Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHORT TERM TREA
-
Total 13F shares
-
2,722,606
-
Share change
-
+996,087
-
Total reported value
-
$69,108,033
-
Price per share
-
$25.37
-
Number of holders
-
19
-
Value change
-
+$25,362,281
-
Number of buys
-
15
-
Number of sells
-
6
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q1 2023
As of 31 Mar 2023,
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,722,606 shares.
The largest 10 holders included
Herr Investment Group LLC, NewEdge Advisors, LLC, TMD Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, Simplify Asset Management Inc., HOLLENCREST CAPITAL MANAGEMENT, BlackDiamond Wealth Management Inc., Toroso Investments, LLC, and Trek Financial, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q1 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.