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 |
|---|---|---|---|---|---|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
11,194
shares
|
$305,260
0.01% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
11,050
shares
|
$301,333
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 28, 2025 Q3 2025 |
10,219
shares
|
$278,672
0.28% of portfolio
|
Q3 2025
Reduced 66.23%
|
|
|
Orcam Financial Group
Encinitas, CA |
Nov 12, 2025 Q3 2025 |
10,140
shares
|
$276,517
0.23% of portfolio
|
Q1 2025
Added 17.23%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
9,869
shares
|
$269,127
0.0% of portfolio
|
Q3 2025
Added 1.45%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
9,750
shares
|
$265,882
0.01% of portfolio
|
Q3 2025
Added 4.85%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
9,224
shares
|
$251,538
0.01% of portfolio
|
Q3 2025
Reduced 67.31%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Nov 10, 2025 Q3 2025 |
8,465
shares
|
$230,840
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
7,855
shares
|
$214,205
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cap Partners, LLC
Franklin, TN |
Oct 29, 2025 Q3 2025 |
7,612
shares
|
$207,579
0.12% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
7,550
shares
|
$205,888
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
Nov 07, 2025 Q3 2025 |
7,260
shares
|
$197,980
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Nov 13, 2025 Q3 2025 |
7,180
shares
|
$195,798
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Oct 27, 2025 Q3 2025 |
6,373
shares
|
$173,791
0.0% of portfolio
|
Q3 2025
Added 1489.28%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
6,295
shares
|
$171,664
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
5,624
shares
|
$153,366
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Sound Income Strategies, LLC
|
Oct 10, 2025 Q3 2025 |
5,423
shares
|
$147,885
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
J.Safra Asset Management Corp
|
Oct 29, 2025 Q3 2025 |
5,260
shares
|
$143,440
0.01% of portfolio
|
Q2 2025
Reduced 53.42%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
5,220
shares
|
$142,349
0.0% of portfolio
|
Q3 2025
Reduced 31.46%
|
|
|
Reyes Financial Architecture, Inc.
San Diego, CA |
Nov 12, 2025 Q3 2025 |
4,927
shares
|
$134,359
0.09% of portfolio
|
Q2 2025
Added 22.5%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Nov 04, 2025 Q3 2025 |
3,120
shares
|
$85,082
0.04% of portfolio
|
Q3 2025
Reduced 6.05%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$81,810
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,885
shares
|
$78,673
0.01% of portfolio
|
Q3 2025
Reduced 7.03%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Oct 22, 2025 Q3 2025 |
1,980
shares
|
$53,994
0.0% of portfolio
|
Q3 2025
Added 33.96%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,920
shares
|
$52,358
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|