Who owns SIMPLIFY EXCHANGE TRADED FUN?
- Ticker: CTA
- CUSIP Number: 82889n699
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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 | 2.6M | $73M | 10% | Sep 2025 |
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| Wealth Enhancement Advisory Services | 2.3M | $65M | 2620% | Sep 2025 |
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| Boothe Investment Group | 1.6M | $44M | 44% | Sep 2025 |
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| AE Wealth Management | 890k | $25M | -26% | Sep 2025 |
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| LPL Financial | 833k | $23M | -2% | Sep 2025 |
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| IAG Wealth Partners | 776k | $22M | 100% | Sep 2025 |
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| Envestnet Asset Management | 704k | $20M | 11% | Sep 2025 |
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| Private Advisor | 644k | $18M | -1% | Sep 2025 |
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| Peak Financial Advisors | 581k | $16M | 7% | Sep 2025 |
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| HighTower Advisors | 565k | $16M | 8% | Sep 2025 |
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| CLS Investments | 526k | $15M | -1% | Sep 2025 |
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| New York Life Investment Management | 500k | $14M | 56% | Sep 2025 |
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| Beacon Capital Management | 497k | $14M | -33% | Sep 2025 |
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| Altiora Financial Group | 491k | $14M | 24% | Sep 2025 |
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| Beacon Capital Management | 415k | $12M | 122% | Sep 2025 |
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| Abbington Investment Group | 405k | $11M | 100% | Sep 2025 |
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| Fielder Capital Group | 363k | $10M | 6% | Sep 2025 |
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| Branch Banking & Trust Company | 356k | $9.9M | 9% | Sep 2025 |
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| Pasadena Private Wealth | 352k | $9.8M | -45% | Sep 2025 |
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| Raymond James Financial | 342k | $9.6M | 59% | Sep 2025 |
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| Wells Fargo & Company | 339k | $9.5M | -3% | Sep 2025 |
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| Clark Capital Management Group | 331k | $9.3M | 7% | Sep 2025 |
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| Dynamic Advisors Solutions | 319k | $8.9M | 0% | Sep 2025 |
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| OmniStar Financial Group | 304k | $8.5M | 100% | Sep 2025 |
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| Atomi Financial Group | 304k | $8.5M | 100% | Sep 2025 |
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| Cambridge Investment Research Advisors | 296k | $8.3M | 5% | Sep 2025 |
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| Philip James Wealth Mangement | 292k | $8.2M | 41% | Sep 2025 |
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| Morgan Stanley | 278k | $7.4M | 100% | Jun 2025 |
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| Elevated Capital Advisors | 278k | $7.8M | 44% | Sep 2025 |
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| Advisor Group Holdings | 261k | $7.3M | 11% | Sep 2025 |
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| POM Investment Strategies | 254k | $7.1M | -16% | Sep 2025 |
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| Jpmorgan Chase & Co | 236k | $6.6M | 235980% | Sep 2025 |
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| Cowa | 232k | $6.5M | 13% | Sep 2025 |
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| Napa Wealth Management | 210k | $5.9M | -20% | Sep 2025 |
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| Atria Investments | 208k | $5.8M | -3% | Sep 2025 |
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| Aspen Wealth Strategies | 198k | $5.5M | 9% | Sep 2025 |
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| Deane Retirement Strategies | 194k | $5.4M | -1% | Sep 2025 |
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| Belpointe Asset Management | 191k | $5.3M | -5% | Sep 2025 |
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| MAI Wealth Advisors | 189k | $5.3M | 100% | Sep 2025 |
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| Longview Financial Advisors | 189k | $5.3M | 1% | Sep 2025 |
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| Mml Investors Services | 182k | $5.1M | 11% | Sep 2025 |
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| Archford Capital Strategies | 164k | $4.6M | 1% | Sep 2025 |
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| Astor Investment Management | 164k | $4.4M | -4% | Jun 2025 |
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| CSS | 149k | $4.2M | 6% | Sep 2025 |
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| Ethos Financial Group | 140k | $3.9M | 3% | Sep 2025 |
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| Ignite Planners | 139k | $3.9M | -2% | Sep 2025 |
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| Stifel Financial | 129k | $3.6M | 0% | Sep 2025 |
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| PMV Capital Advisers | 125k | $3.5M | 21% | Sep 2025 |
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| Change Path | 125k | $3.5M | 13% | Sep 2025 |
