Institutional Ownership Simplify Exch Trad Fds Simplif (SPBC)
This table provides information about the institutional ownership of Simplify Exch Trad Fds Simplif (SPBC). We have compiled data on the 13 institutions that hold shares in the stock, with a total of 414,902 shares, which have been reported (via 13F filing form) to have a value of $14.5 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Sfg Wealth Management, Llc.
|
Apr 26, 2024 Q1 2024 |
178,089
shares
|
$6.21 Million
3.7% of portfolio
|
Q1 2024
Added 303.64%
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
102,774
shares
|
$3.58 Million
0.03% of portfolio
|
Q1 2024
New holding
|
|
Total Clarity Wealth Management, Inc.
|
Apr 22, 2024 Q1 2024 |
50,121
shares
|
$1.75 Million
0.61% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
35,293
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Worth Asset Management, LLC
|
Apr 12, 2024 Q1 2024 |
20,466
shares
|
$713,649
0.45% of portfolio
|
Q1 2024
Reduced 59.04%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
14,365
shares
|
$500,907
0.0% of portfolio
|
Q1 2024
Reduced 43.14%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
12,939
shares
|
$451,182
0.0% of portfolio
|
Q1 2024
Added 13.76%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
547
shares
|
$19,073
0.0% of portfolio
|
Q1 2024
New holding
|
|
Private Trust CO Na
|
Apr 24, 2024 Q1 2024 |
200
shares
|
$6,973
0.0% of portfolio
|
Q1 2024
New holding
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
90
shares
|
$3,138
0.0% of portfolio
|
Q1 2024
Reduced 3.23%
|
|
Truvestments Capital LLC
Sarasota, FL |
May 14, 2024 Q1 2024 |
17
shares
|
$592
0.0% of portfolio
|
Q4 2023
New holding
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
1
shares
|
$34
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Apr 30, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
New holding
|