SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q4 2022 13F Holders as of 31 Dec 2022

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
2,765,460
Share change
+572,607
Total reported value
$1,424,010,443
Price per share
$26.01
Number of holders
48
Value change
+$12,760,256
Number of buys
37
Number of sells
17

Quarterly Holders Quick Answers

What is CUSIP 82889N699?
CUSIP 82889N699 identifies CTA - SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES in SEC institutional holdings data.

Need full ownership history?
Open the full security ownership history page.

Top shareholders of CTA - SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (13F + 13D/G + 3/4/5)

Grouped by holder across the latest SEC ownership disclosures. Ownership % is shown only when it is directly reported or safely comparable across share classes.

Methodology: rows are grouped by holder and ranked by the holder's primary source value. — indicates unavailable or non-comparable values; "mixed-class rows" means the latest filing spans non-comparable classes.
No top shareholder records were found across 13F, 13D/G, and Forms 3/4/5 for this issuer.

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q4 2022

As of 31 Dec 2022, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 48 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 2,765,460 shares. The largest 10 holders included Gratus Capital LLC, JANE STREET GROUP, LLC, PEAK FINANCIAL ADVISORS LLC, ENVESTNET ASSET MANAGEMENT INC, Destiny Wealth Partners, LLC, Simplify Asset Management Inc., Dakota Wealth Management, Trek Financial, LLC, Ameritas Advisory Services, LLC, and Proficio Capital Partners LLC. This page lists 48 institutional shareholders reporting positions in this security for the Q4 2022 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q4 2022 vs Q3 2022 Across Filers

Q3 2022 holders
25
Q4 2022 holders
48
Holder diff
23
Investor Q3 2022 Shares Q4 2022 Shares Share Diff Share Chg % Q3 2022 Value $ Q4 2022 Value $ Value Diff $ Value Chg %

Trend: ostatnie 8 kwartałów (+ wybrane okresy porównania).

Quarterly Holders Trend
Quarterly Value Trend
Quarterly Shares Trend
* 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.
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