Institutional Ownership Simplify Exchange Traded Fds V (VCAR)
This table provides information about the institutional ownership of Simplify Exchange Traded Fds V (VCAR). We have compiled data on the 7 institutions that hold shares in the stock, with a total of 62,489 shares, which have been reported (via 13F filing form) to have a value of $1.43 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pinnacle Family Advisors, LLC
Springfield, MO |
Feb 14, 2025 Q4 2024 |
25,125
shares
|
$573,101
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Feb 14, 2025 Q4 2024 |
2,773
shares
|
$63,252
0.01% of portfolio
|
Q4 2023
Added 5.6%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,901
shares
|
$43,361
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
77
shares
|
$1,756
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1
shares
|
$22
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|