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 |
|---|---|---|---|---|---|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
21,709
shares
|
$630,646
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
20,618
shares
|
$598,952
0.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
19,975
shares
|
$580,273
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jan 14, 2025 Q4 2024 |
19,849
shares
|
$576,613
0.11% of portfolio
|
Q4 2024
Added 29.33%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
19,100
shares
|
$554,855
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$551,281
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
18,643
shares
|
$541,579
0.12% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,352
shares
|
$533,125
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
17,336
shares
|
$503,610
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
16,562
shares
|
$481,126
0.15% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
16,354
shares
|
$475,083
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,061
shares
|
$466,572
0.0% of portfolio
|
Q4 2024
Added 8.68%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,501
shares
|
$450,304
0.0% of portfolio
|
Q4 2024
Added 31.86%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
15,050
shares
|
$437,202
0.02% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,860
shares
|
$431,683
0.0% of portfolio
|
Q3 2024
Added 3862.67%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,453
shares
|
$419,859
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,622
shares
|
$395,719
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,438
shares
|
$390,373
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Feb 04, 2025 Q4 2024 |
12,755
shares
|
$370,532
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
12,349
shares
|
$358,738
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,280
shares
|
$356,734
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,001
shares
|
$348,629
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,792
shares
|
$342,557
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
11,464
shares
|
$333,029
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,158
shares
|
$324,139
0.07% of portfolio
|
Q4 2024
New holding
|