Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / HIGH YIELD ETF
-
Total 13F shares
-
3,319,988
-
Share change
-
+178,900
-
Total reported value
-
$72,408,885
-
Price per share
-
$21.81
-
Number of holders
-
23
-
Value change
-
+$3,899,250
-
Number of buys
-
15
-
Number of sells
-
7
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) as of Q4 2024
As of 31 Dec 2024,
SIMPLIFY EXCHANGE TRADED FUN - HIGH YIELD ETF (CDX) was held by
23 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,319,988 shares.
The largest 10 holders included
Simplify Asset Management Inc., AE Wealth Management LLC, Park Edge Advisors, LLC, TRUIST FINANCIAL CORP, FLAGSHIP HARBOR ADVISORS, LLC, COMMONWEALTH EQUITY SERVICES, LLC, Mid-American Wealth Advisory Group, Inc., Steward Partners Investment Advisory, LLC, ENVESTNET ASSET MANAGEMENT INC, and Centennial Wealth Advisory LLC.
This page lists
23
institutional shareholders reporting positions in this security
for the Q4 2024 filing period.
| 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.