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 |
|---|---|---|---|---|---|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
18,699
shares
|
$512,913
0.19% of portfolio
|
Q2 2025
Added 117.61%
|
|
|
Guerra Advisors Inc
Miami, FL |
Aug 12, 2025 Q2 2025 |
17,759
shares
|
$487,129
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Entrewealth, LLC
Austin, TX |
Aug 05, 2025 Q2 2025 |
17,659
shares
|
$484,386
0.33% of portfolio
|
Q2 2025
New holding
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
15,734
shares
|
$431,583
0.24% of portfolio
|
Q2 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Aug 12, 2025 Q2 2025 |
15,572
shares
|
$427,139
0.3% of portfolio
|
Q2 2025
Added 520.4%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Aug 01, 2025 Q2 2025 |
14,970
shares
|
$410,627
0.06% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
14,448
shares
|
$396,308
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Aug 14, 2025 Q2 2025 |
14,056
shares
|
$385,556
0.03% of portfolio
|
Q2 2025
Reduced 91.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
13,650
shares
|
$374,419
0.01% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Aug 13, 2025 Q2 2025 |
13,623
shares
|
$373,678
0.36% of portfolio
|
Q2 2025
Reduced 1.32%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Aug 06, 2025 Q2 2025 |
13,562
shares
|
$372,005
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Insight Wealth Strategies, LLC
San Ramon, CA |
Jul 07, 2025 Q2 2025 |
13,099
shares
|
$359,305
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 31, 2025 Q2 2025 |
12,516
shares
|
$343,313
0.17% of portfolio
|
Q2 2025
Added 1652.94%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
12,321
shares
|
$337,965
0.09% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Professional Financial Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
12,184
shares
|
$334,207
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
Aug 13, 2025 Q2 2025 |
12,118
shares
|
$332,396
0.07% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
Aug 01, 2025 Q2 2025 |
11,946
shares
|
$327,678
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
11,816
shares
|
$324,112
0.01% of portfolio
|
Q2 2025
Reduced 1.31%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Aug 18, 2025 Q2 2025 |
11,157
shares
|
$306,036
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
Aug 15, 2025 Q2 2025 |
10,140
shares
|
$278,140
0.24% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Transce3nd, LLC
Kyle, TX |
Aug 13, 2025 Q2 2025 |
9,950
shares
|
$272,928
0.11% of portfolio
|
Q2 2025
Reduced 2.67%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
9,728
shares
|
$266,839
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
9,604
shares
|
$263,437
0.01% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
9,299
shares
|
$255,071
0.01% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
9,292
shares
|
$254,879
0.01% of portfolio
|
Q2 2025
New holding
|