Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / US EQT PLS DWNSD
-
Total 13F shares
-
1,622,596
-
Share change
-
-510,677
-
Total reported value
-
$47,001,408
-
Price per share
-
$28.74
-
Number of holders
-
35
-
Value change
-
-$12,376,796
-
Number of buys
-
15
-
Number of sells
-
27
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q4 2023
As of 31 Dec 2023,
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by
35 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,622,596 shares.
The largest 10 holders included
AXXCESS WEALTH MANAGEMENT, LLC, AE Wealth Management LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, Austin Wealth Management, LLC, WELLS FARGO & COMPANY/MN, LPL Financial LLC, Bison Wealth, LLC, Lloyd Advisory Services, LLC., Steward Partners Investment Advisory, LLC, and OLD MISSION CAPITAL LLC.
This page lists
35
institutional shareholders reporting positions in this security
for the Q4 2023 filing period.
| 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.