Simplify Exch Traded Fds Simpl CTA
Institutional shares held
5.49 Million
0
calls
0
puts
Total value of holdings
$148M
$0
calls
$0
puts
# of Institutions
92
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, CA697KShares$18.8 Million0.0% of portfolio
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Orion Portfolio Solutions, LLC474KShares$12.8 Million0.13% of portfolio
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Envestnet Asset Management Inc361KShares$9.74 Million0.0% of portfolio
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Clear Creek Financial Management, LLC331KShares$8.94 Million1.01% of portfolio
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Astor Investment Management LLC327KShares$8.81 Million5.85% of portfolio
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Lpl Financial LLC Fort Mill, SC326KShares$8.8 Million0.0% of portfolio
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Peak Financial Advisors LLC315KShares$8.49 Million5.16% of portfolio
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High Tower Advisors, LLC Chicago, IL239KShares$6.45 Million0.01% of portfolio
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Beacon Capital Management, Inc.187KShares$5.03 Million0.21% of portfolio
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Longview Financial Advisors, Inc. Huntsville, AL156KShares$4.22 Million3.51% of portfolio