Q4 2021 13F Holders as of 31 Dec 2021
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Type / Class
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Equity / SIMPLIFY US EQT
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Number of holders
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6
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Total 13F shares, excl. options
-
56,922
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Shares change
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+52,895
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Total reported value, excl. options
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$1,600,000
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Value change
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+$1,486,966
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Number of buys
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5
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Price
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$28.12
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q4 2021
6 filings reported holding SPBC - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT as of Q4 2021.
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 56,922 shares
.
Largest 6 shareholders include NewEdge Advisors, LLC (26,645 shares), Private Advisor Group, LLC (24,785 shares), ADVISOR GROUP HOLDINGS, INC. (4,541 shares), Tower Research Capital LLC (TRC) (547 shares), JPMORGAN CHASE & CO (300 shares), and UBS Group AG (104 shares).
This table shows the top 6 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.