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 51 institutions that hold shares in the stock, with a total of 2.54 Million shares, which have been reported (via 13F filing form) to have a value of $74.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,577
shares
|
$485,374
0.0% of portfolio
|
Q4 2024
Reduced 3.76%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
13,854
shares
|
$405,645
0.02% of portfolio
|
Q4 2024
Reduced 6.06%
|
|
|
Insight Advisors, LLC
Newtown, PA |
Jan 27, 2025 Q4 2024 |
12,721
shares
|
$372,470
0.1% of portfolio
|
Q3 2024
Added 3.69%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
12,171
shares
|
$356,366
0.0% of portfolio
|
Q4 2024
Reduced 3.73%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,559
shares
|
$338,447
0.0% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Feb 25, 2025 Q4 2024 |
10,559
shares
|
$309,167
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Pekin Hardy Strauss, Inc.
|
Feb 03, 2025 Q4 2024 |
8,660
shares
|
$253,564
0.03% of portfolio
|
Q3 2024
Added 7.85%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
8,116
shares
|
$237,636
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
7,838
shares
|
$229,496
0.0% of portfolio
|
Q4 2024
Reduced 11.01%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
7,574
shares
|
$221,766
0.0% of portfolio
|
Q4 2024
Reduced 38.32%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Feb 13, 2025 Q4 2024 |
7,553
shares
|
$221,151
0.02% of portfolio
|
Q4 2024
Added 8.99%
|
|
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
Feb 07, 2025 Q4 2024 |
7,250
shares
|
$212,280
0.09% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Feb 14, 2025 Q4 2024 |
7,195
shares
|
$210,669
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
6,988
shares
|
$204,608
0.0% of portfolio
|
Q4 2024
Reduced 5.99%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
3,283
shares
|
$96,126
0.01% of portfolio
|
Q4 2024
Added 19.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,823
shares
|
$82,657
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
2,365
shares
|
$69,247
0.0% of portfolio
|
Q4 2024
Reduced 51.39%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
636
shares
|
$18,622
0.0% of portfolio
|
Q4 2024
Reduced 97.52%
|
|
|
Delos Wealth Advisors, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
300
shares
|
$8,784
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Apr 07, 2025 Q1 2025 |
133
shares
|
$3,894
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Feb 12, 2025 Q4 2024 |
120
shares
|
$3,513
0.0% of portfolio
|
Q1 2024
Reduced 77.53%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Jan 28, 2025 Q4 2024 |
108
shares
|
$3,162
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
100
shares
|
$2,928
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
44
shares
|
$1,288
0.0% of portfolio
|
Q4 2022
Reduced 95.79%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
30
shares
|
$878
0.0% of portfolio
|
Q4 2024
Reduced 57.14%
|