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 73 institutions that hold shares in the stock, with a total of 3.57 Million shares, which have been reported (via 13F filing form) to have a value of $96.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
5,021
shares
|
$135,165
0.0% of portfolio
|
Q2 2024
Added 410.26%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
5,018
shares
|
$135,084
0.0% of portfolio
|
Q2 2024
Added 391.48%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
4,780
shares
|
$128,677
0.05% of portfolio
|
Q2 2024
Added 966.96%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
3,775
shares
|
$101,623
0.0% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
3,000
shares
|
$80,760
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,900
shares
|
$78,068
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
2,575
shares
|
$69,319
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,257
shares
|
$33,838
0.0% of portfolio
|
Q2 2024
Added 25.83%
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Oct 24, 2024 Q3 2024 |
1,174
shares
|
$31,604
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
787
shares
|
$21,186
0.0% of portfolio
|
Q1 2024
Reduced 95.3%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
680
shares
|
$18,305
0.01% of portfolio
|
Q4 2023
Reduced 88.69%
|
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
500
shares
|
$13,460
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
425
shares
|
$11,441
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 03, 2024 Q3 2024 |
416
shares
|
$11,198
0.0% of portfolio
|
Q3 2024
Reduced 45.19%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
375
shares
|
$10,095
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Qube Research & Technologies LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
158
shares
|
$4,253
0.0% of portfolio
|
Q2 2024
Reduced 57.3%
|
|
|
Aspire Private Capital, LLC
|
Oct 25, 2024 Q3 2024 |
154
shares
|
$4,145
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
127
shares
|
$3,418
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2024 Q2 2024 |
98
shares
|
$2,638
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
91
shares
|
$2,449
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
27
shares
|
$726
0.0% of portfolio
|
Q2 2024
Reduced 55.0%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2024
Reduced 99.78%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|