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 17 institutions that hold shares in the stock, with a total of 787,924 shares, which have been reported (via 13F filing form) to have a value of $30 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
357,723
shares
|
$13.6 Million
0.08% of portfolio
|
Q3 2024
Added 537.23%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
223,279
shares
|
$8.51 Million
4.48% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Total Clarity Wealth Management, Inc.
|
Oct 21, 2024 Q3 2024 |
79,940
shares
|
$3.05 Million
0.98% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
51,447
shares
|
$1.96 Million
0.0% of portfolio
|
Q2 2024
Added 45.77%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
14,342
shares
|
$546,573
0.0% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
13,721
shares
|
$522,907
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
12,838
shares
|
$489,256
0.0% of portfolio
|
Q3 2024
Reduced 4.96%
|
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Oct 18, 2024 Q3 2024 |
10,619
shares
|
$404,690
0.11% of portfolio
|
Q3 2024
Reduced 24.35%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
9,893
shares
|
$377,022
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Worth Asset Management, LLC
|
Oct 09, 2024 Q3 2024 |
9,780
shares
|
$372,715
0.21% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,467
shares
|
$55,907
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
1,433
shares
|
$54,611
0.0% of portfolio
|
Q2 2024
Added 1492.22%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 06, 2024 Q2 2024 |
550
shares
|
$20,960
0.0% of portfolio
|
Q1 2024
Reduced 0.55%
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
200
shares
|
$7,622
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
20
shares
|
$762
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
2
shares
|
$76
0.0% of portfolio
|
Q2 2024
Added 100.0%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|