Q4 2024 13F Holders as of 12/31/2024
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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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20
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Total 13F shares, excl. options
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1.6M
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Shares change
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-419K
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Total reported value, excl. options
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$60.7M
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Value change
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-$15.6M
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Number of buys
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11
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Number of sells
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-8
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Price
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$37.42
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) as of Q4 2024
22 filings reported holding SPYC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX as of Q4 2024.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS CNVEX (SPYC) has 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1.6M shares
.
Largest 10 shareholders include Austin Wealth Management, LLC (669K shares), Integrated Wealth Concepts LLC (301K shares), Financial Enhancement Group LLC (271K shares), ENTREWEALTH, LLC (166K shares), COMMONWEALTH EQUITY SERVICES, LLC (91.5K shares), WOLVERINE TRADING, LLC (18.9K shares), Fiduciary Alliance LLC (14.8K shares), Noble Wealth Management PBC (14.7K shares), JANE STREET GROUP, LLC (11K shares), and Royal Bank of Canada (10.2K shares).
This table shows the top 20 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.