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)
10
Total
Institutional Inflows
(last 12 months)
$124.31M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$76.30M
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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%
12/5/2023Austin Wealth Management LLC45,326$240K0.1%N/A1.097%
11/13/2023Wealthsource Partners LLC196,951$1.04M0.1%+185.3%4.769%
11/8/2023Avantax Advisory Services Inc.18,090$96K0.0%N/A0.438%
10/30/2023Arete Wealth Advisors LLC10,000$53K0.0%N/A0.242%
10/23/2023Commonwealth Equity Services LLC242,595$1.29M0.0%-6.8%5.874%
10/11/2023AE Wealth Management LLC16,608$88K0.0%-97.7%0.402%
8/10/2023Commonwealth Equity Services LLC260,330$1.52M0.0%+28.1%6.303%
8/3/2023Great Lakes Retirement Inc.35,285$207K0.0%N/A1.928%
7/20/2023Authentikos 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%
7/10/2023AE Wealth Management LLC718,726$4.20M0.0%N/A39.275%
5/3/2023Integrated Wealth Concepts LLC84,282$784K0.0%-12.6%4.483%
3/6/2023OLD Mission Capital LLC21,029$246K0.0%+27.0%1.119%
2/13/2023Integrated 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%
11/14/2022Wolverine Trading LLC9,385$208K0.0%N/A0.229%
11/14/2022OLD Mission Capital LLC16,554$381K0.0%N/A0.404%
11/10/2022Envestnet 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%
8/10/2022Trek Financial LLC17,124$343K0.0%-72.0%0.376%
8/8/2022Integrated Wealth Concepts LLC261,136$5.23M0.2%+292.7%5.739%
8/3/2022Envestnet 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%
5/12/2022Integrated Wealth Concepts LLC66,497$1.34M0.0%N/A1.762%
5/12/2022 HighTower Advisors LLC564,403$11.39M0.0%N/A14.951%
5/10/2022Trek Financial LLC61,132$1.23M0.1%+461.0%1.619%
5/10/2022Cannell & Co.21,000$424K0.0%N/A0.575%
5/4/2022Envestnet Asset Management Inc.595,717$12.02M0.0%N/A16.663%
2/11/2022 Life Planning Partners Inc2,880$69K0.1%N/A0.091%
1/19/2022Trek Financial LLC10,896$260K0.0%N/A0.490%
11/12/2021OLD 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, 20 institutional investors and hedge funds held shares of Simplify Tail Risk Strategy ETF. The most heavily invested institutionals were Envestnet Asset Management Inc. ($12.21M), HighTower Advisors LLC ($11.39M), WJ Interests LLC ($7.35M), GFS Advisors LLC ($1.55M), Commonwealth Equity Services LLC ($1.29M), Wealthsource Partners LLC ($1.04M), and Integrated Wealth Concepts LLC ($784K).Learn more on CYA's institutional investors.

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

Of the 20 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), HighTower Advisors LLC ($564.40K), Integrated Wealth Concepts LLC ($261.14K), Commonwealth Equity Services LLC ($233.42K), Wealthsource Partners LLC ($213.09K), Strata Wealth Advisors LLC ($133.51K), and GFS Advisors LLC ($67.50K).

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

Institutional investors have bought a total of 2,505,014 shares in the last 24 months. This purchase volume represents approximately $659.17M 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), Envestnet Asset Management Inc. ($81.00K), Trek Financial LLC ($44.01K), 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 1,071,499 shares in the last 24 months. This volume of shares sold represents approximately $178.79M in transactions.


This page (NYSEARCA:CYA) was last updated on 5/8/2024 by MarketBeat.com Staff

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