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 103 institutions that hold shares in the stock, with a total of 6.41 Million shares, which have been reported (via 13F filing form) to have a value of $183 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
696,579
shares
|
$19.9 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
474,357
shares
|
$13.5 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Beacon Capital Management, LLC
|
Jan 30, 2025 Q4 2024 |
371,017
shares
|
$10.6 Million
1.66% of portfolio
|
Q4 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
361,155
shares
|
$10.3 Million
0.0% of portfolio
|
Q3 2024
Added 360.6%
|
|
|
Clear Creek Financial Management, LLC
|
Jan 23, 2025 Q4 2024 |
331,621
shares
|
$9.45 Million
1.05% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
326,374
shares
|
$9.3 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Peak Financial Advisors LLC
|
Jan 14, 2025 Q4 2024 |
324,683
shares
|
$9.25 Million
5.8% of portfolio
|
Q4 2024
Added 3.1%
|
|
|
Astor Investment Management LLC
|
Jan 22, 2025 Q4 2024 |
304,493
shares
|
$8.68 Million
5.94% of portfolio
|
Q4 2024
Reduced 6.77%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
239,038
shares
|
$6.81 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
186,625
shares
|
$5.32 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 31, 2025 Q4 2024 |
162,107
shares
|
$4.62 Million
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
156,321
shares
|
$4.46 Million
3.51% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
123,740
shares
|
$3.53 Million
2.39% of portfolio
|
Q4 2024
New holding
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
121,670
shares
|
$3.47 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
120,296
shares
|
$3.43 Million
0.04% of portfolio
|
Q3 2024
Added 939.54%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Jan 14, 2025 Q4 2024 |
112,498
shares
|
$3.21 Million
0.56% of portfolio
|
Q4 2024
Added 25.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
104,266
shares
|
$2.97 Million
0.03% of portfolio
|
Q3 2024
Added 144.43%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
95,943
shares
|
$2.73 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
87,063
shares
|
$2.48 Million
0.05% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
85,514
shares
|
$2.44 Million
0.03% of portfolio
|
Q3 2024
Added 51.75%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
72,998
shares
|
$2.08 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
67,051
shares
|
$1.91 Million
0.02% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 15, 2025 Q4 2024 |
61,867
shares
|
$1.76 Million
0.05% of portfolio
|
Q4 2024
Added 110.75%
|
|
|
Sfg Wealth Management, Llc.
|
Jan 16, 2025 Q4 2024 |
60,869
shares
|
$1.73 Million
0.93% of portfolio
|
Q4 2024
Added 27.32%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.67 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|