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Disclosery

PINK SIMPLIFY EXCHANGE TRADED FUN

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ETF (fund)

50 managers (50 13F filers) reported a position in PINK shares at 2024-12-31, 2,612,278 shares in all. 5 filers opened a position and 23 filers sold out during the quarter.

Managers
50
13F filers
50
New
5
Added
9
Reduced
25
Sold out
23
Shares held by filers
2,612,278

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Gladstone Institutional Advisory LLC597,044$17.7M0.82%-52,48813F-HRTimeline
WEALTH ENHANCEMENT ADVISORY SERVICES, L…528,933$15.7M0.03%+126,37913F-HR/ATimeline
Fortis Group Advisors, LLC214,938$6.38M1.19%-6,88213F-HRTimeline
LEE DANNER & BASS INC148,780$4.41M0.35%+1,41013F-HRTimeline
CIBC WORLD MARKET INC.124,445$3.69M0.01%+46,94513F-HRTimeline
LPL Financial LLC105,330$3.12M<0.01%-599,23413F-HRTimeline
BYRNE FINANCIAL FREEDOM, LLC102,940$3.05M1.36%13F-HRTimeline
Ausdal Financial Partners, Inc.81,004$2.4M0.21%+24,72313F-HRTimeline
Copia Wealth Management79,541$2.36M2.25%13F-HRTimeline
U.S. Capital Wealth Advisors, LLC59,850$1.78M0.05%-1,00013F-HRTimeline
TAP Consulting, LLC51,323$1.52M0.31%-14,50013F-HRTimeline
Sanctuary Advisors, LLC47,434$1.47M0.01%+8,63213F-HRTimeline
HighTower Advisors, LLC40,831$1.21M<0.01%-36,44913F-HRTimeline
D. E. Shaw & Co., Inc.in group D. E. Shaw & Co., Inc.34,074$1.01M<0.01%-13,71013F-HRTimelineGroup
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.30,729$911K<0.01%-4,67813F-HR/ATimelineGroup
Ironsides Asset Advisors, LLC28,760$853K0.24%-7,17013F-HRTimeline
Haven Private, LLC28,299$839K0.47%13F-HRTimeline
Flagship Private Wealth, LLC24,981$741K0.36%-1,99513F-HRTimeline
SUSQUEHANNA INTERNATIONAL GROUP, LLPin group SUSQUEHANNA INTERNATIONAL GRO…18,532$550K<0.01%-51,14513F-HRTimelineGroup
Private Advisor Group, LLC18,393$546K<0.01%-30,60813F-HRTimeline
Thrivent Financial for Lutheransin group Thrivent Financial for Luther…17,745$526K<0.01%new13F-HRTimelineGroup
Cambridge Investment Research Advisors,…17,538$520K<0.01%-8,31413F-HRTimeline
M&T Bank Corpin group M&T Bank Corp17,309$513K<0.01%013F-HRTimelineGroup
GFS Advisors, LLC16,900$501K0.08%new13F-HRTimeline
CWM, LLCin group CWM, LLC16,741$497K<0.01%+3,12713F-HRTimelineGroup
COMMONWEALTH EQUITY SERVICES, LLC16,577$492K<0.01%-64713F-HRTimeline
Stratos Wealth Advisors, LLCin group Stratos Wealth Partners, LTD.13,854$411K0.02%-89313F-HRTimelineGroup
Insight Advisors, LLC/ PA12,721$378K0.06%013F-HRTimeline
AVANTAX ADVISORY SERVICES, INC.12,171$361K<0.01%-47113F-HRTimeline
Orion Porfolio Solutions, LLC11,559$343K<0.01%-1,02613F-HRTimeline
Orion Portfolio Solutions, LLC11,559$343K<0.01%-1,02613F-HRTimeline
Integrated Advisors Network LLC10,559$313K0.02%new13F-HRTimeline
Pekin Hardy Strauss, Inc.8,660$257K0.03%013F-HRTimeline
RAYMOND JAMES FINANCIAL INCin group RAYMOND JAMES FINANCIAL INC8,116$241K<0.01%13F-HR/ATimelineGroup
MML INVESTORS SERVICES, LLC7,838$232K<0.01%-97013F-HRTimeline
UBS Group AGin group UBS Group AG7,574$225K<0.01%-4,70513F-HRTimelineGroup
Freedom Investment Management, Inc.7,553$224K0.02%+62313F-HRTimeline
Prosperity Wealth Management, Inc.in group Prosperity Financial Group, I…7,250$215K0.09%+413F-HRTimelineGroup
HARMONY ASSET MANAGEMENT LLC7,195$213K0.08%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC6,988$207K<0.01%-44513F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…3,283$99.8K0.01%+52613F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC2,823$83.7K<0.01%new13F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,365$70.1K<0.01%-2,50013F-HRTimeline
ROYAL BANK OF CANADAin group ROYAL BANK OF CANADA636$19K<0.01%-24,99713F-HRTimelineGroup
Delos Wealth Advisors, LLC300$8.9K0.01%013F-HRTimeline
Solstein Capital, LLC120$3.56K<0.01%013F-HRTimeline
Slocum, Gordon & Co LLP108$3.21K<0.01%013F-HRTimeline
IFP Advisors, Inc44$1.3K<0.01%013F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.30$911<0.01%-4013F-HRTimelineGroup
MORGAN STANLEYin group MORGAN STANLEY1$45<0.01%-413F-HR/ATimelineGroup