SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q1 2023 13F Holders as of 31 Mar 2023

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
1,863,749
Share change
-944,847
Total reported value
$43,791,153
Price per share
$23.42
Number of holders
38
Value change
-$24,617,429
Number of buys
19
Number of sells
33

Quarterly Holders Quick Answers

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

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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 Q1 2023

As of 31 Mar 2023, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 38 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 1,863,749 shares. The largest 10 holders included PEAK FINANCIAL ADVISORS LLC, Simplify Asset Management Inc., ENVESTNET ASSET MANAGEMENT INC, Dakota Wealth Management, Clear Creek Financial Management, LLC, JANE STREET GROUP, LLC, Financial Enhancement Group LLC, Private Advisor Group, LLC, ORG Partners LLC, and Proficio Capital Partners LLC. This page lists 38 institutional shareholders reporting positions in this security for the Q1 2023 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2023 vs Q4 2022 Across Filers

Q4 2022 holders
48
Q1 2023 holders
38
Holder diff
-10
Investor Q4 2022 Shares Q1 2023 Shares Share Diff Share Chg % Q4 2022 Value $ Q1 2023 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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