Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / INTMD TERM TRSRY
-
Total 13F shares
-
2,771,512
-
Share change
-
+367,012
-
Total reported value
-
$35,225,714
-
Price per share
-
$12.71
-
Number of holders
-
19
-
Value change
-
+$4,618,072
-
Number of buys
-
11
-
Number of sells
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q3 2023
As of 30 Sep 2023,
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,771,512 shares.
The largest 10 holders included
AE Wealth Management LLC, WJ Interests, LLC, OneDigital Investment Advisors LLC, STAPP WEALTH MANAGEMENT, PLLC, JANE STREET GROUP, LLC, Simplify Asset Management Inc., Professional Financial Advisors, LLC, Great Lakes Retirement, Inc., B.O.S.S. Retirement Advisors, LLC, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
19
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.