Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SIMPLIFY OPPORT
-
Total 13F shares
-
2,629,647
-
Share change
-
+399,902
-
Total reported value
-
$67,135,409
-
Price per share
-
$25.53
-
Number of holders
-
20
-
Value change
-
+$10,211,116
-
Number of buys
-
18
-
Number of sells
-
3
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) as of Q1 2025
As of 31 Mar 2025 SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) had 20 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,629,647 shares of stock of the company.
Largest 10 holders included Kovitz Investment Group Partners, LLC, Wealthcare Advisory Partners LLC, Steward Partners Investment Advisory, LLC, AE Wealth Management LLC, Mid-American Wealth Advisory Group, Inc., Authentikos Wealth Advisory, LLC, Cresset Asset Management, LLC, Sunbelt Securities, Inc., Stratos Wealth Advisors, LLC, and CITADEL ADVISORS LLC.
This table shows 20 institutional shareholders of the security as of 31 Mar 2025.
| 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.