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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
15,501
shares
|
$456,194
0.0% of portfolio
|
Q4 2024
Added 31.86%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Feb 14, 2025 Q4 2024 |
15,399
shares
|
$453,192
0.75% of portfolio
|
Q4 2024
New holding
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
15,050
shares
|
$442,921
0.02% of portfolio
|
Q4 2024
Added 12.31%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
14,453
shares
|
$425,351
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jan 21, 2025 Q4 2024 |
13,622
shares
|
$400,895
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
13,550
shares
|
$398,776
0.01% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
12,413
shares
|
$365,314
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Great Diamond Partners, LLC
|
Jan 23, 2025 Q4 2024 |
12,349
shares
|
$363,431
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,280
shares
|
$361,400
0.0% of portfolio
|
Q4 2024
Added 6.79%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
12,008
shares
|
$353,395
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 10, 2025 Q4 2024 |
11,792
shares
|
$347,038
0.05% of portfolio
|
Q4 2024
Reduced 4.0%
|
|
|
Retirement Guys Formula LLC
|
Jan 29, 2025 Q4 2024 |
11,464
shares
|
$337,385
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Feb 04, 2025 Q4 2024 |
11,158
shares
|
$328,379
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Davenport & CO LLC
|
Jan 24, 2025 Q4 2024 |
10,984
shares
|
$323,259
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
10,752
shares
|
$316,431
0.0% of portfolio
|
Q4 2024
Added 6.63%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,632
shares
|
$312,899
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Feb 10, 2025 Q4 2024 |
10,204
shares
|
$300,303
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$294,300
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
9,617
shares
|
$283,028
0.01% of portfolio
|
Q4 2024
Added 0.73%
|
|
|
Orcam Financial Group
Encinitas, CA |
Feb 14, 2025 Q4 2024 |
8,650
shares
|
$254,569
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
7,955
shares
|
$234,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$233,438
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jan 17, 2025 Q4 2024 |
6,657
shares
|
$195,915
0.07% of portfolio
|
Q4 2024
Added 1.03%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
4,121
shares
|
$121,281
0.0% of portfolio
|
Q4 2024
Reduced 2.02%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
3,266
shares
|
$96,118
0.05% of portfolio
|
Q4 2024
New holding
|