Q1 2021 13F Holders as of 3/31/2021
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Type / Class
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Equity / US EQT PLS CNVEX
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Number of holders
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17
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Total 13F shares, excl. options
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3.1M
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Shares change
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+937K
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Total reported value, excl. options
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$88M
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Value change
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+$26.7M
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Number of buys
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12
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Number of sells
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-4
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Price
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$28.43
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2021
19 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q1 2021.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3.1M shares
.
Largest 10 shareholders include Financial Enhancement Group LLC (2.36M shares), Kathmere Capital Management, LLC (254K shares), ROYAL BANK OF CANADA (214K shares), Prospera Financial Services Inc (83.6K shares), Tradition Wealth Management, LLC (75.1K shares), FAGAN ASSOCIATES, INC. (56.7K shares), IFP Advisors, Inc (29.3K shares), ADVISOR GROUP HOLDINGS, INC. (21.1K shares), BARTLETT & CO. WEALTH MANAGEMENT LLC (2.29K shares), and Bartlett & Co. LLC (2.29K shares).
This table shows the top 17 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.