Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SHORT TERM TREA
-
Total 13F shares
-
22,758,417
-
Share change
-
+3,223,464
-
Total reported value
-
$496,989,507
-
Price per share
-
$21.84
-
Number of holders
-
36
-
Value change
-
+$70,051,440
-
Number of buys
-
23
-
Number of sells
-
16
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q3 2023
As of 30 Sep 2023,
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) was held by
36 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
22,758,417 shares.
The largest 10 holders included
Municipal Employees' Retirement System of Michigan, Trek Financial, LLC, Financial Enhancement Group LLC, Herr Investment Group LLC, AE Wealth Management LLC, Dakota Wealth Management, JANE STREET GROUP, LLC, Simplify Asset Management Inc., PEAK FINANCIAL ADVISORS LLC, and Ancora Advisors, LLC.
This page lists
36
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.