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Simplify Exchange Traded FUN

CUSIP: 82889N780 | 48 institutional holders

Quarters

Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile

Institutional Holders — Q4 2023

Simplify Asset Management Inc.3,500,000
0.1% of portfolio›$710.9K
Regal Investment Advisors LLC1,013,190
0.0% of portfolio›$205.8K
Commonwealth Equity Services, LLC318,839
0.0% of portfolio›$65
Wealthsource Partners, LLC166,999
0.0% of portfolio›$33.9K
AE Wealth Management LLC137,237
0.0% of portfolio›$10.3K
Strata Wealth Advisors, LLC133,511
0.0% of portfolio›$27.1K
Two Sigma Securities, LLC45,494
0.0% of portfolio›$9.2K
H D Vest Advisory Services29,703
0.0% of portfolio›$6.0K
UBS Group AG23,699
0.0% of portfolio›$4.8K
Mid-American Wealth Advisory Group, Inc.22,613
0.0% of portfolio›$4.6K
Cannell Peter B & Co Inc21,000
0.0% of portfolio›$4.3K
Integrated Wealth Concepts LLC20,720
0.0% of portfolio›$4.2K
Koshinski Asset Management, Inc.20,068
0.0% of portfolio›$4.1K
Smith Shellnut Wilson LLC11,033
0.0% of portfolio›$2.2K
Parallel Advisors, LLC2,000
0.0% of portfolio›$406
Tucker Asset Management LLC100
0.0% of portfolio›$20
Morgan Stanley3
0.0% of portfolio›$1
Proequities, Inc.0
0.0% of portfolio›$0
StyleTurnoverLocationFiled
Simplify Asset Management Inc.
3,500,000$710.9K0.1%CoreLowLas Vegas, NV2024-02-12
Regal Investment Advisors LLC
1,013,190$205.8K0.0%ETFLowKentwood, MI2024-02-14
Commonwealth Equity Services, LLC
318,839$650.0%ETFLowWaltham, MA2024-02-06
Wealthsource Partners, LLC
166,999$33.9K0.0%N/AN/AArroyo Grande, CA2024-01-16
AE Wealth Management LLC
137,237$10.3K0.0%CoreMediumTopeka, KS2024-02-14
Strata Wealth Advisors, LLC
133,511$27.1K0.0%ETFLowDallas, TX2024-02-01
Two Sigma Securities, LLC
45,494$9.2K0.0%ValueVery HighNew York, NY2024-02-14
H D Vest Advisory Services
29,703$6.0K0.0%GrowthVery LowIrving, TX2024-02-07
UBS Group AG
23,699$4.8K0.0%CoreMediumZurich, Switzerland2024-02-09
Mid-American Wealth Advisory Group, Inc.
22,613$4.6K0.0%ETFMediumKansas City, MO2024-02-07
Cannell Peter B & Co Inc
21,000$4.3K0.0%N/AN/ANew York, NY2024-02-05
Integrated Wealth Concepts LLC
20,720$4.2K0.0%ETFLowWaltham, MA2024-02-13
Koshinski Asset Management, Inc.
20,068$4.1K0.0%ETFLowDecatur, IL2024-01-29
Smith Shellnut Wilson LLC
11,033$2.2K0.0%CoreVery LowRidgeland, MS2024-02-21
Parallel Advisors, LLC
2,000$4060.0%IndexLowSan Francisco, CA2024-02-12
Tucker Asset Management LLC
100$200.0%ETFMediumLittleton, CO2024-03-04
Morgan Stanley
3$10.0%CoreLowNew York, NY2024-08-16
Proequities, Inc.
0$00.0%GrowthVery LowBirmingham, AL2024-02-07