Q2 2023 13F Holders as of 30 Jun 2023
-
Type / Class
-
Equity / MANAGED FUTURES
-
Total 13F shares
-
1,948,535
-
Share change
-
+85,461
-
Total reported value
-
$49,729,487
-
Price per share
-
$25.50
-
Number of holders
-
43
-
Value change
-
+$2,404,026
-
Number of buys
-
16
-
Number of sells
-
23
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q2 2023
As of 30 Jun 2023,
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by
43 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,948,535 shares.
The largest 10 holders included
JANE STREET GROUP, LLC, Simplify Asset Management Inc., PEAK FINANCIAL ADVISORS LLC, ENVESTNET ASSET MANAGEMENT INC, Clear Creek Financial Management, LLC, Financial Enhancement Group LLC, Private Advisor Group, LLC, ORG Partners LLC, Proficio Capital Partners LLC, and WEALTHSOURCE PARTNERS, LLC.
This page lists
43
institutional shareholders reporting positions in this security
for the Q2 2023 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.