Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / VOLATILITY PREM
-
Total 13F shares
-
2,870,393
-
Share change
-
-140,723
-
Total reported value
-
$64,598,063
-
Price per share
-
$22.51
-
Number of holders
-
38
-
Value change
-
-$3,360,983
-
Number of buys
-
24
-
Number of sells
-
22
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q3 2023
As of 30 Sep 2023,
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by
38 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,870,393 shares.
The largest 10 holders included
TMD Wealth Management, LLC, OneDigital Investment Advisors LLC, Cumberland Partners Ltd, PEAK FINANCIAL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, CAPTRUST FINANCIAL ADVISORS, Financial Enhancement Group LLC, RENAISSANCE TECHNOLOGIES LLC, AlphaStar Capital Management, LLC, and AE Wealth Management LLC.
This page lists
38
institutional shareholders reporting positions in this security
for the Q3 2023 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.