Q4 2022 13F Holders as of 31 Dec 2022
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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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11
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Total 13F shares, excl. options
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2,232,793
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Shares change
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+11,881
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Total reported value, excl. options
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$45,452,797
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Value change
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+$234,327
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Number of buys
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3
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Number of sells
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1
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Price
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$20.14
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q4 2022
As of 31 Dec 2022 SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) had 11 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,232,793 shares of stock of the company.
Largest 10 holders included Ovata Capital Management Ltd, WealthPLAN Partners, LLC, WealthPlan Investment Management, LLC, OLD MISSION CAPITAL LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, ADVISOR GROUP HOLDINGS, INC., IFP Advisors, Inc, UBS Group AG, Tower Research Capital LLC (TRC), and MRP Capital Investments, LLC.
This table shows 11 institutional shareholders of the security as of 31 Dec 2022.
| 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.