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 75 institutions that hold shares in the stock, with a total of 3.5 Million shares, which have been reported (via 13F filing form) to have a value of $92.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
Aug 13, 2024 Q2 2024 |
487,816
shares
|
$13.3 Million
0.15% of portfolio
|
Q2 2024
Reduced 6.18%
|
|
|
Clear Creek Financial Management, LLC
|
Oct 29, 2024 Q3 2024 |
331,465
shares
|
$9.03 Million
1.01% of portfolio
|
Q3 2024
Reduced 13.89%
|
|
|
Astor Investment Management LLC
|
Oct 24, 2024 Q3 2024 |
326,615
shares
|
$8.9 Million
5.85% of portfolio
|
Q3 2024
New holding
|
|
|
Peak Financial Advisors LLC
|
Oct 09, 2024 Q3 2024 |
314,910
shares
|
$8.58 Million
5.16% of portfolio
|
Q3 2024
Added 10.55%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
286,957
shares
|
$7.82 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
|
Beacon Capital Management, Inc.
|
Oct 15, 2024 Q3 2024 |
186,625
shares
|
$5.09 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Oct 15, 2024 Q3 2024 |
156,321
shares
|
$4.26 Million
3.51% of portfolio
|
Q3 2024
Added 2.55%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Aug 02, 2024 Q2 2024 |
99,779
shares
|
$2.72 Million
0.44% of portfolio
|
Q2 2024
Added 1.81%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
87,218
shares
|
$2.38 Million
0.05% of portfolio
|
Q3 2024
Reduced 46.54%
|
|
|
Simplify Asset Management Inc.
New York, NY |
Aug 12, 2024 Q2 2024 |
79,883
shares
|
$2.18 Million
0.16% of portfolio
|
Q2 2024
Reduced 38.1%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
78,409
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.56%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
72,998
shares
|
$1.99 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
59,001
shares
|
$1.61 Million
0.02% of portfolio
|
Q2 2024
Added 63.71%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.6 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
56,353
shares
|
$1.54 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Jul 19, 2024 Q2 2024 |
51,074
shares
|
$1.39 Million
0.82% of portfolio
|
Q2 2024
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
Oct 25, 2024 Q3 2024 |
49,903
shares
|
$1.36 Million
0.99% of portfolio
|
Q3 2024
Added 23.63%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
42,656
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Jul 15, 2024 Q2 2024 |
41,800
shares
|
$1.14 Million
0.97% of portfolio
|
Q1 2024
Reduced 12.02%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.13 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
40,735
shares
|
$1.11 Million
0.35% of portfolio
|
Q2 2024
Added 3.38%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Oct 15, 2024 Q3 2024 |
39,874
shares
|
$1.09 Million
0.75% of portfolio
|
Q3 2024
Added 10.49%
|
|
|
Money Concepts Capital Corp
|
Aug 02, 2024 Q2 2024 |
39,673
shares
|
$1.08 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
38,730
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2024
Added 56.61%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
32,125
shares
|
$875,406
0.28% of portfolio
|
Q3 2024
New holding
|