Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Total 13F shares
-
3,095,398
-
Share change
-
+936,913
-
Total reported value
-
$88,003,107
-
Price per share
-
$28.43
-
Number of holders
-
17
-
Value change
-
+$26,687,228
-
Number of buys
-
12
-
Number of sells
-
4
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2021
As of 31 Mar 2021,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by
17 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,095,398 shares.
The largest 10 holders included
Financial Enhancement Group LLC, Kathmere Capital Management, LLC, ROYAL BANK OF CANADA, Prospera Financial Services Inc, Tradition Wealth Management, LLC, FAGAN ASSOCIATES, INC., IFP Advisors, Inc, ADVISOR GROUP HOLDINGS, INC., BARTLETT & CO. WEALTH MANAGEMENT LLC, and Bartlett & Co. LLC.
This page lists
17
institutional shareholders reporting positions in this security
for the Q1 2021 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.