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 $256 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
679,605
shares
|
$20.2 Million
0.0% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
661,268
shares
|
$19.7 Million
0.18% of portfolio
|
Q4 2024
Added 589.23%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
465,421
shares
|
$13.9 Million
0.0% of portfolio
|
Q4 2024
Added 28.87%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
453,676
shares
|
$13.5 Million
0.13% of portfolio
|
Q4 2024
Reduced 4.36%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
420,341
shares
|
$12.5 Million
0.0% of portfolio
|
Q4 2024
Added 28.79%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
371,017
shares
|
$11 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
331,621
shares
|
$9.87 Million
1.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
324,683
shares
|
$9.66 Million
5.8% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
304,493
shares
|
$9.06 Million
5.94% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Feb 07, 2025 Q4 2024 |
281,631
shares
|
$8.38 Million
1.71% of portfolio
|
Q4 2024
Added 131.47%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
254,901
shares
|
$7.59 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
242,547
shares
|
$7.22 Million
0.01% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
186,965
shares
|
$5.56 Million
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Jan 31, 2025 Q4 2024 |
180,934
shares
|
$5.38 Million
1.1% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jan 31, 2025 Q4 2024 |
179,828
shares
|
$5.35 Million
3.95% of portfolio
|
Q4 2024
Added 6.34%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
169,391
shares
|
$5.04 Million
0.0% of portfolio
|
Q4 2024
Added 5466.58%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
162,107
shares
|
$4.82 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
147,872
shares
|
$4.4 Million
0.04% of portfolio
|
Q4 2024
Added 41.82%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
140,378
shares
|
$4.18 Million
0.22% of portfolio
|
Q4 2024
Added 159.39%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
123,740
shares
|
$3.68 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
|
$3.61 Million
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
112,831
shares
|
$3.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.21%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
112,498
shares
|
$3.35 Million
0.56% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
107,657
shares
|
$3.2 Million
1.38% of portfolio
|
Q4 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
100,874
shares
|
$3 Million
0.01% of portfolio
|
Q4 2024
New holding
|