Simplify Exch Traded Fds Simpl CTA
Institutional shares held
8.61 Million
0
calls
0
puts
Total value of holdings
$253M
$0
calls
$0
puts
# of Institutions
115
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-
Wells Fargo & Company San Francisco, CA680KShares$20 Million0.0% of portfolio
-
Ae Wealth Management LLC661KShares$19.5 Million0.18% of portfolio
-
Envestnet Asset Management Inc465KShares$13.7 Million0.0% of portfolio
-
Orion Portfolio Solutions, LLC454KShares$13.4 Million0.13% of portfolio
-
Lpl Financial LLC Fort Mill, SC420KShares$12.4 Million0.0% of portfolio
-
Beacon Capital Management, LLC371KShares$10.9 Million1.66% of portfolio
-
Clear Creek Financial Management, LLC332KShares$9.76 Million1.05% of portfolio
-
Peak Financial Advisors LLC325KShares$9.56 Million5.8% of portfolio
-
Astor Investment Management LLC304KShares$8.96 Million5.94% of portfolio
-
Altiora Financial Group, LLC Lebanon, OH282KShares$8.29 Million1.71% of portfolio