# SIMPLIFY EXCHANGE TRADED FUN (CYA)

> Institutional ownership reported to the SEC as of Q4 2023, from Form 13F filings. Source: https://holderbook.com/stocks/CYA/

- Reporting holders: 17
- Reported value: $1.1M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Simplify Asset Management Inc.](https://holderbook.com/funds/1846368-simplify-asset-management-inc/) | $710.9K | 3,500,000 | 0.1% | 1 |
| [Regal Investment Advisors LLC](https://holderbook.com/funds/1559789-regal-investment-advisors-llc/) | $205.8K | 1,013,190 | 0.0% | 1 |
| [COMMONWEALTH EQUITY SERVICES, LLC](https://holderbook.com/funds/312272-commonwealth-equity-services-llc/) | $65.0K | 318,839 | 0.0% | 7 |
| [WEALTHSOURCE PARTNERS, LLC](https://holderbook.com/funds/1674623-wealthsource-partners-llc/) | $33.9K | 166,999 | 0.0% | 7 |
| [Strata Wealth Advisors, LLC](https://holderbook.com/funds/1946237-strata-wealth-advisors-llc/) | $27.1K | 133,511 | 0.0% | 1 |
| [AE Wealth Management LLC](https://holderbook.com/funds/1697723-ae-wealth-management-llc/) | $10.3K | 137,237 | 0.0% | 3 |
| [TWO SIGMA SECURITIES, LLC](https://holderbook.com/funds/1450144-two-sigma-securities-llc/) | $9.2K | 45,494 | 0.0% | 1 |
| [AVANTAX ADVISORY SERVICES, INC.](https://holderbook.com/funds/1303042-avantax-advisory-services-inc/) | $6.0K | 29,703 | 0.0% | 2 |
| [UBS Group AG](https://holderbook.com/funds/1610520-ubs-group-ag/) | $4.8K | 23,699 | 0.0% | 1 |
| [Mid-American Wealth Advisory Group, Inc.](https://holderbook.com/funds/1911264-mid-american-wealth-advisory-group-inc/) | $4.6K | 22,613 | 0.0% | 1 |
| [Cannell & Co.](https://holderbook.com/funds/16972-cannell-co/) | $4.3K | 21,000 | 0.0% | 8 |
| [Integrated Wealth Concepts LLC](https://holderbook.com/funds/1737109-integrated-wealth-concepts-llc/) | $4.2K | 20,720 | 0.0% | 8 |
| [Koshinski Asset Management, Inc.](https://holderbook.com/funds/1633389-koshinski-asset-management-inc/) | $4.1K | 20,068 | 0.0% | 1 |
| [SMITH SHELLNUT WILSON LLC /ADV](https://holderbook.com/funds/944317-smith-shellnut-wilson-llc-adv/) | $2.2K | 11,033 | 0.0% | 1 |
| [Parallel Advisors, LLC](https://holderbook.com/funds/1690010-parallel-advisors-llc/) | $406 | 2,000 | 0.0% | 1 |
| [TUCKER ASSET MANAGEMENT LLC](https://holderbook.com/funds/1870012-tucker-asset-management-llc/) | $20 | 100 | 0.0% | 1 |
| [MORGAN STANLEY](https://holderbook.com/funds/895421-morgan-stanley/) | $2 | 6 | 0.0% | 1 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q4 2023 | 17 | $1.1M |
| Q3 2023 | 12 | $3.6M |
| Q2 2023 | 16 | $7.9M |
| Q1 2023 | 12 | $4.5M |
| Q4 2022 | 14 | $5.9M |
| Q3 2022 | 19 | $57.7M |
| Q2 2022 | 15 | $43.1M |
| Q1 2022 | 9 | $28.3M |
| Q4 2021 | 4 | $611.0K |
| Q3 2021 | 3 | $2.0M |