Q4 2023 13F Holders as of 31 Dec 2023
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
1,564,814
-
Share change
-
+1,475,266
-
Total reported value
-
$80,840,112
-
Price per share
-
$51.69
-
Number of holders
-
26
-
Value change
-
+$76,211,376
-
Number of buys
-
25
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q4 2023
As of 31 Dec 2023,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
26 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,564,814 shares.
The largest 10 holders included
CI INVESTMENTS INC., Family Management Corp, BlueCrest Capital Management Ltd, COMMONWEALTH EQUITY SERVICES, LLC, Pekin Hardy Strauss, Inc., Andina Capital Management, LLC, Simplify Asset Management Inc., Mount Lucas Management LP, Almanack Investment Partners, LLC., and Heck Capital Advisors, LLC.
This page lists
26
institutional shareholders reporting positions in this security
for the Q4 2023 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.