Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
Get Institutions for : 
Simplify Mbs Etf (MTBA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


Download
     
Institutional Holders
Viewing Quarter :
  
Total Institutions: 26    25
Total shares held : 
1,512,981  
% of shares held : 
16.81%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  25  
Amount of shares held : 
1,423,433  
% of shares held change : 
  15.82%  
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 :
25
 1,423,433
 94.08%
 
Increased Positions :
0
 0
 0%
 
Unchanged Positions :
1
 89,548
 5.92%
 
Decreased Positions :
0
0
0%
 
Closed Positions :
0
0
0%
 
Guru Positions :
0
 0%
 
            Charting Not Avaliable

  Page 1 of 1  
Free Registration Required For Full Results



            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   Park Edge Advisors LLC 7 - 2024-03-31 148,291 $7,549,000 131,241
   PEKIN SINGER STRAUSS ASSET MANAGEMENT 24 - 2024-03-31 134,890 $6,867,000 42,375
   COMMONWEALTH EQUITY SERVICES LLC. 995 - 2024-03-31 128,387 $6,536,000 9,631
   Andina Capital Management LLC 6 - 2024-03-31 110,503 $5,626,000 20,955
   Almanack Investment Partners LLC. 34 - 2024-03-31 74,149 $3,775,000 14,143
   MT LUCAS MANAGEMENT CORP 22 - 2024-03-31 62,360 $3,175,000 610
   Cambridge Advisors Inc. 96 - 2024-03-31 12,582 $641,000 2,882
   Venturi Wealth Management LLC 503 - 2024-03-31 1,000 $51,000 100

  8 Records found
  1    
  Page 1 of 1
Free Registration Required For Full Results