Purchases and Sales Made in Q4 2025 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q4 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 08, 2026
Q4 2025
|
Independence Wealth Advisors, LLC
Independence, OH |
BUY
|
- |
890KNew |
$23.9M - $26M
|
890K
$24.3M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
592K+ 25.73% |
$15.9M - $17.3M
|
2.89M
$78.9M
|
|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
564KNew |
$15.2M - $16.5M
|
564K
$15.4M
|
|
|
Jan 08, 2026
Q4 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
140K+ 385.9% |
$3.77M - $4.1M
|
177K
$4.81M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
19.9K+ 53.05% |
$535K - $582K
|
57.5K
$1.57M
|
|
|
Jan 15, 2026
Q4 2025
|
Professional Financial Advisors, LLC
|
BUY
|
- |
12.1K+ 41.13% |
$325K - $353K
|
41.5K
$1.13M
|
|
|
Jan 02, 2026
Q4 2025
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
7.69K+ 25.14% |
$207K - $225K
|
38.3K
$1.04M
|
|
|
Jan 16, 2026
Q4 2025
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
6.1K+ 11.16% |
$164K - $178K
|
60.7K
$1.66M
|
|
|
Jan 08, 2026
Q4 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
5.73K+ 16.11% |
$154K - $167K
|
41.3K
$1.13M
|
|
|
Jan 08, 2026
Q4 2025
|
Pmv Capital Advisers, LLC
Dallas, TX |
BUY
|
- |
5.59K+ 4.47% |
$150K - $163K
|
131K
$3.57M
|
|
|
Jan 20, 2026
Q4 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
4.95K+ 1.7% |
$133K - $145K
|
297K
$8.1M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
4.76K+ 5.19% |
$128K - $139K
|
96.4K
$2.63M
|
|
|
Jan 12, 2026
Q4 2025
|
Peak Financial Advisors LLC
|
BUY
|
- |
2.41K+ 0.41% |
$64.7K - $70.3K
|
583K
$15.9M
|
|
|
Jan 05, 2026
Q4 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
2.32K+ 12.37% |
$62.4K - $67.8K
|
21.1K
$575K
|
|
|
Jan 21, 2026
Q4 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
2.18K+ 10.06% |
$58.5K - $63.6K
|
23.8K
$650K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
2.07K+ 1.7% |
$55.6K - $60.5K
|
124K
$3.38M
|
|
|
Jan 13, 2026
Q4 2025
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
2.05K+ 3.75% |
$55K - $59.7K
|
56.6K
$1.54M
|
|
|
Jan 20, 2026
Q4 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.16K+ 0.94% |
$31.2K - $33.9K
|
125K
$3.41M
|
|
|
Jan 15, 2026
Q4 2025
|
Archford Capital Strategies, LLC
|
BUY
|
- |
325+ 0.2% |
$8.74K - $9.49K
|
165K
$4.49M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
309+ 15.61% |
$8.31K - $9.03K
|
2.29K
$62.4K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
24+ 0.1% |
$645 - $701
|
24.8K
$676K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-174- 0.93% |
$4.68K - $5.08K
|
18.4K
$503K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-175- 0.38% |
$4.7K - $5.11K
|
45.9K
$1.25M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-196- 0.68% |
$5.27K - $5.73K
|
28.6K
$779K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-643- 6.97% |
$17.3K - $18.8K
|
8.58K
$234K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.21K- 5.9% |
$32.5K - $35.3K
|
19.3K
$526K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3.67K- 67.73% |
$98.7K - $107K
|
1.75K
$47.7K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
SELL
|
- |
-4.64K- 11.15% |
$125K - $135K
|
36.9K
$1.01M
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-7.07K- 18.53% |
$190K - $206K
|
31.1K
$847K
|
|
|
Jan 23, 2026
Q4 2025
|
R. W. Roge & Company, Inc.
Bohemia, NY |
SELL
|
- |
-8.76K- 7.47% |
$236K - $256K
|
108K
$2.96M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-12.5K- 23.83% |
$335K - $364K
|
39.8K
$1.09M
|
|
|
Jan 23, 2026
Q4 2025
|
Retirement Guys Formula LLC
|
SELL
|
- |
-17.9K- 28.73% |
$482K - $524K
|
44.5K
$1.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-23K- 25.63% |
$619K - $672K
|
66.8K
$1.82M
|
|
|
Jan 12, 2026
Q4 2025
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-97.2K- 89.77% |
$2.61M - $2.84M
|
11.1K
$302K
|
|
|
Jan 20, 2026
Q4 2025
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-126K- 89.85% |
$3.39M - $3.68M
|
14.2K
$388K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-208K- 65.29% |
$5.59M - $6.08M
|
111K
$3.02M
|
|