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 174 institutions that hold shares in the stock, with a total of 18.2 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 21, 2025 Q1 2025 |
48,491
shares
|
$1.31 Million
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
48,150
shares
|
$1.3 Million
0.04% of portfolio
|
Q1 2025
Added 178233.33%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
May 09, 2025 Q1 2025 |
41,531
shares
|
$1.12 Million
0.43% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Stringer Asset Management, LLC
Memphis, TN |
Nov 14, 2022 Q3 2022 |
41,498
shares
|
$1.12 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
|
$1.1 Million
0.78% of portfolio
|
Q1 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Apr 21, 2025 Q1 2025 |
40,452
shares
|
$1.09 Million
0.54% of portfolio
|
Q1 2025
Added 23.19%
|
|
|
Fma Wealth Management, LLC
Duxbury, MA |
Apr 22, 2025 Q1 2025 |
39,987
shares
|
$1.08 Million
0.88% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jul 07, 2025 Q2 2025 |
39,617
shares
|
$1.07 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.9%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
May 15, 2025 Q1 2025 |
38,840
shares
|
$1.05 Million
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
37,467
shares
|
$1.01 Million
0.04% of portfolio
|
Q1 2025
Added 37.49%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
37,250
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
36,486
shares
|
$986,581
0.56% of portfolio
|
Q1 2025
Added 218.27%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 09, 2025 Q2 2025 |
34,622
shares
|
$936,178
0.28% of portfolio
|
Q2 2025
Added 57.22%
|
|
|
Sharp Financial Services, LLC
Horsham, PA |
Apr 29, 2025 Q1 2025 |
33,740
shares
|
$912,329
0.76% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
33,369
shares
|
$902,297
0.02% of portfolio
|
Q2 2025
Reduced 12.73%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
33,194
shares
|
$897,565
0.01% of portfolio
|
Q1 2025
Added 88.76%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
32,633
shares
|
$882,396
0.09% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Apr 30, 2025 Q1 2025 |
28,493
shares
|
$770,450
0.99% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,350
shares
|
$766,584
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
28,088
shares
|
$759,499
0.03% of portfolio
|
Q1 2025
Added 19.73%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
May 13, 2025 Q1 2025 |
27,421
shares
|
$741,463
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
26,903
shares
|
$727,457
0.0% of portfolio
|
Q1 2025
Added 23.93%
|
|
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
Apr 15, 2025 Q1 2025 |
26,436
shares
|
$714,829
0.64% of portfolio
|
Q1 2025
Added 107.26%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
24,392
shares
|
$659,559
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
22,583
shares
|
$610,644
0.0% of portfolio
|
Q1 2025
Added 45.69%
|