Q1 2021 13F Holders as of 31 Mar 2021
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Number of holders
-
22
-
Total 13F shares, excl. options
-
3,612,925
-
Shares change
-
+2,920,789
-
Total reported value, excl. options
-
$102,131,000
-
Value change
-
+$82,490,103
-
Number of buys
-
20
-
Number of sells
-
-1
-
Price
-
$28.24
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q1 2021
22 filings reported holding SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD as of Q1 2021.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) has 22 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 3,612,925 shares
.
Largest 10 shareholders include Financial Enhancement Group LLC (953,210 shares), ENVESTNET ASSET MANAGEMENT INC (693,898 shares), HighTower Advisors, LLC (443,931 shares), RAYMOND JAMES & ASSOCIATES (410,916 shares), Kathmere Capital Management, LLC (361,158 shares), Tradition Wealth Management, LLC (187,513 shares), STRINGER ASSET MANAGEMENT, LLC (177,738 shares), ROYAL BANK OF CANADA (115,058 shares), Janney Montgomery Scott LLC (81,202 shares), and Prospera Financial Services Inc (54,994 shares).
This table shows the top 22 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.