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 201 institutions that hold shares in the stock, with a total of 31.1 Million shares, which have been reported (via 13F filing form) to have a value of $849 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
338,748
shares
|
$9.24 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Jan 27, 2026 Q4 2025 |
332,121
shares
|
$9.06 Million
2.52% of portfolio
|
Q4 2025
Added 19.7%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Nov 14, 2025 Q3 2025 |
331,136
shares
|
$9.03 Million
0.06% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
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
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jan 20, 2026 Q4 2025 |
296,881
shares
|
$8.1 Million
0.94% of portfolio
|
Q4 2025
Added 1.7%
|
|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Aspen Wealth Strategies, LLC
Arvada, CO |
Jan 28, 2026 Q4 2025 |
256,767
shares
|
$7 Million
3.83% of portfolio
|
Q4 2025
Added 29.44%
|
|
|
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%
|
|
|
Belpointe Asset Management LLC
|
Jan 27, 2026 Q4 2025 |
200,800
shares
|
$5.48 Million
0.19% of portfolio
|
Q4 2025
Added 5.41%
|
|
|
Deane Retirement Strategies, Inc.
|
Jan 28, 2026 Q4 2025 |
194,542
shares
|
$5.31 Million
2.28% of portfolio
|
Q4 2025
Added 0.4%
|
|
|
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%
|
|
|
North Crest Asset Manangement, LLC
|
Jan 08, 2026 Q4 2025 |
176,567
shares
|
$4.81 Million
0.12% of portfolio
|
Q4 2025
Added 385.9%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
164,745
shares
|
$4.49 Million
0.59% of portfolio
|
Q4 2025
Added 0.2%
|
|
|
Astor Investment Management LLC
|
Jul 18, 2025 Q2 2025 |
163,635
shares
|
$4.46 Million
3.67% of portfolio
|
Q2 2025
Reduced 3.75%
|
|
|
Key Capital Management, Inc
Hendersonville, Tn 37075, TN |
Jan 26, 2026 Q4 2025 |
159,726
shares
|
$4.36 Million
4.31% of portfolio
|
Q4 2025
New holding
|
|
|
Css LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
149,060
shares
|
$4.06 Million
0.45% of portfolio
|
Q3 2025
Added 5.99%
|
|