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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
   Private Advisor Group LLC - 2024-03-31 853,908 $20,835,000 120,964
   WELLS FARGO & CO/MN 1106 *New 2023-12-31 787,261 $19,335,000 787,261
   Richard P Slaughter Associates Inc 5 - 2024-03-31 572,627 $13,972,000 564,426
   Astor Investment Management LLC 10 - 2024-03-31 416,060 $10,152,000 -10,237
   ENVESTNET ASSET MANAGEMENT INC 1517 - 2023-12-31 363,845 $8,936,000 363,845
   Advisor Group Holdings Inc. 1032 - 2023-12-31 263,931 $6,486,000 242,479
   PEAK FINANCIAL ADVISORS LLC 9 - 2024-03-31 206,753 $5,045,000 -250,341
   AE Wealth Management LLC 651 *New 2023-12-31 169,318 $4,147,000 169,318
   FLAGSHIP HARBOR ADVISORS LLC 89 - 2024-03-31 161,626 $3,944,000 21,595
   JANE STREET GROUP LLC 1880 - 2023-12-31 134,043 $3,292,000 84,027
   Orion Portfolio Solutions LLC 424 *New 2023-12-31 132,238 $3,248,000 132,238
   BB&T CORP 1030 - 2023-12-31 128,409 $3,154,000 1,117
   3EDGE Asset Management LP 19 - 2023-12-31 126,358 $3,103,000 -88,568
   Simplify Asset Management Inc. 23 - 2023-12-31 120,364 $2,956,000 103,893
   Propel Bio Management LLC 12 - 2023-12-31 120,221 $2,953,000 0
   BlackDiamond Wealth Management Inc. 10 - 2023-12-31 111,821 $2,741,000 43,036
   ATRIA INVESTMENTS LLC 500 *New 2023-12-31 105,537 $2,592,000 105,537
   Legacy Capital Group California Inc. 16 *New 2023-12-31 90,794 $2,230,000 90,794
   Prosperity Wealth Management Inc. 17 *New 2023-12-31 76,081 $1,869,000 76,081
   PEKIN SINGER STRAUSS ASSET MANAGEMENT - 2024-03-31 72,827 $1,777,000 18,375
   LPL FINANCIAL CORP 2508 *New 2023-12-31 70,740 $1,737,000 70,740
   CITIZENS FINANCIAL GROUP INC/RI 174 - 2023-12-31 69,685 $1,711,000 21,345
   Wealthcare Advisory Partners LLC 294 - 2024-03-31 58,543 $1,428,000 6,811
   Continuum Advisory LLC 132 - 2023-12-31 55,870 $1,372,000 16,890
   Narus Financial Partners LLC 39 - 2024-03-31 50,355 $1,229,000 1,520
   Encompass More Asset Management 25 - 2023-12-31 38,302 $941,000 0
   SRS Capital Advisors Inc. 118 - 2023-12-31 32,996 $810,000 10,394
   Elevated Capital Advisors LLC 117 - 2024-03-31 28,255 $689,000 -7,973
   HIGHTOWER ADVISORS, LLC 2130 *New 2023-12-31 24,642 $604,000 24,642
   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
   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
   Legacy Capital Wealth Partners LLC 160 *New 2023-12-31 18,190 $447,000 18,190
   Goss Wealth Management LLC 1335 *New 2023-12-31 17,930 $440,000 17,930
   PRINCIPAL SECURITIES INC. 643 - 2023-12-31 17,916 $440,000 0
   ALPHAMARK ADVISORS LLC 89 - 2024-03-31 16,298 $398,000 -1,475
   Kestra Advisory Services LLC 1654 *New 2023-12-31 16,037 $394,000 16,037
   FLOW TRADERS U.S. LLC 529 *New 2023-12-31 15,706 $386,000 15,706
   Arete Wealth Advisors LLC 508 *New 2023-12-31 44,816 $344,000 44,816
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1868 - 2024-03-31 12,965 $316,000 1,990
   ADVISORY SERVICES NETWORK, LLC 1089 *New 2023-12-31 12,020 $295,000 12,020
   BANK OF NEW YORK MELLON CORP 3675 - 2024-03-31 12,075 $295,000 -2,657
   Stegent Equity Advisors Inc. *New 2024-03-31 11,789 $288,000 11,789
   Fortitude Family Office LLC 67 - 2024-03-31 11,603 $283,000 6,697
   AXXCESS WEALTH MANAGEMENT LLC 674 *New 2023-12-31 10,954 $269,000 10,954
   DAVENPORT & CO LLC *New 2024-03-31 10,773 $263,000 10,773
   Change Path LLC 549 *New 2023-12-31 10,178 $250,000 10,178
   Mutual Advisors LLC *New 2024-03-31 9,969 $243,000 9,969
   Sigma Planning Corp *New 2024-03-31 9,732 $237,000 9,732
   REUTER JAMES WEALTH MANAGEMENT LLC 113 *New 2023-12-31 9,251 $227,000 9,251
   Outlook Wealth Advisors LLC 252 - 2024-03-31 8,286 $202,000 -14,093
   Raleigh Capital Management Inc. 188 *New 2023-12-31 8,096 $199,000 8,096
   GeoWealth Management LLC 511 *New 2023-12-31 7,766 $191,000 7,766
   IFP Advisors Inc 1203 *New 2023-12-31 4,225 $104,000 4,225
   PARKSIDE FINANCIAL BANK & TRUST *New 2024-03-31 3,968 $97,000 3,968
   New Millennium Group LLC 122 *New 2023-12-31 1,349 $33,000 1,349
   MATHER GROUP, INC. 959 *New 2024-03-31 1,315 $32,000 1,315
   ABSOLUTE INVESTMENT MANAGEMENT LLC *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
   SIGNATUREFD, LLC - 2024-03-31 42 $1,000 2
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   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
   OLD MISSION CAPITAL LLC 1069 *Closed 2023-12-31 0 $0 -112,332
   FMR LLC 5330 *Closed 2023-12-31 0 $0 -1
   BANK OF AMERICA CORP /DE/ 6855 *Closed 2023-12-31 0 $0 -427
   VALLEY NATIONAL ADVISERS INC 1263 *Closed 2024-03-31 0 $0 -409
   MORGAN STANLEY 7704 - 2023-12-31 2 $0 2
   Matrix Trust Co 73 *Closed 2023-12-31 0 $0 -544
  71 Records found
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