Q3 2021 13F Holders as of 30 Sep 2021
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Type / Class
-
Equity / US EQT PLS CNVEX
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Number of holders
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21
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Total 13F shares, excl. options
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1,722,467
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Shares change
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-222,357
-
Total reported value, excl. options
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$52,812,106
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Value change
-
-$6,813,606
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Number of buys
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9
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Number of sells
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-8
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Price
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$30.66
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q3 2021
23 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q3 2021.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 21 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,722,467 shares
.
Largest 10 shareholders include Financial Enhancement Group LLC (862,036 shares), Kathmere Capital Management, LLC (415,465 shares), Tradition Wealth Management, LLC (85,771 shares), Prospera Financial Services Inc (79,768 shares), FAGAN ASSOCIATES, INC. (68,566 shares), IFP Advisors, Inc (50,459 shares), Brinker Capital Investments, LLC (44,142 shares), ENVESTNET ASSET MANAGEMENT INC (33,431 shares), COMMONWEALTH EQUITY SERVICES, LLC (26,435 shares), and OLD MISSION CAPITAL LLC (24,199 shares).
This table shows the top 21 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.