Q3 2024 13F Holders as of 9/30/2024
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Type / Class
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Equity / US EQT PLS CNVEX
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Number of holders
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15
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Total 13F shares, excl. options
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1.84M
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Shares change
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+366K
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Total reported value, excl. options
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$63.2M
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Value change
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+$10.6M
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Number of buys
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7
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Number of sells
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-7
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Price
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$37.77
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q3 2024
17 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q3 2024.
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 1.84M shares
.
Largest 10 shareholders include Austin Wealth Management, LLC (645K shares), Financial Enhancement Group LLC (565K shares), Integrated Wealth Concepts LLC (288K shares), COMMONWEALTH EQUITY SERVICES, LLC (288K shares), Bison Wealth, LLC (16.9K shares), CITADEL ADVISORS LLC (9.5K shares), OLD MISSION CAPITAL LLC (7.42K shares), Royal Bank of Canada (6.23K shares), Modern Wealth Management, LLC (5.5K shares), and CWM, LLC (3.58K 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.