Q3 2024 13F Holders as of 30 Sep 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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1,841,092
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Shares change
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+365,813
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Total reported value, excl. options
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$63,159,240
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Value change
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+$10,608,455
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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
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q3 2024
As of 30 Sep 2024 SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,841,092 shares of stock of the company.
Largest 10 holders included Austin Wealth Management, LLC, Financial Enhancement Group LLC, Integrated Wealth Concepts LLC, COMMONWEALTH EQUITY SERVICES, LLC, Bison Wealth, LLC, CITADEL ADVISORS LLC, OLD MISSION CAPITAL LLC, Royal Bank of Canada, Modern Wealth Management, LLC, and CWM, LLC.
This table shows 17 institutional shareholders of the security as of 30 Sep 2024.
| 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.