Simplify Exch Traded Fds Simpl CTA
Institutional shares held
23.7 Million
36.9K
calls
15.6K
puts
Total value of holdings
$638M
$994K
calls
$420K
puts
# of Institutions
197
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, LLC2.38MShares$64.1 Million0.22% of portfolio
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Bank Of America Corp Charlotte, NC1.73MShares$46.6 Million0.0% of portfolio
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Ae Wealth Management LLC1.2MShares$32.3 Million0.27% of portfolio
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Boothe Investment Group, Inc. Dover, DE1.09MShares$29.4 Million12.64% of portfolio
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Lpl Financial LLC Fort Mill, SC854KShares$23 Million0.01% of portfolio
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Beacon Capital Management, LLC743KShares$20 Million3.16% of portfolio
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Private Advisor Group, LLC649KShares$17.5 Million0.1% of portfolio
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Pasadena Private Wealth, LLC Pasadena, CA642KShares$17.3 Million3.43% of portfolio
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Envestnet Asset Management Inc635KShares$17.1 Million0.01% of portfolio
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Peak Financial Advisors LLC540KShares$14.6 Million9.58% of portfolio