Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
1,885,669
-
Share change
-
+448,413
-
Total reported value
-
$50,334,007
-
Price per share
-
$26.90
-
Number of holders
-
15
-
Value change
-
+$12,119,765
-
Number of buys
-
4
-
Number of sells
-
13
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2023
As of 31 Mar 2023,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,885,669 shares.
The largest 10 holders included
CWM, LLC, Financial Enhancement Group LLC, Integrated Wealth Concepts LLC, Tradition Wealth Management, LLC, Kathmere Capital Management, LLC, IFP Advisors, Inc, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Prospera Financial Services Inc, and WOLVERINE TRADING, LLC.
This page lists
15
institutional shareholders reporting positions in this security
for the Q1 2023 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.