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 108 institutions that hold shares in the stock, with a total of 7.19 Million shares, which have been reported (via 13F filing form) to have a value of $209 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
696,579
shares
|
$20.2 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
474,357
shares
|
$13.8 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
371,017
shares
|
$10.8 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
361,155
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 360.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
331,621
shares
|
$9.63 Million
1.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
326,374
shares
|
$9.48 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
324,683
shares
|
$9.43 Million
5.8% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
304,493
shares
|
$8.85 Million
5.94% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
281,631
shares
|
$8.18 Million
1.71% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
242,547
shares
|
$7.05 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
186,625
shares
|
$5.42 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
180,934
shares
|
$5.26 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
179,828
shares
|
$5.22 Million
3.95% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
162,107
shares
|
$4.71 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
147,872
shares
|
$4.3 Million
0.04% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
123,740
shares
|
$3.59 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Feb 06, 2025 Q4 2024 |
121,466
shares
|
$3.53 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
112,831
shares
|
$3.28 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
112,498
shares
|
$3.27 Million
0.56% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
107,657
shares
|
$3.13 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
95,943
shares
|
$2.79 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Feb 10, 2025 Q4 2024 |
90,804
shares
|
$2.64 Million
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
87,063
shares
|
$2.53 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
85,514
shares
|
$2.48 Million
0.03% of portfolio
|
Q3 2024
Added 51.75%
|
|
|
New York Life Investment Management LLC
New York, NY |
Feb 04, 2025 Q4 2024 |
84,812
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
Added 26.49%
|