SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC)

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / US EQT PLS UPSID
Total 13F shares
96,136
Share change
-68,806
Total reported value
$2,517,901
Price per share
$26.23
Number of holders
7
Value change
-$1,770,165
Number of buys
2
Number of sells
5

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) as of Q4 2022

As of 31 Dec 2022, SIMPLIFY EXCHANGE TRADED FUN - US EQT PLS UPSID (SPUC) was held by 7 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 96,136 shares. The largest 7 holders included Prospera Financial Services Inc, OLD MISSION CAPITAL LLC, Betterment LLC, IFP Advisors, Inc, UBS Group AG, ADVISOR GROUP HOLDINGS, INC., and Luken Investment Analytics, LLC. This page lists 7 institutional shareholders reporting positions in this security for the Q4 2022 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.