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Get Institutions for : 
Simplify Us Equity Plus Convexity Etf (SPYC)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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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

  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
   Austin Wealth Management LLC 5 - 2023-12-31 573,553 $18,824,000 16,235
   Financial Enhancement Group LLC 22 - 2024-03-31 272,608 $9,198,000 -26,897
   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
   Lakeview Capital Partners LLC 192 - 2024-03-31 19,332 $677,000 -315
   JANE STREET GROUP LLC 3981 *New 2024-03-31 12,700 $445,000 12,700
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 3704 - 2024-03-31 11,393 $399,000 1,514
   WOLVERINE TRADING LLC 701 - 2024-03-31 11,305 $396,000 -21,763
   H D Vest Advisory Services 1441 *New 2024-03-31 6,684 $234,000 6,684
   UBS Group AG 4677 - 2024-03-31 5,776 $202,000 4,312
   CWM LLC 1632 - 2024-03-31 4,354 $153,000 -333,691
   Advisor Group Holdings Inc. 4168 - 2024-03-31 3,035 $106,000 -301
   IFP Advisors Inc 1419 - 2023-12-31 2,055 $63,000 -447
   Aptus Capital Advisors LLC 894 *New 2024-03-31 1,200 $42,000 1,200
   MORGAN STANLEY 6526 - 2024-03-31 237 $8,000 0
   Tradition Wealth Management LLC 494 *Closed 2024-03-31 0 $0 -6,593
   FMR LLC 4742 *New 2024-03-31 2 $0 2
   PROEQUITIES INC. 9372 - 2024-03-31 0 $0 0
   PROSPERA FINANCIAL SERVICES 1108 *Closed 2023-12-31 0 $0 -10,877
   ROYAL BANK OF CANADA 6924 *Closed 2024-03-31 0 $0 -305
  20 Records found
  1    
  Page 1 of 1
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