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Simplify Gold Strat Plus Inc (YGLD)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
Holcombe Financial, Inc.
INCREASED
Shares22,550 from 22,276
Change+274 (+1%)
Value$689.8K (-$11.0K)
Filed 2026-10-16
Partners Wealth Management, LLC
NEW
Shares17,410
Change+17,410
Value$532.6K
Filed 2026-10-28
Cambridge Advisors Inc.
INCREASED
Shares17,124 from 16,104
Change+1,020 (+6%)
Value$523.8K (+$17.2K)
Filed 2026-10-19
Park Edge Advisors, LLC
DECREASED
Shares9,099 from 27,555
Change-18,456 (-67%)
Value$278.4K (-$588.5K)
Filed 2026-10-28
Mather Group, Llc.
INCREASED
Shares2,073 from 1,996
Change+77 (+4%)
Value$63.4K (+$622)
Filed 2026-10-14
Farther Finance Advisors, LLC
UNCHANGED
Shares1,500 from 1,500
Change0 (0%)
Value$45.9K (-$1.3K)
Filed 2026-10-08
Reyes Financial Architecture, Inc.
DECREASED
Shares214 from 234
Change-20 (-9%)
Value$6.5K (-$815)
Filed 2026-10-22
IFP Advisors, Inc
INCREASED
Shares50 from 16
Change+34 (+213%)
Value$1.5K (+$1.0K)
Filed 2026-10-16
RFG Advisory, LLC
CLOSED
Shares0 from 32,378
Change-32,378 (-100%)
Value$0 (-$1.0M)
Filed 2026-11-03
Authentikos Wealth Advisory, LLC
N/A
Shares— from 82,774
Change-82,774 (-100%)
Value—
Legacy Wealth Managment, LLC
N/A
Shares— from 33,435
Change-33,435 (-100%)
Value—
Old Mission Capital LLC
N/A
Shares— from 19,143
Change-19,143 (-100%)
Value—
J. M. Brown & Associates Inc.
N/A
Shares— from 7,432
Change-7,432 (-100%)
Value—
Bank of America Corp
N/A
Shares— from 6,626
Change-6,626 (-100%)
Value—
Luminist Capital LLC
N/A
Shares— from 5,117
Change-5,117 (-100%)
Value—
Steward Partners Investment Advisory, LLC
N/A
Shares— from 65
Change-65 (-100%)
Value—
JPMorgan Chase & Co
N/A
Shares— from 16
Change-16 (-100%)
Value—
Status
Holcombe Financial, Inc.
INCREASED22,55022,276+274+1%$700.8K$689.8K-$11.0K2026-10-16
Partners Wealth Management, LLC
NEW17,410—+17,410——$532.6K—2026-10-28
Cambridge Advisors Inc.
INCREASED17,12416,104+1,020+6%$506.6K$523.8K+$17.2K2026-10-19
Park Edge Advisors, LLC
DECREASED9,09927,555-18,456-67%$866.9K$278.4K-$588.5K2026-10-28
Mather Group, Llc.
INCREASED2,0731,996+77+4%$62.8K$63.4K+$6222026-10-14
Farther Finance Advisors, LLC
UNCHANGED1,5001,50000%$47.2K$45.9K-$1.3K2026-10-08
Reyes Financial Architecture, Inc.
DECREASED214234-20-9%$7.4K$6.5K-$8152026-10-22
IFP Advisors, Inc
INCREASED5016+34+213%$503$1.5K+$1.0K2026-10-16
RFG Advisory, LLC
CLOSED032,378-32,378-100%$1.0M$0-$1.0M2026-11-03
Authentikos Wealth Advisory, LLC
N/A—82,774-82,774-100%$2.6M———
Legacy Wealth Managment, LLC
N/A—33,435-33,435-100%$1.1M———
Old Mission Capital LLC
N/A—19,143-19,143-100%$602.2K———
J. M. Brown & Associates Inc.
N/A—7,432-7,432-100%$233.8K———
Bank of America Corp
N/A—6,626-6,626-100%$208.5K———
Luminist Capital LLC
N/A—5,117-5,117-100%$161.0K———
Steward Partners Investment Advisory, LLC
N/A—65-65-100%$2.0K———
JPMorgan Chase & Co
N/A—16-16-100%$503———
Showing 17 of 17 institutions