First reported at 11,789 shares this quarter.
Reported position value by quarter
Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.
| Date | Holding Value |
|---|---|
| 2024-12-31 | 617036 |
| 2025-03-31 | 537373 |
| 2025-06-30 | 476670 |
| 2025-09-30 | 501691 |
Quarterly position history
How this manager's reported quarter-end position changed over time.
| Quarter | Activity | Shares | Change | % of reported 13F | Reported value | Filed | Source filing |
|---|---|---|---|---|---|---|---|
| Q3 2025 | Added | 10,415 | +1,394 (15.5%) | 0.24% | $501,691 | 2025-11-12 | |
| Q2 2025 | Reduced | 9,021 | -2,068 (-18.6%) | 0.23% | $476,670 | 2025-08-14 | |
| Q1 2025 | Reduced | 11,089 | -700 (-5.9%) | 0.3% | $537,373 | 2025-05-14 | |
| Q4 2024 | New | 11,789 | +11,789 (0.0%) | 0.27% | $617,036 | 2025-02-14 |
Who else reported the position
62 managers reported SIMPLIFY EXCHANGE TRADED FU for Q4 2024.
| Manager | Activity | Shares | Change | % of reported 13F | Reported value | Tenure |
|---|---|---|---|---|---|---|
| The Goldman Sachs Group Inc | Added | 464,520 | +398,647 | < 0.01% | $24,312,977 | 9 qtrs |
| JANE STREET GROUP LLC | Reduced | 189,347 | -81,741 | < 0.01% | $9,910,422 | 13 qtrs |
| Drum Hill Capital LLC | New | 109,968 | +109,968 | 7.15% | $5,755,743 | 1 qtr |
| Pekin Hardy Strauss Inc | Added | 107,705 | +712 | 0.72% | $5,637,280 | 4 qtrs |
| COMMONWEALTH EQUITY SERVICES LLC | Added | 80,495 | +7,217 | < 0.01% | $4,213,000 | 14 qtrs |
| ENVESTNET ASSET MANAGEMENT INC | New | 58,457 | +58,457 | < 0.01% | $3,059,613 | 1 qtr |
| Thomas J Herzfeld Advisors Inc | New | 53,202 | +53,202 | 0.89% | $2,784,593 | 1 qtr |
| Holcombe Financial Inc | New | 36,516 | +36,516 | 1.57% | $1,911,246 | 1 qtr |
| Global View Capital Management LLC | New | 25,330 | +25,330 | 0.46% | $1,324,252 | 1 qtr |
| Maridea Wealth Management LLC | New | 19,157 | +19,157 | 0.32% | $1,002,677 | 1 qtr |
Filing details and methodology As reported
- Report period
- December 31, 2024
- Filed
- February 14, 2025
- Filing type
- 13F-HR
- Position type
- SIMPLIFY INTERST
Voting authority reported
- Sole
- 11,789
- Shared
- 0
- None
- 0
“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.
Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.