Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SIMPLIFY OPPORT
-
Total 13F shares
-
2,487,133
-
Share change
-
-142,514
-
Total reported value
-
$59,439,025
-
Price per share
-
$23.89
-
Number of holders
-
22
-
Value change
-
-$3,432,696
-
Number of buys
-
11
-
Number of sells
-
13
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY OPPORT (CRDT) was held by
22 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
2,487,133 shares.
The largest 10 holders included
Kovitz Investment Group Partners, LLC, Ascension Capital Advisors, Inc., Authentikos Wealth Advisory, LLC, Mid-American Wealth Advisory Group, Inc., Wealthcare Advisory Partners LLC, Steward Partners Investment Advisory, LLC, AE Wealth Management LLC, Cresset Asset Management, LLC, Stratos Wealth Advisors, LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
22
institutional shareholders reporting positions in this security
for the Q2 2025 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.