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| Fundamentun | 124k | $3.5M | 1% | Sep 2025 |
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| Clear Creek Financial Management | 122k | $3.4M | -3% | Sep 2025 |
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| R. W. Roge & Company | 117k | $3.3M | -26% | Sep 2025 |
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| Cumberland Partners | 116k | $3.3M | 4% | Sep 2025 |
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| KWB Wealth | 108k | $2.9M | 43% | Sep 2025 |
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| Upper Left Wealth Management | 108k | $3.0M | 9% | Sep 2025 |
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| Western Wealth Management | 108k | $3.0M | 204% | Sep 2025 |
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| Steward Partners Investment Advisory | 104k | $2.9M | -53% | Sep 2025 |
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| TriaGen Wealth Management | 101k | $2.8M | 100% | Sep 2025 |
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| Austin Wealth Management | 101k | $2.8M | 19% | Sep 2025 |
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| Wealthcare Advisory Partners | 92k | $2.6M | -24% | Sep 2025 |
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| Baird Financial | 92k | $2.6M | 22% | Sep 2025 |
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| Optivise Advisory Services | 90k | $2.5M | 17% | Sep 2025 |
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| Empowered Funds | 87k | $2.4M | 2% | Sep 2025 |
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| Cambria Investment Management | 87k | $2.4M | 2% | Sep 2025 |
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| Authentikos Wealth Advisory | 82k | $2.3M | -16% | Sep 2025 |
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| Royal Bank of Canada | 81k | $2.3M | 148% | Sep 2025 |
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| Pekin, Singer Strauss Asset Management | 74k | $2.1M | 15% | Sep 2025 |
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| Magnolia Private Wealth | 64k | $1.8M | -11% | Sep 2025 |
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| PFG Investments | 64k | $1.8M | -2% | Sep 2025 |
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| Retirement Guys Formula | 63k | $1.7M | 22% | Sep 2025 |
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| Sound Financial Strategies Group | 60k | $1.7M | 100% | Sep 2025 |
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| Encompass More Asset Management | 60k | $1.7M | -17% | Sep 2025 |
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| Empirical Asset Management | 58k | $1.6M | 100% | Sep 2025 |
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| Harwood Advisory | 58k | $1.6M | 7% | Sep 2025 |
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| Fiduciary Alliance | 56k | $1.6M | -14% | Sep 2025 |
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| Aries Wealth Management | 55k | $1.5M | -1% | Sep 2025 |
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| Proficio Capital Partners | 55k | $1.5M | 24% | Sep 2025 |
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| Sharp Financial Services | 55k | $1.5M | 10% | Sep 2025 |
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| Andina Capital Management | 55k | $1.5M | 7% | Sep 2025 |
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| FMA Wealth Management | 55k | $1.5M | 17% | Sep 2025 |
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| Delta Investment Management | 54k | $1.5M | 53% | Sep 2025 |
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| Stratos Wealth Partners | 52k | $1.5M | 11% | Sep 2025 |
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| Latitude Advisors | 49k | $1.4M | 447% | Sep 2025 |
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| Principal Securities | 49k | $1.4M | 7% | Sep 2025 |
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| Miracle Mile Advisors | 48k | $1.3M | -13% | Sep 2025 |
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| Kestra Advisory Services | 47k | $1.3M | 27% | Sep 2025 |
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| RFG Advisory | 47k | $1.3M | 100% | Sep 2025 |
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| ORG Wealth Partners | 46k | $1.3M | 8% | Sep 2025 |
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| B.O.S.S. Retirement Advisors | 46k | $1.3M | -5% | Sep 2025 |
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| Secured Retirement Advisors | 45k | $1.2M | -2% | Sep 2025 |
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| Mariner Wealth Advisors | 43k | $1.2M | -65% | Sep 2025 |
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| Apollon Wealth Management | 42k | $1.2M | -50% | Sep 2025 |
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| Legacy Capital Group California | 42k | $1.2M | -1% | Sep 2025 |
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| Brookstone Capital Management | 42k | $1.2M | 16% | Sep 2025 |
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| Integrated Wealth Concepts | 40k | $1.1M | 11% | Sep 2025 |
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| Global Wealth Strategies & Associates | 38k | $1.1M | -4% | Sep 2025 |
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| Brighton Jones | 38k | $1.1M | 1% | Sep 2025 |
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| Farther Finance Advisors | 38k | $1.1M | 13% | Sep 2025 |
