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 202 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Empirical Asset Management, LLC
|
Nov 10, 2025 Q3 2025 |
57,724
shares
|
$1.57 Million
0.45% of portfolio
|
Q3 2025
New holding
|
|
|
Darwin Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
57,463
shares
|
$1.57 Million
0.55% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Oct 08, 2025 Q3 2025 |
55,915
shares
|
$1.52 Million
0.1% of portfolio
|
Q3 2025
Reduced 13.56%
|
|
|
Aries Wealth Management
|
Nov 10, 2025 Q3 2025 |
55,091
shares
|
$1.5 Million
0.38% of portfolio
|
Q3 2025
Reduced 0.7%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 17, 2025 Q3 2025 |
54,720
shares
|
$1.49 Million
0.11% of portfolio
|
Q3 2025
Added 24.46%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Oct 27, 2025 Q3 2025 |
54,640
shares
|
$1.49 Million
0.83% of portfolio
|
Q3 2025
Added 10.41%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
54,602
shares
|
$1.49 Million
0.86% of portfolio
|
Q3 2025
Added 6.71%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Nov 14, 2025 Q3 2025 |
54,589
shares
|
$1.49 Million
1.05% of portfolio
|
Q3 2025
Added 16.86%
|
|
|
Delta Investment Management, LLC
|
Oct 20, 2025 Q3 2025 |
54,075
shares
|
$1.47 Million
0.35% of portfolio
|
Q3 2025
Added 53.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
52,280
shares
|
$1.43 Million
0.02% of portfolio
|
Q3 2025
Added 11.49%
|
|
|
Latitude Advisors, LLC
|
Oct 30, 2025 Q3 2025 |
48,525
shares
|
$1.32 Million
0.75% of portfolio
|
Q3 2025
Added 447.44%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
48,475
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
48,087
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2025
Reduced 12.99%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
47,074
shares
|
$1.28 Million
0.01% of portfolio
|
Q3 2025
Added 27.45%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Nov 05, 2025 Q3 2025 |
46,778
shares
|
$1.28 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
46,038
shares
|
$1.26 Million
0.48% of portfolio
|
Q3 2025
Added 8.15%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Nov 05, 2025 Q3 2025 |
45,603
shares
|
$1.24 Million
0.31% of portfolio
|
Q3 2025
Reduced 4.94%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Oct 15, 2025 Q3 2025 |
44,572
shares
|
$1.22 Million
0.7% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
43,339
shares
|
$1.18 Million
0.0% of portfolio
|
Q3 2025
Reduced 65.47%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
41,869
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2025
Reduced 50.08%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Nov 12, 2025 Q3 2025 |
41,577
shares
|
$1.13 Million
0.3% of portfolio
|
Q3 2025
Reduced 0.51%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
41,567
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2025
Added 16.25%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.13 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
40,083
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Oct 02, 2025 Q3 2025 |
38,143
shares
|
$1.04 Million
0.27% of portfolio
|
Q3 2025
Reduced 3.72%
|
|