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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
90,613
shares
|
$2.54 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
85,737
shares
|
$2.41 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Sfg Wealth Management, Llc.
|
Apr 23, 2025 Q1 2025 |
83,189
shares
|
$2.33 Million
1.27% of portfolio
|
Q1 2025
Added 36.67%
|
|
|
Theory Financial LLC
Fort Collins, CO |
May 02, 2025 Q1 2025 |
81,434
shares
|
$2.29 Million
1.06% of portfolio
|
Q1 2025
New holding
|
|
|
R. W. Roge & Company, Inc.
Bohemia, NY |
May 09, 2025 Q1 2025 |
77,471
shares
|
$2.17 Million
1.26% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
76,965
shares
|
$2.16 Million
0.01% of portfolio
|
Q1 2025
Added 526.75%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
May 15, 2025 Q1 2025 |
74,090
shares
|
$2.08 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
72,468
shares
|
$2.03 Million
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Apr 16, 2025 Q1 2025 |
69,075
shares
|
$1.94 Million
1.03% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
68,549
shares
|
$1.92 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Simplify Asset Management Inc.
New York, NY |
May 13, 2025 Q1 2025 |
66,957
shares
|
$1.88 Million
0.08% of portfolio
|
Q1 2025
Reduced 52.3%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
65,086
shares
|
$1.83 Million
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
61,684
shares
|
$1.73 Million
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Fsa Advisors, Inc.
Troy, MI |
May 08, 2025 Q1 2025 |
61,596
shares
|
$1.73 Million
1.45% of portfolio
|
Q1 2025
Added 110.18%
|
|
|
Optivise Advisory Services LLC
Franklin, TN |
Apr 18, 2025 Q1 2025 |
61,232
shares
|
$1.72 Million
1.02% of portfolio
|
Q1 2025
Added 52.92%
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
60,311
shares
|
$1.69 Million
0.04% of portfolio
|
Q1 2025
Reduced 30.73%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
58,763
shares
|
$1.65 Million
0.09% of portfolio
|
Q4 2023
Reduced 15.29%
|
|
|
Geneos Wealth Management Inc.
|
May 07, 2025 Q1 2025 |
53,233
shares
|
$1.49 Million
0.04% of portfolio
|
Q1 2025
Added 3282.02%
|
|
|
Aries Wealth Management
|
Apr 16, 2025 Q1 2025 |
51,275
shares
|
$1.44 Million
0.42% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Wespac Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
50,967
shares
|
$1.43 Million
1.31% of portfolio
|
Q1 2025
New holding
|
|
|
Andina Capital Management, LLC
Lehi, UT |
May 13, 2025 Q1 2025 |
50,948
shares
|
$1.43 Million
1.07% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
48,491
shares
|
$1.36 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
48,150
shares
|
$1.35 Million
0.04% of portfolio
|
Q1 2025
Added 178233.33%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Apr 02, 2025 Q1 2025 |
42,100
shares
|
$1.18 Million
0.38% of portfolio
|
Q1 2025
Added 9.26%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
41,531
shares
|
$1.17 Million
0.43% of portfolio
|
Q1 2025
Reduced 44.63%
|