Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CTA
- CUSIP Number: 82889n699
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify Exchange Traded Fun with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify Exchange Traded Fun stock
Who bought or sold SIMPLIFY EXCHANGE TRADED FUN this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 2.9M | $80M | 13% | Dec 2025 |
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| Wealth Enhancement Advisory Services | 2.9M | $80M | 26% | Dec 2025 |
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| Boothe Investment Group | 1.7M | $47M | 10% | Dec 2025 |
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| LPL Financial | 1.1M | $29M | 29% | Dec 2025 |
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| AE Wealth Management | 978k | $27M | 10% | Dec 2025 |
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| Independence Wealth Advisors | 890k | $24M | 100% | Dec 2025 |
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| IAG Wealth Partners | 812k | $22M | 5% | Dec 2025 |
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| Altiora Financial Group | 665k | $18M | 35% | Dec 2025 |
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| Peak Financial Advisors | 583k | $16M | 0% | Dec 2025 |
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| Assetmark | 564k | $15M | 100% | Dec 2025 |
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| HighTower Advisors | 529k | $14M | -7% | Dec 2025 |
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| CLS Investments | 523k | $14M | -1% | Dec 2025 |
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| Envestnet Asset Management | 503k | $14M | -28% | Dec 2025 |
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| Wiley Bros.-aintree Capital | 473k | $13M | 4691% | Dec 2025 |
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| Abbington Investment Group | 462k | $13M | 14% | Dec 2025 |
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| New York Life Investment Management | 430k | $12M | -14% | Dec 2025 |
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| Fielder Capital Group | 418k | $11M | 15% | Dec 2025 |
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| Ferguson Shapiro | 385k | $11M | 100% | Dec 2025 |
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| OmniStar Financial Group | 377k | $10M | 24% | Dec 2025 |
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| Atomi Financial Group | 371k | $10M | 22% | Dec 2025 |
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| Branch Banking & Trust Company | 371k | $10M | 4% | Dec 2025 |
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| Raymond James Financial | 335k | $9.1M | -2% | Dec 2025 |
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| Elevated Capital Advisors | 332k | $9.1M | 20% | Dec 2025 |
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| Clark Capital Management Group | 331k | $9.3M | 7% | Sep 2025 |
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| Cambridge Investment Research Advisors | 315k | $8.6M | 6% | Dec 2025 |
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| Philip James Wealth Mangement | 297k | $8.1M | 2% | Dec 2025 |
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| Pasadena Private Wealth | 286k | $7.8M | -19% | Dec 2025 |
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| Cowa | 275k | $7.5M | 19% | Dec 2025 |
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| Aspen Wealth Strategies | 257k | $7.0M | 29% | Dec 2025 |
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| POM Investment Strategies | 239k | $6.5M | -6% | Dec 2025 |
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| Advisor Group Holdings | 237k | $6.5M | -9% | Dec 2025 |
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| Jpmorgan Chase & Co | 236k | $6.6M | 100% | Sep 2025 |
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| Napa Wealth Management | 210k | $5.9M | -20% | Sep 2025 |
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| Belpointe Asset Management | 201k | $5.5M | 5% | Dec 2025 |
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| Theory Financial | 197k | $5.6M | 100% | Dec 2025 |
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| Deane Retirement Strategies | 195k | $5.3M | 0% | Dec 2025 |
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| CSS | 194k | $5.3M | 30% | Dec 2025 |
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| Longview Financial Advisors | 191k | $5.2M | 1% | Dec 2025 |
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| Beacon Capital Management | 187k | $5.1M | -55% | Dec 2025 |
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| MAI Wealth Advisors | 183k | $5.0M | -3% | Dec 2025 |
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| NorthCrest Asset Manangement | 177k | $4.9M | 386% | Dec 2025 |
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| Atria Investments | 176k | $4.8M | -16% | Dec 2025 |
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| Archford Capital Strategies | 165k | $4.5M | 0% | Dec 2025 |
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| Key Capital Management | 160k | $4.4M | 100% | Dec 2025 |
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| Baird Financial | 159k | $4.3M | 74% | Dec 2025 |
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| IFG Advisory | 146k | $4.0M | 100% | Dec 2025 |
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| Kestra Advisory Services | 138k | $3.8M | 193% | Dec 2025 |
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| PMV Capital Advisers | 131k | $3.6M | 4% | Dec 2025 |
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| Stifel Financial | 130k | $3.5M | 1% | Dec 2025 |
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| Beacon Capital Management | 128k | $3.5M | -74% | Dec 2025 |
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| Private Advisor | 128k | $3.5M | -80% | Dec 2025 |
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| Fundamentun | 125k | $3.4M | 1% | Dec 2025 |
