Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
1,417,609
-
Share change
-
-185,146
-
Total reported value
-
$50,357,637
-
Price per share
-
$34.45
-
Number of holders
-
18
-
Value change
-
-$6,441,188
-
Number of buys
-
9
-
Number of sells
-
11
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2025
As of 31 Mar 2025,
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
1,417,609 shares.
The largest 10 holders included
Austin Wealth Management, LLC, Integrated Wealth Concepts LLC, ENTREWEALTH, LLC, COMMONWEALTH EQUITY SERVICES, LLC, MERCER GLOBAL ADVISORS INC /ADV, Financial Enhancement Group LLC, Noble Wealth Management PBC, Fiduciary Alliance LLC, CITADEL ADVISORS LLC, and LPL Financial LLC.
This page lists
18
institutional shareholders reporting positions in this security
for the Q1 2025 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.