Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in Simplify Exchange Traded Funds - Simplify Intermediate Term Treasury Futures Strategy ETF include True Wealth Design, LLC, Change Path, LLC, Susquehanna International Group, Llp, 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-10 | 13F | Professional Financial Advisors, LLC | 20,752 | 1.07 | 280 | 2.95 | ||||
| 2025-08-07 | 13F | Howard Bailey Securities, Llc | 111,857 | 6.98 | 1,509 | 9.04 | ||||
| 2025-07-30 | 13F | Brookstone Capital Management | 14,861 | 200 | ||||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 1,698,863 | 6.95 | 22,918 | 9.05 | ||||
| 2025-07-18 | 13F | Magnolia Private Wealth, LLC | 218,744 | 124.85 | 2,951 | 699.46 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 12,703 | 171 | ||||||
| 2025-08-13 | 13F | SMART Wealth LLC | 23,226 | 8.13 | 313 | 10.21 | ||||
| 2025-07-30 | 13F | LifeWealth Investments, LLC | 44,989 | 10.96 | 607 | 13.06 | ||||
| 2025-08-04 | 13F | Great Lakes Retirement, Inc. | 114,539 | 1.03 | 1,545 | 3.07 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 13,859 | 187 | ||||||
| 2025-07-25 | 13F | RHS Financial, LLC | 12,688 | 171 | ||||||
| 2025-07-18 | 13F | B.O.S.S. Retirement Advisors, LLC | 178,626 | 3.67 | 2,410 | 5.70 | ||||
| 2025-05-01 | 13F | Quest 10 Wealth Builders, Inc. | 6,282 | 779.83 | 83 | 937.50 | ||||
| 2025-07-23 | 13F | Heck Capital Advisors, LLC | 348,052 | 2.06 | 4,695 | 4.08 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 4,537 | 218.39 | 61 | 258.82 | ||||
| 2025-08-07 | 13F | Authentikos Wealth Advisory, LLC | 162,359 | 37.67 | 2,190 | 40.38 | ||||
| 2025-08-06 | 13F | Decker Retirement Planning Inc. | 1,351 | 69.72 | 18 | 80.00 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-06 | 13F | True Wealth Design, LLC | 745,093 | 10,051 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 16,760 | 2.01 | 226 | 4.15 | ||||
| 2025-08-12 | 13F | NDVR, Inc. | 16,351 | 1.02 | 221 | 2.80 | ||||
| 2025-08-14 | 13F | Hilltop Holdings Inc. | 105,991 | 0.46 | 1,430 | 2.44 | ||||
| 2025-07-31 | 13F | FSR Wealth Management Ltd. | 13,559 | 4.92 | 183 | 7.06 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 2 | 100.00 | 0 | |||||
| 2025-08-14 | 13F | Susquehanna International Group, Llp | 10,045 | 136 | ||||||
| 2025-07-24 | 13F | IFP Advisors, Inc | 11,998 | 1,048.13 | 162 | 1,138.46 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 272,426 | 7.18 | 3,675 | 9.31 | ||||
| 2025-08-12 | 13F | Park Square Financial Group, LLC | 4,194 | 38.74 | 57 | 43.59 | ||||
| 2025-08-11 | 13F | Kingdom Financial Group LLC. | 25,439 | 55.39 | 343 | 58.80 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 103 | 1 | ||||||
| 2025-08-13 | 13F | GeoWealth Management, LLC | 22,642 | 11.24 | 305 | 13.38 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 12,269 | 4.25 | 166 | 6.45 | ||||
| 2025-07-16 | 13F | Lloyd Advisory Services, LLC. | 636,738 | 11.09 | 8,590 | 13.27 | ||||
| 2025-08-13 | 13F | Transce3nd, LLC | 3,980 | 7.16 | 54 | 8.16 |