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| Clear Creek Financial Management | 124k | $3.4M | 2% | Dec 2025 |
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| Upper Left Wealth Management | 119k | $3.2M | 10% | Dec 2025 |
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| Howard Bailey Securities | 118k | $3.3M | -20% | Sep 2025 |
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| Mml Investors Services | 116k | $3.2M | -36% | Dec 2025 |
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| TriaGen Wealth Management | 115k | $3.1M | 14% | Dec 2025 |
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| Western Wealth Management | 111k | $3.0M | 3% | Dec 2025 |
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| Dynamic Advisors Solutions | 111k | $3.0M | -65% | Dec 2025 |
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| Cumberland Partners | 110k | $3.0M | -5% | Dec 2025 |
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| R. W. Roge & Company | 109k | $3.0M | -7% | Dec 2025 |
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| B.O.S.S. Retirement Advisors | 105k | $2.9M | 131% | Dec 2025 |
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| Steward Partners Investment Advisory | 104k | $2.8M | 0% | Dec 2025 |
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| FSA Advisors | 103k | $2.8M | 100% | Dec 2025 |
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| Change Path | 102k | $2.8M | -18% | Dec 2025 |
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| Wealthcare Advisory Partners | 96k | $2.6M | 5% | Dec 2025 |
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| Sanctuary Advisors | 96k | $2.6M | 175% | Dec 2025 |
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| Austin Wealth Management | 94k | $2.6M | -7% | Dec 2025 |
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| Vise Technologies | 91k | $2.5M | 204% | Dec 2025 |
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| Authentikos Wealth Advisory | 85k | $2.3M | 4% | Dec 2025 |
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| Royal Bank of Canada | 81k | $2.3M | 148% | Sep 2025 |
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| Empirical Asset Management | 76k | $2.1M | 32% | Dec 2025 |
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| Sound Financial Strategies Group | 75k | $2.0M | 24% | Dec 2025 |
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| Jane Street | 71k | $1.9M | 100% | Dec 2025 |
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| Principia Wealth Advisory | 71k | $1.9M | 256% | Dec 2025 |
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| Optivise Advisory Services | 67k | $1.8M | -26% | Dec 2025 |
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| Pekin, Singer Strauss Asset Management | 66k | $1.8M | -10% | Dec 2025 |
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| Cambria Investment Management | 66k | $1.8M | -24% | Dec 2025 |
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| Bank of Nova Scotia | 66k | $1.8M | 100% | Dec 2025 |
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| Harwood Advisory | 64k | $1.7M | 11% | Dec 2025 |
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| Axxcess Wealth Management | 63k | $1.7M | 100% | Dec 2025 |
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| Proficio Capital Partners | 62k | $1.7M | 14% | Dec 2025 |
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| Sharp Financial Services | 61k | $1.7M | 11% | Dec 2025 |
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| Andina Capital Management | 58k | $1.6M | 7% | Dec 2025 |
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| Encompass More Asset Management | 58k | $1.6M | -3% | Dec 2025 |
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| Farther Finance Advisors | 58k | $1.6M | 53% | Dec 2025 |
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| Fiduciary Alliance | 57k | $1.6M | 2% | Dec 2025 |
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| FMA Wealth Management | 57k | $1.5M | 4% | Dec 2025 |
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| Wealth Enhancement Trust Services | 55k | $1.5M | 100% | Dec 2025 |
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| Principal Securities | 55k | $1.5M | 13% | Dec 2025 |
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| RFG Advisory | 51k | $1.4M | 10% | Dec 2025 |
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| Mariner Wealth Advisors | 49k | $1.3M | 14% | Dec 2025 |
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| Blackston Financial Advisory Group | 48k | $1.3M | 44% | Dec 2025 |
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| Delta Investment Management | 48k | $1.3M | -11% | Dec 2025 |
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| Miracle Mile Advisors | 48k | $1.3M | 0% | Dec 2025 |
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| Latitude Advisors | 47k | $1.3M | -3% | Dec 2025 |
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| Secured Retirement Advisors | 47k | $1.3M | 5% | Dec 2025 |
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| ORG Wealth Partners | 46k | $1.3M | 0% | Dec 2025 |
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| Apollon Wealth Management | 46k | $1.2M | 9% | Dec 2025 |
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| Retirement Guys Formula | 45k | $1.2M | -29% | Dec 2025 |
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| CacheTech | 44k | $1.2M | 100% | Dec 2025 |
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| Professional Financial Advisors | 42k | $1.1M | 41% | Dec 2025 |
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| Fermata Advisors | 41k | $1.1M | 16% | Dec 2025 |
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| Wedbush Morgan Securities | 41k | $1.1M | 17% | Dec 2025 |
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| Aries Wealth Management | 40k | $1.1M | -27% | Dec 2025 |
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| Stratos Wealth Partners | 40k | $1.1M | -24% | Dec 2025 |
