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Get Institutions for : 
Simplify Enhanced Income Etf (HIGH)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 55    30
Total shares held : 
 5,277,838  
% of shares held : 
 58.64%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   40  
Amount of shares held : 
 3,745,816  
% of shares held change : 
   41.62%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
35
 3,126,944
 59.25%
 
Increased Positions :
13
 923,861
 17.5%
 
Unchanged Positions :
4
 181,345
 3.44%
 
Decreased Positions :
3
-160,485
-3.04%
 
Closed Positions :
5
-144,504
-2.74%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   WealthPlan Investment Management LLC 2 *New 2024-03-31 658,900 $16,077,000 658,900
   Feltz Wealth PLAN Inc. 20 *New 2024-03-31 384,550 $9,383,000 384,550
   ARQ WEALTH ADVISORS LLC 17 *New 2024-03-31 212,283 $5,180,000 212,283
   UBS Group AG 2262 *New 2024-03-31 187,377 $4,572,000 187,377
   JT Stratford LLC 23 *New 2024-03-31 176,136 $4,298,000 176,136
   Belpointe Asset Management LLC 395 *New 2024-03-31 24,257 $592,000 24,257
   Fortis Capital Advisors LLC 69 *New 2024-03-31 24,257 $592,000 24,257
   C2P Capital Advisory Group LLC d.b.a. Prosperity C 196 *New 2024-03-31 23,493 $573,000 23,493
   Andina Capital Management LLC 42 *New 2024-03-31 22,394 $546,000 22,394
   Mid-American Wealth Advisory Group Inc. 22 *New 2024-03-31 20,040 $489,000 20,040
   CPA Asset Management LLC 63 *New 2024-03-31 12,681 $309,000 12,681
   Stegent Equity Advisors Inc. 74 *New 2024-03-31 11,789 $288,000 11,789
   DAVENPORT & CO LLC 954 *New 2024-03-31 10,773 $263,000 10,773
   Mutual Advisors LLC 946 *New 2024-03-31 9,969 $243,000 9,969
   Sigma Planning Corp 1049 *New 2024-03-31 9,732 $237,000 9,732
   IFP Advisors Inc 1203 *New 2023-12-31 4,225 $104,000 4,225
   PARKSIDE FINANCIAL BANK & TRUST 543 *New 2024-03-31 3,968 $97,000 3,968
   MATHER GROUP, INC. 959 *New 2024-03-31 1,315 $32,000 1,315
   ABSOLUTE INVESTMENT MANAGEMENT LLC 211 *New 2024-03-31 623 $15,000 623
   NATIONAL BANK OF CANADA /FI/ 2209 *New 2024-03-31 133 $3,000 133
  20 Records found
  1    
  Page 1 of 1
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