Q1 2023 13F Holders as of 31 Mar 2023
-
Type / Class
-
Equity / SHORT TERM TREA
-
Number of holders
-
19
-
Total 13F shares, excl. options
-
2,722,606
-
Shares change
-
+1,157,091
-
Total reported value, excl. options
-
$69,108,033
-
Value change
-
+$29,511,026
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Number of buys
-
16
-
Number of sells
-
7
-
Price
-
$25.37
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q1 2023
As of 31 Mar 2023 SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) had 25 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,722,606 shares of stock of the company.
Largest 10 holders included Herr Investment Group LLC, NewEdge Advisors, LLC, TMD Wealth Management, LLC, COMMONWEALTH EQUITY SERVICES, LLC, JANE STREET GROUP, LLC, Simplify Asset Management Inc., HOLLENCREST CAPITAL MANAGEMENT, BlackDiamond Wealth Management Inc., Toroso Investments, LLC, and Trek Financial, LLC.
This table shows 25 institutional shareholders of the security as of 31 Mar 2023.
| 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.