SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL)

CUSIP: 82889N863

Q3 2023 13F Holders as of 30 Sep 2023

Type / Class
Equity / VOLATILITY PREM
Total 13F shares
2,870,393
Share change
-164,366
Total reported value
$64,598,063
Price per share
$22.51
Number of holders
38
Value change
-$3,893,187
Number of buys
24
Number of sells
23

Quarterly Holders Quick Answers

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

Need full ownership history?
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 Q3 2023

As of 30 Sep 2023, SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) was held by 38 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,870,393 shares. The largest 10 holders included TMD Wealth Management, LLC, OneDigital Investment Advisors LLC, Cumberland Partners Ltd, PEAK FINANCIAL ADVISORS LLC, COMMONWEALTH EQUITY SERVICES, LLC, CAPTRUST FINANCIAL ADVISORS, Financial Enhancement Group LLC, RENAISSANCE TECHNOLOGIES LLC, AlphaStar Capital Management, LLC, and AE Wealth Management LLC. This page lists 38 institutional shareholders reporting positions in this security for the Q3 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q3 2023 vs Q2 2023 Across Filers

Q2 2023 holders
37
Q3 2023 holders
38
Holder diff
1
Investor Q2 2023 Shares Q3 2023 Shares Share Diff Share Chg % Q2 2023 Value $ Q3 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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