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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
11,973
shares
|
$323,749
0.02% of portfolio
|
Q1 2025
Reduced 47.33%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
11,424
shares
|
$308,904
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
10,828
shares
|
$292,789
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
10,632
shares
|
$287,489
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Transce3nd, LLC
Kyle, TX |
May 02, 2025 Q1 2025 |
10,223
shares
|
$276,429
0.14% of portfolio
|
Q1 2025
New holding
|
|
|
Orcam Financial Group
Encinitas, CA |
May 14, 2025 Q1 2025 |
10,140
shares
|
$274,185
0.28% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
May 02, 2025 Q1 2025 |
9,926
shares
|
$268,399
0.07% of portfolio
|
Q1 2025
Reduced 46.76%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
9,774
shares
|
$264,288
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
9,458
shares
|
$255,744
0.02% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
Jul 09, 2025 Q2 2025 |
9,028
shares
|
$244,117
0.05% of portfolio
|
Q2 2025
Reduced 24.82%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
May 06, 2025 Q1 2025 |
8,965
shares
|
$242,413
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
8,668
shares
|
$234,382
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
8,593
shares
|
$232,354
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
8,249
shares
|
$223,052
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
8,102
shares
|
$219,078
0.01% of portfolio
|
Q1 2025
Added 96.6%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
7,932
shares
|
$214,481
0.0% of portfolio
|
Q4 2022
Reduced 90.28%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
7,344
shares
|
$198,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
7,233
shares
|
$195,580
0.0% of portfolio
|
Q1 2025
Reduced 41.73%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
7,184
shares
|
$194,255
0.03% of portfolio
|
Q1 2025
Added 178.99%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
7,138
shares
|
$193,011
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,927
shares
|
$133,226
0.11% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Apr 29, 2025 Q1 2025 |
3,641
shares
|
$98,452
0.05% of portfolio
|
Q1 2025
Reduced 45.31%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
3,471
shares
|
$93,855
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
3,103
shares
|
$83,905
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Apr 30, 2025 Q1 2025 |
2,510
shares
|
$67,870
0.06% of portfolio
|
Q1 2025
New holding
|