OPTIONS CLEARING CORPORATION $2K 0,00 39 DE US
THE OPTIONS CLEARING CORPORATION $1K 0,00 20 DE US
THE OPTIONS CLEARING CORPORATION $618 0,00 19 DE US
THE OPTIONS CLEARING CORPORATION $315 0,00 7 DE US
THE OPTIONS CLEARING CORPORATION $270 0,00 54 DE US
THE OPTIONS CLEARING CORPORATION -$142K -0,14 -198 DE US

Pemilik institusional (13F) 50 pengaju

Institusi yang melaporkan kepemilikan ETF ini dalam Formulir SEC 13F triwulanan mereka. Hanya posisi long; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Institusi Nilai % dari 13F yang dilacak Saham Tipe Per tanggal
COMMONWEALTH EQUITY SERVICES, LLC $11.943.330 20,81% 287.930 Saham 30 Juni 2026
Authentikos Wealth Advisory, LLC $7.507.686 13,08% 180.995 Saham 30 Juni 2026
Independent Wealth Advisors LLC $6.205.961 10,81% 149.614 Saham 30 Juni 2026
EVOLUTION WEALTH MANAGEMENT INC. $5.628.795 9,81% 135.699 Saham 30 Juni 2026
Ironsides Asset Advisors, LLC $4.796.125 8,36% 115.625 Saham 30 Juni 2026
LPL Financial LLC $3.080.298 5,37% 74.260 Saham 30 Juni 2026
Austin Wealth Management, LLC $2.167.815 3,78% 52.668 Saham 30 Juni 2026
Steward Partners Investment Advisory, LLC $1.721.130 3,00% 41.493 Saham 30 Juni 2026
Lloyd Advisory Services, LLC. $1.689.579 2,94% 40.732 Saham 30 Juni 2026
SUSQUEHANNA INTERNATIONAL GROUP, LLP $1.365.605 2,38% 32.922 Saham 30 Juni 2026
Park Edge Advisors, LLC $1.275.759 2,22% 30.756 Saham 30 Juni 2026
ENTREWEALTH, LLC $1.031.860 1,80% 24.188 Saham 30 Juni 2026
Elevated Capital Advisors, LLC $915.221 1,59% 22.064 Saham 30 Juni 2026
B.O.S.S. Retirement Advisors, LLC $903.728 1,57% 21.787 Saham 30 Juni 2026
Fiduciary Alliance LLC $797.948 1,39% 19.237 Saham 30 Juni 2026
HOWARD BAILEY SECURITIES, LLC $707.726 1,23% 17.062 Saham 30 Juni 2026
INSIGNEO ADVISORY SERVICES, LLC $672.806 1,17% 16.220 Saham 30 Juni 2026
Compound Planning, Inc. $622.905 1,09% 15.017 Saham 30 Juni 2026
OLD MISSION CAPITAL LLC $555.168 0,97% 13.384 Saham 30 Juni 2026
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $515.057 0,90% 12.417 Saham 30 Juni 2026
McCartney Wealth Management LLC $450.390 0,78% 10.858 Saham 30 Juni 2026
Integrated Wealth Management $376.264 0,66% 9.071 Saham 30 Juni 2026
Lakeview Capital Partners, LLC $348.922 0,61% 10.456 Saham 31 Des. 2024
Dynamic Advisor Solutions LLC $338.709 0,59% 8.166 Saham 30 Juni 2026
Centennial Advisors, LLC $328.738 0,57% 7.925 Saham 30 Juni 2026
TOUNJIAN ADVISORY PARTNERS, LLC $323.810 0,56% 7.806 Saham 30 Juni 2026
LifeWealth Investments, LLC $278.836 0,49% 6.722 Saham 30 Juni 2026
OSAIC HOLDINGS, INC. $244.158 0,43% 5.886 Saham 30 Juni 2026
ENVESTNET ASSET MANAGEMENT INC $201.676 0,35% 4.862 Saham 30 Juni 2026
IFG Advisory, LLC $116.860 0,20% 2.817 Saham 30 Juni 2026
Kingdom Financial Group LLC. $73.269 0,13% 1.766 Saham 30 Juni 2026
CWM, LLC $48.735 0,08% 1.340 Saham 31 Maret 2026
MORGAN STANLEY $30.488 0,05% 735 Saham 30 Juni 2026
ROYAL BANK OF CANADA $29.000 0,05% 700 Saham 30 Juni 2026
CIBC Private Wealth Group LLC $25.682 0,04% 650 Saham 30 Sep. 2025
Networth Advisors, LLC $25.451 0,04% 614 Saham 30 Juni 2026
ROTHSCHILD INVESTMENT LLC $9.582 0,02% 231 Saham 30 Juni 2026
Quest 10 Wealth Builders, Inc. $8.255 0,01% 199 Saham 30 Juni 2026
IFP Advisors, Inc $6.139 0,01% 148 Saham 30 Juni 2026
UBS Group AG $4.770 0,01% 115 Saham 30 Juni 2026
Decker Retirement Planning Inc. $4.770 0,01% 115 Saham 30 Juni 2026
Noble Wealth Management PBC $2.281 0,00% 55 Saham 30 Juni 2026
Integrated Wealth Concepts LLC $2.189 0,00% 53 Saham 30 Juni 2026
Geneos Wealth Management Inc. $1.849 0,00% 45 Saham 30 Juni 2026
AE Wealth Management LLC $1.078 0,00% 26 Saham 30 Juni 2026
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO $1.037 0,00% 25 Saham 30 Juni 2026
ASSETMARK, INC $373 0,00% 9 Saham 30 Juni 2026
Pineridge Advisors LLC $318 0,00% 8 Saham 30 Sep. 2025
Capital A Wealth Management, LLC $287 0,00% 10 Saham 30 Juni 2025
Farther Finance Advisors, LLC $124 0,00% 3 Saham 30 Juni 2026

Dana sejawat

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