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 |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
20,706
shares
|
$581,010
0.33% of portfolio
|
Q1 2025
Added 19.44%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
20,146
shares
|
$565,296
0.0% of portfolio
|
Q1 2025
Added 87.37%
|
|
|
Betterment LLC
New York, NY |
May 15, 2025 Q1 2025 |
19,796
shares
|
$555,475
0.0% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Cambridge Advisors Inc.
|
Apr 24, 2025 Q1 2025 |
19,667
shares
|
$551,856
0.13% of portfolio
|
Q1 2025
Reduced 4.61%
|
|
|
Org Partners LLC
Roanoke, IN |
Apr 21, 2025 Q1 2025 |
19,349
shares
|
$542,932
0.17% of portfolio
|
Q1 2025
Added 64.09%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
19,172
shares
|
$537,966
0.02% of portfolio
|
Q1 2025
Reduced 0.47%
|
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
18,977
shares
|
$532,494
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
18,190
shares
|
$510,411
0.0% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Advisors Preferred, LLC
Rockville, MD |
May 06, 2025 Q1 2025 |
17,487
shares
|
$490,685
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
17,002
shares
|
$477,076
0.0% of portfolio
|
Q1 2025
Added 5.86%
|
|
|
Worth Asset Management, LLC
|
Apr 09, 2025 Q1 2025 |
16,202
shares
|
$454,628
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
May 15, 2025 Q1 2025 |
15,000
shares
|
$420,900
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Apr 24, 2025 Q1 2025 |
14,655
shares
|
$411,219
0.27% of portfolio
|
Q1 2025
Added 348.71%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
14,585
shares
|
$409,255
0.02% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
14,025
shares
|
$393,541
0.1% of portfolio
|
Q1 2025
Added 2.96%
|
|
|
Luminist Capital LLC
Grand Rapids, MI |
May 14, 2025 Q1 2025 |
13,805
shares
|
$387,368
0.44% of portfolio
|
Q1 2025
Reduced 10.35%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
13,551
shares
|
$380,241
0.02% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Brookwood Investment Group LLC
Phoenix, AZ |
May 06, 2025 Q1 2025 |
13,251
shares
|
$371,823
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
13,226
shares
|
$371,121
0.01% of portfolio
|
Q1 2025
Reduced 33.14%
|
|
|
Axim Planning & Wealth
Dayton, OH |
May 13, 2025 Q1 2025 |
12,622
shares
|
$354,173
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Great Diamond Partners, LLC
|
May 13, 2025 Q1 2025 |
12,420
shares
|
$348,505
0.1% of portfolio
|
Q1 2025
Added 0.57%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Apr 14, 2025 Q1 2025 |
12,008
shares
|
$336,944
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,973
shares
|
$335,962
0.02% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,424
shares
|
$320,557
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,828
shares
|
$303,833
0.0% of portfolio
|
Q1 2025
New holding
|