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

CUSIP: 82889N202

Q2 2024 13F Holders as of 30 Jun 2024

Type / Class
Equity / US EQT PLS DWNSD
Total 13F shares
2,174,132
Share change
+451,492
Total reported value
$70,297,045
Price per share
$32.32
Number of holders
39
Value change
+$14,647,164
Number of buys
20
Number of sells
14

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.

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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 2024

As of 30 Jun 2024, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) was held by 39 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,174,132 shares. The largest 10 holders included Sollinda Capital Management LLC, AXXCESS WEALTH MANAGEMENT, LLC, HighTower Advisors, LLC, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC, AE Wealth Management LLC, Almanack Investment Partners, LLC., Austin Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Lloyd Advisory Services, LLC., and Bison Wealth, LLC. This page lists 39 institutional shareholders reporting positions in this security for the Q2 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q2 2024 vs Q1 2024 Across Filers

Q1 2024 holders
29
Q2 2024 holders
39
Holder diff
10
Investor Q1 2024 Shares Q2 2024 Shares Share Diff Share Chg % Q1 2024 Value $ Q2 2024 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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