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
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 |
* 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.