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 52 institutions that hold shares in the stock, with a total of 2.92 Million shares, which have been reported (via 13F filing form) to have a value of $82.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
574,906
shares
|
$16.3 Million
0.03% of portfolio
|
Q1 2025
Added 8.69%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
570,196
shares
|
$16.1 Million
0.81% of portfolio
|
Q1 2025
Reduced 4.5%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
242,569
shares
|
$6.86 Million
0.0% of portfolio
|
Q1 2025
Added 130.29%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
May 02, 2025 Q1 2025 |
204,215
shares
|
$5.78 Million
1.16% of portfolio
|
Q1 2025
Reduced 4.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
172,222
shares
|
$4.87 Million
0.01% of portfolio
|
Q1 2025
Added 321.79%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
169,235
shares
|
$4.79 Million
0.01% of portfolio
|
Q1 2025
Added 35.99%
|
|
|
Lee Danner & Bass Inc
|
Apr 29, 2025 Q1 2025 |
147,562
shares
|
$4.17 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Copia Wealth Management
Bend, OR |
Apr 17, 2025 Q1 2025 |
83,129
shares
|
$2.35 Million
2.25% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
56,063
shares
|
$1.59 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,323
shares
|
$1.45 Million
0.32% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,434
shares
|
$1.34 Million
0.01% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
May 07, 2025 Q1 2025 |
46,051
shares
|
$1.3 Million
0.4% of portfolio
|
Q1 2025
Added 60.12%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,647
shares
|
$1.15 Million
1.78% of portfolio
|
Q3 2022
Reduced 4.45%
|
|
|
Haven Private, LLC
Orlando, FL |
May 09, 2025 Q1 2025 |
39,177
shares
|
$1.11 Million
0.65% of portfolio
|
Q1 2025
Added 38.44%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
May 15, 2025 Q1 2025 |
38,325
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2025
Reduced 52.69%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
37,004
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
Added 4.12%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
35,289
shares
|
$998,325
0.06% of portfolio
|
Q1 2025
Added 154.72%
|
|
|
Rational Advisors LLC
Huntington, NY |
May 01, 2025 Q1 2025 |
35,000
shares
|
$990,150
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
30,478
shares
|
$862,222
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
May 15, 2025 Q1 2025 |
26,566
shares
|
$751,552
0.0% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
24,974
shares
|
$706,514
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
20,903
shares
|
$591,345
0.0% of portfolio
|
Q1 2025
Added 19.19%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
18,144
shares
|
$513,293
0.0% of portfolio
|
Q1 2025
Reduced 1.35%
|
|
|
Gfs Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
18,100
shares
|
$512,049
0.11% of portfolio
|
Q1 2025
Added 7.1%
|
|
|
M&T Bank Corp
|
Apr 30, 2025 Q1 2025 |
17,309
shares
|
$489,671
0.0% of portfolio
|
Q2 2024
New holding
|