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 197 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
234,131
shares
|
$6.42 Million
0.01% of portfolio
|
Q2 2025
Added 764.18%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
220,239
shares
|
$6.04 Million
0.05% of portfolio
|
Q2 2025
Added 8.43%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
215,027
shares
|
$5.9 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
214,147
shares
|
$5.87 Million
0.07% of portfolio
|
Q2 2025
Added 21.12%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
207,438
shares
|
$5.69 Million
0.71% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
205,019
shares
|
$5.62 Million
2.1% of portfolio
|
Q2 2025
Added 26.32%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
199,895
shares
|
$5.48 Million
0.25% of portfolio
|
Q2 2025
Added 4.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Jul 11, 2025 Q2 2025 |
195,651
shares
|
$5.37 Million
2.36% of portfolio
|
Q2 2025
Added 30470.47%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jul 15, 2025 Q2 2025 |
192,050
shares
|
$5.27 Million
1.59% of portfolio
|
Q1 2025
Added 320.8%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Jul 30, 2025 Q2 2025 |
187,965
shares
|
$5.16 Million
4.27% of portfolio
|
Q2 2025
Reduced 5.27%
|
|
|
Beacon Capital Management, Inc.
|
Sep 04, 2025 Q2 2025 |
186,965
shares
|
$5.13 Million
0.27% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Aug 07, 2025 Q2 2025 |
182,167
shares
|
$5 Million
2.94% of portfolio
|
Q2 2025
Added 2.88%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
164,441
shares
|
$4.51 Million
0.01% of portfolio
|
Q2 2025
Added 43.34%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
163,635
shares
|
$4.49 Million
3.67% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
162,917
shares
|
$4.47 Million
0.61% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Jul 24, 2025 Q2 2025 |
157,465
shares
|
$4.32 Million
2.39% of portfolio
|
Q2 2025
Added 103.26%
|
|
|
Ignite Planners, LLC
|
Aug 08, 2025 Q2 2025 |
142,359
shares
|
$3.9 Million
0.73% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
140,635
shares
|
$3.86 Million
0.39% of portfolio
|
Q2 2025
Added 13.11%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
137,103
shares
|
$3.76 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Aug 06, 2025 Q2 2025 |
135,791
shares
|
$3.72 Million
0.36% of portfolio
|
Q2 2025
Added 11.79%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
128,985
shares
|
$3.54 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.95%
|
|
|
Clear Creek Financial Management, LLC
|
Jul 23, 2025 Q2 2025 |
125,998
shares
|
$3.46 Million
0.35% of portfolio
|
Q2 2025
Reduced 62.37%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
125,526
shares
|
$3.44 Million
0.0% of portfolio
|
Q2 2025
Added 38.53%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
122,866
shares
|
$3.37 Million
0.17% of portfolio
|
Q2 2025
Added 43.31%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jul 22, 2025 Q2 2025 |
121,141
shares
|
$3.32 Million
0.08% of portfolio
|
Q2 2025
Added 0.77%
|