SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA)

Q1 2025 13F Holders as of 31 Mar 2025

Type / Class
Equity / MANAGED FUTURES
Total 13F shares
17,761,600
Share change
+8,696,831
Total reported value
$524,508,307
Put/Call ratio
146%
Price per share
$29.60
Number of holders
162
Value change
+$257,201,412
Number of buys
128
Number of sells
37

Institutional Holders of SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) as of Q1 2025

As of 31 Mar 2025, SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES (CTA) was held by 162 institutional shareholders that filed Form 13F with the SEC. Together, they reported ownership of 17,761,600 shares. The largest 10 holders included BANK OF AMERICA CORP /DE/, AE Wealth Management LLC, LPL Financial LLC, Beacon Capital Management, LLC, HighTower Advisors, LLC, Pasadena Private Wealth, LLC, ENVESTNET ASSET MANAGEMENT INC, Private Advisor Group, LLC, Orion Porfolio Solutions, LLC, and Orion Portfolio Solutions, LLC. This page lists 163 institutional shareholders reporting positions in this security for the Q1 2025 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.