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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
44,435
shares
|
$1.26 Million
0.32% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
41,892
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 93.99%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.17 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
40,730
shares
|
$1.15 Million
0.11% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Nov 12, 2024 Q3 2024 |
40,698
shares
|
$1.15 Million
0.56% of portfolio
|
Q2 2024
Reduced 25.43%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
39,874
shares
|
$1.13 Million
0.75% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
33,962
shares
|
$960,445
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
32,125
shares
|
$908,495
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
30,011
shares
|
$848,711
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
30,011
shares
|
$848,711
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 04, 2024 Q3 2024 |
29,355
shares
|
$830,159
0.02% of portfolio
|
Q3 2024
Added 79.07%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
28,321
shares
|
$800,917
0.03% of portfolio
|
Q3 2024
Added 2153.06%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
23,464
shares
|
$663,561
0.0% of portfolio
|
Q3 2024
Added 31.55%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
23,000
shares
|
$650,440
0.0% of portfolio
|
Q3 2024
Added 666.67%
|
|
|
Cambridge Advisors Inc.
|
Oct 23, 2024 Q3 2024 |
20,585
shares
|
$582,143
0.12% of portfolio
|
Q3 2024
Added 9.1%
|
|
|
Money Concepts Capital Corp
|
Oct 31, 2024 Q3 2024 |
20,255
shares
|
$572,811
0.04% of portfolio
|
Q3 2024
Reduced 48.95%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
19,541
shares
|
$552,619
0.02% of portfolio
|
Q3 2024
Added 1.14%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
19,256
shares
|
$544,559
0.0% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 04, 2024 Q3 2024 |
19,228
shares
|
$543,767
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
19,143
shares
|
$541,364
0.0% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Discovery Capital Management, LLC
South Norwalk, CT |
Nov 13, 2024 Q3 2024 |
19,100
shares
|
$540,148
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$536,669
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Betterment LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
18,352
shares
|
$518,994
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
National Bank Of Canada
|
Nov 14, 2024 Q3 2024 |
16,354
shares
|
$462,491
0.0% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
15,347
shares
|
$434,013
0.08% of portfolio
|
Q3 2024
Added 2.09%
|