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 |
|---|---|---|---|---|---|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Feb 03, 2025 Q4 2024 |
75,005
shares
|
$2.18 Million
0.64% of portfolio
|
Q4 2024
Added 2.75%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
61,867
shares
|
$1.8 Million
0.05% of portfolio
|
Q4 2024
Added 110.75%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
60,869
shares
|
$1.77 Million
0.93% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.71 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
54,118
shares
|
$1.57 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
53,675
shares
|
$1.56 Million
0.01% of portfolio
|
Q4 2024
Added 128.75%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
51,235
shares
|
$1.49 Million
0.4% of portfolio
|
Q4 2024
Added 15.3%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
46,782
shares
|
$1.36 Million
1.06% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 13, 2025 Q4 2024 |
45,639
shares
|
$1.33 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
44,646
shares
|
$1.3 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
41,892
shares
|
$1.22 Million
0.04% of portfolio
|
Q3 2024
Added 93.99%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.21 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,730
shares
|
$1.18 Million
0.11% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
40,698
shares
|
$1.18 Million
0.56% of portfolio
|
Q2 2024
Reduced 25.43%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Feb 03, 2025 Q4 2024 |
39,987
shares
|
$1.16 Million
0.83% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 17, 2025 Q4 2024 |
39,000
shares
|
$1.13 Million
0.83% of portfolio
|
Q4 2024
Reduced 13.67%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2025 Q4 2024 |
38,533
shares
|
$1.12 Million
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,962
shares
|
$986,596
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
33,824
shares
|
$982,587
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
32,836
shares
|
$953,885
0.66% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
32,090
shares
|
$932,214
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
29,306
shares
|
$851,339
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,321
shares
|
$822,725
0.03% of portfolio
|
Q3 2024
Added 2153.06%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
27,251
shares
|
$791,641
0.02% of portfolio
|
Q4 2024
Added 39.46%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$668,150
0.0% of portfolio
|
Q3 2024
Added 666.67%
|