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 201 institutions that hold shares in the stock, with a total of 29.6 Million shares, which have been reported (via 13F filing form) to have a value of $807 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
128,856
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
124,464
shares
|
$3.39 Million
0.1% of portfolio
|
Q3 2025
Added 13.4%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Nov 06, 2025 Q3 2025 |
123,943
shares
|
$3.38 Million
0.16% of portfolio
|
Q3 2025
Added 0.88%
|
|
|
Clear Creek Financial Management, LLC
|
Nov 07, 2025 Q3 2025 |
121,958
shares
|
$3.33 Million
0.32% of portfolio
|
Q3 2025
Reduced 3.21%
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
Oct 24, 2025 Q3 2025 |
117,247
shares
|
$3.2 Million
1.68% of portfolio
|
Q3 2025
Reduced 25.54%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
Nov 07, 2025 Q3 2025 |
116,423
shares
|
$3.17 Million
0.23% of portfolio
|
Q3 2025
Added 3.97%
|
|
|
Dynamic Advisor Solutions LLC
|
Jan 08, 2026 Q4 2025 |
110,605
shares
|
$3.02 Million
0.1% of portfolio
|
Q4 2025
Reduced 65.29%
|
|
|
Upper Left Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
108,215
shares
|
$2.95 Million
2.0% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Western Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
107,920
shares
|
$2.94 Million
0.17% of portfolio
|
Q3 2025
Added 203.52%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
104,166
shares
|
$2.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 52.7%
|
|
|
Tria Gen Wealth Management LLC
|
Oct 22, 2025 Q3 2025 |
100,988
shares
|
$2.75 Million
0.8% of portfolio
|
Q3 2025
New holding
|
|
|
Austin Wealth Management, LLC
Austin, TX |
Nov 05, 2025 Q3 2025 |
100,729
shares
|
$2.75 Million
0.45% of portfolio
|
Q3 2025
Added 19.38%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Jan 14, 2026 Q4 2025 |
96,446
shares
|
$2.63 Million
0.05% of portfolio
|
Q4 2025
Added 5.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
91,513
shares
|
$2.5 Million
0.0% of portfolio
|
Q3 2025
Added 22.29%
|
|
|
Empowered Funds, LLC
|
Nov 13, 2025 Q3 2025 |
86,581
shares
|
$2.36 Million
0.03% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Cambria Investment Management, L.P.
|
Dec 01, 2025 Q3 2025 |
86,581
shares
|
$2.36 Million
0.16% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Nov 05, 2025 Q3 2025 |
81,997
shares
|
$2.24 Million
1.52% of portfolio
|
Q3 2025
Reduced 15.87%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
81,257
shares
|
$2.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 68.77%
|
|
|
Pekin Hardy Strauss, Inc.
|
Nov 07, 2025 Q3 2025 |
73,580
shares
|
$2.01 Million
0.22% of portfolio
|
Q3 2025
Added 15.34%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Jan 12, 2026 Q4 2025 |
66,777
shares
|
$1.82 Million
1.05% of portfolio
|
Q4 2025
Reduced 25.63%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Nov 06, 2025 Q3 2025 |
64,268
shares
|
$1.75 Million
1.32% of portfolio
|
Q3 2025
Reduced 10.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 31, 2025 Q3 2025 |
63,959
shares
|
$1.74 Million
0.09% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Retirement Guys Formula LLC
|
Oct 21, 2025 Q3 2025 |
62,461
shares
|
$1.7 Million
0.65% of portfolio
|
Q3 2025
Added 21.81%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jan 16, 2026 Q4 2025 |
60,740
shares
|
$1.66 Million
0.83% of portfolio
|
Q4 2025
Added 11.16%
|
|
|
Sound Financial Strategies Group, LLC
|
Oct 23, 2025 Q3 2025 |
60,224
shares
|
$1.64 Million
1.32% of portfolio
|
Q3 2025
New holding
|
|