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
-
Number of holders
-
37
-
Value change
-
+$9,827,366
-
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) was held by
37 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,037,029 shares.
The 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 page lists
37
institutional shareholders reporting positions in this security
for the Q2 2023 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.