Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / SHORT TERM TREA
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
22,758,417
-
Shares change
-
+3,212,085
-
Total reported value, excl. options
-
$496,989,507
-
Value change
-
+$69,793,324
-
Number of buys
-
23
-
Number of sells
-
-17
-
Price
-
$21.84
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q3 2023
44 filings reported holding TUA - SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA as of Q3 2023.
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 22,758,417 shares
.
Largest 10 shareholders include Municipal Employees' Retirement System of Michigan (16,534,947 shares), Trek Financial, LLC (817,763 shares), Financial Enhancement Group LLC (628,011 shares), Herr Investment Group LLC (610,709 shares), AE Wealth Management LLC (599,361 shares), Dakota Wealth Management (562,629 shares), JANE STREET GROUP, LLC (470,475 shares), Simplify Asset Management Inc. (455,179 shares), PEAK FINANCIAL ADVISORS LLC (451,583 shares), and Ancora Advisors, LLC (343,593 shares).
This table shows the top 36 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.