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 202 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 $770 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brighton Jones LLC
|
Oct 14, 2025 Q3 2025 |
38,089
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 0.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
37,541
shares
|
$1.02 Million
0.02% of portfolio
|
Q3 2025
Added 12.5%
|
|
|
North Crest Asset Manangement, LLC
|
Oct 29, 2025 Q3 2025 |
36,338
shares
|
$990,937
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
35,871
shares
|
$978,202
0.06% of portfolio
|
Q3 2025
Added 0.81%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2025 Q3 2025 |
35,537
shares
|
$969,093
0.29% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Wedbush Securities Inc
|
Nov 06, 2025 Q3 2025 |
35,011
shares
|
$954,749
0.03% of portfolio
|
Q3 2025
Added 142.32%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2025 Q3 2025 |
34,822
shares
|
$949,595
0.01% of portfolio
|
Q3 2025
Reduced 0.85%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
34,050
shares
|
$928,543
0.33% of portfolio
|
Q3 2025
Added 82.1%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Nov 12, 2025 Q3 2025 |
33,673
shares
|
$918,262
0.6% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Crossmark Global Holdings, Inc.
|
Nov 12, 2025 Q3 2025 |
33,569
shares
|
$915,426
0.01% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
33,001
shares
|
$899,937
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
32,279
shares
|
$880,248
0.07% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
31,173
shares
|
$850,087
0.02% of portfolio
|
Q3 2025
Added 51.21%
|
|
|
Global Wealth Strategies & Associates
Denver, CO |
Jan 02, 2026 Q4 2025 |
31,075
shares
|
$847,415
0.21% of portfolio
|
Q4 2025
Reduced 18.53%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
30,188
shares
|
$823,226
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Nov 13, 2025 Q3 2025 |
29,923
shares
|
$816,000
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Nov 18, 2025 Q3 2025 |
29,470
shares
|
$803,646
0.34% of portfolio
|
Q3 2025
Reduced 58.35%
|
|
|
Professional Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
29,408
shares
|
$801,956
0.18% of portfolio
|
Q3 2025
Added 141.37%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
28,769
shares
|
$784,530
0.0% of portfolio
|
Q2 2025
Added 6.94%
|
|
|
Global View Capital Management LLC
Waukesha, WI |
Oct 29, 2025 Q3 2025 |
28,768
shares
|
$784,503
0.17% of portfolio
|
Q3 2025
Added 19.22%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
27,284
shares
|
$744,034
0.02% of portfolio
|
Q3 2025
Added 18.41%
|
|
|
Entrewealth, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
27,013
shares
|
$736,644
0.39% of portfolio
|
Q3 2025
Added 52.97%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
24,839
shares
|
$677,359
0.0% of portfolio
|
Q3 2025
Added 10.13%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
24,777
shares
|
$675,668
0.01% of portfolio
|
Q4 2025
Added 0.1%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Oct 27, 2025 Q3 2025 |
23,662
shares
|
$645,262
0.36% of portfolio
|
Q3 2025
Reduced 31.63%
|
|