Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Simplify Exchange Traded Funds - Simplify High Yield ETF include Proficio Capital Partners LLC, NewEdge Wealth, LLC, Wealth Enhancement Advisory Services, Llc, Altiora Financial Group, LLC, Colony Group, LLC, Pekin Hardy Strauss, Inc., Private Advisor Group, LLC, Brookstone Capital Management, Whalen Wealth Management Inc., Janney Montgomery Scott LLC, Kestra Private Wealth Services, Llc, Kingsview Wealth Management, LLC, Mml Investors Services, Llc, Compass Capital Corp /ma/ /adv, Change Path, LLC, Gwn Securities Inc., Equitable Holdings, Inc., Belpointe Asset Management LLC, Ameritas Advisory Services, LLC, and Pnc Financial Services Group, Inc. .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-11 | 13F | Compass Capital Corp /ma/ /adv | 17,896 | 415 | ||||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 22,555 | 526 | ||||||
| 2025-07-30 | 13F | Brookstone Capital Management | 53,230 | 1,241 | ||||||
| 2025-08-08 | 13F | Kingsview Wealth Management, LLC | 23,780 | 555 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 368,894 | 106.20 | 9 | 100.00 | ||||
| 2025-08-08 | 13F | Altiora Financial Group, LLC | 250,417 | 5,840 | ||||||
| 2025-07-07 | 13F | Park Edge Advisors, LLC | 612,977 | 43.29 | 14,295 | 45.66 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
| 2025-08-12 | 13F | Change Path, LLC | 16,465 | 384 | ||||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 9,561 | 223 | ||||||
| 2025-08-04 | 13F | Flagship Harbor Advisors, Llc | 225,155 | 2.58 | 5,251 | 4.27 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 421,603 | 1,192.98 | 9,832 | 1,216.06 | ||||
| 2025-08-14 | 13F | Colony Group, LLC | 166,736 | 3,888 | ||||||
| 2025-08-14 | 13F | Mml Investors Services, Llc | 22,515 | 1 | ||||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 9,170 | 0 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 46,528 | 1 | ||||||
| 2025-07-17 | 13F | Beacon Capital Management, LLC | 1,766 | 41 | ||||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 341,577 | 7,890 | ||||||
| 2025-08-07 | 13F | Proficio Capital Partners LLC | 2,900,460 | 2,912 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 43,158 | 2,019.74 | 1,006 | 2,186.36 | ||||
| 2025-08-08 | 13F | Larson Financial Group LLC | 528 | 12 | ||||||
| 2025-08-11 | 13F | NewEdge Wealth, LLC | 350,507 | 8,142 | ||||||
| 2025-08-18 | 13F | Wolverine Trading, Llc | 26,131 | 605 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 35,359 | 825 | ||||||
| 2025-08-06 | 13F | Pekin Hardy Strauss, Inc. | 94,731 | 2,209 | ||||||
| 2025-08-01 | 13F | Gwn Securities Inc. | 13,724 | 320 | ||||||
| 2025-07-17 | 13F | Centennial Wealth Advisory LLC | 80,421 | 50.74 | 1,875 | 53.31 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 42,760 | 2.05 | 997 | 3.75 | ||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 32,396 | 38.78 | 743 | 45.97 | ||||
| 2025-08-15 | 13F | Equitable Holdings, Inc. | 12,550 | 293 | ||||||
| 2025-08-11 | 13F | TD Waterhouse Canada Inc. | 1,900 | 44 | ||||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 176,740 | 36.06 | 4,122 | 38.34 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 84,178 | 6.51 | 1,963 | 8.27 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 1,037 | 24 | ||||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 2,273 | 53 | ||||||
| 2025-08-08 | 13F | Pnc Financial Services Group, Inc. | 2,100 | 49 | ||||||
| 2025-08-04 | 13F | Whalen Wealth Management Inc. | 49,467 | 1,154 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 862,680 | 54.25 | 20,118 | 56.81 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 9,575 | 223 | ||||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 69,813 | 150.81 | 1,628 | 155.17 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 22,766 | 94,758.33 | 531 | |||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 93,318 | 2,176 |
