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NVDA   844.97 (+0.55%)
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NIO   4.02 (+2.81%)
BABA   68.99 (+0.25%)
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MU   112.69 (-3.13%)
GE   154.24 (-0.92%)
CGC   7.98 (+22.96%)
DIS   112.94 (+0.00%)
AMC   2.89 (-3.02%)
PFE   25.29 (-0.51%)
PYPL   62.09 (-1.85%)
XOM   118.39 (-0.20%)
QQQ   423.56 (-0.54%)
AAPL   166.76 (-0.74%)
MSFT   406.11 (-1.39%)
META   504.49 (+2.09%)
GOOGL   156.47 (+0.64%)
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NVDA   844.97 (+0.55%)
AMD   153.75 (-0.18%)
NIO   4.02 (+2.81%)
BABA   68.99 (+0.25%)
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MU   112.69 (-3.13%)
GE   154.24 (-0.92%)
CGC   7.98 (+22.96%)
DIS   112.94 (+0.00%)
AMC   2.89 (-3.02%)
PFE   25.29 (-0.51%)
PYPL   62.09 (-1.85%)
XOM   118.39 (-0.20%)
QQQ   423.56 (-0.54%)
AAPL   166.76 (-0.74%)
MSFT   406.11 (-1.39%)
META   504.49 (+2.09%)
GOOGL   156.47 (+0.64%)
AMZN   179.02 (-1.25%)
TSLA   149.66 (-3.72%)
NVDA   844.97 (+0.55%)
AMD   153.75 (-0.18%)
NIO   4.02 (+2.81%)
BABA   68.99 (+0.25%)
T   16.22 (+0.62%)
F   12.02 (-0.17%)
MU   112.69 (-3.13%)
GE   154.24 (-0.92%)
CGC   7.98 (+22.96%)
DIS   112.94 (+0.00%)
AMC   2.89 (-3.02%)
PFE   25.29 (-0.51%)
PYPL   62.09 (-1.85%)
XOM   118.39 (-0.20%)

Simplify Macro Strategy ETF (FIG) Institutional Ownership

$22.85
-0.17 (-0.74%)
(As of 11:05 AM ET)

Institutional Ownership Changes (13F Filings) for Simplify Macro Strategy ETF (NYSEARCA:FIG)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$18.77M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.99M
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FIG Institutional Buying and Selling by Quarter

Simplify Macro Strategy ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/15/2024OLD Mission Capital LLC14,918$342K0.0%N/A0.728%
2/9/2024Cambridge Investment Research Advisors Inc.10,795$248K0.0%+7.7%0.527%
2/7/2024Avantax Advisory Services Inc.42,858$983K0.0%+38.6%2.091%
11/13/2023Kestra Advisory Services LLC14,570$328K0.0%-5.1%0.711%
11/8/2023Avantax Advisory Services Inc.30,924$696K0.0%N/A1.508%
10/24/2023Cambridge Investment Research Advisors Inc.10,026$226K0.0%-92.5%0.489%
8/21/2023Osaic Holdings Inc.1,621$38K0.0%N/A0.079%
8/15/2023Wealthsource Partners LLC110,709$2.58M0.2%-0.8%5.400%
8/15/2023Citadel Advisors LLC10,952$256K0.0%N/A0.534%
8/11/2023Kestra Advisory Services LLC15,346$358K0.0%-3.0%0.749%
8/10/2023Osaic Holdings Inc.1,621$38K0.0%N/A0.079%
8/10/2023Private Advisor Group LLC12,749$298K0.0%N/A0.622%
7/31/2023Lionsbridge Wealth Management LLC34,521$806K0.7%-8.8%1.569%
7/13/2023Cambridge Investment Research Advisors Inc.133,051$3.11M0.0%-1.3%6.048%
7/11/2023 Peak Financial Advisors LLC229,983$5.37M4.2%N/A10.454%
5/12/2023OLD Mission Capital LLC11,788$277K0.0%N/A0.706%
5/11/2023Cambridge Investment Research Advisors Inc.134,744$3.16M0.0%-1.8%8.069%
5/10/2023Herr Investment Group LLC475,006$11.15M0.8%N/A28.443%
5/9/2023Lionsbridge Wealth Management LLC37,862$889K0.8%+3.3%2.267%
4/12/2023 Worth Asset Management LLC7,968$187K0.1%-8.0%0.477%
2/15/2023Toroso Investments LLC9,065$211K0.0%N/A0.925%
2/10/2023Wealthsource Partners LLC123,011$2.87M0.2%+12.5%12.552%
2/8/2023UBS Group AG1,341$31K0.0%N/A0.137%
2/8/2023Cambridge Investment Research Advisors Inc.137,271$3.20M0.0%+2.8%14.007%
2/7/2023Lionsbridge Wealth Management LLC36,650$855K0.8%N/A3.740%
1/31/2023Kestra Advisory Services LLC15,825$369K0.0%N/A1.615%
1/13/2023 Worth Asset Management LLC8,661$202K0.1%+24.9%0.912%
(Data available from 1/1/2016 forward)

FIG Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of FIG shares?

During the previous two years, 14 institutional investors and hedge funds held shares of Simplify Macro Strategy ETF. The most heavily invested institutionals were Herr Investment Group LLC ($11.15M), Peak Financial Advisors LLC ($5.37M), Wealthsource Partners LLC ($2.58M), Avantax Advisory Services Inc. ($983K), Lionsbridge Wealth Management LLC ($806K), OLD Mission Capital LLC ($342K), and Kestra Advisory Services LLC ($328K).Learn more on FIG's institutional investors.

Which institutional investors have been buying Simplify Macro Strategy ETF stock?

Of the 14 institutional investors that purchased Simplify Macro Strategy ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Herr Investment Group LLC ($475.01K), Peak Financial Advisors LLC ($229.98K), Avantax Advisory Services Inc. ($42.86K), Lionsbridge Wealth Management LLC ($37.86K), OLD Mission Capital LLC ($26.71K), Kestra Advisory Services LLC ($15.83K), and Wealthsource Partners LLC ($13.72K).

How much institutional buying is happening at Simplify Macro Strategy ETF?

Institutional investors have bought a total of 885,558 shares in the last 24 months. This purchase volume represents approximately $20.69M in transactions.

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

The following institutional investors have sold Simplify Macro Strategy ETF stock in the last 24 months: Cambridge Investment Research Advisors Inc. ($127.25K), Lionsbridge Wealth Management LLC ($3.34K), Kestra Advisory Services LLC ($1.25K), Wealthsource Partners LLC ($911.00), and Worth Asset Management LLC ($693.00).

How much institutional selling is happening at Simplify Macro Strategy ETF?

Institutional investors have sold a total of 133,442 shares in the last 24 months. This volume of shares sold represents approximately $3.01M in transactions.


This page (NYSEARCA:FIG) was last updated on 4/18/2024 by MarketBeat.com Staff

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