Institutional Ownership Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA). We have compiled data on the 147 institutions that hold shares in the stock, with a total of 13.1 Million shares, which have been reported (via 13F filing form) to have a value of $367 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
972,082
shares
|
$27.3 Million
0.28% of portfolio
|
Q1 2025
Added 47.0%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
721,066
shares
|
$20.2 Million
3.5% of portfolio
|
Q1 2025
Added 94.35%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
679,605
shares
|
$19.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
458,565
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
453,676
shares
|
$12.7 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
427,004
shares
|
$12 Million
0.08% of portfolio
|
Q1 2025
Added 695.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
420,341
shares
|
$11.8 Million
0.0% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
334,813
shares
|
$9.39 Million
1.1% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
327,072
shares
|
$9.18 Million
6.23% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
310,696
shares
|
$8.72 Million
6.13% of portfolio
|
Q1 2025
Added 151.09%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
304,493
shares
|
$8.54 Million
5.94% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
290,509
shares
|
$8.15 Million
9.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
286,194
shares
|
$8.03 Million
9.9% of portfolio
|
Q1 2025
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
281,631
shares
|
$7.9 Million
1.71% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
266,550
shares
|
$7.48 Million
0.03% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
242,547
shares
|
$6.81 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
237,109
shares
|
$6.65 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
203,248
shares
|
$5.7 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
199,067
shares
|
$5.59 Million
0.72% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
198,428
shares
|
$5.57 Million
5.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
192,050
shares
|
$5.39 Million
1.85% of portfolio
|
Q1 2025
Added 320.8%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
186,965
shares
|
$5.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
180,934
shares
|
$5.08 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
177,069
shares
|
$4.97 Million
3.44% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
176,803
shares
|
$4.96 Million
0.07% of portfolio
|
Q1 2025
Added 56.7%
|