SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC)

CUSIP: 82889N103

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / US EQT PLS CNVEX
Total 13F shares
1,885,669
Share change
+447,015
Total reported value
$50,334,007
Price per share
$26.90
Number of holders
15
Value change
+$12,082,161
Number of buys
4
Number of sells
13

Quarterly Holders Quick Answers

What is CUSIP 82889N103?
CUSIP 82889N103 identifies SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q1 2023

As of 31 Mar 2023, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) was held by 15 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,885,669 shares. The largest 10 holders included CWM, LLC, Financial Enhancement Group LLC, Integrated Wealth Concepts LLC, Tradition Wealth Management, LLC, Kathmere Capital Management, LLC, IFP Advisors, Inc, TRUIST FINANCIAL CORP, ENVESTNET ASSET MANAGEMENT INC, Prospera Financial Services Inc, and WOLVERINE TRADING, LLC. This page lists 15 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
18
Q1 2023 holders
15
Holder diff
-3
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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