Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Number of holders
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23
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Total 13F shares, excl. options
-
5,881,426
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Shares change
-
+4,158,898
-
Total reported value, excl. options
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$177,500,000
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Value change
-
+$118,312,126
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Number of buys
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16
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Number of sells
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-8
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Price
-
$34.52
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q4 2021
28 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q4 2021.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 23 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 5,881,426 shares
.
Largest 10 shareholders include Ovata Capital Management Ltd (4,000,000 shares), Financial Enhancement Group LLC (912,684 shares), Kathmere Capital Management, LLC (420,672 shares), Tradition Wealth Management, LLC (96,098 shares), ENVESTNET ASSET MANAGEMENT INC (79,770 shares), Prospera Financial Services Inc (76,158 shares), TRUIST FINANCIAL CORP (75,190 shares), FAGAN ASSOCIATES, INC. (71,065 shares), IFP Advisors, Inc (52,921 shares), and Brinker Capital Investments, LLC (39,425 shares).
This table shows the top 23 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.