Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / ENHANCED INM ETF
-
Total 13F shares
-
4,980,818
-
Share change
-
-2,564,008
-
Total reported value
-
$109,942,921
-
Price per share
-
$21.94
-
Number of holders
-
58
-
Value change
-
-$58,341,502
-
Number of buys
-
24
-
Number of sells
-
66
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - ENHANCED INM ETF (HIGH) as of Q1 2025
As of 31 Mar 2025,
SIMPLIFY EXCHANGE TRADED FUN - ENHANCED INM ETF (HIGH) was held by
58 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,980,818 shares.
The largest 10 holders included
AE Wealth Management LLC, WealthPlan Investment Management, LLC, Beacon Capital Management, LLC, PRINCIPAL SECURITIES, INC., UBS Group AG, LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, POM Investment Strategies, LLC, Elevated Capital Advisors, LLC, and WealthPLAN Partners, LLC.
This page lists
58
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.