Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / SIMPLIFY US EQT
-
Total 13F shares
-
773,785
-
Share change
-
-15,738
-
Total reported value
-
$29,859,462
-
Price per share
-
$38.62
-
Number of holders
-
19
-
Value change
-
-$547,333
-
Number of buys
-
15
-
Number of sells
-
5
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q4 2024
As of 31 Dec 2024,
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by
19 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
773,785 shares.
The largest 10 holders included
Private Advisor Group, LLC, SFG Wealth Management, LLC., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Total Clarity Wealth Management, Inc., Ferguson Shapiro LLC, OLD MISSION CAPITAL LLC, Worth Asset Management, LLC, OSAIC HOLDINGS, INC., and JANE STREET GROUP, LLC.
This page lists
19
institutional shareholders reporting positions in this security
for the Q4 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.