Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Number of holders
-
5
-
Total 13F shares, excl. options
-
609,851
-
Shares change
-
+188,790
-
Total reported value, excl. options
-
$13,314,713
-
Value change
-
+$4,120,477
-
Number of buys
-
3
-
Number of sells
-
-2
-
Price
-
$21.83
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q2 2023
6 filings reported holding CDX - SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF as of Q2 2023.
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) has 5 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 609,851 shares
.
Largest 6 shareholders include Simplify Asset Management Inc. (449,867 shares), COMMONWEALTH EQUITY SERVICES, LLC (159,475 shares), IFP Advisors, Inc (313 shares), UBS Group AG (117 shares), OSAIC HOLDINGS, INC. (79 shares), and ENVESTNET ASSET MANAGEMENT INC (0 shares).
This table shows the top 5 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.