Purchases and Sales Made in Q2 2025 in Simplify Exch Traded Fds Simpl (CTA)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2025
Q2 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.75KNew |
$46.5K - $52.3K
|
1.75K
$47.2K
|
|
|
Aug 01, 2025
Q2 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
1.72K+ 12.97% |
$45.7K - $51.4K
|
15K
$404K
|
|
|
Jul 22, 2025
Q2 2025
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
1.68K+ 2.43% |
$44.7K - $50.2K
|
70.8K
$1.91M
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
BUY
|
- |
1.23K+ 1256.12% |
$32.8K - $36.8K
|
1.33K
$35.8K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.2K+ 14.77% |
$31.9K - $35.8K
|
9.3K
$251K
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
931+ 0.77% |
$24.8K - $27.8K
|
121K
$3.27M
|
|
|
Jul 09, 2025
Q2 2025
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
905+ 22.5% |
$24.1K - $27.1K
|
4.93K
$133K
|
|
|
Aug 01, 2025
Q2 2025
|
L.M. Kohn & Company
|
BUY
|
- |
897+ 7.85% |
$23.9K - $26.8K
|
12.3K
$332K
|
|
|
Jul 15, 2025
Q2 2025
|
Fifth Third Bancorp
|
BUY
|
- |
729New |
$19.4K - $21.8K
|
729
$19.7K
|
|
|
Jul 18, 2025
Q2 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
711New |
$18.9K - $21.3K
|
711
$19.2K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
489New |
$13K - $14.6K
|
489
$13.2K
|
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
459New |
$12.2K - $13.7K
|
459
$12.4K
|
|
|
Aug 13, 2025
Q2 2025
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
401New |
$10.7K - $12K
|
401
$10.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
351+ 0.94% |
$9.34K - $10.5K
|
37.8K
$1.02M
|
|
|
Jul 14, 2025
Q2 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
261+ 0.63% |
$6.95K - $7.8K
|
41.8K
$1.13M
|
|
|
Jul 21, 2025
Q2 2025
|
Andina Capital Management, LLC
Lehi, UT |
BUY
|
- |
219+ 0.43% |
$5.83K - $6.55K
|
51.2K
$1.38M
|
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
184+ 95.83% |
$4.9K - $5.5K
|
376
$10.1K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
BUY
|
- |
146+ 1.54% |
$3.89K - $4.37K
|
9.6K
$259K
|
|
|
Aug 13, 2025
Q2 2025
|
National Bank Of Canada
|
BUY
|
- |
110+ 0.49% |
$2.93K - $3.29K
|
22.6K
$608K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
99+ 0.73% |
$2.63K - $2.96K
|
13.7K
$368K
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
94+ 16.01% |
$2.5K - $2.81K
|
681
$18.4K
|
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
71+ 0.36% |
$1.89K - $2.12K
|
19.9K
$536K
|
|
|
Aug 12, 2025
Q2 2025
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
68New |
$1.81K - $2.03K
|
68
$1.83K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 08, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-40- 0.03% |
$1.06K - $1.2K
|
142K
$3.84M
|
|
|
Aug 13, 2025
Q2 2025
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-157- 1.31% |
$4.18K - $4.69K
|
11.8K
$319K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-163- 0.84% |
$4.34K - $4.87K
|
19.2K
$517K
|
|
|
Aug 13, 2025
Q2 2025
|
Luminist Capital LLC
Grand Rapids, MI |
SELL
|
- |
-182- 1.32% |
$4.84K - $5.44K
|
13.6K
$367K
|
|
|
Aug 13, 2025
Q2 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-273- 2.67% |
$7.26K - $8.16K
|
9.95K
$268K
|
|
|
Aug 13, 2025
Q2 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-302- 2.43% |
$8.04K - $9.03K
|
12.1K
$327K
|
|
|
Jul 17, 2025
Q2 2025
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-320- 8.79% |
$8.52K - $9.57K
|
3.32K
$89.5K
|
|
|
Aug 07, 2025
Q2 2025
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-373- 1.14% |
$9.93K - $11.2K
|
32.3K
$870K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-375- 20.24% |
$9.98K - $11.2K
|
1.48K
$39.8K
|
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
SELL
|
- |
-900- 74.94% |
$23.9K - $26.9K
|
301
$8.11K
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
SELL
|
- |
-1.26K- 99.84% |
$33.5K - $37.7K
|
2
$53.9
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-1.36K- 2.81% |
$36.1K - $40.5K
|
46.8K
$1.26M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-1.49K- 4.01% |
$39.8K - $44.7K
|
35.8K
$964K
|
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-1.61K- 67.88% |
$42.8K - $48.1K
|
761
$20.5K
|
|
|
Jul 23, 2025
Q2 2025
|
Wespac Advisors, LLC
|
SELL
|
- |
-1.63K- 3.2% |
$43.5K - $48.8K
|
49.3K
$1.33M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
SELL
|
- |
-2.16K- 22.08% |
$57.4K - $64.5K
|
7.62K
$205K
|
|
|
Jul 07, 2025
Q2 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-2.48K- 5.9% |
$66.1K - $74.2K
|
39.6K
$1.07M
|
|
|
Jul 09, 2025
Q2 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
SELL
|
- |
-2.98K- 24.82% |
$79.3K - $89.1K
|
9.03K
$243K
|
|
|
Aug 14, 2025
Q2 2025
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-3.26K- 8.39% |
$86.7K - $97.4K
|
35.6K
$959K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-3.29K- 12.0% |
$87.6K - $98.4K
|
24.1K
$651K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-4.87K- 12.73% |
$130K - $146K
|
33.4K
$900K
|
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.05K- 8.37% |
$134K - $151K
|
55.3K
$1.49M
|
|
|
Jul 18, 2025
Q2 2025
|
Astor Investment Management LLC
|
SELL
|
- |
-6.37K- 3.75% |
$169K - $190K
|
164K
$4.41M
|
|
|
Aug 14, 2025
Q2 2025
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-6.57K- 1.85% |
$175K - $196K
|
348K
$9.38M
|
|
|
Aug 13, 2025
Q2 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
SELL
|
- |
-7.47K- 26.6% |
$199K - $223K
|
20.6K
$556K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-8.22K- 99.64% |
$219K - $246K
|
30
$809
|