Q3 2023 13F Holders as of 30 Sep 2023
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Type / Class
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Equity / SIMPLIFY US EQT
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Total 13F shares
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56,846
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Share change
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-193,425
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Total reported value
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$1,362,623
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Price per share
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$23.97
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Number of holders
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6
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Value change
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-$4,776,329
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Number of buys
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1
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Number of sells
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9
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q3 2023
As of 30 Sep 2023 SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) had 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 56,846 shares of stock of the company.
Largest 6 holders included Worth Asset Management, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, OLD MISSION CAPITAL LLC, OSAIC HOLDINGS, INC., UBS Group AG, and IFP Advisors, Inc.
This table shows 6 institutional shareholders of the security as of 30 Sep 2023.
| 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.