Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / VOLATILITY PREM
-
Total 13F shares
-
4,985,391
-
Share change
-
+910,168
-
Total reported value
-
$112,996,203
-
Price per share
-
$22.66
-
Number of holders
-
60
-
Value change
-
+$20,623,394
-
Number of buys
-
43
-
Number of sells
-
20
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by
60 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
4,985,391 shares.
The largest 10 holders included
TMD Wealth Management, LLC, OneDigital Investment Advisors LLC, PEAK FINANCIAL ADVISORS LLC, JANE STREET GROUP, LLC, Cumberland Partners Ltd, AE Wealth Management LLC, Avestar Capital, LLC, RENAISSANCE TECHNOLOGIES LLC, 3EDGE Asset Management, LP, and COMMONWEALTH EQUITY SERVICES, LLC.
This page lists
60
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.