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 |
|---|---|---|---|---|---|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
8,316
shares
|
$240,166
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$229,076
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
6,657
shares
|
$192,254
0.07% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
4,611
shares
|
$133,165
0.04% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,775
shares
|
$109,022
0.0% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3,266
shares
|
$94,322
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,043
shares
|
$87,881
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,039
shares
|
$87,766
0.0% of portfolio
|
Q3 2024
Reduced 39.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$83,752
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Jan 23, 2025 Q4 2024 |
2,841
shares
|
$82,048
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
2,575
shares
|
$74,366
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
2,255
shares
|
$65,124
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
1,574
shares
|
$45,457
0.0% of portfolio
|
Q4 2024
Added 214.8%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
1,174
shares
|
$33,905
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Nov 08, 2024 Q3 2024 |
1,023
shares
|
$29,544
0.0% of portfolio
|
Q3 2024
Added 29.99%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
909
shares
|
$26,251
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
680
shares
|
$19,638
0.01% of portfolio
|
Q4 2023
Reduced 88.69%
|
|
|
Global Trust Asset Management, LLC
|
Jan 17, 2025 Q4 2024 |
592
shares
|
$17,096
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 13, 2024 Q3 2024 |
471
shares
|
$13,602
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
425
shares
|
$12,274
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 22, 2025 Q4 2024 |
416
shares
|
$12,014
0.01% of portfolio
|
Q3 2024
Reduced 45.19%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
127
shares
|
$3,667
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
98
shares
|
$2,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
91
shares
|
$2,628
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
27
shares
|
$779
0.0% of portfolio
|
Q2 2024
Reduced 55.0%
|