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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
   Propel Bio Management LLC 2 - 2024-03-31 1,492,581 $27,979,000 1,372,360
   Private Advisor Group LLC 128 - 2024-03-31 853,908 $20,835,000 120,964
   WELLS FARGO & CO/MN 1168 - 2024-03-31 754,252 $18,404,000 -33,009
   WealthPlan Investment Management LLC 2 *New 2024-03-31 658,900 $16,077,000 658,900
   Richard P Slaughter Associates Inc 5 - 2024-03-31 572,627 $13,972,000 564,426
   3EDGE Asset Management LP 13 - 2024-03-31 457,132 $11,154,000 330,774
   ENVESTNET ASSET MANAGEMENT INC 1458 - 2024-03-31 456,750 $11,145,000 92,905
   Astor Investment Management LLC 10 - 2024-03-31 416,060 $10,152,000 -10,237
   Feltz Wealth PLAN Inc. 20 *New 2024-03-31 384,550 $9,383,000 384,550
   LPL FINANCIAL CORP 1551 - 2024-03-31 286,243 $6,984,000 215,503
   PEAK FINANCIAL ADVISORS LLC 9 - 2024-03-31 206,753 $5,045,000 -250,341
   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
   FLAGSHIP HARBOR ADVISORS LLC 89 - 2024-03-31 161,626 $3,944,000 21,595
   PRINCIPAL SECURITIES INC. 177 - 2024-03-31 146,980 $3,586,000 129,064
   BB&T CORP 1079 - 2024-03-31 126,397 $3,084,000 -2,012
   Orion Portfolio Solutions LLC 460 - 2024-03-31 126,175 $3,079,000 -6,063
   BlackDiamond Wealth Management Inc. 7 - 2024-03-31 122,127 $2,980,000 10,306
   Simplify Asset Management Inc. 35 - 2024-03-31 120,221 $2,933,000 -143
   JANE STREET GROUP LLC 1800 - 2024-03-31 119,884 $2,925,000 -14,159
   Advisor Group Holdings Inc. 1467 - 2024-03-31 111,617 $2,724,000 -152,314
   ATRIA INVESTMENTS LLC 500 *New 2023-12-31 105,537 $2,592,000 105,537
   Legacy Capital Group California Inc. 15 - 2024-03-31 89,688 $2,188,000 -1,106
   CITIZENS FINANCIAL GROUP INC/RI 150 - 2024-03-31 89,371 $2,181,000 19,686
   AE Wealth Management LLC 502 - 2024-03-31 75,940 $1,853,000 -93,378
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 98 - 2024-03-31 72,827 $1,777,000 18,375
   Prosperity Wealth Management Inc. 20 - 2024-03-31 66,995 $1,635,000 -9,086
   Change Path LLC 288 - 2024-03-31 60,494 $1,476,000 50,316
   FLOW TRADERS U.S. LLC 228 - 2024-03-31 60,372 $1,473,000 44,666
   Wealthcare Advisory Partners LLC 294 - 2024-03-31 58,543 $1,428,000 6,811
   Continuum Advisory LLC 115 - 2024-03-31 56,321 $1,374,000 451
   Narus Financial Partners LLC 39 - 2024-03-31 50,355 $1,229,000 1,520
   Encompass More Asset Management 24 - 2024-03-31 41,500 $1,013,000 3,198
   SRS Capital Advisors Inc. 132 - 2024-03-31 29,729 $725,000 -3,267
   GeoWealth Management LLC 357 - 2024-03-31 28,602 $698,000 20,836
   HIGHTOWER ADVISORS, LLC 2011 - 2024-03-31 28,428 $694,000 3,786
   Elevated Capital Advisors LLC 117 - 2024-03-31 28,255 $689,000 -7,973
   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
   Kestra Advisory Services LLC 1633 - 2024-03-31 21,166 $516,000 5,129
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2243 - 2024-03-31 21,026 $513,000 3,179
   Mid-American Wealth Advisory Group Inc. 22 *New 2024-03-31 20,040 $489,000 20,040
   ALPHAMARK ADVISORS LLC 89 - 2024-03-31 16,298 $398,000 -1,475
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1868 - 2024-03-31 12,965 $316,000 1,990
   CPA Asset Management LLC 63 *New 2024-03-31 12,681 $309,000 12,681
   ADVISORY SERVICES NETWORK, LLC 1147 - 2024-03-31 12,319 $301,000 299
   Arete Wealth Advisors LLC 342 - 2024-03-31 12,306 $300,000 -32,510
   BANK OF NEW YORK MELLON CORP 3675 - 2024-03-31 12,075 $295,000 -2,657
   Stegent Equity Advisors Inc. 74 *New 2024-03-31 11,789 $288,000 11,789
   Fortitude Family Office LLC 67 - 2024-03-31 11,603 $283,000 6,697
   DAVENPORT & CO LLC 954 *New 2024-03-31 10,773 $263,000 10,773
   AXXCESS WEALTH MANAGEMENT LLC 710 - 2024-03-31 10,640 $260,000 -314
   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
   REUTER JAMES WEALTH MANAGEMENT LLC 127 - 2024-03-31 9,186 $224,000 -65
   Outlook Wealth Advisors LLC 252 - 2024-03-31 8,286 $202,000 -14,093
   Raleigh Capital Management Inc. 212 - 2024-03-31 7,036 $172,000 -1,060
   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
   Goss Wealth Management LLC 2644 - 2024-03-31 720 $18,000 -17,210
   ABSOLUTE INVESTMENT MANAGEMENT LLC 211 *New 2024-03-31 623 $15,000 623
   FTB Advisors Inc. 1582 - 2024-03-31 428 $10,000 0
   Aspire Private Capital LLC 513 - 2024-03-31 161 $4,000 7
   NATIONAL BANK OF CANADA /FI/ 2209 *New 2024-03-31 133 $3,000 133
   SIGNATUREFD, LLC 3013 - 2024-03-31 42 $1,000 2
   New Millennium Group LLC 100 *Closed 2024-03-31 0 $0 -1,349
   PROEQUITIES INC. 4059 - 2024-03-31 0 $0 0
   MORGAN STANLEY 7241 - 2024-03-31 1 $0 -1
   Worth Asset Management LLC 130 *Closed 2024-03-31 0 $0 -32,497
   Sound Income Strategies LLC 1332 *Closed 2024-03-31 0 $0 -339
   Legacy Capital Wealth Partners LLC 265 *Closed 2024-03-31 0 $0 -18,190
   VALLEY NATIONAL ADVISERS INC 1263 *Closed 2024-03-31 0 $0 -409
  75 Records found
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