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Simplify Exchange Traded FUN

Q3 2023 vs Q4 2023

Comparing institutional holders between quarters

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptionsShort Interest13D/13GPeersTargetingTrading SummaryProfile
IFP Advisors, Inc
DECREASED
Shares355 from 610
Change-255 (-42%)
Value$6.3K (-$5.1K)
Filed 2024-01-09
OneDigital Investment Advisors LLC
CLOSED
Shares0 from 287,407
Change-287,407 (-100%)
Value$0 (-$5.4M)
Filed 2024-02-13
Commonwealth Equity Services, LLC
CLOSED
Shares0 from 218,968
Change-218,968 (-100%)
Value$0 (-$4.1K)
Filed 2024-02-06
UBS Group AG
CLOSED
Shares0 from 1,091
Change-1,091 (-100%)
Value$0 (-$20.4K)
Filed 2024-02-09
Proequities, Inc.
CLOSED
Shares0 from 0
Change0
Value$0 ($0)
Filed 2024-02-07
Status
IFP Advisors, Inc
DECREASED355610-255-42%$11.4K$6.3K-$5.1K2024-01-09
OneDigital Investment Advisors LLC
CLOSED0287,407-287,407-100%$5.4M$0-$5.4M2024-02-13
Commonwealth Equity Services, LLC
CLOSED0218,968-218,968-100%$4.1K$0-$4.1K2024-02-06
UBS Group AG
CLOSED01,091-1,091-100%$20.4K$0-$20.4K2024-02-09
Proequities, Inc.
CLOSED000—$0$0$02024-02-07
Showing 5 of 5 institutions