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 170 institutions that hold shares in the stock, with a total of 17.3 Million shares, which have been reported (via 13F filing form) to have a value of $485 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,714,801
shares
|
$48.1 Million
0.0% of portfolio
|
Q1 2025
Added 56326.49%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
972,082
shares
|
$27.3 Million
0.28% of portfolio
|
Q1 2025
Added 47.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
743,913
shares
|
$20.9 Million
0.01% of portfolio
|
Q1 2025
Added 76.98%
|
|
|
Beacon Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
721,066
shares
|
$20.2 Million
3.5% of portfolio
|
Q1 2025
Added 94.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
706,315
shares
|
$19.8 Million
0.03% of portfolio
|
Q1 2025
Added 191.21%
|
|
|
Pasadena Private Wealth, LLC
Pasadena, CA |
May 08, 2025 Q1 2025 |
540,935
shares
|
$15.2 Million
3.36% of portfolio
|
Q1 2025
Added 198.97%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
458,565
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.47%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
427,004
shares
|
$12 Million
0.08% of portfolio
|
Q1 2025
Added 695.54%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
423,211
shares
|
$11.9 Million
0.14% of portfolio
|
Q1 2025
Reduced 6.72%
|
|
|
Altiora Financial Group, LLC
Lebanon, OH |
May 08, 2025 Q1 2025 |
392,260
shares
|
$11 Million
2.47% of portfolio
|
Q1 2025
Added 39.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
354,457
shares
|
$9.95 Million
0.0% of portfolio
|
Q1 2025
Reduced 47.84%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 25, 2025 Q1 2025 |
334,813
shares
|
$9.39 Million
1.1% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Peak Financial Advisors LLC
|
Apr 10, 2025 Q1 2025 |
327,072
shares
|
$9.18 Million
6.23% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Apr 22, 2025 Q1 2025 |
310,696
shares
|
$8.72 Million
6.13% of portfolio
|
Q1 2025
Added 151.09%
|
|
|
Capital A Wealth Management, LLC
New Castle, PA |
May 02, 2025 Q1 2025 |
290,509
shares
|
$8.15 Million
9.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
286,194
shares
|
$8.03 Million
9.9% of portfolio
|
Q1 2025
New holding
|
|
|
Napa Wealth Management
Napa, CA |
May 14, 2025 Q1 2025 |
282,306
shares
|
$7.92 Million
4.7% of portfolio
|
Q1 2025
Added 655.5%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
266,550
shares
|
$7.48 Million
0.03% of portfolio
|
Q1 2025
Added 4.57%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
264,518
shares
|
$7.42 Million
0.0% of portfolio
|
Q1 2025
Added 56.16%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
237,109
shares
|
$6.65 Million
0.52% of portfolio
|
Q1 2025
New holding
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
203,248
shares
|
$5.7 Million
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
203,119
shares
|
$5.7 Million
0.05% of portfolio
|
Q1 2025
Added 37.36%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Apr 24, 2025 Q1 2025 |
199,067
shares
|
$5.59 Million
0.72% of portfolio
|
Q1 2025
Added 22.8%
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Apr 25, 2025 Q1 2025 |
198,428
shares
|
$5.57 Million
5.04% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Apr 24, 2025 Q1 2025 |
192,050
shares
|
$5.39 Million
1.85% of portfolio
|
Q1 2025
Added 320.8%
|