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 54 institutions that hold shares in the stock, with a total of 2.61 Million shares, which have been reported (via 13F filing form) to have a value of $69.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 09, 2024 Q1 2024 |
519,975
shares
|
$13.8 Million
0.15% of portfolio
|
Q1 2024
Reduced 9.98%
|
|
|
Clear Creek Financial Management, LLC
|
Apr 26, 2024 Q1 2024 |
374,917
shares
|
$9.95 Million
1.21% of portfolio
|
Q1 2024
Added 26.03%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
333,227
shares
|
$8.84 Million
0.0% of portfolio
|
Q1 2024
Added 196.99%
|
|
|
Peak Financial Advisors LLC
|
Apr 12, 2024 Q1 2024 |
272,639
shares
|
$7.24 Million
5.09% of portfolio
|
Q1 2024
Added 23.4%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 18, 2024 Q1 2024 |
163,921
shares
|
$4.35 Million
0.1% of portfolio
|
Q1 2024
Reduced 4.39%
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2024 Q1 2024 |
129,042
shares
|
$3.42 Million
0.2% of portfolio
|
Q1 2024
Reduced 15.68%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 15, 2024 Q1 2024 |
98,007
shares
|
$2.6 Million
0.45% of portfolio
|
Q1 2024
Added 5.73%
|
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
85,749
shares
|
$2.28 Million
0.0% of portfolio
|
Q1 2024
Added 5.46%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
67,158
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.56 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
|
Cambria Investment Management, L.P.
|
May 14, 2024 Q1 2024 |
42,841
shares
|
$1.14 Million
0.07% of portfolio
|
Q1 2024
Added 0.0%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.1 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Aries Wealth Management
|
May 02, 2024 Q1 2024 |
39,405
shares
|
$1.05 Million
0.32% of portfolio
|
Q1 2024
Added 0.22%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 03, 2024 Q1 2024 |
36,040
shares
|
$956,501
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 29, 2024 Q1 2024 |
28,793
shares
|
$764,166
0.6% of portfolio
|
Q1 2024
Added 97.09%
|
|
|
Nwam LLC
Mercer Island, WA |
May 09, 2024 Q1 2024 |
26,257
shares
|
$696,860
0.05% of portfolio
|
Q1 2024
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
24,730
shares
|
$656,334
0.07% of portfolio
|
Q1 2024
Added 94.27%
|
|
|
Avantax Advisory Services, Inc.
|
May 08, 2024 Q1 2024 |
24,463
shares
|
$649,248
0.01% of portfolio
|
Q1 2024
Reduced 33.38%
|
|
|
Private Advisor Group, LLC
|
Apr 30, 2024 Q1 2024 |
22,554
shares
|
$598,583
0.0% of portfolio
|
Q1 2024
Reduced 63.05%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2024 Q1 2024 |
19,050
shares
|
$505,587
0.03% of portfolio
|
Q1 2024
Reduced 53.14%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$503,649
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Cambridge Advisors Inc.
|
Apr 16, 2024 Q1 2024 |
18,374
shares
|
$487,645
0.11% of portfolio
|
Q1 2024
Added 3.75%
|
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
17,030
shares
|
$451,976
0.0% of portfolio
|
Q1 2024
Added 4.79%
|
|
|
National Bank Of Canada
|
May 13, 2024 Q1 2024 |
15,491
shares
|
$411,131
0.0% of portfolio
|
Q1 2024
Added 29.16%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 12, 2024 Q1 2024 |
14,763
shares
|
$391,810
0.08% of portfolio
|
Q1 2024
Reduced 0.86%
|
|