SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC)

CUSIP: 82889N848

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / SIMPLIFY US EQT
Total 13F shares
772,788
Share change
-16,735
Total reported value
$29,852,070
Price per share
$38.62
Number of holders
19
Value change
-$585,415
Number of buys
14
Number of sells
6

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 Q4 2024

As of 31 Dec 2024, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY US EQT (SPBC) was held by 19 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 772,788 shares. The largest 10 holders included Private Advisor Group, LLC, SFG Wealth Management, LLC., LPL Financial LLC, ENVESTNET ASSET MANAGEMENT INC, Total Clarity Wealth Management, Inc., Ferguson Shapiro LLC, OLD MISSION CAPITAL LLC, Worth Asset Management, LLC, OSAIC HOLDINGS, INC., and JANE STREET GROUP, LLC. This page lists 19 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.