Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SIMPLIFY US EQT
-
Total 13F shares
-
789,523
-
Share change
-
+321,093
-
Total reported value
-
$28,701,024
-
Price per share
-
$36.35
-
Number of holders
-
15
-
Value change
-
+$11,672,452
-
Number of buys
-
9
-
Number of sells
-
6
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by
15 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
789,523 shares.
The largest 10 holders included
Private Advisor Group, LLC, SFG Wealth Management, LLC., Total Clarity Wealth Management, Inc., LPL Financial LLC, OSAIC HOLDINGS, INC., SUSQUEHANNA INTERNATIONAL GROUP, LLP, ENVESTNET ASSET MANAGEMENT INC, Householder Group Estate & Retirement Specialist, LLC, Worth Asset Management, LLC, and OLD MISSION CAPITAL LLC.
This page lists
15
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.