Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
2,132,809
-
Share change
-
+180,141
-
Total reported value
-
$56,118,097
-
Price per share
-
$26.22
-
Number of holders
-
38
-
Value change
-
+$4,506,676
-
Number of buys
-
18
-
Number of sells
-
20
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q3 2023
As of 30 Sep 2023,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,132,809 shares.
The largest 10 holders included
OneDigital Investment Advisors LLC, AXXCESS WEALTH MANAGEMENT, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Austin Wealth Management, LLC, Almanack Investment Partners, LLC., Bison Wealth, LLC, LPL Financial LLC, Clarity Financial LLC, Steward Partners Investment Advisory, LLC, and Ironsides Asset Advisors, LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q3 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.