Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MANAGED FUTURES
-
Total 13F shares
-
3,218,957
-
Share change
-
+175,541
-
Total reported value
-
$80,567,729
-
Price per share
-
$24.95
-
Number of holders
-
50
-
Value change
-
+$4,694,539
-
Number of buys
-
32
-
Number of sells
-
21
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by
50 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
3,218,957 shares.
The largest 10 holders included
Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Clear Creek Financial Management, LLC, LPL Financial LLC, PEAK FINANCIAL ADVISORS LLC, Longview Financial Advisors, Inc., Miracle Mile Advisors, LLC, Simplify Asset Management Inc., Financial Enhancement Group LLC, and ENVESTNET ASSET MANAGEMENT INC.
This page lists
50
institutional shareholders reporting positions in this security
for the Q1 2024 filing period.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price
|
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.