SIMPLIFY EXCHANGE TRADED FUN (CYA)
Institutional ownership reported to the SEC as of Q4 2023, across 10 quarters.
16
Reporting holders
$1.0M
Reported value
0.0%
Held as options
+5
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $710.9K | 3,500,000 | 0.06% | new | NEW |
| Regal Investment Advisors LLC | $205.8K | 1,013,190 | 0.02% | new | NEW |
| WEALTHSOURCE PARTNERS, LLC | $33.9K | 166,999 | 0.00% | 7q | -15.2%-$6.1K |
| Strata Wealth Advisors, LLC | $27.1K | 133,511 | 0.01% | new | NEW |
| AE Wealth Management LLC | $10.3K | 137,237 | 0.00% | 3q | +726.3%+$9.0K |
| TWO SIGMA SECURITIES, LLC | $9.2K | 45,494 | 0.00% | new | NEW |
| AVANTAX ADVISORY SERVICES, INC. | $6.0K | 29,703 | 0.00% | 2q | +64.2%+$2.4K |
| UBS Group AG | $4.8K | 23,699 | 0.00% | new | NEW |
| Mid-American Wealth Advisory Group, Inc. | $4.6K | 22,613 | 0.00% | new | NEW |
| Cannell & Co. | $4.3K | 21,000 | 0.00% | 8q | HELD |
| Integrated Wealth Concepts LLC | $4.2K | 20,720 | 0.00% | 8q | -77.1%-$14.1K |
| Koshinski Asset Management, Inc. | $4.1K | 20,068 | 0.00% | new | NEW |
| SMITH SHELLNUT WILSON LLC /ADV | $2.2K | 11,033 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $406 | 2,000 | 0.00% | new | NEW |
| COMMONWEALTH EQUITY SERVICES, LLC | $65 | 318,839 | 0.00% | 7q | +31.4% |
| TUCKER ASSET MANAGEMENT LLC | $20 | 100 | 0.00% | new | NEW |
| MORGAN STANLEY | $2 | 6 | 0.00% | new | NEW |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 16 | $1.0M | 5,147,373 | 11 | 2 | 2 | 0.0% |
| Q3 2023 | 11 | $2.3M | 481,469 | 2 | 3 | 3 | 0.0% |
| Q2 2023 | 15 | $6.4M | 1,094,695 | 7 | 1 | 3 | 0.0% |
| Q1 2023 | 10 | $1.9M | 200,002 | 1 | 2 | 3 | 0.0% |
| Q4 2022 | 11 | $2.7M | 228,431 | 1 | 3 | 2 | 0.0% |
| Q3 2022 | 19 | $57.7M | 2,509,076 | 6 | 9 | 0 | 0.0% |
| Q2 2022 | 15 | $43.1M | 2,154,306 | 7 | 3 | 2 | 0.0% |
| Q1 2022 | 9 | $28.3M | 1,403,314 | 7 | 1 | 1 | 0.0% |
| Q4 2021 | 4 | $611.0K | 25,566 | 3 | 0 | 0 | 0.0% |
| Q3 2021 | 3 | $2.0M | 79,594 | 3 | 0 | 0 | 0.0% |