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| Insight Wealth Strategies | 38k | $1.0M | 25% | Dec 2025 |
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| Manning & Napier Advisors | 38k | $1.0M | 498% | Dec 2025 |
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| Hilltop Holdings | 37k | $1.0M | 3% | Dec 2025 |
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| Brookstone Capital Management | 37k | $1.0M | -11% | Dec 2025 |
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| Networth Advisors | 35k | $945k | 100% | Dec 2025 |
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| PFG Investments | 34k | $938k | -46% | Dec 2025 |
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| Magnolia Private Wealth | 34k | $936k | -47% | Dec 2025 |
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| Revisor Wealth Management | 34k | $937k | -1% | Dec 2025 |
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| Great Valley Advisor Group | 33k | $894k | 20% | Dec 2025 |
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| Integrated Wealth Concepts | 31k | $857k | -22% | Dec 2025 |
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| Global Wealth Strategies & Associates | 31k | $847k | -19% | Dec 2025 |
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| Nwam | 31k | $881k | -4% | Dec 2025 |
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| Commonwealth Equity Services | 30k | $807k | 54% | Dec 2025 |
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| Global View Capital Management | 29k | $779k | -1% | Dec 2025 |
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| Ignite Planners | 27k | $743k | -81% | Dec 2025 |
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| Global Retirement Partners | 26k | $713k | 1263% | Dec 2025 |
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| Entrewealth | 26k | $729k | -5% | Dec 2025 |
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| Park Avenue Securities | 25k | $675k | 0% | Dec 2025 |
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| National Bank Of Canada /fi/ | 25k | $673k | -1% | Dec 2025 |
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| Cambridge Advisors | 24k | $649k | 10% | Dec 2025 |
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| Flow Traders US | 22k | $610k | 103% | Dec 2025 |
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| Cetera Investment Advisers | 22k | $587k | -35% | Dec 2025 |
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| City Center Advisors | 21k | $575k | 12% | Dec 2025 |
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| Betterment | 21k | $565k | 4% | Dec 2025 |
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| Brookwood Investment Group | 20k | $542k | -7% | Dec 2025 |
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| Lloyd Advisory Services | 20k | $539k | 100% | Dec 2025 |
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| Prime Capital Investment Advisors | 19k | $526k | -6% | Dec 2025 |
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| ORG Partners | 18k | $503k | -1% | Dec 2025 |
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| Able Wealth Management | 18k | $494k | -12% | Dec 2025 |
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| Luminist Capital | 18k | $485k | 22% | Dec 2025 |
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| SHP Wealth Management | 18k | $479k | 100% | Dec 2025 |
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| Cary Street Partners Financial | 17k | $466k | -45% | Dec 2025 |
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| Kennedy Investment Group | 16k | $428k | 39% | Dec 2025 |
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| WCG Wealth Advisors | 15k | $416k | 100% | Dec 2025 |
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| CAP Partners | 15k | $405k | 95% | Dec 2025 |
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| Fiscal Wisdom Wealth Management | 15k | $395k | 99% | Dec 2025 |
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| We Are One Seven | 14k | $391k | 2% | Dec 2025 |
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| Ethos Financial Group | 14k | $388k | -90% | Dec 2025 |
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| Great Diamond Partners | 14k | $378k | 14% | Dec 2025 |
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| Decker Retirement Planning | 14k | $373k | -42% | Dec 2025 |
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| Ausdal Financial Partners | 13k | $366k | 18% | Dec 2025 |
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| Axim Planning & Wealth | 13k | $345k | -9% | Dec 2025 |
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| Solstein Capital | 13k | $341k | 0% | Dec 2025 |
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| Advyzon Investment Management | 12k | $338k | 100% | Dec 2025 |
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| Blueprint Investment Partners | 12k | $329k | -38% | Dec 2025 |
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| Blueprint Financial Advisors | 12k | $329k | -38% | Dec 2025 |
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| Guerra Advisors | 12k | $329k | -34% | Sep 2025 |
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| KWB Wealth | 11k | $302k | -90% | Dec 2025 |
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| Wells Fargo & Company | 844.00 | $23k | -100% | Dec 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Citadel Advisors | Jun 2025 | 117k | $3.1M |
| Empowered Funds | Sep 2025 | 87k | $2.4M |
| Legacy Capital Group California | Sep 2025 | 42k | $1.2M |
| Brighton Jones | Sep 2025 | 38k | $1.1M |
| Oppenheimer & Co | Sep 2025 | 35k | $974k |
| Crossmark Global Holdings | Sep 2025 | 34k | $937k |
| Ashton Thomas Private Wealth | Sep 2025 | 30k | $844k |
| Tcfg Wealth Management | Sep 2025 | 30k | $824k |
| Colony | Sep 2025 | 25k | $696k |
| IHT Wealth Management | Sep 2025 | 24k | $662k |
| Tactive Advisors | Sep 2025 | 18k | $495k |
| Money Concepts Capital Corp | Sep 2025 | 14k | $377k |