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Simplify Tail Risk Strategy ETF (CYA) Institutional Ownership

$0.51 +0.01 (+1.72%)
(As of 03/7/2024)

Institutional Ownership Changes (13F Filings) for Simplify Tail Risk Strategy ETF (NYSEARCA:CYA)

Number of
Institutional Buyers
(last 12 months)
2
Total
Institutional Inflows
(last 12 months)
$5.35M
Number of
Institutional Sellers
(last 12 months)
0
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CYA Institutional Buying and Selling by Quarter

Simplify Tail Risk Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/1/2024 Strata Wealth Advisors LLC133,511$27K0.0%N/A3.233%
12/5/2023 Austin Wealth Management LLC45,326$240K0.1%N/A1.097%
11/13/2023Wealthsource Partners LLC196,951$1.04M0.1%+185.3%4.769%
11/8/2023 Avantax Advisory Services Inc.18,090$96K0.0%N/A0.438%
10/30/2023 Arete Wealth Advisors LLC10,000$53K0.0%N/A0.242%
10/23/2023Commonwealth Equity Services LLC242,595$1.29M0.0%-6.8%5.874%
10/11/2023 AE Wealth Management LLC16,608$88K0.0%-97.7%0.402%
8/10/2023Commonwealth Equity Services LLC260,330$1.52M0.0%+28.1%6.303%
8/3/2023 Great Lakes Retirement Inc.35,285$207K0.0%N/A1.928%
7/20/2023 Authentikos Wealth Advisory LLC17,465$102K0.1%N/A0.954%
7/10/2023 B.O.S.S. Retirement Advisors LLC48,252$282K0.1%N/A2.637%
7/10/2023 AE Wealth Management LLC718,726$4.20M0.0%N/A39.275%
5/3/2023 Integrated Wealth Concepts LLC84,282$784K0.0%-12.6%4.483%
3/6/2023 OLD Mission Capital LLC21,029$246K0.0%+27.0%1.119%
2/13/2023 Integrated Wealth Concepts LLC96,476$1.13M0.0%-67.6%5.132%
2/10/2023Wealthsource Partners LLC71,652$838K0.1%-15.9%3.811%
11/16/2022Wealthsource Partners LLC85,160$1.96M0.1%+309.6%2.815%
11/15/2022Commonwealth Equity Services LLC176,254$4.05M0.0%+152.5%4.299%
11/14/2022 Wolverine Trading LLC9,385$208K0.0%N/A0.229%
11/14/2022 OLD Mission Capital LLC16,554$381K0.0%N/A0.404%
11/10/2022 Envestnet Asset Management Inc.530,717$12.21M0.0%+3.1%12.944%
11/9/2022 Zurcher Kantonalbank Zurich Cantonalbank2,881$63K0.0%N/A0.070%
10/20/2022 WJ Interests LLC319,510$7.35M6.6%+6.1%8.193%
10/13/2022 GFS Advisors LLC67,500$1.55M0.4%+70.9%1.731%
8/11/2022Wealthsource Partners LLC20,791$416K0.0%N/A0.457%
8/10/2022 Trek Financial LLC17,124$343K0.0%-72.0%0.376%
8/8/2022 Integrated Wealth Concepts LLC261,136$5.23M0.2%+292.7%5.739%
8/3/2022 Envestnet Asset Management Inc.514,713$10.31M0.0%-13.6%11.312%
7/19/2022Commonwealth Equity Services LLC69,798$1.40M0.0%N/A1.317%
7/19/2022 GFS Advisors LLC39,500$791K0.2%N/A0.745%
5/12/2022 Integrated Wealth Concepts LLC66,497$1.34M0.0%N/A1.762%
5/12/2022 HighTower Advisors LLC564,403$11.39M0.0%N/A14.951%
5/10/2022 Trek Financial LLC61,132$1.23M0.1%+461.0%1.619%
5/10/2022Cannell & Co.21,000$424K0.0%N/A0.575%
5/4/2022 Envestnet Asset Management Inc.595,717$12.02M0.0%N/A16.663%
2/11/2022 Life Planning Partners Inc2,880$69K0.1%N/A0.091%
1/19/2022 Trek Financial LLC10,896$260K0.0%N/A0.490%
11/12/2021 OLD Mission Capital LLC44,488$1.10M0.0%N/A4.810%
10/29/2021Commonwealth Equity Services LLC12,106$299K0.0%N/A1.513%
(Data available from 1/1/2016 forward)

CYA Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CYA shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Simplify Tail Risk Strategy ETF. The most heavily invested institutionals were Commonwealth Equity Services LLC ($1.29M), Wealthsource Partners LLC ($1.04M), Integrated Wealth Concepts LLC ($784K), B.O.S.S. Retirement Advisors LLC ($282K), OLD Mission Capital LLC ($246K), Austin Wealth Management LLC ($240K), and Great Lakes Retirement Inc. ($207K).Learn more on CYA's institutional investors.

Which institutional investors have been buying Simplify Tail Risk Strategy ETF stock?

Of the 11 institutional investors that purchased Simplify Tail Risk Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: AE Wealth Management LLC ($718.73K), Strata Wealth Advisors LLC ($133.51K), Wealthsource Partners LLC ($127.93K), Commonwealth Equity Services LLC ($57.17K), B.O.S.S. Retirement Advisors LLC ($48.25K), Austin Wealth Management LLC ($45.33K), and Great Lakes Retirement Inc. ($35.29K).

How much institutional buying is happening at Simplify Tail Risk Strategy ETF?

Institutional investors have bought a total of 1,216,222 shares in the last 24 months. This purchase volume represents approximately $125.35M in transactions.

Which Simplify Tail Risk Strategy ETF major shareholders have been selling company stock?

The following institutional investors have sold Simplify Tail Risk Strategy ETF stock in the last 24 months: AE Wealth Management LLC ($702.12K), Integrated Wealth Concepts LLC ($213.13K), Commonwealth Equity Services LLC ($17.74K), and Wealthsource Partners LLC ($13.51K).

How much institutional selling is happening at Simplify Tail Risk Strategy ETF?

Institutional investors have sold a total of 946,487 shares in the last 24 months. This volume of shares sold represents approximately $128.71M in transactions.



This page (NYSEARCA:CYA) was last updated on 11/21/2024 by MarketBeat.com Staff
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