Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
737,772
-
Share change
-
+175,333
-
Total reported value
-
$16,912,663
-
Price per share
-
$22.92
-
Number of holders
-
9
-
Value change
-
+$4,019,230
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) was held by
9 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
737,772 shares.
The largest 10 holders included
Park Edge Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Simplify Asset Management Inc., AVANTAX ADVISORY SERVICES, INC., TRUIST FINANCIAL CORP, Steward Partners Investment Advisory, LLC, Cambridge Investment Research Advisors, Inc., Relyea Zuckerberg Hanson LLC, Heck Capital Advisors, LLC, and MORGAN STANLEY.
This page lists
10
institutional shareholders reporting positions in this security
for the Q1 2024 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.