SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q4 2023 13F Holders as of 31 Dec 2023

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
3,102,627
Share change
+1,172,777
Total reported value
$73,759,633
Price per share
$23.60
Number of holders
45
Value change
+$26,439,297
Number of buys
25
Number of sells
24

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 2023

As of 31 Dec 2023, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 45 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,102,627 shares. The largest 10 holders included Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Clear Creek Financial Management, LLC, PEAK FINANCIAL ADVISORS LLC, Miracle Mile Advisors, LLC, Longview Financial Advisors, Inc., Simplify Asset Management Inc., LPL Financial LLC, Financial Enhancement Group LLC, and ENVESTNET ASSET MANAGEMENT INC. This page lists 45 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

Compare Q4 2023 vs Q3 2023 Across Filers

Q3 2023 holders
42
Q4 2023 holders
45
Holder diff
3
Investor Q3 2023 Shares Q4 2023 Shares Share Diff Share Chg % Q3 2023 Value $ Q4 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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