Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / SHORT TERM TREA
-
Total 13F shares
-
440,615
-
Share change
-
0
-
Total reported value
-
$10,200,255
-
Price per share
-
$23.15
-
Number of holders
-
1
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q4 2023
As of 31 Dec 2023,
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) was held by
1 institutional
shareholder
that filed Form 13F with the SEC.
Together, they reported ownership of
440,615 shares.
The largest 10 holders included
Municipal Employees' Retirement System of Michigan, Trek Financial, LLC, HOLLENCREST CAPITAL MANAGEMENT, Herr Investment Group LLC, AE Wealth Management LLC, Dakota Wealth Management, PEAK FINANCIAL ADVISORS LLC, Rockefeller Capital Management L.P., SCHRODER INVESTMENT MANAGEMENT GROUP, and NEW YORK STATE COMMON RETIREMENT FUND.
This page lists
77
institutional shareholders reporting positions in this security
for the Q4 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.