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 |
|---|---|---|---|---|---|
|
Delta Investment Management, LLC
|
Jul 31, 2025 Q2 2025 |
35,302
shares
|
$968,333
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
35,122
shares
|
$963,396
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
34,622
shares
|
$949,681
0.28% of portfolio
|
Q2 2025
Added 57.22%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Aug 06, 2025 Q2 2025 |
34,611
shares
|
$949,379
0.54% of portfolio
|
Q2 2025
Added 136.17%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2025 Q2 2025 |
34,441
shares
|
$944,716
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,369
shares
|
$915,311
0.02% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
32,787
shares
|
$899,347
0.0% of portfolio
|
Q2 2025
Reduced 68.77%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Aug 07, 2025 Q2 2025 |
32,556
shares
|
$893,011
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
32,260
shares
|
$884,891
0.08% of portfolio
|
Q2 2025
Reduced 1.14%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
31,897
shares
|
$874,934
0.01% of portfolio
|
Q2 2025
Added 30.77%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Jul 31, 2025 Q2 2025 |
30,257
shares
|
$829,949
0.84% of portfolio
|
Q2 2025
Added 6.19%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,769
shares
|
$789,133
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Wt Wealth Management
|
Sep 10, 2025 Q2 2025 |
28,615
shares
|
$784,909
0.23% of portfolio
|
Q2 2025
Added 28.93%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
28,214
shares
|
$773,910
0.04% of portfolio
|
Q2 2025
Reduced 54.26%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Aug 05, 2025 Q2 2025 |
27,191
shares
|
$745,849
0.68% of portfolio
|
Q2 2025
Added 115.43%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Aug 15, 2025 Q2 2025 |
24,130
shares
|
$661,885
0.21% of portfolio
|
Q2 2025
Reduced 12.0%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
23,720
shares
|
$650,639
0.02% of portfolio
|
Q2 2025
Added 23.72%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,041
shares
|
$632,014
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
National Bank Of Canada
|
Aug 15, 2025 Q2 2025 |
22,555
shares
|
$618,683
0.0% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Cambridge Advisors Inc.
|
Jul 16, 2025 Q2 2025 |
21,697
shares
|
$595,148
0.13% of portfolio
|
Q2 2025
Added 10.32%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
20,616
shares
|
$565,496
0.02% of portfolio
|
Q2 2025
Reduced 26.6%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
20,431
shares
|
$560,422
0.01% of portfolio
|
Q2 2025
Reduced 84.29%
|
|
|
Betterment LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
19,867
shares
|
$544,951
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
19,186
shares
|
$526,271
0.13% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$520,539
0.02% of portfolio
|
Q4 2022
New holding
|