YGLD Institutional Ownership
Simplify Gold Strategy PLUS Income ETF
1W: -6.1%
1M: -12.4%
3M: -8.2%
YTD: -25.9%
1Y: -21.4%
$30.45
-0.20 (-0.65%)
Weekly Expected Move ±5.7%
$27
$29
$30
$32
$34
Overview
Chart
Holdings
Changes
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Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
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Institutional Ownership — YGLD
20
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
8M
Total Invested
6
New Positions
5
Increased
8
Reduced
4
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (21 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 82,774 | 3M | +14,138 | +20.6% | 6Q | SEC ↗ |
| 2 | Legacy Wealth Managment, LLC/ID | 33,435 | 1M | -19,885 | -37.3% | 4Q | SEC ↗ |
| 3 | RFG Advisory, LLC NEW | 32,378 | 986K | — | +0.0% | 1Q | SEC ↗ |
| 4 | Park Edge Advisors, LLC | 27,555 | 839K | -9,302 | -25.2% | 6Q | SEC ↗ |
| 5 | Holcombe Financial, Inc. | 22,276 | 678K | +1,096 | +5.2% | 2Q | SEC ↗ |
| 6 | OLD MISSION CAPITAL LLC | 19,143 | 583K | -16,687 | -46.6% | 3Q | SEC ↗ |
| 7 | Cambridge Advisors Inc. | 16,104 | 490K | +949 | +6.3% | 6Q | SEC ↗ |
| 8 | J. M. Brown & Associates Inc. NEW | 7,432 | 226K | — | +0.0% | 1Q | SEC ↗ |
| 9 | BANK OF AMERICA CORP /DE NEW | 6,626 | 202K | — | +0.0% | 1Q | SEC ↗ |
| 10 | Luminist Capital LLC | 5,117 | 156K | +1,011 | +24.6% | 4Q | SEC ↗ |
| 11 | MATHER GROUP, LLC. | 1,996 | 61K | +1,682 | +535.7% | 2Q | SEC ↗ |
| 12 | Farther Finance Advisors, LLC | 1,500 | 46K | — | +0.0% | 2Q | SEC ↗ |
| 13 | Reyes Financial Architecture, Inc. | 234 | 7K | -17,273 | -98.7% | 3Q | SEC ↗ |
| 14 | Steward Partners Investment Advisory, NEW | 65 | 2K | — | +0.0% | 1Q | SEC ↗ |
| 15 | IFP Advisors, Inc NEW | 16 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 16 | JPMORGAN CHASE & CO NEW | 16 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 17 | SageView Advisory Group, LLC | 0 | 0K | -29 | -100.0% | 1Q | SEC ↗ |
| 18 | Quantinno Capital Management LP | 0 | 0K | -6,698 | -100.0% | 1Q | SEC ↗ |
| 19 | IMA Advisory Services, Inc. | 0 | 0K | -20 | -100.0% | 1Q | SEC ↗ |
| 20 | WFA of San Diego, LLC | 0 | 0K | -10 | -100.0% | 2Q | SEC ↗ |
| 21 | JANE STREET GROUP, LLC | 0 | 0K | -16,038 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (6)
| Holder | Shares | Value |
|---|---|---|
| RFG Advisory, LLC | 32,378 | 986K |
| J. M. Brown & Associates Inc. | 7,432 | 226K |
| BANK OF AMERICA CORP /DE | 6,626 | 202K |
| Steward Partners Investment Advisor | 65 | 2K |
| JPMORGAN CHASE & CO | 16 | 0K |
| IFP Advisors, Inc | 16 | 0K |
Sold Out (5)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 16,038 | 488K |
| Quantinno Capital Management LP | 6,698 | 204K |
| SageView Advisory Group, LLC | 29 | 1K |
| IMA Advisory Services, Inc. | 20 | 1K |
| WFA of San Diego, LLC | 10 | 0K |
Biggest Increases (5)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Authentikos Wealth Advisory, LLC | +14,138 | +20.6% | 82,774 |
| MATHER GROUP, LLC. | +1,682 | +535.7% | 1,996 |
| Holcombe Financial, Inc. | +1,096 | +5.2% | 22,276 |
| Luminist Capital LLC | +1,011 | +24.6% | 5,117 |
| Cambridge Advisors Inc. | +949 | +6.3% | 16,104 |
Biggest Decreases (4)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Legacy Wealth Managment, LLC/ID | -19,885 | -37.3% | 33,435 |
| Reyes Financial Architecture, Inc. | -17,273 | -98.7% | 234 |
| OLD MISSION CAPITAL LLC | -16,687 | -46.6% | 19,143 |
| Park Edge Advisors, LLC | -9,302 | -25.2% | 27,555 |