Institutional Ownership Simplify Exchange Traded Fds S (PINK)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds S (PINK). We have compiled data on the 64 institutions that hold shares in the stock, with a total of 3.7 Million shares, which have been reported (via 13F filing form) to have a value of $112 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
704,564
shares
|
$21 Million
0.01% of portfolio
|
Q3 2024
Added 141.82%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Oct 28, 2024 Q3 2024 |
649,532
shares
|
$19.4 Million
1.07% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
402,221
shares
|
$12 Million
0.03% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
299,920
shares
|
$8.94 Million
0.52% of portfolio
|
Q3 2024
Reduced 61.41%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Oct 21, 2024 Q3 2024 |
221,820
shares
|
$6.61 Million
1.35% of portfolio
|
Q3 2024
Added 171.31%
|
|
|
Lee Danner & Bass Inc
|
Oct 30, 2024 Q3 2024 |
147,370
shares
|
$4.39 Million
0.34% of portfolio
|
Q3 2024
Added 5.96%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
91,224
shares
|
$2.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.2%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
77,500
shares
|
$2.31 Million
0.01% of portfolio
|
Q3 2024
Added 43.45%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
77,280
shares
|
$2.3 Million
0.0% of portfolio
|
Q3 2024
Added 168.17%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
69,677
shares
|
$2.08 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
66,678
shares
|
$1.99 Million
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Tap Consulting, LLC
|
Oct 09, 2024 Q3 2024 |
65,823
shares
|
$1.96 Million
0.44% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Oct 22, 2024 Q3 2024 |
60,850
shares
|
$1.81 Million
0.08% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
56,281
shares
|
$1.68 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
49,001
shares
|
$1.46 Million
0.01% of portfolio
|
Q3 2024
Added 220.94%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,784
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 108.34%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,647
shares
|
$1.21 Million
1.78% of portfolio
|
Q3 2022
Reduced 4.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
38,802
shares
|
$1.16 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Oct 31, 2024 Q3 2024 |
35,930
shares
|
$1.07 Million
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
35,407
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2024
Added 454.62%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
32,373
shares
|
$964,715
0.0% of portfolio
|
Q3 2024
Added 41.66%
|
|
|
Flagship Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
26,976
shares
|
$803,884
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
25,852
shares
|
$770,389
0.0% of portfolio
|
Q3 2024
Reduced 20.66%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
25,653
shares
|
$764,459
0.05% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
25,633
shares
|
$763,863
0.0% of portfolio
|
Q3 2024
Added 126.56%
|