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 203 institutions that hold shares in the stock, with a total of 28.3 Million shares, which have been reported (via 13F filing form) to have a value of $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Omni Star Financial Group, Inc.
|
Nov 17, 2025 Q3 2025 |
304,252
shares
|
$8.3 Million
5.58% of portfolio
|
Q3 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
303,670
shares
|
$8.28 Million
0.27% of portfolio
|
Q3 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
295,763
shares
|
$8.07 Million
0.02% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Oct 24, 2025 Q3 2025 |
291,928
shares
|
$7.96 Million
0.95% of portfolio
|
Q3 2025
Added 40.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
283,352
shares
|
$7.73 Million
0.0% of portfolio
|
Q3 2025
Added 2.1%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Nov 13, 2025 Q3 2025 |
277,459
shares
|
$7.57 Million
2.3% of portfolio
|
Q3 2025
Added 44.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
260,864
shares
|
$7.11 Million
0.01% of portfolio
|
Q3 2025
Added 11.42%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Nov 12, 2025 Q3 2025 |
253,556
shares
|
$6.91 Million
3.85% of portfolio
|
Q3 2025
Reduced 15.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
236,080
shares
|
$6.44 Million
0.0% of portfolio
|
Q3 2025
Added 235980.0%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
231,664
shares
|
$6.32 Million
2.17% of portfolio
|
Q3 2025
Added 13.0%
|
|
|
Napa Wealth Management
Napa, CA |
Nov 12, 2025 Q3 2025 |
210,055
shares
|
$5.73 Million
2.75% of portfolio
|
Q3 2025
Reduced 20.29%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
208,274
shares
|
$5.68 Million
0.07% of portfolio
|
Q3 2025
Reduced 2.74%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Nov 10, 2025 Q3 2025 |
198,373
shares
|
$5.41 Million
3.08% of portfolio
|
Q3 2025
Added 8.9%
|
|
|
Deane Retirement Strategies, Inc.
|
Oct 14, 2025 Q3 2025 |
193,766
shares
|
$5.28 Million
2.35% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
190,494
shares
|
$5.19 Million
0.23% of portfolio
|
Q3 2025
Reduced 4.7%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
189,180
shares
|
$5.16 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Longview Financial Advisors, Inc.
Huntsville, AL |
Nov 12, 2025 Q3 2025 |
189,094
shares
|
$5.16 Million
3.77% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
182,189
shares
|
$4.97 Million
0.01% of portfolio
|
Q3 2025
Added 10.79%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
164,420
shares
|
$4.48 Million
0.61% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
163,635
shares
|
$4.46 Million
3.67% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
149,060
shares
|
$4.06 Million
0.45% of portfolio
|
Q3 2025
Added 5.99%
|
|
|
Ethos Financial Group, LLC
King Of Prussia, PA |
Oct 23, 2025 Q3 2025 |
140,197
shares
|
$3.82 Million
0.36% of portfolio
|
Q3 2025
Added 3.24%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2025 Q3 2025 |
139,278
shares
|
$3.8 Million
0.69% of portfolio
|
Q3 2025
Reduced 2.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
128,856
shares
|
$3.51 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.1%
|
|
|
Pmv Capital Advisers, LLC
Dallas, TX |
Oct 06, 2025 Q3 2025 |
125,226
shares
|
$3.41 Million
6.8% of portfolio
|
Q3 2025
Added 21.26%
|
|