Q3 2023 13F Holders as of 9/30/2023
-
Type / Class
-
Equity / US EQT PLS CNVEX
-
Number of holders
-
15
-
Total 13F shares, excl. options
-
1.72M
-
Shares change
-
-300K
-
Total reported value, excl. options
-
$49M
-
Value change
-
-$9.1M
-
Number of buys
-
7
-
Number of sells
-
-13
-
Price
-
$27.83
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q3 2023
21 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q3 2023.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 15 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.72M shares
.
Largest 10 shareholders include Austin Wealth Management, LLC (557K shares), CWM, LLC (364K shares), Financial Enhancement Group LLC (294K shares), Integrated Wealth Concepts LLC (273K shares), COMMONWEALTH EQUITY SERVICES, LLC (91.5K shares), OLD MISSION CAPITAL LLC (39.2K shares), WOLVERINE TRADING, LLC (28.4K shares), Tradition Wealth Management, LLC (20K shares), Bison Wealth, LLC (19.5K shares), and TOWNSQUARE CAPITAL LLC (17.3K shares).
This table shows the top 15 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.