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 203 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 $771 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
1,920
shares
|
$52,358
0.0% of portfolio
|
Q3 2025
Added 9.78%
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,465
shares
|
$39,950
0.0% of portfolio
|
Q3 2025
Added 4783.33%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,431
shares
|
$39,023
0.0% of portfolio
|
Q3 2025
Added 71450.0%
|
|
|
Wfa Of San Diego, LLC
|
Aug 14, 2025 Q2 2025 |
1,329
shares
|
$36,241
0.03% of portfolio
|
Q2 2025
Added 1256.12%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
988
shares
|
$26,942
0.0% of portfolio
|
Q3 2025
Added 45.08%
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
979
shares
|
$26,697
0.03% of portfolio
|
Q3 2025
Reduced 14.87%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
976
shares
|
$26,615
0.0% of portfolio
|
Q3 2025
Reduced 14.16%
|
|
|
Peterson Financial Group, Inc.
|
Nov 06, 2024 Q3 2024 |
909
shares
|
$24,788
0.09% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
859
shares
|
$23,424
0.0% of portfolio
|
Q3 2025
Reduced 39.25%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
712
shares
|
$19,416
0.0% of portfolio
|
Q3 2025
Reduced 98.48%
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
711
shares
|
$19,388
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
554
shares
|
$15,107
0.0% of portfolio
|
Q3 2025
Added 26.2%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Nov 06, 2025 Q3 2025 |
543
shares
|
$14,807
0.0% of portfolio
|
Q3 2025
Reduced 77.76%
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
Oct 20, 2025 Q3 2025 |
526
shares
|
$14,344
0.01% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Geneos Wealth Management Inc.
|
Oct 22, 2025 Q3 2025 |
500
shares
|
$13,635
0.0% of portfolio
|
Q2 2025
Reduced 99.06%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
459
shares
|
$12,516
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Nov 03, 2025 Q3 2025 |
376
shares
|
$10,253
0.0% of portfolio
|
Q2 2025
Added 95.83%
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Nov 14, 2025 Q3 2025 |
371
shares
|
$10,117
0.01% of portfolio
|
Q3 2025
Reduced 22.87%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
301
shares
|
$8,208
0.0% of portfolio
|
Q2 2025
Reduced 74.94%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Nov 14, 2025 Q3 2025 |
247
shares
|
$6,735
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
234
shares
|
$6,381
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Simplex Trading, LLC
|
Nov 12, 2025 Q3 2025 |
199
shares
|
$5,426
0.0% of portfolio
|
Q3 2025
Reduced 73.85%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
127
shares
|
$3,463
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Nvwm, LLC
|
Oct 16, 2025 Q3 2025 |
100
shares
|
$2,727
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Park Square Financial Group, LLC
Roswell, GA |
Nov 12, 2025 Q3 2025 |
39
shares
|
$1,063
0.0% of portfolio
|
Q3 2025
Reduced 99.75%
|
|