Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / MBS ETF
-
Total 13F shares
-
20,691,655
-
Share change
-
+9,492,654
-
Total reported value
-
$1,064,900,952
-
Price per share
-
$51.48
-
Number of holders
-
109
-
Value change
-
+$488,750,240
-
Number of buys
-
91
-
Number of sells
-
17
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) as of Q3 2024
As of 30 Sep 2024,
SIMPLIFY EXCHANGE TRADED FUN - MBS ETF (MTBA) was held by
109 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
20,691,655 shares.
The largest 10 holders included
Municipal Employees' Retirement System of Michigan, SEI INVESTMENTS CO, WELLS FARGO & COMPANY/MN, ENVESTNET ASSET MANAGEMENT INC, MML INVESTORS SERVICES, LLC, Simplify Asset Management Inc., Mill Creek Capital Advisors, LLC, Alpine Bank Wealth Management, EVERGREEN CAPITAL MANAGEMENT LLC, and Hilton Capital Management, LLC.
This page lists
111
institutional shareholders reporting positions in this security
for the Q3 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.