Period | Weighting | Quarter | ||||||
---|---|---|---|---|---|---|---|---|
Company | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IFP Advisors, Inc | 10 | 10 | 0.01% | 0.09% | 0.17% | Q2 2021 | Q3 2023 | 10 |
CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 10 | 10 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q3 2023 | 10 |
ROYAL BANK OF CANADA | 9 | 9 | 0.00% | 0.00% | 0.00% | Q2 2021 | Q2 2023 | 9 |
Cambridge Advisors Inc. | 9 | 9 | 0.08% | 0.16% | 0.31% | Q3 2021 | Q3 2023 | 9 |
OLD MISSION CAPITAL LLC | 5 | 1 | 0.01% | 0.03% | 0.08% | Q2 2021 | Q3 2023 | 8 |
Cumberland Partners Ltd | 8 | 8 | 0.25% | 0.37% | 0.54% | Q4 2021 | Q3 2023 | 8 |
Collaborative Wealth Managment Inc. | 6 | 1 | 0.21% | 0.23% | 0.23% | Q1 2021 | Q3 2023 | 8 |
PACIFIC FINANCIAL GROUP INC | 6 | 2 | 0.78% | 2.29% | 3.16% | Q2 2021 | Q2 2023 | 8 |
Simplify Asset Management Inc. | 8 | 8 | 0.36% | 1.26% | 2.44% | Q3 2021 | Q2 2023 | 8 |
Ausdal Financial Partners, Inc. | 7 | 7 | 0.10% | 0.16% | 0.18% | Q1 2022 | Q3 2023 | 7 |
MORGAN STANLEY | 6 | 6 | 0.00% | 0.00% | 0.00% | Q2 2022 | Q3 2023 | 6 |
Smith Anglin Financial, LLC | 6 | 6 | 0.14% | 0.16% | 0.17% | Q2 2022 | Q3 2023 | 6 |
Tidal Investments LLC | 6 | 6 | 0.01% | 0.01% | 0.02% | Q2 2022 | Q3 2023 | 6 |
Leelyn Smith, LLC | 6 | 6 | 0.00% | 0.00% | 0.00% | Q3 2021 | Q4 2022 | 6 |
UBS Group AG | 2 | 1 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q3 2023 | 5 |
OneDigital Investment Advisors LLC | 5 | 5 | 0.04% | 0.13% | 0.18% | Q3 2022 | Q3 2023 | 5 |
Janney Montgomery Scott LLC | 5 | 5 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q3 2023 | 5 |
BOENNING & SCATTERGOOD, INC. | 5 | 5 | 0.14% | 0.15% | 0.17% | Q4 2021 | Q4 2022 | 5 |
Mach-1 Financial Group, LLC | 4 | 4 | 0.01% | 0.07% | 0.16% | Q4 2021 | Q3 2022 | 4 |
ENVESTNET ASSET MANAGEMENT INC | 4 | 4 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q3 2023 | 4 |
Worth Asset Management, LLC | 3 | 1 | 0.03% | 0.82% | 2.03% | Q3 2022 | Q3 2023 | 4 |
TMD Wealth Management, LLC | 4 | 4 | 0.32% | 4.68% | 6.34% | Q4 2022 | Q3 2023 | 4 |
CWM, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
Bison Wealth, LLC | 2 | 1 | 0.01% | 0.48% | 1.22% | Q2 2022 | Q3 2023 | 3 |
Quantitative Advantage, LLC | 3 | 3 | 0.28% | 0.29% | 0.30% | Q3 2022 | Q1 2023 | 3 |
OSAIC HOLDINGS, INC. | 3 | 3 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q3 2023 | 3 |
MML INVESTORS SERVICES, LLC | 3 | 3 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q2 2023 | 3 |
COMMONWEALTH EQUITY SERVICES, LLC | 3 | 3 | 0.01% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
BANK OF AMERICA CORP /DE/ | 3 | 3 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q1 2023 | 3 |
AlphaMark Advisors, LLC | 3 | 3 | 0.00% | 0.01% | 0.01% | Q1 2023 | Q3 2023 | 3 |
Park Edge Advisors, LLC | 2 | 2 | 0.08% | 0.09% | 0.09% | Q2 2023 | Q3 2023 | 2 |
WEALTHSOURCE PARTNERS, LLC | 2 | 2 | 0.02% | 0.04% | 0.05% | Q1 2022 | Q2 2022 | 2 |
HRT FINANCIAL LP | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
Citadel Advisors | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 2 |
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1 | 1 | 0.06% | 0.07% | 0.09% | Q2 2021 | Q1 2022 | 2 |
JANE STREET GROUP, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2022 | Q2 2023 | 2 |
Larson Financial Group LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
CAPTRUST FINANCIAL ADVISORS | 2 | 2 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
FMR LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2021 | Q1 2022 | 2 |
Belpointe Asset Management LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q1 2023 | 2 |
SRS Capital Advisors, Inc. | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q3 2023 | 2 |
WOLVERINE TRADING, LLC | 2 | 2 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q2 2023 | 2 |
Financial Enhancement Group LLC | 1 | 1 | 0.43% | 0.69% | 0.95% | Q3 2021 | Q3 2023 | 2 |
AE Wealth Management LLC | 2 | 2 | 0.00% | 0.01% | 0.01% | Q2 2023 | Q3 2023 | 2 |
JPMORGAN CHASE & CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Visionary Wealth Advisors | 1 | 1 | 0.02% | 0.02% | 0.02% | Q3 2023 | Q3 2023 | 1 |
HARBOUR INVESTMENTS, INC. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q2 2023 | Q2 2023 | 1 |
Fortis Capital Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q1 2023 | Q1 2023 | 1 |
Arete Wealth Advisors, LLC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q2 2023 | Q2 2023 | 1 |
SUSQUEHANNA INTERNATIONAL GROUP, LLP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
PEAK FINANCIAL ADVISORS LLC | 1 | 1 | 4.64% | 4.64% | 4.64% | Q3 2023 | Q3 2023 | 1 |
TUCKER ASSET MANAGEMENT LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Capital Investment Advisory Services, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
Avior Wealth Management, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
First Capital Advisors Group, LLC. | 1 | 1 | 0.03% | 0.03% | 0.03% | Q2 2023 | Q2 2023 | 1 |
EverSource Wealth Advisors, LLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q2 2023 | Q2 2023 | 1 |
Liquid Strategies, LLC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q2 2023 | Q2 2023 | 1 |
Blueprint Investment Partners LLC | 1 | 1 | 0.23% | 0.23% | 0.23% | Q2 2023 | Q2 2023 | 1 |
AlphaStar Capital Management, LLC | 1 | 1 | 0.22% | 0.22% | 0.22% | Q3 2023 | Q3 2023 | 1 |
Renaissance Technologies | 1 | 1 | 0.00% | 0.00% | 0.00% | Q3 2023 | Q3 2023 | 1 |
HBW ADVISORY SERVICES LLC | 1 | 1 | 0.10% | 0.10% | 0.10% | Q3 2023 | Q3 2023 | 1 |
EPG Wealth Management LLC | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2023 | Q3 2023 | 1 |
External links
This page lists all the filers that currently own SIMPLIFY EXCHANGE TRADED FUN or have owned SIMPLIFY EXCHANGE TRADED FUN in the past.