SIMPLIFY EXCHANGE TRADED FUN (NXTV)
Institutional ownership reported to the SEC as of Q1 2025, across 4 quarters.
2
Reporting holders
$659.3K
Reported value
0.0%
Held as options
+0
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 |
|---|---|---|---|---|---|
| Simplify Asset Management Inc. | $659.1K | 25,825 | 0.02% | 4q | -4.3%-$30.0K |
| UBS Group AG | $230 | 9 | 0.00% | 2q | +80.0% |
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 |
|---|---|---|---|---|---|---|---|
| Q1 2025 | 2 | $659.3K | 25,834 | 0 | 1 | 1 | 0.0% |
| Q4 2024 | 2 | $680.7K | 27,004 | 1 | 0 | 1 | 0.0% |
| Q3 2024 | 1 | $872.3K | 31,521 | 0 | 0 | 1 | 0.0% |
| Q2 2024 | 1 | $960.2K | 36,956 | 1 | 0 | 0 | 0.0% |