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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

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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Propel Bio Management LLC 2 - 2024-03-31 1,492,581 $27,979,000 1,372,360
   Private Advisor Group LLC 128 - 2024-03-31 853,908 $20,835,000 120,964
   Richard P Slaughter Associates Inc 5 - 2024-03-31 572,627 $13,972,000 564,426
   3EDGE Asset Management LP 13 - 2024-03-31 457,132 $11,154,000 330,774
   ENVESTNET ASSET MANAGEMENT INC 1458 - 2024-03-31 456,750 $11,145,000 92,905
   LPL FINANCIAL CORP 1551 - 2024-03-31 286,243 $6,984,000 215,503
   FLAGSHIP HARBOR ADVISORS LLC 89 - 2024-03-31 161,626 $3,944,000 21,595
   PRINCIPAL SECURITIES INC. 177 - 2024-03-31 146,980 $3,586,000 129,064
   BlackDiamond Wealth Management Inc. 7 - 2024-03-31 122,127 $2,980,000 10,306
   CITIZENS FINANCIAL GROUP INC/RI 150 - 2024-03-31 89,371 $2,181,000 19,686
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 98 - 2024-03-31 72,827 $1,777,000 18,375
   Change Path LLC 288 - 2024-03-31 60,494 $1,476,000 50,316
   FLOW TRADERS U.S. LLC 228 - 2024-03-31 60,372 $1,473,000 44,666
   Wealthcare Advisory Partners LLC 294 - 2024-03-31 58,543 $1,428,000 6,811
   Continuum Advisory LLC 115 - 2024-03-31 56,321 $1,374,000 451
   Narus Financial Partners LLC 39 - 2024-03-31 50,355 $1,229,000 1,520
   Encompass More Asset Management 24 - 2024-03-31 41,500 $1,013,000 3,198
   GeoWealth Management LLC 357 - 2024-03-31 28,602 $698,000 20,836
   HIGHTOWER ADVISORS, LLC 2011 - 2024-03-31 28,428 $694,000 3,786
   Kestra Advisory Services LLC 1633 - 2024-03-31 21,166 $516,000 5,129
   CAMBRIDGE INVESTMENT RESEARCH ADVISORS INC 2243 - 2024-03-31 21,026 $513,000 3,179
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 1868 - 2024-03-31 12,965 $316,000 1,990
   ADVISORY SERVICES NETWORK, LLC 1147 - 2024-03-31 12,319 $301,000 299
   Fortitude Family Office LLC 67 - 2024-03-31 11,603 $283,000 6,697
   Aspire Private Capital LLC 513 - 2024-03-31 161 $4,000 7
   SIGNATUREFD, LLC 3013 - 2024-03-31 42 $1,000 2

  26 Records found
  1    
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