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 102 institutions that hold shares in the stock, with a total of 5.87 Million shares, which have been reported (via 13F filing form) to have a value of $170 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,143
shares
|
$552,849
0.0% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
19,100
shares
|
$551,608
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$548,055
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,352
shares
|
$530,005
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
|
$500,663
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
16,354
shares
|
$472,303
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,860
shares
|
$429,156
0.0% of portfolio
|
Q3 2024
Added 3862.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,778
shares
|
$426,788
0.0% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,453
shares
|
$417,402
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,622
shares
|
$393,403
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,438
shares
|
$388,089
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,400
shares
|
$386,992
0.02% of portfolio
|
Q3 2024
Added 70.7%
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
12,349
shares
|
$356,639
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
12,001
shares
|
$346,588
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,792
shares
|
$340,552
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,756
shares
|
$339,513
0.0% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
11,720
shares
|
$338,473
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,499
shares
|
$332,091
0.0% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,984
shares
|
$317,217
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,500
shares
|
$303,240
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,235
shares
|
$295,586
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,083
shares
|
$291,197
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
9,547
shares
|
$275,717
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Jan 24, 2025 Q4 2024 |
9,104
shares
|
$262,923
0.05% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,898
shares
|
$256,974
0.09% of portfolio
|
Q3 2024
New holding
|