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Funds Holding SIMS

On this page, we present all of the funds holding SIMS from our database of 13F filers, detailed in the table below. The first column indicates the name of each of the funds holding SIMS, with a link to that fund's top holdings. The next columns indicate the amount of SIMS stock held by each of the funds holding SIMS, followed by the SIMS position size held by the fund, and lastly the date of the quarterly filing period the data represents. In total, we count 26 funds holding SIMS within the last two filing periods in our coverage universe of 13F filers, with the largest position size having been reported by Raymond James Financial Services Advisors Inc.. For more details on the positions held by Raymond James Financial Services Advisors Inc. (or by any of the other funds holding SIMS), click the fund name in the "Holder" column of the funds-holding-SIMS table below.

HolderAmountPosition Size
($ in 1000's)
 As of
Raymond James Financial Services Advisors Inc.92,500$3,206 03/31/2024
     SIMS92,500$3,206 03/31/2024
SFI Advisors LLC54,498$1,884 12/31/2023
     SIMS54,498$1,884 12/31/2023
LPL Financial LLC21,147$731 12/31/2023
     SIMS21,147$731 12/31/2023
Royal Bank of Canada14,827$513 12/31/2023
     SIMS14,827$513 12/31/2023
Cary Street Partners Investment Advisory LLC12,060$417 12/31/2023
     SIMS12,060$417 12/31/2023
Better Money Decisions LLC8,647$299 12/31/2023
     SIMS8,647$299 12/31/2023
Invesco Ltd.8,375$290 12/31/2023
     SIMS8,375$290 12/31/2023
Bank of America Corp DE8,327$288 12/31/2023
     SIMS8,327$288 12/31/2023
Eqis Capital Management Inc.6,917$239 12/31/2023
     SIMS6,917$239 12/31/2023
HighTower Advisors LLC6,657$228 12/31/2023
     SIMS6,657$228 12/31/2023
Envestnet Asset Management Inc.6,148$213 12/31/2023
     SIMS6,148$213 12/31/2023
UBS Group AG3,394$117 12/31/2023
     SIMS3,394$117 12/31/2023
GWM Advisors LLC2,014$70 12/31/2023
     SIMS2,014$70 12/31/2023
Capital Analysts LLC1,862$64 12/31/2023
     SIMS1,862$64 12/31/2023
Creative Financial Designs Inc. ADV528$18 12/31/2023
     SIMS528$18 12/31/2023
AdvisorNet Financial Inc416$14 03/31/2024
     SIMS416$14 03/31/2024
Morgan Stanley391$14 12/31/2023
     SIMS391$14 12/31/2023
Geneos Wealth Management Inc.400$14 12/31/2023
     SIMS400$14 12/31/2023
Global Retirement Partners LLC280$10 03/31/2024
     SIMS280$10 03/31/2024
Pacific Center for Financial Services221$8 12/31/2023
     SIMS221$8 12/31/2023
Valley National Advisers Inc.190$6 03/31/2024
     SIMS190$6 03/31/2024
Coastal Investment Advisors Inc.100$3 03/31/2024
     SIMS100$3 03/31/2024
Advisor Group Holdings Inc.90$3 12/31/2023
     SIMS90$3 12/31/2023
Coppell Advisory Solutions LLC100$3 12/31/2023
     SIMS100$3 12/31/2023
Parallel Advisors LLC65$2 12/31/2023
     SIMS65$2 12/31/2023
Bogart Wealth LLC15$1 12/31/2023
     SIMS15$1 12/31/2023
Proequities Inc.0$0 12/31/2023
     SIMS0$0 12/31/2023

See Summary: Institutional Holders of SIMS
See Details: Top 10 Hedge Funds Holding SIMS
Also See: SIMS Holdings Changes

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