Q1 2025 13F Holders as of 31 Mar 2025
-
Type / Class
-
Equity / SHORT TERM TREA
-
Number of holders
-
88
-
Total 13F shares, excl. options
-
18,942,492
-
Shares change
-
+2,371,652
-
Total reported value, excl. options
-
$412,673,120
-
Value change
-
+$52,440,805
-
Put/Call ratio
-
3.8%
-
Number of buys
-
64
-
Number of sells
-
33
-
Price
-
$21.97
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q1 2025
As of 31 Mar 2025 SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) had 88 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 18,942,492 shares of stock of the company.
Largest 10 holders included Southern Farm Bureau Life Insurance, AE Wealth Management LLC, Ferguson Shapiro LLC, HOLLENCREST CAPITAL MANAGEMENT, Mid-American Wealth Advisory Group, Inc., Aprio Wealth Management, LLC, ALTFEST L J & CO INC, Trek Financial, LLC, Ancora Advisors LLC, and FOURPATH CAPITAL MANAGEMENT, LLC.
This table shows 88 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.