CTA : Institutional Ownership for Simplify Managed Futures Strategy Etf

Sign in:	Email	Password save:

		Company Reports
Find Symbol

Recent: Companies Filers Institutions

Membership is free, please Sign Up.

My Recent Searches

Help

Roster

Institutions

Add To Portfolo/Alerts

New Search

Get Institutions for :

Simplify Managed Futures Strategy Etf (CTA)

$ 0.00 (0.00%) as of 4:30 Tue 11/30

Download

Institutional Holders

Viewing Quarter :

Total Institutions:

Total Institutions:

Total shares held :

2,308,779

% of shares held :

2.57%

Changes In:

Chanes In:

New/increased positions vs

old/decreased positions :

Amount of shares held :

595,152

% of shares held change :

0.66%

Quarter Price vs. Current Price:

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%

Charting Not Avaliable

Page 1 of 1

Free Registration Required For Full Results

Institution Name	Portfolio Position	New/Closed Position	Filing Date	Total Shares	Total Value	Change in Shares	File
NEW YORK LIFE INVESTMENT MANAGEMENT LLC	693	*New	2024-03-31	36,040	$899,000	36,040
NWAM LLC	270	*New	2024-03-31	26,257	$711,000	26,257
Strategic Wealth Partners Ltd.	193	*New	2023-03-31	16,505	$387,000	16,505
LINCOLN NATIONAL CORP	855	*New	2024-03-31	14,639	$365,000	14,639
Change Path LLC	698	*New	2024-03-31	12,911	$322,000	12,911
BRIGHTON JONES LLC	482	*New	2024-03-31	11,128	$278,000	11,128
Continuum Advisory LLC	543	*New	2024-03-31	2,575	$70,000	2,575
BANK OF AMERICA CORP /DE/	5633	*New	2024-03-31	1,021	$25,000	1,021
GeoWealth Management LLC	815	*New	2024-03-31	999	$25,000	999
Deane Retirement Strategies Inc.	63	*New	2024-03-31	430	$11,000	430
Cribstone Capital Management LLC	307	*New	2022-12-31	127	$3,000	127
MV Capital Management Inc.	630	*New	2024-03-31	101	$3,000	101
HARBOUR INVESTMENTS INC.	2712	*New	2023-12-31	94	$2,000	94

13 Records found

Page 1 of 1

Chart:

Download: (Current Quarter Only)

Download only Institutional Holders. (Default)

Download only Summary Infomation.

Download both Summary and Institutional Data

Free Registration Required For Full Results