SIMPLIFY EXCHANGE TRADED FUN (VFIN)
Institutional ownership reported to the SEC as of Q1 2022, across 6 quarters.
3
Reporting holders
$125.0K
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 |
|---|---|---|---|---|---|
| Toroso Investments, LLC | $98.0K | 15,711 | 0.00% | 3q | +7.0%+$6.4K |
| ROYAL BANK OF CANADA | $26.0K | 4,150 | 0.00% | 5q | HELD |
| UBS Group AG | $1.0K | 220 | 0.00% | new | NEW |
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 2022 | 3 | $125.0K | 20,081 | 1 | 1 | 0 | 0.0% |
| Q4 2021 | 3 | $284.0K | 33,633 | 1 | 0 | 0 | 0.0% |
| Q3 2021 | 2 | $217.0K | 18,837 | 1 | 0 | 0 | 0.0% |
| Q2 2021 | 4 | $345.0K | 29,150 | 2 | 1 | 1 | 0.0% |
| Q1 2021 | 3 | $231.0K | 22,820 | 3 | 0 | 0 | 0.0% |
| Q4 2020 | 1 | $736.0K | 57,861 | 1 | 0 | 0 | 0.0% |