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Get Institutions for : 
Simplify Risk Parity Treasury Etf (TYA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 23    3
Total shares held : 
 2,861,075  
% of shares held : 
 31.79%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   3  
Amount of shares held : 
 89,563  
% of shares held change : 
   1%  
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
 412,152
 14.41%
 
Increased Positions :
7
 192,100
 6.71%
 
Unchanged Positions :
2
 697
 0.02%
 
Decreased Positions :
7
-202,000
-7.06%
 
Closed Positions :
4
-312,689
-10.93%
 
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
   Lloyd Advisory Services LLC. 4 - 2024-03-31 637,328 $15,263,000 453,249
   WJ Interests LLC 8 - 2024-03-31 656,763 $8,768,000 -43,912
   AE Wealth Management LLC 266 - 2024-03-31 465,703 $6,217,000 -633,038
   JANE STREET GROUP LLC 1769 - 2024-03-31 225,254 $3,007,000 24,422
   STAPP WEALTH MANAGEMENT PLLC 6 - 2024-03-31 224,612 $2,999,000 13,878
   BlackDiamond Wealth Management Inc. 36 - 2024-03-31 85,532 $1,142,000 -74
   BANK OF MONTREAL /CAN/ 1865 - 2024-03-31 51,219 $696,000 -5,781
   Great Lakes Retirement Inc. 162 - 2024-03-31 45,165 $603,000 -2,223
   Simplify Asset Management Inc. 75 - 2024-03-31 37,248 $497,000 -6,921
   CITADEL ADVISORS LLC 3790 - 2024-03-31 36,119 $482,000 21,285
   Professional Financial Advisors LLC 95 - 2024-03-31 17,723 $237,000 -43,609
   Authentikos Wealth Advisory LLC 62 - 2024-03-31 14,906 $199,000 1,588
   Advisor Group Holdings Inc. 5650 - 2024-03-31 697 $9,000 0
   Pineridge Advisors LLC 323 - 2024-03-31 561 $7,000 -62
   UBS Group AG 6340 - 2024-03-31 411 $5,000 -293
   IFP Advisors Inc 2463 - 2023-12-31 273 $4,000 -101
   Richard W. Paul & Associates LLC 483 - 2024-03-31 54 $1,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 751 *Closed 2024-03-31 0 $0 -192
   MORGAN STANLEY 7143 - 2024-03-31 2 $0 1
   OLD MISSION CAPITAL LLC 937 *Closed 2024-03-31 0 $0 -16,850
   FLOW TRADERS U.S. LLC 925 *Closed 2024-03-31 0 $0 -67,893
   TUCKER ASSET MANAGEMENT LLC 993 *New 2023-12-31 23 $0 23
   PROEQUITIES INC. 9266 - 2024-03-31 0 $0 0
   B.O.S.S. Retirement Advisors LLC 216 *Closed 2024-03-31 0 $0 -54,980
   ROYAL BANK OF CANADA 6927 *Closed 2024-03-31 0 $0 -723
  25 Records found
  1    
  Page 1 of 1
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