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Get Institutions for : 
Simplify Mbs Etf (MTBA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    25
Total shares held : 
1,512,981  
% of shares held : 
16.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
1,423,433  
% of shares held change : 
  15.82%  
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 :
25
 1,423,433
 94.08%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 89,548
 5.92%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
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
   ENVESTNET ASSET MANAGEMENT INC 736 *New 2024-03-31 820,474 $41,770,000 820,474
   STEPHENS INC /AR/ 84 *New 2024-03-31 364,644 $18,564,000 364,644
   TMD Wealth Management LLC 6 *New 2024-03-31 341,233 $17,372,000 341,233
   PEAK FINANCIAL ADVISORS LLC 1 *New 2024-03-31 299,313 $15,238,000 299,313
   CHARTER TRUST CO 49 *New 2024-03-31 192,283 $9,789,000 192,283
   EVERGREEN CAPITAL MANAGEMENT LLC 82 *New 2024-03-31 168,580 $8,582,000 168,580
   Aprio Wealth Management LLC 14 *New 2024-03-31 149,924 $7,633,000 149,924
   FIRST AMERICAN TRUST CO 61 *New 2024-03-31 115,712 $5,891,000 115,712
   NWAM LLC 110 *New 2024-03-31 49,777 $2,507,000 49,777
   Oakmont Partners LLC 258 *New 2024-03-31 40,062 $2,040,000 40,062
   Change Path LLC 286 *New 2024-03-31 29,133 $1,483,000 29,133
   Ameritas Advisory Services LLC 308 *New 2024-03-31 27,900 $1,396,000 27,900
   NewEdge Wealth LLC 381 *New 2024-03-31 26,103 $1,306,000 26,103
   Watchman Group Inc. 51 *New 2024-03-31 23,068 $1,174,000 23,068
   MML INVESTORS SERVICES LLC 1336 *New 2024-03-31 22,326 $1,137,000 22,326
   Stony Point Wealth Management Inc. 32 *New 2024-03-31 22,118 $1,126,000 22,118
   WEDBUSH MORGAN SECURITIES INC 428 *New 2024-03-31 17,403 $886,000 17,403
   SCHRODER INVESTMENT MANAGEMENT GROUP 1003 *New 2024-03-31 14,287 $727,000 14,287
   Ironsides Asset Advisors LLC 28 *New 2024-03-31 13,865 $706,000 13,865
   Proficio Capital Partners LLC 193 *New 2024-03-31 7,940 $404,000 7,940
   COVE STREET CAPITAL, LLC 51 *New 2024-03-31 7,700 $392,000 7,700
   Integrated Wealth Concepts LLC 1167 *New 2024-03-31 7,459 $380,000 7,459
   Private Advisor Group LLC 1917 *New 2024-03-31 5,200 $265,000 5,200
   CALAMOS ADVISORS LLC 536 *New 2024-03-31 4,412 $225,000 4,412
   Straight Path Wealth Management 70 *New 2024-03-31 4,210 $214,000 4,210
   Anchor Investment Management LLC 367 *New 2024-03-31 3,600 $183,000 3,600
   PROEQUITIES INC. 4817 *New 2024-03-31 0 $0 0
   Advisor Group Holdings Inc. 6866 *New 2024-03-31 0 $0 0

  28 Records found
  1    
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