Purchases and Sales Made in Q3 2025 in Simplify Exch Traded Fds Simpl (CTA)

CTA Quotes by TradingView

This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q3 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Oct 29, 2025 Q3 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
2.22M
+ 2620.33%
$58.6M - $63M
2.3M $62.7M
Nov 12, 2025 Q3 2025
Iag Wealth Partners, LLC

BUY
 -
776K
New
$20.5M - $22.1M
776K $21.2M
Oct 27, 2025 Q3 2025
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
480K
+ 44.01%
$12.7M - $13.7M
1.57M $42.9M
Oct 23, 2025 Q3 2025
Abbington Investment Group

Westport, CT
BUY
 -
405K
New
$10.7M - $11.5M
405K $11M
Nov 17, 2025 Q3 2025
Omni Star Financial Group, Inc.

BUY
 -
304K
New
$8.05M - $8.65M
304K $8.3M
Nov 10, 2025 Q3 2025
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
304K
New
$8.04M - $8.63M
304K $8.28M
Nov 07, 2025 Q3 2025
Jpmorgan Chase & CO

New York, NY
BUY
 -
236K
+ 235980.0%
$6.24M - $6.71M
236K $6.44M
Oct 15, 2025 Q3 2025
Cwm, LLC

BUY
 -
236K
+ 9.92%
$6.24M - $6.7M
2.61M $71.2M
Oct 16, 2025 Q3 2025
Beacon Capital Management, Inc.

BUY
 -
228K
+ 122.04%
$6.04M - $6.49M
415K $11.3M
Nov 10, 2025 Q3 2025
Mai Capital Management

BUY
 -
189K
New
$5.01M - $5.38M
189K $5.16M
Nov 14, 2025 Q3 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
127K
+ 59.14%
$3.36M - $3.62M
342K $9.33M
Oct 22, 2025 Q3 2025
Tria Gen Wealth Management LLC

BUY
 -
101K
New
$2.67M - $2.87M
101K $2.75M
Nov 05, 2025 Q3 2025
Altiora Financial Group, LLC

Lebanon, OH
BUY
 -
95.4K
+ 24.11%
$2.53M - $2.71M
491K $13.4M
Nov 13, 2025 Q3 2025
Elevated Capital Advisors, LLC

Sandy, UT
BUY
 -
85.4K
+ 44.47%
$2.26M - $2.43M
277K $7.57M
Oct 24, 2025 Q3 2025
Philip James Wealth Mangement, LLC

Milton, GA
BUY
 -
84.5K
+ 40.73%
$2.24M - $2.4M
292K $7.96M
Nov 05, 2025 Q3 2025
Western Wealth Management, LLC

BUY
 -
72.4K
+ 203.52%
$1.91M - $2.06M
108K $2.94M
Nov 04, 2025 Q3 2025
Envestnet Asset Management Inc

BUY
 -
68.5K
+ 10.79%
$1.81M - $1.95M
704K $19.2M
Oct 23, 2025 Q3 2025
Sound Financial Strategies Group, LLC

BUY
 -
60.2K
New
$1.59M - $1.71M
60.2K $1.64M
Nov 10, 2025 Q3 2025
Empirical Asset Management, LLC

BUY
 -
57.7K
New
$1.53M - $1.64M
57.7K $1.57M
Nov 14, 2025 Q3 2025
Royal Bank Of Canada

Toronto, A6
BUY
 -
48.5K
+ 147.83%
$1.28M - $1.38M
81.3K $2.22M
Nov 05, 2025 Q3 2025
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
46.8K
New
$1.24M - $1.33M
46.8K $1.28M
Nov 06, 2025 Q3 2025
High Tower Advisors, LLC

Chicago, IL
BUY
 -
43.1K
+ 8.26%
$1.14M - $1.23M
565K $15.4M
Oct 08, 2025 Q3 2025
Peak Financial Advisors LLC

BUY
 -
40.4K
+ 7.48%
$1.07M - $1.15M
581K $15.8M
Oct 30, 2025 Q3 2025
Latitude Advisors, LLC

