SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC)

CUSIP: 82889N848

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / SIMPLIFY US EQT
Total 13F shares
414,902
Share change
+284,067
Total reported value
$14,031,770
Price per share
$33.82
Number of holders
12
Value change
+$9,606,491
Number of buys
8
Number of sells
4

Quarterly Holders Quick Answers

What is CUSIP 82889N848?
CUSIP 82889N848 identifies SPBC - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT in SEC institutional holdings data.

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Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) as of Q1 2024

As of 31 Mar 2024, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by 12 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 414,902 shares. The largest 10 holders included SFG Wealth Management, LLC., Private Advisor Group, LLC, Total Clarity Wealth Management, Inc., LPL Financial LLC, Worth Asset Management, LLC, OSAIC HOLDINGS, INC., ENVESTNET ASSET MANAGEMENT INC, Royal Bank of Canada, PRIVATE TRUST CO NA, and UBS Group AG. This page lists 12 institutional shareholders reporting positions in this security for the Q1 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.