Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Simplify Us Equity Plus Downside Convexity Etf (SPD)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    5
Total shares held : 
1,498,470  
% of shares held : 
1.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -10  
Amount of shares held : 
-501,687  
% of shares held change : 
  -0.56%  
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 :
7
 423,857
 28.29%
 
Increased Positions :
8
 106,135
 7.08%
 
Unchanged Positions :
4
 65,615
 4.38%
 
Decreased Positions :
13
-199,680
-13.33%
 
Closed Positions :
12
-831,999
-55.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 
3-31-2022 View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for the current period

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   AXXCESS WEALTH MANAGEMENT LLC 58 - 2024-03-31 390,278 $12,134,000 41,682
   Almanack Investment Partners LLC. 31 - 2024-03-31 132,728 $4,127,000 132,728
   Austin Wealth Management LLC 33 - 2024-03-31 116,793 $3,693,000 1,296
   Capital Investment Advisory Services LLC 155 - 2024-03-31 43,563 $1,354,000 35,475
   Ironsides Asset Advisors LLC 22 - 2024-03-31 38,833 $1,207,000 4,295
   Dynamic Advisors Solutions LLC 466 - 2024-03-31 28,420 $884,000 1,281
   UBS Group AG 4992 - 2024-03-31 3,636 $113,000 1,947
   Advisor Group Holdings Inc. 5652 - 2024-03-31 298 $9,000 15

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results