Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / ENHANCED INM ETF
-
Total 13F shares
-
4,893,290
-
Share change
-
-126,856
-
Total reported value
-
$118,153,214
-
Price per share
-
$24.23
-
Number of holders
-
55
-
Value change
-
-$2,109,788
-
Number of buys
-
31
-
Number of sells
-
30
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - ENHANCED INM ETF (HIGH) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - ENHANCED INM ETF (HIGH) was held by
55 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,893,290 shares.
The largest 10 holders included
AE Wealth Management LLC, WealthPlan Investment Management, LLC, Beacon Capital Management, LLC, PRINCIPAL SECURITIES, INC., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, POM Investment Strategies, LLC, Legacy Wealth Managment, LLC/ID, Legacy Investment Solutions, LLC, and Elevated Capital Advisors, LLC.
This page lists
55
institutional shareholders reporting positions in this security
for the Q2 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.