Q4 2024 13F Holders as of 31 Dec 2024
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
21,318,661
-
Share change
-
+948,920
-
Total reported value
-
$1,059,299,069
-
Price per share
-
$49.69
-
Number of holders
-
145
-
Value change
-
+$45,116,315
-
Number of buys
-
98
-
Number of sells
-
34
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q4 2024
As of 31 Dec 2024,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
145 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
21,318,661 shares.
The largest 10 holders included
Municipal Employees' Retirement System of Michigan, SEI INVESTMENTS CO, ENVESTNET ASSET MANAGEMENT INC, WELLS FARGO & COMPANY/MN, MML INVESTORS SERVICES, LLC, EVERGREEN CAPITAL MANAGEMENT LLC, Mill Creek Capital Advisors, LLC, Hilton Capital Management, LLC, Watchman Group, Inc., and KNIGHTSBRIDGE ASSET MANAGEMENT, LLC.
This page lists
146
institutional shareholders reporting positions in this security
for the Q4 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.