Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
5,253,380
-
Share change
-
+4,515,499
-
Total reported value
-
$120,432,016
-
Price per share
-
$22.97
-
Number of holders
-
17
-
Value change
-
+$103,486,788
-
Number of buys
-
15
-
Number of sells
-
5
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q2 2024
As of 30 Jun 2024 SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) had 17 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,253,380 shares of stock of the company.
Largest 10 holders included Simplify Asset Management Inc., Park Edge Advisors, LLC, TRUIST FINANCIAL CORP, COMMONWEALTH EQUITY SERVICES, LLC, FLAGSHIP HARBOR ADVISORS, LLC, Authentikos Wealth Advisory, LLC, Steward Partners Investment Advisory, LLC, AVANTAX ADVISORY SERVICES, INC., WOLVERINE TRADING, LLC, and Orion Porfolio Solutions, LLC.
This table shows 17 institutional shareholders of the security as of 30 Jun 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.