Q2 2025 13F Holders as of 30 Jun 2025
-
Type / Class
-
Equity / SHORT TERM TREA
-
Total 13F shares
-
18,174,389
-
Share change
-
-773,206
-
Total reported value
-
$400,324,719
-
Put/Call ratio
-
0%
-
Price per share
-
$22.03
-
Number of holders
-
93
-
Value change
-
-$16,961,488
-
Number of buys
-
51
-
Number of sells
-
51
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) as of Q2 2025
As of 30 Jun 2025,
SIMPLIFY EXCHANGE TRADED FUN - SHORT TERM TREA (TUA) was held by
93 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
18,174,389 shares.
The largest 10 holders included
Southern Farm Bureau Life Insurance, AE Wealth Management LLC, Ferguson Shapiro LLC, FOURPATH CAPITAL MANAGEMENT, LLC, Mid-American Wealth Advisory Group, Inc., Ancora Advisors LLC, ALTFEST L J & CO INC, CITADEL ADVISORS LLC, Lloyd Advisory Services, LLC., and LPL Financial LLC.
This page lists
93
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.