Purchases and Sales Made in Q2 2025 in Simplify Exch Traded Fds Simpl (CTA)

CTA Quotes by TradingView

This table provides information about the institutional ownership of Simplify Exch Traded Fds Simpl (CTA) during Q2 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
Jul 25, 2025 Q2 2025
Cwm, LLC

BUY
 -
2.35M
+ 10420.48%
$62.6M - $70.4M
2.38M $64.1M
Jul 31, 2025 Q2 2025
Boothe Investment Group, Inc.

Dover, DE
BUY
 -
1.09M
New
$29M - $32.6M
1.09M $29.4M
Jul 31, 2025 Q2 2025
Fielder Capital Group LLC

Nashville, TN
BUY
 -
343K
New
$9.12M - $10.2M
343K $9.24M
Jul 18, 2025 Q2 2025
Truist Financial Corp

BUY
 -
307K
+ 1687.42%
$8.17M - $9.18M
325K $8.77M
Aug 14, 2025 Q2 2025
Clark Capital Management Group, Inc.

Philadelphia, PA
BUY
 -
236K
+ 318.59%
$6.28M - $7.06M
310K $8.36M
Aug 06, 2025 Q2 2025
Ae Wealth Management LLC

BUY
 -
227K
+ 23.34%
$6.04M - $6.78M
1.2M $32.3M
Aug 11, 2025 Q2 2025
Private Advisor Group, LLC

BUY
 -
222K
+ 52.0%
$5.91M - $6.64M
649K $17.5M
Aug 14, 2025 Q2 2025
Raymond James Financial Inc

St. Petersburg, FL
BUY
 -
215K
New
$5.72M - $6.43M
215K $5.8M
Jul 07, 2025 Q2 2025
Peak Financial Advisors LLC

BUY
 -
213K
+ 65.22%
$5.68M - $6.38M
540K $14.6M
Jul 11, 2025 Q2 2025
Deane Retirement Strategies, Inc.

BUY
 -
195K
+ 30470.47%
$5.19M - $5.83M
196K $5.27M
Jul 31, 2025 Q2 2025
Envestnet Asset Management Inc

BUY
 -
177K
+ 38.49%
$4.7M - $5.28M
635K $17.1M
Aug 14, 2025 Q2 2025
Jane Street Group, LLC

New York, NY
BUY
 -
137K
New
$3.65M - $4.1M
137K $3.7M
Jul 09, 2025 Q2 2025
Dynamic Advisor Solutions LLC

BUY
 -
114K
+ 56.25%
$3.04M - $3.42M
318K $8.56M
Aug 12, 2025 Q2 2025
Lpl Financial LLC

Fort Mill, SC
BUY
 -
110K
+ 14.74%
$2.92M - $3.28M
854K $23M
Aug 14, 2025 Q2 2025
Susquehanna International Group, LLP

Bala Cynwyd, PA
BUY
 -
108K
New
$2.88M - $3.24M
108K $2.92M
Jul 10, 2025 Q2 2025
Pmv Capital Advisers, LLC

Dallas, TX
BUY
 -
103K
New
$2.75M - $3.09M
103K $2.78M
Aug 01, 2025 Q2 2025
Pasadena Private Wealth, LLC

Pasadena, CA
BUY
 -
101K
+ 18.76%
$2.7M - $3.03M
642K $17.3M
Aug 12, 2025 Q2 2025
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
96.5K
+ 729.84%
$2.57M - $2.89M
110K $2.96M
Aug 13, 2025 Q2 2025
Cambria Investment Management, L.P.

BUY
 -
85.3K
New
$2.27M - $2.55M
85.3K $2.3M
Aug 11, 2025 Q2 2025
Empowered Funds, LLC

BUY
 -
85.3K
New
$2.27M - $2.55M
85.3K $2.3M
Aug 08, 2025 Q2 2025
Austin Wealth Management, LLC

Austin, TX
BUY
 -
84.4K
New
$2.25M - $2.52M
84.4K $2.27M
Jul 24, 2025 Q2 2025
R. W. Roge & Company, Inc.

Bohemia, NY
BUY
 -
80K
+ 103.26%
$2.13M - $2.39M
157K $4.25M
Jul 16, 2025 Q2 2025
Kwb Wealth

Redlands, CA
BUY
 -
75.5K
New
$2.01M - $2.26M
75.5K $2.03M
Jul 09, 2025 Q2 2025
Fiduciary Alliance LLC

Greenville, SC
BUY
 -
64.7K
New
$1.72M - $1.93M
64.7K $1.74M
Aug 06, 2025 Q2 2025
Pekin Hardy Strauss, Inc.

