Q4 2021 13F Holders as of 12/31/2021
-
Type / Class
-
Equity / HEDGED EQUITY
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Number of holders
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6
-
Total 13F shares, excl. options
-
496K
-
Shares change
-
+496K
-
Total reported value, excl. options
-
$12.7M
-
Value change
-
+$12.7M
-
Number of buys
-
6
-
Price
-
$25.58
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) as of Q4 2021
6 filings reported holding HEQT - SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY as of Q4 2021.
SIMPLIFY EXCHANGE TRADED FUN - HEDGED EQUITY (HEQT) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 496K shares
.
Largest 6 shareholders include Ovata Capital Management Ltd (400K shares), SMITH, MOORE & CO. (67.6K shares), WOLVERINE TRADING, LLC (15.1K shares), JPMORGAN CHASE & CO (10K shares), TD Capital Management LLC (3.02K shares), and ADVISOR GROUP HOLDINGS, INC. (462 shares).
This table shows the top 6 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.