Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
1,830,405
-
Share change
-
-857,037
-
Total reported value
-
$50,002,195
-
Price per share
-
$27.31
-
Number of holders
-
37
-
Value change
-
-$23,025,613
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Number of buys
-
11
-
Number of sells
-
25
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2023
As of 30 Jun 2023 SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 1,830,405 shares of stock of the company.
Largest 10 holders included OneDigital Investment Advisors LLC, CWM, LLC, AXXCESS WEALTH MANAGEMENT, LLC, Cambridge Investment Research Advisors, Inc., Almanack Investment Partners, LLC., Bison Wealth, LLC, Ausdal Financial Partners, Inc., Clarity Financial LLC, LPL Financial LLC, and Steward Partners Investment Advisory, LLC.
This table shows 37 institutional shareholders of the security as of 30 Jun 2023.
| 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.