Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / INTMD TERM TRSRY
-
Number of holders
-
18
-
Total 13F shares, excl. options
-
2,405,083
-
Shares change
-
+1,025,972
-
Total reported value, excl. options
-
$35,516,678
-
Value change
-
+$15,049,918
-
Number of buys
-
11
-
Number of sells
-
-4
-
Price
-
$14.70
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) as of Q2 2023
19 filings reported holding TYA - SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY as of Q2 2023.
SIMPLIFY EXCHANGE TRADED FUN - INTMD TERM TRSRY (TYA) has 18 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 2,405,083 shares
.
Largest 10 shareholders include AE Wealth Management LLC (833,581 shares), WJ Interests, LLC (680,450 shares), OneDigital Investment Advisors LLC (231,588 shares), Simplify Asset Management Inc. (204,512 shares), STAPP WEALTH MANAGEMENT, PLLC (200,352 shares), Great Lakes Retirement, Inc. (56,315 shares), COMMONWEALTH EQUITY SERVICES, LLC (51,987 shares), B.O.S.S. Retirement Advisors, LLC (51,244 shares), JANE STREET GROUP, LLC (25,496 shares), and RHS Financial, LLC (16,821 shares).
This table shows the top 18 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.