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 63 institutions that hold shares in the stock, with a total of 2.96 Million shares, which have been reported (via 13F filing form) to have a value of $77.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
487,816
shares
|
$12.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
Clear Creek Financial Management, LLC
|
Jul 25, 2024 Q2 2024 |
384,923
shares
|
$10.1 Million
1.28% of portfolio
|
Q2 2024
Added 2.67%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
286,957
shares
|
$7.55 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
Peak Financial Advisors LLC
|
Jul 12, 2024 Q2 2024 |
284,850
shares
|
$7.49 Million
5.54% of portfolio
|
Q2 2024
Added 4.48%
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
164,902
shares
|
$4.34 Million
3.38% of portfolio
|
Q2 2024
Added 0.57%
|
|
Miracle Mile Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
163,137
shares
|
$4.29 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
99,779
shares
|
$2.62 Million
0.44% of portfolio
|
Q2 2024
Added 1.81%
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
79,883
shares
|
$2.1 Million
0.16% of portfolio
|
Q2 2024
Reduced 38.1%
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
78,409
shares
|
$2.06 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
59,001
shares
|
$1.55 Million
0.02% of portfolio
|
Q2 2024
Added 63.71%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.55 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
56,353
shares
|
$1.48 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Sfg Wealth Management, Llc.
|
Jul 19, 2024 Q2 2024 |
51,074
shares
|
$1.34 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
43,829
shares
|
$1.15 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
42,656
shares
|
$1.12 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 15, 2024 Q2 2024 |
41,800
shares
|
$1.1 Million
0.97% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.09 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
40,735
shares
|
$1.07 Million
0.35% of portfolio
|
Q2 2024
Added 3.38%
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 16, 2024 Q2 2024 |
40,364
shares
|
$1.06 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
39,673
shares
|
$1.04 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
38,730
shares
|
$1.02 Million
0.1% of portfolio
|
Q2 2024
Added 56.61%
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 18, 2024 Q2 2024 |
36,089
shares
|
$949,140
0.79% of portfolio
|
Q2 2024
Added 25.34%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
23,586
shares
|
$620,311
0.0% of portfolio
|
Q2 2024
Added 179.95%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
21,595
shares
|
$567,948
0.03% of portfolio
|
Q2 2024
Added 67.26%
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
19,649
shares
|
$516,768
0.0% of portfolio
|
Q2 2024
Reduced 19.68%
|