TESL · Simplify Volt TSLA Revolution ETF ETF
$13.59
-0.86 (-5.93%)
At close · Sep 4
Institutional ownership from SEC Form 13F filings. Investment managers with more than $100 million in U.S. equities must disclose their positions every quarter, within 45 days of quarter-end, so the holdings shown can lag the market by up to a quarter.
Holders: 3
Total Value: $10,456
Total Shares: 1,299
Institutional Ownership Trend
10 quarters
Holder Concentration
Across 3 13F filers · Δ vs Dec 31, 2022Top Holder
51.9%
+21.1 pts
Top 5
100.0%
+2.3 pts
Top 10
100.0%
0.0 pts
HHI
5,007
Highly concentrated+2,451
Quarterly Activity
vs Dec 31, 2022
New
0
Increased
0
Decreased
1
Sold Out
4
Unchanged
2
Holder count:
-4
Institutional value:
-79.6%
Shares held:
-84.8%
Top Buyers
vs Dec 31, 2022No qualifying movers this quarter.
Top Sellers
vs Dec 31, 2022| Institution | Sold | Now Holds | Open |
|---|---|---|---|
| Mega UBS Group AG | −1,382 | 674 |
Top New Positions
vs Dec 31, 2022No new positions this quarter.
Top Sold-Out Positions
vs Dec 31, 2022| Institution | Previously Held | Last Value (USD) | Open |
|---|---|---|---|
| Small Coppell Advisory Solutions LLC | 2,626 | $15,771 | |
| Small Coppell Advisory Solutions Corp. | 2,626 | $15,771 | |
| Small MONEY CONCEPTS CAPITAL CORP | 400 | $2,402 | |
| Mega MORGAN STANLEY | 200 | $1,201 |
| Holder | Value (USD) | % of 13F | Shares | Type | Filed | Open |
|---|---|---|---|---|---|---|
| Mega UBS Group AG TESL | $5,425 | 51.88% | 674 | Shares | 2023-05-12 | |
| Mid HARBOUR INVESTMENTS, INC. TESL | $5,031 | 48.12% | 625 | Shares | 2023-05-15 | |
| — PROEQUITIES, INC. TESL | $0 | 0.00% | 0 | Shares | 2023-05-15 |