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Simplify Health Care Etf (PINK)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    8
Total shares held : 
 792,959  
% of shares held : 
 48.65%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -5  
Amount of shares held : 
 -32,263  
% of shares held change : 
   -1.98%  
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 :
1
 3,456
 0.44%
 
Increased Positions :
10
 121,498
 15.32%
 
Unchanged Positions :
5
 24,463
 3.09%
 
Decreased Positions :
7
-55,028
-6.94%
 
Closed Positions :
9
-102,189
-12.89%
 
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
   Gladstone Institutional Advisory LLC 21 - 2024-03-31 519,927 $16,076,000 408,879
   LPL FINANCIAL CORP 1269 - 2024-03-31 354,532 $10,962,000 248,919
   BCJ Capital Management LLC 52 *New 2024-03-31 217,195 $6,716,000 217,195
   STIFEL FINANCIAL CORP 1337 - 2024-03-31 114,042 $3,526,000 17,762
   LEE DANNER & BASS INC 78 - 2023-12-31 127,693 $3,491,000 -800
   TAP Consulting LLC 36 - 2024-03-31 109,641 $3,390,000 -5,114
   Fortis Group Advisors LLC 54 *New 2024-03-31 75,331 $2,329,000 75,331
   Advisor Group Holdings Inc. 1719 - 2024-03-31 62,262 $1,925,000 -1,199
   U.S. Capital Wealth Advisors LLC 246 *New 2024-03-31 60,550 $1,872,000 60,550
   CIBC WORLD MARKETS INC. 633 - 2024-03-31 52,125 $1,612,000 27,825
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 1487 - 2024-03-31 45,637 $1,411,000 45,637
   GeoWealth Management LLC 233 *New 2024-03-31 44,250 $1,368,000 44,250
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1206 *New 2024-03-31 34,575 $1,069,000 34,575
   JANE STREET GROUP LLC 3039 - 2024-03-31 33,082 $1,023,000 33,082
   CITADEL ADVISORS LLC 3165 - 2024-03-31 29,319 $907,000 29,319
   D E SHAW & CO INC 2027 *New 2024-03-31 28,481 $881,000 28,481
   HIGHTOWER ADVISORS, LLC 1857 - 2024-03-31 28,232 $866,000 9,874
   JANNEY MONTGOMERY SCOTT LLC 1718 *New 2024-03-31 22,479 $695,000 22,479
   Private Advisor Group LLC 1349 *New 2024-03-31 21,818 $675,000 21,818
   MULTIFINANCIAL SECURITIES CORP 1410 *New 2024-03-31 21,594 $668,000 21,594
   ROYAL BANK OF CANADA 3307 - 2024-03-31 20,387 $630,000 5,625
   Perigon Wealth Management LLC 510 *New 2024-03-31 17,582 $544,000 17,582
   H D Vest Advisory Services 1003 *New 2024-03-31 17,032 $527,000 17,032
   BANK OF MONTREAL /CAN/ 2107 - 2024-03-31 15,052 $467,000 11,596
   COMMONWEALTH EQUITY SERVICES LLC. 2876 *New 2024-03-31 14,536 $449,000 14,536
   Geneos Wealth Management Inc. 520 *New 2024-03-31 14,000 $433,000 14,000
   PFG Advisors 452 *New 2024-03-31 12,834 $397,000 12,834
   Insight Advisors LLC/ PA 192 - 2024-03-31 12,809 $396,000 -3,377
   WESPAC ADVISORS, LLC 123 *New 2024-03-31 11,765 $364,000 11,765
   Patriot Financial Group Insurance Agency LLC 330 - 2024-03-31 11,316 $350,000 908
   Brookstone Capital Management 707 *New 2024-03-31 11,066 $342,000 11,066
   AXS Investments LLC 223 - 2024-03-31 7,730 $239,000 -860
   MML INVESTORS SERVICES LLC 2279 *New 2024-03-31 7,347 $227,000 7,347
   OPPENHEIMER & CO INC 1306 *New 2024-03-31 7,005 $217,000 7,005
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 4454 - 2024-03-31 6,846 $212,000 -12,410
   Koshinski Asset Management Inc. 542 *New 2024-03-31 6,533 $202,000 6,533
   CENTAURUS FINANCIAL INC. 704 *New 2024-03-31 4,305 $133,000 4,305
   PRIVATE TRUST CO NA 866 - 2024-03-31 3,249 $100,000 1,440
   CWM LLC 1903 *New 2024-03-31 3,001 $93,000 3,001
   Steward Partners Investment Advisory LLC 1805 *New 2024-03-31 3,000 $93,000 3,000
   Atlantic Trust Group LLC 2252 *New 2024-03-31 325 $10,000 325
   COMERICA BANK 3171 - 2024-03-31 300 $9,000 0
   Game Plan Financial Advisors LLC 205 - 2024-03-31 300 $9,000 100
   Solstein Capital LLC 277 - 2024-03-31 120 $4,000 -414
   MORGAN STANLEY 6749 - 2024-03-31 102 $3,000 101
   SIMPLEX TRADING LLC 2078 *New 2024-03-31 100 $3,000 100
   IFP Advisors Inc 2813 - 2023-12-31 44 $1,000 0
   FMR LLC 4739 - 2024-03-31 1 $0 1
   Coastal Investment Advisors Inc. 803 *Closed 2024-03-31 0 $0 -9,770
   PROEQUITIES INC. 9265 - 2024-03-31 0 $0 0
   Vontobel Holding Ltd. 1181 *Closed 2024-03-31 0 $0 -22,750
   Cetera Investment Advisers 2061 *Closed 2024-03-31 0 $0 -23,585
  52 Records found
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