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
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 Porfolio Solutions, LLC, Orion Portfolio 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.