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 92 institutions that hold shares in the stock, with a total of 5.49 Million shares, which have been reported (via 13F filing form) to have a value of $155 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
|
$19.7 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
474,357
shares
|
$13.4 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.76%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
361,155
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Added 360.6%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
331,465
shares
|
$9.37 Million
1.01% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
326,615
shares
|
$9.24 Million
5.85% of portfolio
|
Q3 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
326,374
shares
|
$9.23 Million
0.0% of portfolio
|
Q3 2024
Added 13.74%
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
314,910
shares
|
$8.91 Million
5.16% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
239,038
shares
|
$6.76 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
186,625
shares
|
$5.28 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
156,321
shares
|
$4.42 Million
3.51% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Nov 12, 2024 Q3 2024 |
121,670
shares
|
$3.44 Million
0.7% of portfolio
|
Q3 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
120,296
shares
|
$3.4 Million
0.04% of portfolio
|
Q3 2024
Added 939.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
104,266
shares
|
$2.95 Million
0.03% of portfolio
|
Q3 2024
Added 144.43%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
95,943
shares
|
$2.71 Million
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Oct 31, 2024 Q3 2024 |
89,656
shares
|
$2.54 Million
0.41% of portfolio
|
Q3 2024
Reduced 10.15%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
87,218
shares
|
$2.47 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
85,514
shares
|
$2.42 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
|
$2.06 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
|
$1.9 Million
0.02% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.66 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
54,118
shares
|
$1.53 Million
0.08% of portfolio
|
Q3 2024
Reduced 32.25%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
49,903
shares
|
$1.41 Million
0.99% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Sfg Wealth Management, Llc.
|
Oct 31, 2024 Q3 2024 |
47,809
shares
|
$1.35 Million
0.69% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Nov 04, 2024 Q3 2024 |
45,175
shares
|
$1.28 Million
0.91% of portfolio
|
Q3 2024
Added 8.07%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 07, 2024 Q3 2024 |
44,646
shares
|
$1.26 Million
0.55% of portfolio
|
Q3 2024
New holding
|