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 196 institutions that hold shares in the stock, with a total of 23.7 Million shares, which have been reported (via 13F filing form) to have a value of $639 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
711
shares
|
$19,168
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
681
shares
|
$18,359
0.0% of portfolio
|
Q2 2025
Added 16.01%
|
|
|
Global Trust Asset Management, LLC
|
Jul 17, 2025 Q2 2025 |
592
shares
|
$15,960
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
May 01, 2025 Q1 2025 |
526
shares
|
$14,180
0.02% of portfolio
|
Q1 2025
Reduced 42.7%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
489
shares
|
$13,183
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mpwm Advisory Solutions, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
481
shares
|
$12,967
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
459
shares
|
$12,374
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
439
shares
|
$11,835
0.0% of portfolio
|
Q2 2025
Reduced 95.95%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Aug 13, 2025 Q2 2025 |
401
shares
|
$10,810
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Golden State Wealth Management, LLC
Santa Ana, CA |
Aug 06, 2025 Q2 2025 |
376
shares
|
$10,136
0.0% of portfolio
|
Q2 2025
Added 95.83%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
301
shares
|
$8,114
0.0% of portfolio
|
Q2 2025
Reduced 74.94%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
127
shares
|
$3,423
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
100
shares
|
$2,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nvwm, LLC
|
Aug 06, 2025 Q2 2025 |
100
shares
|
$2,696
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
68
shares
|
$1,833
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
55
shares
|
$1,482
0.0% of portfolio
|
Q2 2025
Reduced 99.73%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
30
shares
|
$808
0.0% of portfolio
|
Q2 2025
Reduced 99.64%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
2
shares
|
$53
0.0% of portfolio
|
Q2 2025
Reduced 99.84%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|