Q2 2024 13F Holders as of 6/30/2024
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Type / Class
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Equity / US EQT PLS DWNSD
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Number of holders
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39
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Total 13F shares, excl. options
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2.17M
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Shares change
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+451K
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Total reported value, excl. options
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$70.3M
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Value change
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+$14.6M
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Number of buys
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20
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Number of sells
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-14
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Price
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$32.32
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) as of Q2 2024
41 filings reported holding SPD - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD as of Q2 2024.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS DWNSD (SPD) has 39 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2.17M shares
.
Largest 10 shareholders include Sollinda Capital Management LLC (489K shares), AXXCESS WEALTH MANAGEMENT, LLC (388K shares), HighTower Advisors, LLC (265K shares), WEALTH ENHANCEMENT ADVISORY SERVICES, LLC (248K shares), AE Wealth Management LLC (139K shares), Almanack Investment Partners, LLC. (121K shares), Austin Wealth Management, LLC (116K shares), COMMONWEALTH EQUITY SERVICES, LLC (53.9K shares), Lloyd Advisory Services, LLC. (51.3K shares), and Bison Wealth, LLC (48.5K shares).
This table shows the top 39 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.