SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD)

CUSIP: 82889N202

Q2 2021 13F Holders as of 30 Jun 2021

Type / Class
Equity / US EQT PLS DWNSD
Total 13F shares
5,781,328
Share change
+2,184,387
Total reported value
$175,236,000
Price per share
$30.31
Number of holders
22
Value change
+$66,213,302
Number of buys
14
Number of sells
8

Quarterly Holders Quick Answers

What is CUSIP 82889N202?
CUSIP 82889N202 identifies SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2021

As of 30 Jun 2021, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by 22 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 5,781,328 shares. The largest 10 holders included Financial Enhancement Group LLC, ENVESTNET ASSET MANAGEMENT INC, HighTower Advisors, LLC, Kathmere Capital Management, LLC, RAYMOND JAMES & ASSOCIATES, ROYAL BANK OF CANADA, Tradition Wealth Management, LLC, STRINGER ASSET MANAGEMENT, LLC, Janney Montgomery Scott LLC, and BANK OF MONTREAL /CAN/. This page lists 22 institutional shareholders reporting positions in this security for the Q2 2021 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2021 vs Q1 2021 Across Filers

Q1 2021 holders
22
Q2 2021 holders
22
Holder diff
0
Investor Q1 2021 Shares Q2 2021 Shares Share Diff Share Chg % Q1 2021 Value $ Q2 2021 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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