Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
8,531,639
-
Share change
-
+893,607
-
Total reported value
-
$283,676,000
-
Price per share
-
$33.26
-
Number of holders
-
52
-
Value change
-
+$30,170,327
-
Number of buys
-
33
-
Number of sells
-
15
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q4 2021
As of 31 Dec 2021,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
52 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
8,531,639 shares.
The largest 10 holders included
Financial Enhancement Group LLC, ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, RAYMOND JAMES & ASSOCIATES, Kathmere Capital Management, LLC, ROYAL BANK OF CANADA, Atlas Financial Advisors, Inc., Carroll Financial Associates, Inc., Tradition Wealth Management, LLC, and Ferguson Shapiro LLC.
This page lists
52
institutional shareholders reporting positions in this security
for the Q4 2021 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.