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 171 institutions that hold shares in the stock, with a total of 17.5 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
191,461
shares
|
$5.37 Million
0.34% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Capital Management, Inc.
|
Feb 11, 2025 Q4 2024 |
186,965
shares
|
$5.25 Million
0.23% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Fischer Investment Strategies, LLC
Westlake Village, CA |
May 15, 2025 Q1 2025 |
184,766
shares
|
$5.18 Million
4.03% of portfolio
|
Q1 2025
New holding
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Apr 30, 2025 Q1 2025 |
177,069
shares
|
$4.97 Million
3.44% of portfolio
|
Q1 2025
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
176,803
shares
|
$4.96 Million
0.07% of portfolio
|
Q1 2025
Added 56.7%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
172,366
shares
|
$4.84 Million
0.41% of portfolio
|
Q1 2025
New holding
|
|
|
Astor Investment Management LLC
|
May 12, 2025 Q1 2025 |
170,002
shares
|
$4.77 Million
3.91% of portfolio
|
Q1 2025
Reduced 44.17%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
162,302
shares
|
$4.55 Million
2.05% of portfolio
|
Q1 2025
Added 50.76%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
158,001
shares
|
$4.43 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
138,620
shares
|
$3.89 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
132,321
shares
|
$3.71 Million
0.04% of portfolio
|
Q1 2025
Added 56.02%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
130,075
shares
|
$3.65 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
Apr 17, 2025 Q1 2025 |
127,574
shares
|
$3.58 Million
3.18% of portfolio
|
Q1 2025
New holding
|
|
|
Css LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
124,335
shares
|
$3.49 Million
0.44% of portfolio
|
Q1 2025
Added 66.3%
|
|
|
Upper Left Wealth Management, LLC
|
Apr 14, 2025 Q1 2025 |
122,924
shares
|
$3.45 Million
2.71% of portfolio
|
Q1 2025
New holding
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
May 13, 2025 Q1 2025 |
121,466
shares
|
$3.41 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
120,210
shares
|
$3.37 Million
0.1% of portfolio
|
Q1 2025
Added 94.3%
|
|
|
Ignite Planners, LLC
|
May 05, 2025 Q1 2025 |
119,271
shares
|
$3.35 Million
0.74% of portfolio
|
Q1 2025
New holding
|
|
|
Clg LLC
Long Beach, CA |
Apr 21, 2025 Q1 2025 |
118,805
shares
|
$3.33 Million
1.22% of portfolio
|
Q1 2025
Added 21.71%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
114,723
shares
|
$3.22 Million
0.01% of portfolio
|
Q1 2025
Added 13.73%
|
|
|
Financial Enhancement Group LLC
Anderson, IN |
Apr 23, 2025 Q1 2025 |
114,297
shares
|
$3.21 Million
0.58% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
111,979
shares
|
$3.14 Million
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
104,993
shares
|
$2.95 Million
0.0% of portfolio
|
Q1 2025
Added 86.33%
|
|
|
Encompass More Asset Management
Danville, CA |
May 09, 2025 Q1 2025 |
94,217
shares
|
$2.64 Million
0.83% of portfolio
|
Q1 2025
Added 193.6%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
91,951
shares
|
$2.58 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.43%
|