BUY
 -
39.7K
+ 447.44%
$1.05M - $1.13M
48.5K $1.32M
Oct 29, 2025 Q3 2025
North Crest Asset Manangement, LLC

BUY
 -
36.3K
New
$962K - $1.03M
36.3K $991K
Nov 14, 2025 Q3 2025
Cetera Investment Advisers

Schaumburg, IL
BUY
 -
33K
New
$873K - $938K
33K $900K
Oct 07, 2025 Q3 2025
Kwb Wealth

Redlands, CA
BUY
 -
32.8K
+ 43.48%
$868K - $933K
108K $2.95M
Nov 03, 2025 Q3 2025
Truist Financial Corp

BUY
 -
30.4K
+ 9.36%
$805K - $865K
356K $9.7M
Nov 04, 2025 Q3 2025
Ashton Thomas Private Wealth, LLC

Scottsdale, AZ
BUY
 -
30.2K
New
$799K - $858K
30.2K $823K
Nov 13, 2025 Q3 2025
Vise Technologies, Inc.

New York, NY
BUY
 -
29.9K
New
$792K - $851K
29.9K $816K
Nov 14, 2025 Q3 2025
Advisor Group Holdings, Inc.

Phoenix, AZ
BUY
 -
26.7K
+ 11.42%
$707K - $760K
261K $7.11M
Nov 10, 2025 Q3 2025
Cowa, LLC

Tulsa, OK
BUY
 -
26.6K
+ 13.0%
$705K - $758K
232K $6.32M
Oct 23, 2025 Q3 2025
Park Avenue Securities LLC

BUY
 -
24.8K
New
$655K - $704K
24.8K $675K
Oct 06, 2025 Q3 2025
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
22K
+ 21.26%
$581K - $624K
125K $3.41M
Nov 14, 2025 Q3 2025
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
21K
+ 6.77%
$556K - $597K
331K $9.03M
Nov 06, 2025 Q3 2025
Wedbush Securities Inc

BUY
 -
20.6K
+ 142.32%
$544K - $585K
35K $955K
Nov 05, 2025 Q3 2025
Fielder Capital Group LLC

Nashville, TN
BUY
 -
20.2K
+ 5.88%
$533K - $573K
363K $9.9M
Nov 12, 2025 Q3 2025
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
19.4K
New
$514K - $552K
19.4K $529K
Nov 12, 2025 Q3 2025
Blueprint Financial Advisors LLC

Greensboto, NC
BUY
 -
19.4K
New
$514K - $552K
19.4K $529K
Oct 20, 2025 Q3 2025
Delta Investment Management, LLC

BUY
 -
18.8K
+ 53.18%
$497K - $534K
54.1K $1.47M
Oct 06, 2025 Q3 2025
City Center Advisors, LLC

Troy, MI
BUY
 -
18.8K
New
$497K - $534K
18.8K $512K
Nov 14, 2025 Q3 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
17.7K
+ 10.79%
$470K - $505K
182K $4.97M
Oct 06, 2025 Q3 2025
Insight Wealth Strategies, LLC

San Ramon, CA
BUY
 -
17.5K
+ 133.63%
$463K - $498K
30.6K $835K
Oct 28, 2025 Q3 2025
Professional Financial Advisors, LLC

BUY
 -
17.2K
+ 141.37%
$456K - $490K
29.4K $802K
Nov 13, 2025 Q3 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
16.7K
+ 22.29%
$441K - $474K
91.5K $2.5M
Nov 05, 2025 Q3 2025
Austin Wealth Management, LLC

Austin, TX
BUY
 -
16.3K
+ 19.38%
$433K - $465K
101K $2.75M
Nov 10, 2025 Q3 2025
Aspen Wealth Strategies, LLC

Arvada, CO
BUY
 -
16.2K
+ 8.9%
$429K - $461K
198K $5.41M
Oct 14, 2025 Q3 2025
Revisor Wealth Management LLC

Akron, OH
BUY
 -
15.4K
+ 82.1%
$406K - $436K
34.1K $929K
Nov 12, 2025 Q3 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
14.7K
+ 13.4%
$389K - $418K
124K $3.39M

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