Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Number of holders
-
52
-
Total 13F shares, excl. options
-
8,531,639
-
Shares change
-
+904,337
-
Total reported value, excl. options
-
$283,676,403
-
Value change
-
+$30,527,112
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Number of buys
-
33
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Number of sells
-
-15
-
Price
-
$33.26
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q4 2021
58 filings reported holding SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD as of Q4 2021.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) has 52 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 8,531,639 shares
.
Largest 10 shareholders include Financial Enhancement Group LLC (2,259,331 shares), ENVESTNET ASSET MANAGEMENT INC (945,333 shares), HighTower Advisors, LLC (898,745 shares), RAYMOND JAMES & ASSOCIATES (627,954 shares), Kathmere Capital Management, LLC (623,361 shares), ROYAL BANK OF CANADA (411,019 shares), Atlas Financial Advisors, Inc. (398,968 shares), Carroll Financial Associates, Inc. (335,216 shares), Tradition Wealth Management, LLC (225,142 shares), and Ferguson Shapiro LLC (195,252 shares).
This table shows the top 52 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.