SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL)

CUSIP: 82889N863

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

Quarterly Holders Quick Answers

What is CUSIP 82889N863?
CUSIP 82889N863 identifies SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM in SEC institutional holdings data.

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Open the full security ownership history page.

Top shareholders of SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (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 - 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

Compare Q2 2023 vs Q1 2023 Across Filers

Q1 2023 holders
26
Q2 2023 holders
37
Holder diff
11
Investor Q1 2023 Shares Q2 2023 Shares Share Diff Share Chg % Q1 2023 Value $ Q2 2023 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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