Q4 2022 13F Holders as of 31 Dec 2022
-
Type / Class
-
Equity / US EQT PLS UPSID
-
Number of holders
-
7
-
Total 13F shares, excl. options
-
96,136
-
Shares change
-
-68,806
-
Total reported value, excl. options
-
$2,517,901
-
Value change
-
-$1,770,165
-
Number of buys
-
2
-
Number of sells
-
-5
-
Price
-
$26.23
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q4 2022
10 filings reported holding SPUC - SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID as of Q4 2022.
SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 96,136 shares
.
Largest 10 shareholders include Prospera Financial Services Inc (49,809 shares), OLD MISSION CAPITAL LLC (24,050 shares), Betterment LLC (16,533 shares), IFP Advisors, Inc (2,563 shares), UBS Group AG (2,084 shares), ADVISOR GROUP HOLDINGS, INC. (1,090 shares), Luken Investment Analytics, LLC (7 shares), Mach-1 Financial Group, LLC (0 shares), WOLVERINE TRADING, LLC (0 shares), and AE Wealth Management LLC (0 shares).
This table shows the top 7 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.