Simplify Exch Traded Fds Simpl CTA
Institutional shares held
18.2 Million
11K
calls
16.1K
puts
Total value of holdings
$492M
$297K
calls
$435K
puts
# of Institutions
174
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-
Bank Of America Corp Charlotte, NC1.71MShares$46.4 Million0.0% of portfolio
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Ae Wealth Management LLC972KShares$26.3 Million0.28% of portfolio
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Lpl Financial LLC Fort Mill, SC744KShares$20.1 Million0.01% of portfolio
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Beacon Capital Management, LLC721KShares$19.5 Million3.5% of portfolio
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High Tower Advisors, LLC Chicago, IL706KShares$19.1 Million0.03% of portfolio
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Pasadena Private Wealth, LLC Pasadena, CA541KShares$14.6 Million3.36% of portfolio
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Peak Financial Advisors LLC540KShares$14.6 Million9.58% of portfolio
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Envestnet Asset Management Inc459KShares$12.4 Million0.0% of portfolio
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Private Advisor Group, LLC427KShares$11.5 Million0.08% of portfolio
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Orion Portfolio Solutions, LLC423KShares$11.4 Million0.14% of portfolio