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 197 institutions that hold shares in the stock, with a total of 24.4 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Jul 28, 2025 Q2 2025 |
55,481
shares
|
$1.52 Million
0.4% of portfolio
|
Q2 2025
Added 8.2%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
55,263
shares
|
$1.52 Million
0.03% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Darwin Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
53,666
shares
|
$1.47 Million
0.53% of portfolio
|
Q2 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Jul 15, 2025 Q2 2025 |
51,277
shares
|
$1.41 Million
0.54% of portfolio
|
Q2 2025
Added 40.54%
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Jul 21, 2025 Q2 2025 |
51,167
shares
|
$1.4 Million
0.96% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 25, 2025 Q2 2025 |
49,490
shares
|
$1.36 Million
0.85% of portfolio
|
Q2 2025
Added 46.68%
|
|
|
Wespac Advisors, LLC
|
Jul 23, 2025 Q2 2025 |
49,334
shares
|
$1.35 Million
1.03% of portfolio
|
Q2 2025
Reduced 3.2%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 18, 2025 Q2 2025 |
47,972
shares
|
$1.32 Million
0.32% of portfolio
|
Q2 2025
Added 127.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
46,893
shares
|
$1.29 Million
0.02% of portfolio
|
Q2 2025
Reduced 35.29%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
46,795
shares
|
$1.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Jul 15, 2025 Q2 2025 |
46,715
shares
|
$1.28 Million
0.92% of portfolio
|
Q2 2025
Added 16.83%
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
Jul 23, 2025 Q2 2025 |
45,536
shares
|
$1.25 Million
0.73% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
45,459
shares
|
$1.25 Million
0.02% of portfolio
|
Q2 2025
Added 7104.28%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
43,965
shares
|
$1.21 Million
0.01% of portfolio
|
Q2 2025
Added 390.41%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
42,570
shares
|
$1.17 Million
0.49% of portfolio
|
Q2 2025
Added 5.24%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 14, 2025 Q2 2025 |
41,792
shares
|
$1.15 Million
0.31% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.14 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
39,617
shares
|
$1.09 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
Jul 24, 2025 Q2 2025 |
39,462
shares
|
$1.08 Million
0.71% of portfolio
|
Q2 2025
Reduced 78.64%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
37,818
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
36,935
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Added 83.34%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
36,204
shares
|
$993,075
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
35,756
shares
|
$980,787
0.01% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
35,582
shares
|
$976,014
0.06% of portfolio
|
Q2 2025
Reduced 8.39%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
35,556
shares
|
$975,301
0.06% of portfolio
|
Q2 2025
New holding
|