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 |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
14,860
shares
|
$423,955
0.0% of portfolio
|
Q3 2024
Added 3862.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
14,778
shares
|
$421,616
0.0% of portfolio
|
Q3 2024
Reduced 37.34%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
13,438
shares
|
$383,386
0.02% of portfolio
|
Q3 2024
Added 4.42%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Nov 08, 2024 Q3 2024 |
13,400
shares
|
$382,302
0.02% of portfolio
|
Q3 2024
Added 70.7%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
12,349
shares
|
$352,316
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
12,283
shares
|
$350,433
0.05% of portfolio
|
Q3 2024
Reduced 71.98%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
12,001
shares
|
$342,388
0.0% of portfolio
|
Q3 2024
Added 16.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
11,756
shares
|
$335,398
0.0% of portfolio
|
Q3 2024
Added 53.87%
|
|
|
Wt Wealth Management
|
Oct 21, 2024 Q3 2024 |
11,720
shares
|
$334,371
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
11,499
shares
|
$328,066
0.0% of portfolio
|
Q3 2024
Reduced 32.63%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
10,984
shares
|
$313,373
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
10,500
shares
|
$299,565
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 04, 2024 Q3 2024 |
10,235
shares
|
$292,004
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
10,083
shares
|
$287,667
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
9,547
shares
|
$272,375
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
9,190
shares
|
$262,190
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
8,898
shares
|
$253,859
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
Oct 10, 2024 Q3 2024 |
8,316
shares
|
$237,255
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$226,299
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
6,589
shares
|
$187,984
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
4,611
shares
|
$131,551
0.04% of portfolio
|
Q3 2024
Reduced 3.54%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,775
shares
|
$107,700
0.0% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,043
shares
|
$86,816
0.0% of portfolio
|
Q3 2024
Reduced 39.39%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,039
shares
|
$86,702
0.0% of portfolio
|
Q3 2024
Reduced 39.44%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$82,737
0.0% of portfolio
|
Q3 2024
New holding
|