Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Simplify Exchange Traded Funds - Simplify US Equity PLUS Downside Convexity ETF include Evolution Wealth Management Inc., LifeWealth Investments, LLC, and Global Retirement Partners, LLC .
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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 81 | 3 | ||||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 45,784 | 1,741 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 42,618 | 1,620 | ||||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-07-25 | 13F | Cwm, Llc | 840 | 7.55 | 0 | |||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 39 | 1 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 24,116 | 19.53 | 917 | 46.79 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143,982 | 20.71 | 5 | 66.67 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 185,279 | 6,701.73 | 7,044 | 8,284.52 | ||||
| 2025-08-11 | 13F | Pineridge Advisors LLC | 8 | 0 | ||||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 280 | 2,233.33 | 11 | |||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 44,281 | 1,683 | ||||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 10,952 | 416 | ||||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 7,218 | 21.78 | 265 | 44.26 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 782 | 30 | ||||||
| 2025-08-29 | 13F | Evolution Wealth Management Inc. | 94,750 | 3,602 | ||||||
| 2025-08-12 | 13F | Richard W. Paul & Associates, LLC | 46 | 2 | ||||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 16,194 | 616 | ||||||
| 2025-08-11 | 13F | Ironsides Asset Advisors, LLC | 83,322 | 0.71 | 3,168 | 23.76 |
