Q3 2023 13F Holders as of 30 Sep 2023
-
Type / Class
-
Equity / MANAGED FUTURES
-
Total 13F shares
-
1,698,479
-
Share change
-
-231,485
-
Total reported value
-
$46,683,050
-
Price per share
-
$27.55
-
Number of holders
-
42
-
Value change
-
-$5,972,163
-
Number of buys
-
21
-
Number of sells
-
29
Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q3 2023
As of 30 Sep 2023,
SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by
42 institutional
shareholders
that filed Form 13F with the SEC.
Together, they reported ownership of
1,698,479 shares.
The largest 10 holders included
PEAK FINANCIAL ADVISORS LLC, Simplify Asset Management Inc., PACIFIC FINANCIAL GROUP INC, ENVESTNET ASSET MANAGEMENT INC, Bison Wealth, LLC, Clear Creek Financial Management, LLC, Financial Enhancement Group LLC, Private Advisor Group, LLC, WEALTHSOURCE PARTNERS, LLC, and Cambria Investment Management, L.P..
This page lists
42
institutional shareholders reporting positions in this security
for the Q3 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.