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Simplify Us Equity Plus Downside Convexity Etf (SPD)  
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Institutional Holders
Viewing Quarter :
  
Total Institutions: 32    5
Total shares held : 
 1,498,470  
% of shares held : 
 1.66%  
Changes In:
New/increased positions vs   
old/decreased positions : 
   -10  
Amount of shares held : 
 -501,687  
% of shares held change : 
   -0.56%  
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
 423,857
 28.29%
 
Increased Positions :
8
 106,135
 7.08%
 
Unchanged Positions :
4
 65,615
 4.38%
 
Decreased Positions :
13
-199,680
-13.33%
 
Closed Positions :
12
-831,999
-55.52%
 
Guru Positions :
0
 0%
 
View holdings for period: 3-31-2022 View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for the current period

  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
   Sollinda Capital Management LLC 8 *New 2024-03-31 385,915 $11,998,000 385,915
   AXXCESS WEALTH MANAGEMENT LLC 78 - 2023-12-31 348,596 $10,017,000 -135,616
   AE Wealth Management LLC 395 *New 2023-12-31 331,871 $9,767,000 331,871
   WEALTH ENHANCEMENT ADVISORY SERVICES LLC 528 - 2024-03-31 261,357 $8,126,000 -10,046
   Almanack Investment Partners LLC. - 2024-03-31 132,728 $4,127,000 132,728
   Austin Wealth Management LLC 31 - 2023-12-31 115,497 $3,477,000 -7,401
   WELLS FARGO & CO/MN 2389 - 2023-12-31 82,167 $2,361,000 76,442
   LPL FINANCIAL CORP 2628 - 2023-12-31 53,054 $1,525,000 -75
   Lakeview Capital Partners LLC 99 - 2023-12-31 49,100 $1,411,000 -8,590
   Capital Investment Advisory Services LLC 155 - 2024-03-31 43,563 $1,354,000 35,475
   Steward Partners Investment Advisory LLC 661 - 2023-12-31 41,493 $1,192,000 0
   OLD MISSION CAPITAL LLC 423 - 2023-12-31 35,674 $1,025,000 17,342
   Ironsides Asset Advisors LLC 21 - 2023-12-31 34,538 $992,000 -6,782
   Dynamic Advisors Solutions LLC 466 - 2024-03-31 28,420 $884,000 1,281
   INSIGNEO ADVISORY SERVICES LLC 194 - 2023-12-31 23,742 $682,000 0
   HIGHTOWER ADVISORS, LLC 2052 - 2023-12-31 23,428 $674,000 -4,373
   Financial Enhancement Group LLC 93 - 2024-03-31 17,130 $525,000 -1,834
   GTS SECURITIES LLC 899 - 2023-12-31 17,456 $502,000 804
   Great Lakes Retirement Inc. 181 *New 2023-12-31 12,910 $371,000 12,910
   WOLVERINE TRADING LLC 939 - 2023-12-31 9,090 $261,000 -23,614
   Kathmere Capital Management LLC 275 - 2024-03-31 7,701 $239,000 -464
   Pathway Financial Advisors LLC 153 - 2024-03-31 7,115 $221,000 0
   Qube Research & Technologies Ltd 2494 - 2023-12-31 5,893 $169,000 -169
   IFP Advisors Inc 1382 - 2023-12-31 2,392 $69,000 -3,511
   UBS Group AG 5268 - 2023-12-31 1,689 $49,000 444
   CWM LLC 2590 - 2024-03-31 1,009 $31,000 -197
   KISTLERTIFFANY COMPANIES, LLC 658 - 2023-06-30 500 $14,000 0
   MORGAN STANLEY 6404 - 2023-12-31 380 $11,000 0
   Advisor Group Holdings Inc. 5796 - 2023-12-31 283 $8,000 -33
   Pineridge Advisors LLC - 2023-12-31 233 $7,000 0
   OLIVER LAGORE VANVALIN INVESTMENT GROUP 620 *New 2023-12-31 54 $2,000 54
   TD CAPITAL MANAGEMENT LLC 367 - 2023-12-31 31 $1,000 1
   NATIONAL BANK OF CANADA /FI/ 2338 - 2023-12-31 47 $1,000 -6,731
   Richard W. Paul & Associates LLC *New 2023-12-31 24 $1,000 24
   SUSQUEHANNA INTERNATIONAL GROUP, LLP 5855 *Closed 2023-12-31 0 $0 -22,333
   PROEQUITIES INC. - 2024-03-31 0 $0 0
   ENVESTNET ASSET MANAGEMENT INC 4036 *Closed 2023-12-31 0 $0 -15,228
   CLS INVESTMENT FIRM LLC 1358 *Closed 2022-12-31 0 $0 -129,556
   B.O.S.S. Retirement Advisors LLC 143 *Closed 2024-03-31 0 $0 -23,343
   Parallel Advisors LLC 3226 *Closed 2023-12-31 0 $0 -100
   TOWNSQUARE CAPITAL LLC 1187 *Closed 2023-12-31 0 $0 -14,092
   Atlas Financial Advisors Inc. 32 *Closed 2023-12-31 0 $0 -12,130
   BANK OF MONTREAL /CAN/ 3478 *Closed 2023-12-31 0 $0 -6,062
   CREATIVE PLANNING 2930 *Closed 2023-12-31 0 $0 -500
   Park Edge Advisors LLC 134 *Closed 2024-03-31 0 $0 -18,760
   Lloyd Advisory Services LLC. 163 *Closed 2024-03-31 0 $0 -48,540
   Resources Investment Advisors Inc. 1154 *Closed 2023-12-31 0 $0 -599,769
  47 Records found
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