Q2 2024 13F Holders as of 30 Jun 2024
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
10,510,007
-
Share change
-
+5,250,875
-
Total reported value
-
$529,297,014
-
Price per share
-
$50.36
-
Number of holders
-
67
-
Value change
-
+$264,210,253
-
Number of buys
-
55
-
Number of sells
-
13
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q2 2024
As of 30 Jun 2024,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
67 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
10,510,007 shares.
The largest 10 holders included
Municipal Employees' Retirement System of Michigan, MML INVESTORS SERVICES, LLC, ENVESTNET ASSET MANAGEMENT INC, Mill Creek Capital Advisors, LLC, Simplify Asset Management Inc., WELLS FARGO & COMPANY/MN, Watchman Group, Inc., EVERGREEN CAPITAL MANAGEMENT LLC, PEAK FINANCIAL ADVISORS LLC, and CI INVESTMENTS INC..
This page lists
67
institutional shareholders reporting positions in this security
for the Q2 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.