Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / VOLATILITY PREM
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Number of holders
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38
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Total 13F shares, excl. options
-
2,870,393
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Shares change
-
-164,366
-
Total reported value, excl. options
-
$64,598,063
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Value change
-
-$3,893,187
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Number of buys
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24
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Number of sells
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23
-
Price
-
$22.51
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) had 38 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 2,870,393 shares of stock of the company.
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 table shows 38 institutional shareholders of the security as of 30 Sep 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.