Simplify Exchange Traded Funds - 82889N731
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| IFP Advisors, Inc | History | Reduced | 355 | 6 | 0.0% | 0.0% | 1 | -255 | -41.8% | Q4 2023 | Jan 09, 2024 |
| OneDigital Investment Advisors LLC | History | Closed out | 0 | 0 | — | 0.12% | — | -287,407 | -100.0% | Q3 2023 | Nov 14, 2023 |
| COMMONWEALTH EQUITY SERVICES, LLC | History | Closed out | 0 | 0 | — | 0.01% | — | -218,968 | -100.0% | Q3 2023 | Oct 23, 2023 |
| UBS Group AG | History | Closed out | 0 | 0 | — | 0.0% | — | -1,091 | -100.0% | Q3 2023 | Nov 09, 2023 |