BUY
 -
63.8K
New
$1.7M - $1.91M
63.8K $1.72M
Aug 14, 2025 Q2 2025
Ken Griffin Citadel Advisors LLC | Chicago, Il
BUY
 -
56.8K
+ 773.84%
$1.51M - $1.7M
64.2K $1.73M
Aug 01, 2025 Q2 2025
Fsa Advisors, Inc.

Troy, MI
BUY
 -
55K
+ 89.37%
$1.46M - $1.65M
117K $3.14M
Aug 14, 2025 Q2 2025
Darwin Advisors, LLC

BUY
 -
53.7K
New
$1.43M - $1.6M
53.7K $1.45M
Jul 10, 2025 Q2 2025
Wealth Enhancement Advisory Services, LLC

BUY
 -
50.9K
+ 151.41%
$1.36M - $1.52M
84.6K $2.28M
Aug 14, 2025 Q2 2025
Mml Investors Services, LLC

Springfield, MA
BUY
 -
49.7K
+ 43.34%
$1.32M - $1.49M
164K $4.43M
Aug 13, 2025 Q2 2025
Baird Financial Group, Inc.

Milwaukee, WI
BUY
 -
46.5K
+ 163.96%
$1.24M - $1.39M
74.8K $2.02M
Jul 18, 2025 Q2 2025
Magnolia Private Wealth, LLC

Philadelphia, PA
BUY
 -
45.7K
+ 172.87%
$1.22M - $1.37M
72.1K $1.94M
Aug 11, 2025 Q2 2025
Principal Securities, Inc.

Des Moines, IA
BUY
 -
44.8K
+ 7104.28%
$1.19M - $1.34M
45.5K $1.23M
Aug 12, 2025 Q2 2025
Cowa, LLC

Tulsa, OK
BUY
 -
42.7K
+ 26.32%
$1.14M - $1.28M
205K $5.53M
Aug 04, 2025 Q2 2025
Atria Investments LLC

Charlotte, NC
BUY
 -
37.3K
+ 21.12%
$994K - $1.12M
214K $5.77M
Jul 29, 2025 Q2 2025
Fundamentun, LLC

Beachwood, OH
BUY
 -
37.1K
+ 43.31%
$988K - $1.11M
123K $3.31M
Aug 08, 2025 Q2 2025
Western Wealth Management, LLC

BUY
 -
35.6K
New
$946K - $1.06M
35.6K $959K
Jul 31, 2025 Q2 2025
Delta Investment Management, LLC

BUY
 -
35.3K
New
$939K - $1.06M
35.3K $952K
Jul 31, 2025 Q2 2025
Oppenheimer & CO Inc

New York, NY
BUY
 -
35.1K
New
$935K - $1.05M
35.1K $947K
Aug 07, 2025 Q2 2025
Proficio Capital Partners LLC

Newton, MA
BUY
 -
35K
+ 390.41%
$931K - $1.05M
44K $1.19M
Aug 14, 2025 Q2 2025
Mariner, LLC

Overland Park, KS
BUY
 -
34.9K
+ 38.53%
$929K - $1.04M
126K $3.38M
Aug 13, 2025 Q2 2025
L2 Asset Management, LLC

Wayland, MA
BUY
 -
34.4K
New
$916K - $1.03M
34.4K $929K
Aug 07, 2025 Q2 2025
Blackston Financial Advisory Group, LLC

The Villages, FL
BUY
 -
32.6K
New
$866K - $973K
32.6K $878K
Jul 18, 2025 Q2 2025
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
26.9K
+ 127.92%
$716K - $805K
48K $1.29M
Jul 23, 2025 Q2 2025
Ignite Planners, LLC

BUY
 -
23.1K
+ 19.39%
$615K - $692K
142K $3.84M
Aug 14, 2025 Q2 2025
Great Valley Advisor Group, Inc.

BUY
 -
23K
New
$613K - $689K
23K $621K
Jul 17, 2025 Q2 2025
Beacon Capital Management, LLC

BUY
 -
22.2K
+ 3.08%
$590K - $663K
743K $20M
Aug 06, 2025 Q2 2025
Decker Retirement Planning Inc.

Levi, UT
BUY
 -
20K
+ 136.17%
$531K - $597K
34.6K $933K
Aug 12, 2025 Q2 2025
Guerra Advisors Inc

Miami, FL
BUY
 -
17.8K
New
$473K - $531K
17.8K $479K

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