Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / HEDGED EQUITY
-
Total 13F shares
-
4,575,965
-
Share change
-
-93,919
-
Total reported value
-
$105,801,741
-
Price per share
-
$22.57
-
Number of holders
-
21
-
Value change
-
-$2,687,888
-
Number of buys
-
14
-
Number of sells
-
6
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q4 2022
As of 31 Dec 2022,
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) was held by
21 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,575,965 shares.
The largest 10 holders included
WealthPLAN Partners, LLC, WealthPlan Investment Management, LLC, CAPTRUST FINANCIAL ADVISORS, Ameritas Advisory Services, LLC, Financial Enhancement Group LLC, Cetera Advisor Networks LLC, Brinker Capital Investments, LLC, JPMORGAN CHASE & CO, SMITH, MOORE & CO., and AVANTAX ADVISORY SERVICES, INC..
This page lists
21
institutional shareholders reporting positions in this security
for the Q4 2022 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.