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 50 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 $75.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Jan 29, 2025 Q4 2024 |
597,044
shares
|
$17.8 Million
0.84% of portfolio
|
Q4 2024
Reduced 8.08%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
528,933
shares
|
$15.8 Million
0.03% of portfolio
|
Q4 2024
Added 31.5%
|
|
|
Fortis Group Advisors, LLC
Westwood, NJ |
Jan 31, 2025 Q4 2024 |
214,938
shares
|
$6.4 Million
1.19% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Lee Danner & Bass Inc
|
Feb 11, 2025 Q4 2024 |
148,780
shares
|
$4.43 Million
0.36% of portfolio
|
Q4 2024
Added 0.96%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
124,445
shares
|
$3.71 Million
0.01% of portfolio
|
Q4 2024
Added 60.57%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
105,330
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 85.05%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Feb 11, 2025 Q4 2024 |
81,004
shares
|
$2.41 Million
0.22% of portfolio
|
Q4 2024
Added 43.93%
|
|
|
Copia Wealth Management
Bend, OR |
Mar 06, 2025 Q4 2024 |
79,541
shares
|
$2.37 Million
2.25% of portfolio
|
Q4 2024
New holding
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
59,850
shares
|
$1.78 Million
0.06% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Tap Consulting, LLC
|
Feb 11, 2025 Q4 2024 |
51,323
shares
|
$1.53 Million
0.32% of portfolio
|
Q4 2024
Reduced 22.03%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
47,434
shares
|
$1.41 Million
0.01% of portfolio
|
Q4 2024
Added 22.25%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
40,831
shares
|
$1.22 Million
0.0% of portfolio
|
Q4 2024
Reduced 47.16%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
40,647
shares
|
$1.21 Million
1.78% of portfolio
|
Q3 2022
Reduced 4.45%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
35,541
shares
|
$1.06 Million
0.0% of portfolio
|
Q4 2024
Added 0.38%
|
|
|
D. E. Shaw & Co., Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
34,074
shares
|
$1.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 28.69%
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Feb 10, 2025 Q4 2024 |
28,760
shares
|
$856,472
0.25% of portfolio
|
Q4 2024
Reduced 19.96%
|
|
|
Haven Private, LLC
Orlando, FL |
Feb 06, 2025 Q4 2024 |
28,299
shares
|
$842,744
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Flagship Private Wealth, LLC
|
Jan 21, 2025 Q4 2024 |
24,981
shares
|
$743,934
0.36% of portfolio
|
Q4 2024
Reduced 7.4%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
18,532
shares
|
$551,882
0.0% of portfolio
|
Q4 2024
Reduced 73.4%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
18,393
shares
|
$547,743
0.0% of portfolio
|
Q4 2024
Reduced 62.46%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
17,745
shares
|
$528,446
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
17,538
shares
|
$522,281
0.0% of portfolio
|
Q4 2024
Reduced 32.16%
|
|
|
M&T Bank Corp
|
Feb 06, 2025 Q4 2024 |
17,309
shares
|
$515,462
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gfs Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
16,900
shares
|
$503,282
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
16,741
shares
|
$498,546
0.0% of portfolio
|
Q4 2024
Added 22.97%
|