Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MANAGED FUTURES
-
Total 13F shares
-
5,833,348
-
Share change
-
+2,439,601
-
Total reported value
-
$151,595,692
-
Price per share
-
$26.00
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Number of holders
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87
-
Value change
-
+$63,426,904
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Number of buys
-
61
-
Number of sells
-
21
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q3 2024
As of 30 Sep 2024 SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) had 87 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions held a total of 5,833,348 shares of stock of the company.
Largest 10 holders included WELLS FARGO & COMPANY/MN, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, ENVESTNET ASSET MANAGEMENT INC, Clear Creek Financial Management, LLC, Astor Investment Management LLC, LPL Financial LLC, PEAK FINANCIAL ADVISORS LLC, HighTower Advisors, LLC, and Beacon Capital Management, Inc..
This table shows 87 institutional shareholders of the security as of 30 Sep 2024.
| 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.