Institutional Ownership Simplify Exchange Traded Fds E (HIGH)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds E (HIGH). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 7.62 Million shares, which have been reported (via 13F filing form) to have a value of $0.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
676,918
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
573,506
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 390.58%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
514,289
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 5.09%
|
|
|
Wealth Plan Investment Management, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
498,091
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.14%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
403,712
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 46.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
360,365
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 17.98%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
350,313
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 1.84%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
327,452
shares
|
$0
0.17% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
301,627
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
204,157
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 2.61%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Feb 18, 2025 Q4 2024 |
203,174
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 1.23%
|
|
|
Legacy Investment Solutions, LLC
Meridian, ID |
Feb 13, 2025 Q4 2024 |
178,325
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 220.43%
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
Feb 13, 2025 Q4 2024 |
178,325
shares
|
$0
0.0% of portfolio
|
Q4 2024
Added 220.43%
|
|
|
Wealth Plan Partners, LLC
Omaha, NE |
Jan 30, 2025 Q4 2024 |
156,314
shares
|
$0
0.51% of portfolio
|
Q4 2024
Reduced 6.69%
|
|
|
Black Diamond Wealth Management Inc.
|
Feb 10, 2025 Q4 2024 |
141,023
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 8.24%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
138,997
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
136,473
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 87.46%
|
|
|
Arq Wealth Advisors, LLC
|
Feb 19, 2025 Q4 2024 |
135,695
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 39.77%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Feb 12, 2025 Q4 2024 |
117,567
shares
|
$0
0.78% of portfolio
|
Q4 2024
Reduced 4.02%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
113,603
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
105,322
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 2.98%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Feb 04, 2025 Q4 2024 |
103,480
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 11.48%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
102,082
shares
|
$0
1.38% of portfolio
|
Q4 2024
Added 57.97%
|
|
|
3 Edge Asset Management, LP
|
Jan 31, 2025 Q4 2024 |
98,454
shares
|
$0
0.0% of portfolio
|
Q4 2024
Reduced 71.97%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
94,626
shares
|
$0
0.66% of portfolio
|
Q4 2024
Added 4.0%
|