SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

CUSIP: 82889N699

Q4 2024 13F Holders as of 31 Dec 2024

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
9,039,510
Share change
+2,962,472
Total reported value
$252,291,948
Price per share
$27.89
Number of holders
110
Value change
+$82,831,742
Number of buys
72
Number of sells
31

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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Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q4 2024

As of 31 Dec 2024, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 110 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 9,039,510 shares. The largest 10 holders included WELLS FARGO & COMPANY/MN, AE Wealth Management LLC, ENVESTNET ASSET MANAGEMENT INC, Orion Portfolio Solutions, LLC, Orion Porfolio Solutions, LLC, LPL Financial LLC, Beacon Capital Management, LLC, Clear Creek Financial Management, LLC, PEAK FINANCIAL ADVISORS LLC, and Astor Investment Management LLC. This page lists 110 institutional shareholders reporting positions in this security for the Q4 2024 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.