Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
3,103,298
-
Share change
-
-1,990,121
-
Total reported value
-
$73,662,801
-
Price per share
-
$23.74
-
Number of holders
-
17
-
Value change
-
-$47,188,669
-
Number of buys
-
13
-
Number of sells
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,103,298 shares.
The largest 10 holders included
Simplify Asset Management Inc., AE Wealth Management LLC, Park Edge Advisors, LLC, TRUIST FINANCIAL CORP, COMMONWEALTH EQUITY SERVICES, LLC, FLAGSHIP HARBOR ADVISORS, LLC, Mid-American Wealth Advisory Group, Inc., Steward Partners Investment Advisory, LLC, Centennial Wealth Advisory LLC, and AVANTAX ADVISORY SERVICES, INC..
This page lists
19
institutional shareholders reporting positions in this security
for the Q3 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.