SIMPLIFY EXCHANGE TRADED FUN TESL
VOLT TSLA REVOLU · ETP · CUSIP 82889N889
7
institutional holders
+2 vs Q3 2022
8.5k
shares reported held*
$51.3kreported value*
2 new
1 added
0 reduced
2 sold out
net sold ≈ $105.1k (-17.5k shares)
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $6.01.
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 5 |
| Q4 2022 | 7 |
Biggest buyers
| UBS Group AG | Added | +555 |
| MONEY CONCEPTS CAPITAL CORP | New | +400 |
| MORGAN STANLEY | New | +200 |
Biggest sellers
| OLD MISSION CAPITAL LLC | Sold out | -17.3k |
| Cribstone Capital Management, LLC | Sold out | -1.4k |
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| Coppell Advisory Solutions LLC 0.01% of their portfolio | 2.6k $15.8k | First filing |
| Coppell Advisory Solutions Corp. 0.01% of their portfolio | 2.6k $15.8k | First filing |
| UBS Group AG 0.00% of their portfolio | 2.1k $12.4k | Added +555 |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 625 $3.8k | Unchanged |
| MONEY CONCEPTS CAPITAL CORP 0.00% of their portfolio | 400 $2.4k | New |
| MORGAN STANLEY 0.00% of their portfolio | 200 $1.2k | New |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | Unchanged |