SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX)

CUSIP: 82889N855

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / SIMPLIFY INTERST
Total 13F shares
952,210
Share change
-165,276
Total reported value
$42,659,384
Put/Call ratio
146%
Price per share
$44.80
Number of holders
41
Value change
-$3,889,390
Number of buys
29
Number of sells
23

Quarterly Holders Quick Answers

What is CUSIP 82889N855?
CUSIP 82889N855 identifies PFIX - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of PFIX - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) as of Q1 2024

As of 31 Mar 2024, SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) was held by 41 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 952,210 shares. The largest 10 holders included Trek Financial, LLC, Ferguson Shapiro LLC, Pekin Hardy Strauss, Inc., COMMONWEALTH EQUITY SERVICES, LLC, Integrated Wealth Concepts LLC, Park Edge Advisors, LLC, GOLDMAN SACHS GROUP INC, CENTAURUS FINANCIAL, INC., VitalStone Financial, LLC, and RENAISSANCE TECHNOLOGIES LLC. This page lists 41 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

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
49
Q1 2024 holders
41
Holder diff
-8
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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