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 75 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $92.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,464
shares
|
$639,394
0.0% of portfolio
|
Q3 2024
Added 31.55%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
21,595
shares
|
$588,463
0.03% of portfolio
|
Q2 2024
Added 67.26%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
20,585
shares
|
$560,941
0.12% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,649
shares
|
$535,435
0.0% of portfolio
|
Q2 2024
Reduced 19.68%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
19,541
shares
|
$532,492
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$517,123
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
17,068
shares
|
$465,103
0.0% of portfolio
|
Q2 2024
Added 507.62%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
16,821
shares
|
$458,372
0.0% of portfolio
|
Q2 2024
Reduced 1.23%
|
|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
16,727
shares
|
$455,810
0.0% of portfolio
|
Q2 2024
Added 7.98%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
16,393
shares
|
$446,709
0.01% of portfolio
|
Q2 2024
Added 13.82%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
15,347
shares
|
$418,205
0.08% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,778
shares
|
$402,700
0.0% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,438
shares
|
$366,185
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 15, 2024 Q2 2024 |
13,057
shares
|
$355,803
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
12,349
shares
|
$336,510
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
12,283
shares
|
$334,711
0.05% of portfolio
|
Q3 2024
Reduced 71.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,001
shares
|
$327,027
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,756
shares
|
$320,351
0.0% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
11,720
shares
|
$319,370
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
11,572
shares
|
$315,337
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,984
shares
|
$299,314
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ironsides Asset Advisors, LLC
Rocky Mount, NC |
Aug 14, 2024 Q2 2024 |
8,990
shares
|
$244,977
0.08% of portfolio
|
Q2 2024
Reduced 15.11%
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
8,316
shares
|
$226,611
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$216,147
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
7,850
shares
|
$213,912
0.01% of portfolio
|
Q2 2024
Reduced 58.79%
|