Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
1,440,223
-
Share change
-
+612,420
-
Total reported value
-
$37,360,983
-
Price per share
-
$25.37
-
Number of holders
-
18
-
Value change
-
+$16,571,986
-
Number of buys
-
8
-
Number of sells
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q4 2022
As of 31 Dec 2022,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
18 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,440,223 shares.
The largest 10 holders included
Financial Enhancement Group LLC, Integrated Wealth Concepts LLC, Tradition Wealth Management, LLC, ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, Kathmere Capital Management, LLC, OLD MISSION CAPITAL LLC, Prospera Financial Services Inc, IFP Advisors, Inc, and Bison Wealth, LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q4 2022 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.