Q1 2024 13F Holders as of 31 Mar 2024
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
5,097,601
-
Share change
-
+3,590,076
-
Total reported value
-
$259,433,402
-
Price per share
-
$50.91
-
Number of holders
-
45
-
Value change
-
+$182,461,146
-
Number of buys
-
39
-
Number of sells
-
8
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q1 2024
As of 31 Mar 2024,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
45 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
5,097,601 shares.
The largest 10 holders included
Mill Creek Capital Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC, STEPHENS INC /AR/, CI INVESTMENTS INC., TMD Wealth Management, LLC, PEAK FINANCIAL ADVISORS LLC, Family Management Corp, BAR HARBOR WEALTH MANAGEMENT, EVERGREEN CAPITAL MANAGEMENT LLC, and Heck Capital Advisors, LLC.
This page lists
46
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 |
* 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.