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 121 institutions that hold shares in the stock, with a total of 9.36 Million shares, which have been reported (via 13F filing form) to have a value of $276 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
37,467
shares
|
$1.1 Million
0.04% of portfolio
|
Q1 2025
Added 37.49%
|
|
|
Napa Wealth Management
Napa, CA |
Feb 14, 2025 Q4 2024 |
37,367
shares
|
$1.1 Million
0.45% of portfolio
|
Q4 2024
Reduced 16.3%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
33,824
shares
|
$995,440
0.06% of portfolio
|
Q4 2024
Added 12.71%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
33,641
shares
|
$990,054
0.0% of portfolio
|
Q1 2025
Added 223.97%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jan 10, 2025 Q4 2024 |
32,836
shares
|
$966,363
0.66% of portfolio
|
Q4 2024
Added 2.21%
|
|
|
Encompass More Asset Management
Danville, CA |
Jan 21, 2025 Q4 2024 |
32,090
shares
|
$944,408
0.29% of portfolio
|
Q4 2024
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
Jan 23, 2025 Q4 2024 |
29,306
shares
|
$862,475
1.0% of portfolio
|
Q4 2024
New holding
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
26,436
shares
|
$778,011
0.64% of portfolio
|
Q1 2025
Added 107.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
23,460
shares
|
$690,427
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,733
shares
|
$669,032
0.02% of portfolio
|
Q4 2024
Reduced 19.73%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
22,022
shares
|
$648,107
0.13% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
21,709
shares
|
$638,895
0.0% of portfolio
|
Q4 2024
Added 12.74%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
20,706
shares
|
$609,377
0.33% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Cambridge Advisors Inc.
|
Jan 16, 2025 Q4 2024 |
20,618
shares
|
$606,787
0.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
19,975
shares
|
$587,864
0.0% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
19,782
shares
|
$582,184
0.02% of portfolio
|
Q4 2024
Reduced 52.78%
|
|
|
Betterment LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
19,279
shares
|
$567,380
0.0% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
19,263
shares
|
$566,910
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
19,244
shares
|
$566,350
0.0% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$558,493
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Jan 30, 2025 Q4 2024 |
18,643
shares
|
$548,663
0.12% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
17,585
shares
|
$517,526
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Wt Wealth Management
|
Feb 04, 2025 Q4 2024 |
16,562
shares
|
$487,419
0.15% of portfolio
|
Q4 2024
Added 41.31%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
16,202
shares
|
$476,824
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
16,061
shares
|
$472,675
0.0% of portfolio
|
Q4 2024
Added 8.68%
|