Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
737,881
-
Share change
-
+175,333
-
Total reported value
-
$16,915,162
-
Price per share
-
$22.92
-
Number of holders
-
10
-
Value change
-
+$4,019,230
-
Number of buys
-
7
-
Number of sells
-
2
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q1 2024
As of 31 Mar 2024 SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) had 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 737,881 shares of stock of the company.
Largest 10 holders included Park Edge Advisors, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Simplify Asset Management Inc., AVANTAX ADVISORY SERVICES, INC., TRUIST FINANCIAL CORP, Steward Partners Investment Advisory, LLC, Cambridge Investment Research Advisors, Inc., Relyea Zuckerberg Hanson LLC, Heck Capital Advisors, LLC, and MORGAN STANLEY.
This table shows 10 institutional shareholders of the security as of 31 Mar 2024.
| 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.