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 196 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
2,375,839
shares
|
$64.1 Million
0.22% of portfolio
|
Q2 2025
Added 10420.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,727,721
shares
|
$46.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
1,198,924
shares
|
$32.3 Million
0.27% of portfolio
|
Q2 2025
Added 23.34%
|
|
|
Boothe Investment Group, Inc.
Dover, DE |
Jul 31, 2025 Q2 2025 |
1,091,693
shares
|
$29.4 Million
12.64% of portfolio
|
Q2 2025
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
853,567
shares
|
$23 Million
0.01% of portfolio
|
Q2 2025
Added 14.74%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
743,247
shares
|
$20 Million
3.16% of portfolio
|
Q2 2025
Added 3.08%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
649,039
shares
|
$17.5 Million
0.1% of portfolio
|
Q2 2025
Added 52.0%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
642,421
shares
|
$17.3 Million
3.43% of portfolio
|
Q2 2025
Added 18.76%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
635,079
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Added 38.49%
|
|
|
Peak Financial Advisors LLC
|
Jul 07, 2025 Q2 2025 |
540,375
shares
|
$14.6 Million
9.58% of portfolio
|
Q2 2025
Added 65.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
522,298
shares
|
$14.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 26.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
423,211
shares
|
$11.4 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
Aug 08, 2025 Q2 2025 |
395,833
shares
|
$10.7 Million
2.07% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
347,892
shares
|
$9.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2025 Q2 2025 |
342,726
shares
|
$9.24 Million
2.44% of portfolio
|
Q2 2025
New holding
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
325,132
shares
|
$8.77 Million
0.01% of portfolio
|
Q2 2025
Added 1687.42%
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 01, 2025 Q2 2025 |
320,834
shares
|
$8.65 Million
0.08% of portfolio
|
Q2 2025
Added 142.47%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
317,566
shares
|
$8.56 Million
0.27% of portfolio
|
Q2 2025
Added 56.25%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
310,132
shares
|
$8.36 Million
0.06% of portfolio
|
Q2 2025
Added 318.59%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Aug 08, 2025 Q2 2025 |
300,265
shares
|
$8.1 Million
5.74% of portfolio
|
Q2 2025
Added 4.92%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
290,509
shares
|
$7.83 Million
9.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
282,412
shares
|
$7.61 Million
0.02% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
277,517
shares
|
$7.48 Million
0.0% of portfolio
|
Q2 2025
Added 4.91%
|
|
|
Napa Wealth Management
Napa, CA |
Aug 14, 2025 Q2 2025 |
263,528
shares
|
$7.1 Million
3.37% of portfolio
|
Q2 2025
Reduced 6.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
220,239
shares
|
$5.94 Million
0.05% of portfolio
|
Q2 2025
Added 8.43%
|