Simplify Exch Traded Fds Simpl CTA
Institutional shares held
24.9 Million
36.9K
calls
15.6K
puts
Total value of holdings
$722M
$1.07M
calls
$451K
puts
# of Institutions
199
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
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Cwm, LLC2.61MShares$75.6 Million0.22% of portfolio
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Bank Of America Corp Charlotte, NC1.73MShares$50 Million0.0% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.57MShares$45.5 Million18.37% of portfolio
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Ae Wealth Management LLC1.2MShares$34.7 Million0.27% of portfolio
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Lpl Financial LLC Fort Mill, SC854KShares$24.7 Million0.01% of portfolio
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Beacon Capital Management, LLC743KShares$21.5 Million3.16% of portfolio
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Private Advisor Group, LLC649KShares$18.8 Million0.1% of portfolio
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Envestnet Asset Management Inc635KShares$18.4 Million0.01% of portfolio
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Peak Financial Advisors LLC581KShares$16.8 Million10.09% of portfolio
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Brinker Capital Investments, LLC531KShares$15.4 Million0.14% of portfolio