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 |
|---|---|---|---|---|---|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
2,369
shares
|
$64,057
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
1,853
shares
|
$50,105
0.0% of portfolio
|
Q1 2025
Reduced 6.7%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
1,414
shares
|
$38,234
0.0% of portfolio
|
Q4 2024
Reduced 37.29%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,262
shares
|
$34,124
0.0% of portfolio
|
Q1 2025
Reduced 43.46%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,201
shares
|
$32,475
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
May 15, 2025 Q1 2025 |
1,137
shares
|
$30,744
0.0% of portfolio
|
Q1 2025
Added 1.43%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
909
shares
|
$24,579
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Solstein Capital, LLC
Menlo Park, CA |
Apr 17, 2025 Q1 2025 |
714
shares
|
$19,306
0.01% of portfolio
|
Q1 2025
Added 5.0%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
631
shares
|
$17,062
0.0% of portfolio
|
Q4 2024
Added 593.41%
|
|
|
Global Trust Asset Management, LLC
|
Apr 18, 2025 Q1 2025 |
592
shares
|
$16,007
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
587
shares
|
$15,872
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Apr 25, 2025 Q1 2025 |
548
shares
|
$14,817
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
526
shares
|
$14,223
0.02% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
489
shares
|
$13,222
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
May 15, 2025 Q1 2025 |
481
shares
|
$13,006
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Apr 24, 2025 Q1 2025 |
192
shares
|
$5,191
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
127
shares
|
$3,434
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
100
shares
|
$2,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
100
shares
|
$2,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wfa Of San Diego, LLC
|
Nov 13, 2024 Q3 2024 |
98
shares
|
$2,649
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
30
shares
|
$811
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|