SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q1 2024 13F Holders as of 31 Mar 2024

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
3,218,957
Share change
+175,541
Total reported value
$80,567,729
Price per share
$24.95
Number of holders
50
Value change
+$4,694,539
Number of buys
32
Number of sells
21

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 Q1 2024

As of 31 Mar 2024, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 50 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 3,218,957 shares. The largest 10 holders included Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, Clear Creek Financial Management, LLC, LPL Financial LLC, PEAK FINANCIAL ADVISORS LLC, Longview Financial Advisors, Inc., Miracle Mile Advisors, LLC, Simplify Asset Management Inc., Financial Enhancement Group LLC, and ENVESTNET ASSET MANAGEMENT INC. This page lists 50 institutional shareholders reporting positions in this security for the Q1 2024 filing period.
Investor Option Weight % Change % Value $ * Price Shares Share Change Activity Report Period

Compare Q1 2024 vs Q4 2023 Across Filers

Q4 2023 holders
45
Q1 2024 holders
50
Holder diff
5
Investor Q4 2023 Shares Q1 2024 Shares Share Diff Share Chg % Q4 2023 Value $ Q1 2024 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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