Q4 2023 13F Holders as of 12/31/2023
-
Type / Class
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Equity / Simplify Commodities Strategy No K-1 ETF
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Shares outstanding
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115K
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Number of holders
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7
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Total 13F shares, excl. options
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275K
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Shares change
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+22.8K
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Total reported value, excl. options
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$6.41M
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Value change
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+$498K
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Number of buys
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4
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Number of sells
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-4
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Price
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$23.31
Significant Holders of Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) as of Q4 2023
9 filings reported holding HARD - Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF as of Q4 2023.
Simplify Exchange Traded Funds - Simplify Commodities Strategy No K-1 ETF (HARD) has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 275K shares
.
Largest 10 shareholders include HighTower Advisors, LLC (102K shares), Simplify Asset Management Inc. (61.2K shares), Park Edge Advisors, LLC (54.3K shares), JANE STREET GROUP, LLC (46K shares), Orion Portfolio Solutions, LLC (10.2K shares), Orion Porfolio Solutions, LLC (10.2K shares), UBS Group AG (738 shares), PRINCIPAL SECURITIES, INC. (361 shares), AVANTAX ADVISORY SERVICES, INC. (0 shares), and IFP Advisors, Inc (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.