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 |
|---|---|---|---|---|---|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.16 Million
1.11% of portfolio
|
Q3 2022
New holding
|
|
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
May 01, 2025 Q1 2025 |
40,841
shares
|
$1.15 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
40,452
shares
|
$1.14 Million
0.54% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
39,987
shares
|
$1.12 Million
0.88% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
38,840
shares
|
$1.09 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
38,238
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 662.78%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
37,467
shares
|
$1.05 Million
0.04% of portfolio
|
Q1 2025
Added 37.49%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
37,250
shares
|
$1.05 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
36,486
shares
|
$1.02 Million
0.56% of portfolio
|
Q1 2025
Added 218.27%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
33,740
shares
|
$946,744
0.76% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
33,641
shares
|
$943,966
0.0% of portfolio
|
Q1 2025
Added 223.97%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,194
shares
|
$931,423
0.01% of portfolio
|
Q1 2025
Added 88.76%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
32,633
shares
|
$915,681
0.09% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
28,493
shares
|
$799,513
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,350
shares
|
$795,501
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
28,088
shares
|
$788,149
0.03% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
27,421
shares
|
$769,433
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,903
shares
|
$754,898
0.0% of portfolio
|
Q1 2025
Added 23.93%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
26,436
shares
|
$741,794
0.64% of portfolio
|
Q1 2025
Added 107.26%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
24,392
shares
|
$684,439
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,583
shares
|
$633,678
0.0% of portfolio
|
Q1 2025
Added 45.69%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
22,445
shares
|
$629,806
0.0% of portfolio
|
Q1 2025
Added 16.63%
|
|
|
Wt Wealth Management
|
May 05, 2025 Q1 2025 |
22,195
shares
|
$622,791
0.22% of portfolio
|
Q1 2025
Added 34.01%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Apr 10, 2025 Q1 2025 |
22,022
shares
|
$617,937
0.13% of portfolio
|
Q1 2025
Added 10.95%
|
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Apr 23, 2025 Q1 2025 |
21,048
shares
|
$590,606
0.18% of portfolio
|
Q1 2025
Added 45.63%
|