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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
9,133
shares
|
$250,518
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
9,028
shares
|
$247,638
0.05% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Latitude Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
8,864
shares
|
$243,139
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Brown Advisory Inc
|
Aug 13, 2025 Q2 2025 |
8,668
shares
|
$237,763
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 15, 2025 Q2 2025 |
8,077
shares
|
$221,552
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
7,616
shares
|
$208,906
0.0% of portfolio
|
Q2 2025
Reduced 22.08%
|
|
|
Advisor Resource Council
|
Aug 11, 2025 Q2 2025 |
7,543
shares
|
$206,904
0.08% of portfolio
|
Q2 2025
Reduced 96.82%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
7,534
shares
|
$206,657
0.0% of portfolio
|
Q2 2025
Reduced 55.69%
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,624
shares
|
$154,266
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Aug 05, 2025 Q2 2025 |
5,045
shares
|
$138,384
0.02% of portfolio
|
Q2 2025
Reduced 71.15%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,927
shares
|
$135,147
0.11% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 17, 2025 Q2 2025 |
3,321
shares
|
$91,095
0.04% of portfolio
|
Q2 2025
Reduced 8.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,297
shares
|
$90,436
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
3,103
shares
|
$85,115
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
2,442
shares
|
$66,984
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Jul 28, 2025 Q2 2025 |
1,946
shares
|
$53,378
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,749
shares
|
$47,975
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 14, 2025 Q2 2025 |
1,478
shares
|
$40,541
0.0% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,414
shares
|
$38,786
0.0% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,329
shares
|
$36,454
0.03% of portfolio
|
Q2 2025
Added 1256.12%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Aug 29, 2025 Q2 2025 |
1,150
shares
|
$31,544
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Aug 14, 2025 Q2 2025 |
1,137
shares
|
$31,187
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
909
shares
|
$24,933
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Simplex Trading, LLC
|
Aug 05, 2025 Q2 2025 |
761
shares
|
$20,874
0.0% of portfolio
|
Q2 2025
Reduced 67.88%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
729
shares
|
$19,996
0.0% of portfolio
|
Q2 2025
New holding
|