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Get Institutions for : 
Simplify Tail Risk Strategy Etf (CYA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 16    2
Total shares held : 
 5,455,076  
% of shares held : 
 60.61%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   5  
Amount of shares held : 
 4,776,338  
% of shares held change : 
   53.07%  
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
 4,736,876
 86.83%
 
Increased Positions :
5
 232,188
 4.26%
 
Unchanged Positions :
2
 21,000
 0.38%
 
Decreased Positions :
2
-99,616
-1.83%
 
Closed Positions :
5
-93,110
-1.71%
 
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
   Simplify Asset Management Inc. 68 *New 2023-12-31 3,500,000 $711,000 3,500,000
   REGAL INVESTMENT ADVISORS, LLC 507 *New 2023-12-31 1,013,190 $206,000 1,013,190
   WEALTHSOURCE PARTNERS LLC 488 - 2023-12-31 166,999 $34,000 -29,952
   AE Wealth Management LLC 2012 - 2023-12-31 137,237 $10,000 120,629
   TWO SIGMA SECURITIES LLC 1255 *New 2023-12-31 45,494 $9,000 45,494
   H D Vest Advisory Services 1549 - 2023-12-31 29,703 $6,000 11,613
   UBS Group AG 6357 - 2023-12-31 23,699 $5,000 23,699
   Integrated Wealth Concepts LLC 1572 - 2023-12-31 20,720 $4,000 -69,664
   Koshinski Asset Management Inc. 497 *New 2023-12-31 20,068 $4,000 20,068
   CANNELL PETER B & CO INC 265 - 2023-12-31 21,000 $4,000 0
   SMITH SHELLNUT WILSON LLC /ADV *Closed 2024-03-31 0 $0 -11,033
   Lee Financial CORP 844 *Closed 2023-12-31 0 $0 -1,200
   Strata Wealth Advisors LLC 82 *Closed 2024-03-31 0 $0 -133,511
   Parallel Advisors LLC 3192 *New 2023-12-31 2,000 $0 2,000
   Advisor Group Holdings Inc. 6841 *Closed 2023-12-31 0 $0 -1,511
   TUCKER ASSET MANAGEMENT LLC 990 *New 2023-12-31 100 $0 100
   PROEQUITIES INC. *Closed 2024-03-31 0 $0 0
   Austin Wealth Management LLC 118 *Closed 2023-12-31 0 $0 -45,326
   COMMONWEALTH EQUITY SERVICES LLC. 4007 *Closed 2024-03-31 0 $0 -318,839
   Mid-American Wealth Advisory Group Inc. 47 *Closed 2024-03-31 0 $0 -22,613
   Authentikos Wealth Advisory LLC 360 *Closed 2023-12-31 0 $0 -899
   MORGAN STANLEY 7693 - 2023-12-31 3 $0 3
   Arete Wealth Advisors LLC 772 *Closed 2023-12-31 0 $0 -10,000
  23 Records found
  1    
  Page 1 of 1
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