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 203 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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
2,611,640
shares
|
$71.2 Million
0.22% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
2,300,749
shares
|
$62.7 Million
0.11% of portfolio
|
Q3 2025
Added 2620.33%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Oct 27, 2025 Q3 2025 |
1,572,122
shares
|
$42.9 Million
18.37% of portfolio
|
Q3 2025
Added 44.01%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
923,921
shares
|
$25.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.52%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
890,432
shares
|
$24.3 Million
0.18% of portfolio
|
Q3 2025
Reduced 25.73%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
832,631
shares
|
$22.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
776,298
shares
|
$21.2 Million
2.92% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
703,613
shares
|
$19.2 Million
0.01% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
643,499
shares
|
$17.5 Million
0.1% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Peak Financial Advisors LLC
|
Oct 08, 2025 Q3 2025 |
580,773
shares
|
$15.8 Million
10.09% of portfolio
|
Q3 2025
Added 7.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
565,447
shares
|
$15.4 Million
0.02% of portfolio
|
Q3 2025
Added 8.26%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
526,143
shares
|
$14.3 Million
0.13% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 05, 2025 Q3 2025 |
499,820
shares
|
$13.6 Million
0.13% of portfolio
|
Q3 2025
Added 55.79%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2025 Q3 2025 |
496,936
shares
|
$13.6 Million
2.32% of portfolio
|
Q3 2025
Reduced 33.14%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 05, 2025 Q3 2025 |
491,278
shares
|
$13.4 Million
2.51% of portfolio
|
Q3 2025
Added 24.11%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
423,211
shares
|
$11.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Beacon Capital Management, Inc.
|
Oct 16, 2025 Q3 2025 |
415,132
shares
|
$11.3 Million
0.6% of portfolio
|
Q3 2025
Added 122.04%
|
|
|
Abbington Investment Group
Westport, CT |
Oct 23, 2025 Q3 2025 |
404,893
shares
|
$11 Million
9.7% of portfolio
|
Q3 2025
New holding
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Nov 05, 2025 Q3 2025 |
362,878
shares
|
$9.9 Million
2.31% of portfolio
|
Q3 2025
Added 5.88%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
355,570
shares
|
$9.7 Million
0.01% of portfolio
|
Q3 2025
Added 9.36%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Oct 23, 2025 Q3 2025 |
351,711
shares
|
$9.59 Million
1.72% of portfolio
|
Q3 2025
Reduced 45.25%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
342,194
shares
|
$9.33 Million
0.0% of portfolio
|
Q3 2025
Added 59.14%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
338,748
shares
|
$9.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
331,136
shares
|
$9.03 Million
0.06% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 09, 2025 Q3 2025 |
318,622
shares
|
$8.69 Million
0.27% of portfolio
|
Q3 2025
Added 0.33%
|