GAEM Institutional Ownership
Simplify Gamma Emerging Market Bond ETF
1W: -1.8%
1M: -4.2%
3M: -5.2%
YTD: -3.2%
1Y: -2.8%
$25.54
+0.04 (+0.16%)
Weekly Expected Move ±0.8%
$25
$25
$26
$26
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GAEM
25
Institutional Holders
+6 vs prior quarter
0.0%
Ownership
+0.00pp
20M
Total Invested
7
New Positions
11
Increased
6
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (25 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | AE Wealth Management LLC | 206,978 | $5M | +13,480 | +7.0% | 4Q | SEC ↗ |
| 2 | Elevated Capital Advisors, LLC | 102,237 | $3M | +8,394 | +8.9% | 4Q | SEC ↗ |
| 3 | Key Capital Management, INC | 54,117 | $1M | +4,195 | +8.4% | 3Q | SEC ↗ |
| 4 | Inspire Advisors, LLC | 50,903 | $1M | -73,128 | -59.0% | 3Q | SEC ↗ |
| 5 | Encompass More Asset Management | 46,446 | $1M | +2,043 | +4.6% | 2Q | SEC ↗ |
| 6 | Pekin Hardy Strauss, Inc. | 37,764 | $965K | -350 | -0.9% | 2Q | SEC ↗ |
| 7 | HOWARD BAILEY SECURITIES, LLC | 37,237 | $951K | +434 | +1.2% | 4Q | SEC ↗ |
| 8 | B.O.S.S. Retirement Advisors, LLC | 31,176 | $796K | +2,268 | +7.8% | 4Q | SEC ↗ |
| 9 | FSA Advisors, Inc. | 29,090 | $743K | +3,368 | +13.1% | 3Q | SEC ↗ |
| 10 | CreativeOne Wealth, LLC | 26,937 | $688K | +12,619 | +88.1% | 3Q | SEC ↗ |
| 11 | SteelPeak Wealth, LLC NEW | 18,758 | $479K | — | +0.0% | 1Q | SEC ↗ |
| 12 | Authentikos Wealth Advisory, LLC | 18,506 | $473K | -906 | -4.7% | 4Q | SEC ↗ |
| 13 | Blackston Financial Advisory Group, LL | 16,172 | $413K | +1,063 | +7.0% | 4Q | SEC ↗ |
| 14 | Beacon Capital Management, LLC | 15,850 | $405K | -5,216 | -24.8% | 4Q | SEC ↗ |
| 15 | WINNACLE WEALTH LLC NEW | 13,438 | $343K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JANE STREET GROUP, LLC NEW | 11,577 | $296K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Networth Advisors, LLC | 11,440 | $292K | +264 | +2.4% | 3Q | SEC ↗ |
| 18 | Lloyd Advisory Services, LLC. NEW | 6,143 | $157K | — | +0.0% | 1Q | SEC ↗ |
| 19 | Decker Retirement Planning Inc. | 3,421 | $87K | +54 | +1.6% | 4Q | SEC ↗ |
| 20 | TOUNJIAN ADVISORY PARTNERS, LLC NEW | 1,753 | $45K | — | +0.0% | 1Q | SEC ↗ |
| 21 | POM Investment Strategies, LLC | 986 | $25K | -1,319 | -57.2% | 4Q | SEC ↗ |
| 22 | Montgomery Financial Services LLC NEW | 352 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 23 | Buck Wealth Strategies, LLC NEW | 348 | $9K | — | +0.0% | 1Q | SEC ↗ |
| 24 | OSAIC HOLDINGS, INC. | 15 | $0K | — | +0.0% | 3Q | SEC ↗ |
| 25 | Sound Income Strategies, LLC | 0 | $0K | -111 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (7)
| Holder | Shares | Value |
|---|---|---|
| SteelPeak Wealth, LLC | 18,758 | $479K |
| WINNACLE WEALTH LLC | 13,438 | $343K |
| JANE STREET GROUP, LLC | 11,577 | $296K |
| Lloyd Advisory Services, LLC. | 6,143 | $157K |
| TOUNJIAN ADVISORY PARTNERS, LLC | 1,753 | $45K |
| Montgomery Financial Services LLC | 352 | $9K |
| Buck Wealth Strategies, LLC | 348 | $9K |
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Sound Income Strategies, LLC | 111 | $3K |
Biggest Increases (11)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| AE Wealth Management LLC | +13,480 | +7.0% | 206,978 |
| CreativeOne Wealth, LLC | +12,619 | +88.1% | 26,937 |
| Elevated Capital Advisors, LLC | +8,394 | +8.9% | 102,237 |
| Key Capital Management, INC | +4,195 | +8.4% | 54,117 |
| FSA Advisors, Inc. | +3,368 | +13.1% | 29,090 |
| B.O.S.S. Retirement Advisors, LLC | +2,268 | +7.8% | 31,176 |
| Encompass More Asset Management | +2,043 | +4.6% | 46,446 |
| Blackston Financial Advisory Group, | +1,063 | +7.0% | 16,172 |
| HOWARD BAILEY SECURITIES, LLC | +434 | +1.2% | 37,237 |
| Networth Advisors, LLC | +264 | +2.4% | 11,440 |
| Decker Retirement Planning Inc. | +54 | +1.6% | 3,421 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Inspire Advisors, LLC | -73,128 | -59.0% | 50,903 |
| Beacon Capital Management, LLC | -5,216 | -24.8% | 15,850 |
| POM Investment Strategies, LLC | -1,319 | -57.2% | 986 |
| Authentikos Wealth Advisory, LLC | -906 | -4.7% | 18,506 |
| Pekin Hardy Strauss, Inc. | -350 | -0.9% | 37,764 |