SIMPLIFY EXCHANGE TRADED FUN (EAFD)
Institutional ownership reported to the SEC as of Q4 2023, across 8 quarters.
1
Reporting holders
$6.3K
Reported value
0.0%
Held as options
-3
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| IFP Advisors, Inc | $6.3K | 355 | 0.00% | 6q | -41.8%-$4.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q4 2023 | 1 | $6.3K | 355 | 0 | 0 | 1 | 0.0% |
| Q3 2023 | 4 | $5.4M | 508,076 | 0 | 2 | 2 | 0.0% |
| Q2 2023 | 4 | $6.0M | 306,263 | 0 | 1 | 2 | 0.0% |
| Q1 2023 | 5 | $10.8M | 546,717 | 0 | 2 | 2 | 0.0% |
| Q4 2022 | 7 | $16.8M | 910,967 | 2 | 3 | 2 | 0.0% |
| Q3 2022 | 7 | $14.3M | 804,611 | 4 | 1 | 2 | 0.0% |
| Q2 2022 | 4 | $12.6M | 657,812 | 1 | 2 | 0 | 0.0% |
| Q1 2022 | 7 | $35.1M | 1,515,902 | 7 | 0 | 0 | 0.0% |