Q4 2021 13F Holders as of 31 Dec 2021
-
Type / Class
-
Equity / VOLATILITY PREM
-
Number of holders
-
10
-
Total 13F shares, excl. options
-
1,188,376
-
Shares change
-
+386,271
-
Total reported value, excl. options
-
$32,119,000
-
Value change
-
+$10,592,115
-
Number of buys
-
9
-
Number of sells
-
-2
-
Price
-
$26.98
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q4 2021
12 filings reported holding SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM as of Q4 2021.
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) has 10 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 1,188,376 shares
.
Largest 10 shareholders include Simplify Asset Management Inc. (840,269 shares), Cumberland Partners Ltd (142,663 shares), IFP Advisors, Inc (69,261 shares), OLD MISSION CAPITAL LLC (67,196 shares), BOENNING & SCATTERGOOD, INC. (33,310 shares), Cambridge Advisors Inc. (18,699 shares), Collaborative Wealth Managment Inc. (14,948 shares), UBS Group AG (1,228 shares), Mach-1 Financial Group, Inc. (725 shares), and Leelyn Smith, LLC (77 shares).
This table shows the top 10 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.