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 |
|---|---|---|---|---|---|
|
Financial Enhancement Group LLC
Anderson, IN |
Jul 14, 2025 Q2 2025 |
117,554
shares
|
$3.22 Million
0.52% of portfolio
|
Q2 2025
Added 2.85%
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Aug 01, 2025 Q2 2025 |
116,645
shares
|
$3.2 Million
2.54% of portfolio
|
Q2 2025
Added 89.37%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
111,979
shares
|
$3.07 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
109,754
shares
|
$3.01 Million
0.09% of portfolio
|
Q2 2025
Added 729.84%
|
|
|
Clg LLC
Long Beach, CA |
Aug 14, 2025 Q2 2025 |
108,206
shares
|
$2.97 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.92%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
108,196
shares
|
$2.97 Million
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
103,273
shares
|
$2.83 Million
6.15% of portfolio
|
Q2 2025
New holding
|
|
|
Upper Left Wealth Management, LLC
|
Jul 07, 2025 Q2 2025 |
99,735
shares
|
$2.74 Million
1.88% of portfolio
|
Q2 2025
Reduced 18.86%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Aug 07, 2025 Q2 2025 |
97,459
shares
|
$2.67 Million
1.98% of portfolio
|
Q2 2025
Reduced 23.61%
|
|
|
Empowered Funds, LLC
|
Aug 11, 2025 Q2 2025 |
85,291
shares
|
$2.34 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Cambria Investment Management, L.P.
|
Aug 13, 2025 Q2 2025 |
85,291
shares
|
$2.34 Million
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
84,576
shares
|
$2.32 Million
0.0% of portfolio
|
Q2 2025
Added 151.41%
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Aug 08, 2025 Q2 2025 |
84,380
shares
|
$2.31 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
83,865
shares
|
$2.3 Million
0.05% of portfolio
|
Q2 2025
Added 22.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Aug 05, 2025 Q2 2025 |
76,564
shares
|
$2.1 Million
1.05% of portfolio
|
Q2 2025
Added 25.04%
|
|
|
Kwb Wealth
Redlands, CA |
Jul 16, 2025 Q2 2025 |
75,464
shares
|
$2.07 Million
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
74,832
shares
|
$2.05 Million
0.0% of portfolio
|
Q2 2025
Added 163.96%
|
|
|
Encompass More Asset Management
Danville, CA |
Aug 07, 2025 Q2 2025 |
72,434
shares
|
$1.99 Million
0.57% of portfolio
|
Q2 2025
Reduced 23.12%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Jul 18, 2025 Q2 2025 |
72,135
shares
|
$1.98 Million
1.5% of portfolio
|
Q2 2025
Added 172.87%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Jul 22, 2025 Q2 2025 |
70,754
shares
|
$1.94 Million
0.86% of portfolio
|
Q2 2025
Added 2.43%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
65,480
shares
|
$1.8 Million
0.1% of portfolio
|
Q2 2025
Added 35.04%
|
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2025 Q2 2025 |
64,684
shares
|
$1.77 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
64,175
shares
|
$1.76 Million
0.0% of portfolio
|
Q2 2025
Added 773.84%
|
|
|
Pekin Hardy Strauss, Inc.
|
Aug 06, 2025 Q2 2025 |
63,795
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.61 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|