Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / VOLATILITY PREM
-
Number of holders
-
60
-
Total 13F shares, excl. options
-
4,985,391
-
Shares change
-
+911,059
-
Total reported value, excl. options
-
$112,996,203
-
Value change
-
+$20,643,583
-
Number of buys
-
44
-
Number of sells
-
-20
-
Price
-
$22.66
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) as of Q1 2024
71 filings reported holding SVOL - SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM as of Q1 2024.
SIMPLIFY EXCHANGE TRADED FUN - VOLATILITY PREM (SVOL) has 60 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 4,985,391 shares
.
Largest 10 shareholders include TMD Wealth Management, LLC (1,449,085 shares), OneDigital Investment Advisors LLC (765,140 shares), PEAK FINANCIAL ADVISORS LLC (342,155 shares), JANE STREET GROUP, LLC (267,376 shares), Cumberland Partners Ltd (259,029 shares), AE Wealth Management LLC (213,262 shares), Avestar Capital, LLC (191,315 shares), RENAISSANCE TECHNOLOGIES LLC (176,000 shares), 3EDGE Asset Management, LP (147,331 shares), and COMMONWEALTH EQUITY SERVICES, LLC (133,381 shares).
This table shows the top 60 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| 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.