Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / VOLATILITY PREM
-
Total 13F shares
-
3,037,029
-
Share change
-
+428,075
-
Total reported value
-
$69,698,702
-
Price per share
-
$22.95
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Number of holders
-
37
-
Value change
-
+$9,827,366
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Number of buys
-
25
-
Number of sells
-
14
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q2 2023
As of 30 Jun 2023 SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) had 37 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 3,037,029 shares of stock of the company.
Largest 10 holders included TMD Wealth Management, LLC, OneDigital Investment Advisors LLC, Bison Wealth, LLC, Cumberland Partners Ltd, PACIFIC FINANCIAL GROUP INC, COMMONWEALTH EQUITY SERVICES, LLC, Simplify Asset Management Inc., Worth Asset Management, LLC, CAPTRUST FINANCIAL ADVISORS, and OLD MISSION CAPITAL LLC.
This table shows 37 institutional shareholders of the security as of 30 Jun 2023.
| 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.