Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / SIMPLIFY US EQT
-
Total 13F shares
-
414,902
-
Share change
-
+284,066
-
Total reported value
-
$14,031,770
-
Price per share
-
$33.82
-
Number of holders
-
12
-
Value change
-
+$9,606,455
-
Number of buys
-
7
-
Number of sells
-
4
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by
12 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
414,902 shares.
The largest 10 holders included
SFG Wealth Management, LLC., Private Advisor Group, LLC, Total Clarity Wealth Management, Inc., LPL Financial LLC, Worth Asset Management, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, PRIVATE TRUST CO NA, and UBS Group AG.
This page lists
12
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.