Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / SIMPLIFY INTERST
-
Number of holders
-
36
-
Total 13F shares, excl. options
-
1,037,930
-
Shares change
-
-16,345
-
Total reported value, excl. options
-
$42,730,035
-
Value change
-
-$1,079,917
-
Number of buys
-
15
-
Number of sells
-
-28
-
Price
-
$41.12
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) as of Q3 2024
57 filings reported holding PFIX - SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST as of Q3 2024.
SIMPLIFY EXCHANGE TRADED FUN - SIMPLIFY INTERST (PFIX) has 36 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,037,930 shares
.
Largest 10 shareholders include JANE STREET GROUP, LLC (271,088 shares), Ferguson Shapiro LLC (157,030 shares), Trek Financial, LLC (141,583 shares), Pekin Hardy Strauss, Inc. (106,993 shares), BANK OF MONTREAL /CAN/ (88,500 shares), COMMONWEALTH EQUITY SERVICES, LLC (73,278 shares), GOLDMAN SACHS GROUP INC (65,873 shares), Altiora Financial Group, LLC (22,183 shares), Stratos Wealth Advisors, LLC (17,364 shares), and Professional Financial Advisors, LLC (15,707 shares).
This table shows the top 36 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.