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 201 institutions that hold shares in the stock, with a total of 30 Million shares, which have been reported (via 13F filing form) to have a value of $818 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cambridge Advisors Inc.
|
Jan 21, 2026 Q4 2025 |
23,821
shares
|
$649,598
0.13% of portfolio
|
Q4 2025
Added 10.06%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
23,662
shares
|
$645,262
0.36% of portfolio
|
Q3 2025
Reduced 31.63%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
23,661
shares
|
$645,235
0.02% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
Oct 21, 2025 Q3 2025 |
21,446
shares
|
$584,832
0.08% of portfolio
|
Q3 2025
Added 43.26%
|
|
|
City Center Advisors, LLC
Troy, MI |
Jan 05, 2026 Q4 2025 |
21,092
shares
|
$575,178
0.53% of portfolio
|
Q4 2025
Added 12.37%
|
|
|
Able Wealth Management LLC
Lakewood, NJ |
Oct 14, 2025 Q3 2025 |
20,567
shares
|
$560,862
0.22% of portfolio
|
Q3 2025
Added 51.65%
|
|
|
Betterment LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
19,986
shares
|
$545,018
0.0% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 12, 2025 Q3 2025 |
19,407
shares
|
$529,228
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Blueprint Financial Advisors LLC
Greensboto, NC |
Nov 12, 2025 Q3 2025 |
19,407
shares
|
$529,228
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
19,296
shares
|
$526,201
0.01% of portfolio
|
Q4 2025
Reduced 5.9%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
19,171
shares
|
$522,793
0.0% of portfolio
|
Q3 2025
Added 154.46%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$517,502
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Jan 14, 2026 Q4 2025 |
18,443
shares
|
$502,940
0.11% of portfolio
|
Q4 2025
Reduced 0.93%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
Nov 14, 2025 Q3 2025 |
14,561
shares
|
$397,078
0.35% of portfolio
|
Q3 2025
Added 6.89%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Jan 20, 2026 Q4 2025 |
14,234
shares
|
$388,161
0.03% of portfolio
|
Q4 2025
Reduced 89.85%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,023
shares
|
$382,407
0.01% of portfolio
|
Q3 2025
Added 2.73%
|
|
|
Axim Planning & Wealth
Dayton, OH |
Nov 05, 2025 Q3 2025 |
13,871
shares
|
$378,262
0.32% of portfolio
|
Q3 2025
Reduced 48.99%
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
13,476
shares
|
$367,490
0.03% of portfolio
|
Q3 2025
Reduced 4.13%
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Nov 12, 2025 Q3 2025 |
12,516
shares
|
$341,311
0.08% of portfolio
|
Q2 2025
Added 1652.94%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 13, 2025 Q3 2025 |
12,256
shares
|
$334,221
0.18% of portfolio
|
Q3 2025
Reduced 22.1%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
12,118
shares
|
$330,457
0.07% of portfolio
|
Q2 2025
Reduced 2.43%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
11,776
shares
|
$321,131
0.12% of portfolio
|
Q3 2025
Reduced 33.69%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
11,730
shares
|
$319,877
0.0% of portfolio
|
Q3 2025
Added 255.78%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
11,461
shares
|
$312,541
0.01% of portfolio
|
Q3 2025
Added 23.34%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Nov 14, 2025 Q3 2025 |
11,332
shares
|
$309,023
0.02% of portfolio
|
Q3 2025
New holding
|
|