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Get Institutions for : 
Simplify Us Equity Plus Convexity Etf (SPYC)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 14    1
Total shares held : 
1,096,388  
% of shares held : 
12.18%  
Changes In:
New/increased positions vs   
old/decreased positions : 
0  
Amount of shares held : 
-69,961  
% of shares held change : 
  -0.78%  
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 :
2
 10,184
 0.93%
 
Increased Positions :
6
 79,169
 7.22%
 
Unchanged Positions :
1
 0
 0%
 
Decreased Positions :
5
-91,977
-8.39%
 
Closed Positions :
3
-67,337
-6.14%
 
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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Austin Wealth Management LLC 5 - 2023-12-31 573,553 $18,824,000 16,235
   Integrated Wealth Concepts LLC 187 - 2024-03-31 230,343 $8,070,000 8,340
   COMMONWEALTH EQUITY SERVICES LLC. 1068 - 2024-03-31 167,177 $5,857,000 6,926
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3704 - 2024-03-31 11,393 $399,000 1,514
   UBS Group AG 4677 - 2024-03-31 5,776 $202,000 4,312

  5 Records found
  1    
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