Purchases and Sales Made in Q1 2025 in Simplify Exch Traded Fds Simpl (CTA)
This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q1 2025. The information is specifically focused on institutions that hold shares of SIMPLIFY EXCH TRADED FDS SIMPL.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 01, 2025
Q1 2025
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
40.8KNew |
$1.14M - $1.23M
|
40.8K
$1.1M
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
38.8KNew |
$1.08M - $1.17M
|
38.8K
$1.05M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
37.3KNew |
$1.04M - $1.13M
|
37.3K
$1.01M
|
|
|
Apr 24, 2025
Q1 2025
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
37K+ 22.8% |
$1.03M - $1.12M
|
199K
$5.38M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
33.2K+ 662.78% |
$924K - $1M
|
38.2K
$1.03M
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
32.3K+ 110.18% |
$898K - $975K
|
61.6K
$1.67M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
28.5KNew |
$792K - $861K
|
28.5K
$770K
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
28.4KNew |
$788K - $856K
|
28.4K
$767K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
27.4KNew |
$763K - $828K
|
27.4K
$741K
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
25K+ 218.27% |
$696K - $756K
|
36.5K
$987K
|
|
|
Apr 29, 2025
Q1 2025
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
24.4KNew |
$678K - $737K
|
24.4K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
23.3K+ 223.97% |
$647K - $703K
|
33.6K
$910K
|
|
|
Apr 23, 2025
Q1 2025
|
Sfg Wealth Management, Llc.
|
BUY
|
- |
22.3K+ 36.67% |
$621K - $674K
|
83.2K
$2.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
21.2K+ 21.71% |
$589K - $640K
|
119K
$3.21M
|
|
|
Apr 18, 2025
Q1 2025
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
21.2K+ 52.92% |
$589K - $640K
|
61.2K
$1.66M
|
|
|
Apr 25, 2025
Q1 2025
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
18.6K+ 10.34% |
$517K - $562K
|
198K
$5.37M
|
|
|
May 06, 2025
Q1 2025
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
17.5KNew |
$486K - $528K
|
17.5K
$473K
|
|
|
Apr 09, 2025
Q1 2025
|
Worth Asset Management, LLC
|
BUY
|
- |
16.2KNew |
$451K - $489K
|
16.2K
$438K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
15.6K+ 88.76% |
$434K - $472K
|
33.2K
$898K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
15KNew |
$417K - $453K
|
15K
$406K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.8K+ 13.73% |
$385K - $418K
|
115K
$3.1M
|
|
|
Apr 15, 2025
Q1 2025
|
Magnolia Private Wealth, LLC
Philadelphia, PA |
BUY
|
- |
13.7K+ 107.26% |
$380K - $413K
|
26.4K
$715K
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
13.3KNew |
$369K - $400K
|
13.3K
$358K
|
|
|
May 13, 2025
Q1 2025
|
Axim Planning & Wealth
Dayton, OH |
BUY
|
- |
12.6KNew |
$351K - $381K
|
12.6K
$341K
|
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
12KNew |
$334K - $363K
|
12K
$325K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
11.6K+ 4.57% |
$324K - $352K
|
267K
$7.21M
|
|
|
Apr 21, 2025
Q1 2025
|
L.M. Kohn & Company
|
BUY
|
- |
11.4KNew |
$318K - $345K
|
11.4K
$309K
|
|
|
Apr 24, 2025
Q1 2025
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
11.4K+ 348.71% |
$317K - $344K
|
14.7K
$396K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.8KNew |
$301K - $327K
|
10.8K
$293K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
10.6KNew |
$296K - $321K
|
10.6K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
10.2KNew |
$284K - $309K
|
10.2K
$276K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
10.2K+ 37.49% |
$284K - $309K
|
37.5K
$1.01M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
9.77KNew |
$272K - $295K
|
9.77K
$264K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.39K+ 87.37% |
$261K - $284K
|
20.1K
$545K
|
|
|
May 06, 2025
Q1 2025
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
8.97KNew |
$249K - $271K
|
8.97K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
8.67KNew |
$241K - $262K
|
8.67K
$234K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
8.59KNew |
$239K - $260K
|
8.59K
$232K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
8.25KNew |
$229K - $249K
|
8.25K
$223K
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
7.62K+ 23.19% |
$212K - $230K
|
40.5K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
7.56K+ 64.09% |
$210K - $228K
|
19.3K
$523K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.34KNew |
$204K - $222K
|
7.34K
$199K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
7.14KNew |
$199K - $216K
|
7.14K
$193K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
7.08K+ 45.69% |
$197K - $214K
|
22.6K
$611K
|
|
|
Apr 23, 2025
Q1 2025
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
6.6K+ 45.63% |
$183K - $199K
|
21K
$569K
|
|
|
May 05, 2025
Q1 2025
|
Wt Wealth Management
|
BUY
|
- |
5.63K+ 34.01% |
$157K - $170K
|
22.2K
$600K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.19K+ 23.93% |
$144K - $157K
|
26.9K
$727K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
4.63K+ 19.73% |
$129K - $140K
|
28.1K
$759K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.61K+ 178.99% |
$128K - $139K
|
7.18K
$194K
|
|
|
May 13, 2025
Q1 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
4.17K+ 8.91% |
$116K - $126K
|
50.9K
$1.38M
|
|
|
May 01, 2025
Q1 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
4.02KNew |
$112K - $122K
|
4.02K
$109K
|