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 115 institutions that hold shares in the stock, with a total of 8.61 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,280
shares
|
$357,470
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,001
shares
|
$349,349
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,792
shares
|
$343,265
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
11,464
shares
|
$333,717
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,158
shares
|
$324,809
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,984
shares
|
$319,744
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,752
shares
|
$312,990
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
10,204
shares
|
$297,038
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$291,100
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,617
shares
|
$279,950
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
9,104
shares
|
$265,017
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
8,650
shares
|
$251,801
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Jan 29, 2025 Q4 2024 |
8,379
shares
|
$243,912
0.09% of portfolio
|
Q4 2024
Reduced 5.83%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Feb 03, 2025 Q4 2024 |
7,964
shares
|
$231,832
0.19% of portfolio
|
Q4 2024
Reduced 4.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,955
shares
|
$231,570
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$230,900
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
6,657
shares
|
$193,785
0.07% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
5,013
shares
|
$145,928
0.01% of portfolio
|
Q4 2024
Added 72.86%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,121
shares
|
$119,962
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3,266
shares
|
$95,073
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,039
shares
|
$88,465
0.0% of portfolio
|
Q3 2024
Reduced 39.44%
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,841
shares
|
$82,701
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Feb 14, 2025 Q4 2024 |
2,575
shares
|
$74,958
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,232
shares
|
$64,973
0.0% of portfolio
|
Q4 2024
Added 111500.0%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
1,986
shares
|
$57,812
0.0% of portfolio
|
Q4 2024
Added 94.13%
|