Simplify Exch Traded Fds Simpl CTA
Institutional shares held
28.3 Million
0
calls
0
puts
Total value of holdings
$771M
$0
calls
$0
puts
# of Institutions
202
We take great care to ensure that the data presented and summarized in this overview for SIMPLIFY EXCH TRADED FDS SIMPL is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding CTA
View all-
Cwm, LLC2.61MShares$71.2 Million0.22% of portfolio
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Wealth Enhancement Advisory Services, LLC2.3MShares$62.7 Million0.11% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$42.9 Million18.37% of portfolio
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Bank Of America Corp Charlotte, NC924KShares$25.2 Million0.0% of portfolio
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Ae Wealth Management LLC890KShares$24.3 Million0.18% of portfolio
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Lpl Financial LLC Fort Mill, SC833KShares$22.7 Million0.01% of portfolio
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Iag Wealth Partners, LLC776KShares$21.2 Million2.92% of portfolio
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Envestnet Asset Management Inc704KShares$19.2 Million0.01% of portfolio
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Private Advisor Group, LLC643KShares$17.5 Million0.1% of portfolio
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Peak Financial Advisors LLC581KShares$15.8 Million10.09% of portfolio