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Get Institutions for : 
Simplify Managed Futures Strategy Etf (CTA)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 42    6
Total shares held : 
 2,308,779  
% of shares held : 
 2.57%  
Changes In:
New/increased positions vs   
old/decreased positions : 
 0  
Amount of shares held : 
 595,152  
% of shares held change : 
   0.66%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price : 
 N/A  
Last Quarter's Ending Price : 
 N/A  
Last Quarter's Average Price : 
 N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
5
 763,819
 33.08%
 
Increased Positions :
19
 426,092
 18.46%
 
Unchanged Positions :
5
 33,428
 1.45%
 
Decreased Positions :
13
-159,969
-6.93%
 
Closed Positions :
11
-434,790
-18.83%
 
Guru Positions :
0
 0%
 
View holdings for period: 6-30-2022 View holdings for period: 9-30-2022 View holdings for period: 12-31-2022 View holdings for period: 3-31-2023 View holdings for period: 6-30-2023 View holdings for period: 09-30-2023 View holdings for period: 12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name		 Portfolio
Position		 New/Closed
Position
Filing Date
Total Shares
Total Value
Change in Shares
File
   Orion Portfolio Solutions LLC 149 - 2024-03-31 519,975 $12,973,000 -57,650
   Miracle Mile Advisors LLC 124 - 2024-03-31 163,921 $4,090,000 -7,533
   Simplify Asset Management Inc. 32 - 2024-03-31 129,042 $3,220,000 -23,990
   WEALTHSOURCE PARTNERS LLC 162 - 2023-12-31 58,763 $1,387,000 -10,607
   H D Vest Advisory Services 946 - 2024-03-31 24,463 $610,000 -12,258
   Private Advisor Group LLC 1436 - 2024-03-31 22,554 $563,000 -38,493
   Moors & Cabot Inc. 519 - 2024-03-31 19,050 $475,000 -21,600
   Fermata Advisors LLC 136 - 2024-03-31 14,763 $368,000 -128
   COMMONWEALTH EQUITY SERVICES LLC. 3534 - 2024-03-31 8,425 $210,000 -203
   CLS INVESTMENT FIRM LLC 1285 - 2022-12-31 7,932 $206,000 -73,674
   CWM LLC 1644 - 2024-03-31 5,940 $148,000 -512
   COMERICA BANK 2972 - 2024-03-31 926 $23,000 -4
   UBS Group AG 5767 - 2024-03-31 700 $17,000 -4,942
   Qube Research & Technologies Ltd 3299 - 2024-03-31 370 $9,000 -1,427
   IFP Advisors Inc 2549 - 2023-12-31 135 $3,000 -89
  15 Records found
  1    
  Page 1 of 1
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