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| NorthCrest Asset Manangement | 36k | $1.0M | 100% | Sep 2025 |
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| Hilltop Holdings | 36k | $1.0M | 1% | Sep 2025 |
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| Fermata Advisors | 36k | $994k | 3% | Sep 2025 |
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| Wedbush Morgan Securities | 35k | $979k | 142% | Sep 2025 |
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| Oppenheimer & Co | 35k | $974k | -1% | Sep 2025 |
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| Revisor Wealth Management | 34k | $968k | 82% | Sep 2025 |
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| Blackston Financial Advisory Group | 34k | $942k | 3% | Sep 2025 |
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| Crossmark Global Holdings | 34k | $937k | 5% | Sep 2025 |
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| Cetera Investment Advisers | 33k | $923k | 100% | Sep 2025 |
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| Nwam | 32k | $911k | 0% | Sep 2025 |
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| Cary Street Partners Financial | 31k | $872k | 51% | Sep 2025 |
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| Insight Wealth Strategies | 31k | $856k | 134% | Sep 2025 |
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| Ashton Thomas Private Wealth | 30k | $844k | 100% | Sep 2025 |
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| Vise Technologies | 30k | $837k | 100% | Sep 2025 |
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| Tcfg Wealth Management | 30k | $824k | -58% | Sep 2025 |
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| Professional Financial Advisors | 29k | $823k | 141% | Sep 2025 |
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| H D Vest Advisory Services | 29k | $769k | 7% | Jun 2025 |
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| Global View Capital Management | 29k | $805k | 19% | Sep 2025 |
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| Great Valley Advisor Group | 27k | $763k | 18% | Sep 2025 |
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| Entrewealth | 27k | $756k | 53% | Sep 2025 |
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| Colony | 25k | $696k | 0% | Sep 2025 |
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| National Bank Of Canada /fi/ | 25k | $695k | 10% | Sep 2025 |
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| Park Avenue Securities | 25k | $692k | 100% | Sep 2025 |
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| Decker Retirement Planning | 24k | $662k | -32% | Sep 2025 |
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| IHT Wealth Management | 24k | $662k | 0% | Sep 2025 |
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| Cambridge Advisors | 22k | $605k | 0% | Sep 2025 |
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| Brookwood Investment Group | 21k | $600k | 43% | Sep 2025 |
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| Able Wealth Management | 21k | $575k | 52% | Sep 2025 |
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| Prime Capital Investment Advisors | 21k | $574k | 0% | Sep 2025 |
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| Betterment | 20k | $559k | 1% | Sep 2025 |
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| Blueprint Investment Partners | 19k | $543k | 100% | Sep 2025 |
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| Blueprint Financial Advisors | 19k | $543k | 100% | Sep 2025 |
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| Commonwealth Equity Services | 19k | $536k | 154% | Sep 2025 |
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| City Center Advisors | 19k | $525k | 100% | Sep 2025 |
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| ORG Partners | 19k | $0 | -3% | Sep 2025 |
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| Tactive Advisors | 18k | $495k | 59% | Sep 2025 |
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| Luminist Capital | 15k | $405k | 7% | Sep 2025 |
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| We Are One Seven | 14k | $392k | 3% | Sep 2025 |
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| Axim Planning & Wealth | 14k | $388k | -49% | Sep 2025 |
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| Money Concepts Capital Corp | 14k | $377k | -4% | Sep 2025 |
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| Solstein Capital | 13k | $350k | 0% | Sep 2025 |
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| Resurgent Financial Advisors | 12k | $343k | -22% | Sep 2025 |
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| Great Diamond Partners | 12k | $339k | 0% | Sep 2025 |
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| Guerra Advisors | 12k | $329k | -34% | Sep 2025 |
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| Northwestern Mutual Wealth Management Company | 12k | $328k | 256% | Sep 2025 |
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| VestGen Advisors | 12k | $321k | 23% | Sep 2025 |
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| Ausdal Financial Partners | 11k | $317k | 100% | Sep 2025 |
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| Kennedy Investment Group | 11k | $315k | 40% | Sep 2025 |
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| GeoWealth Management | 11k | $313k | -5% | Sep 2025 |
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| Flow Traders US | 11k | $309k | 100% | Sep 2025 |
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| Stegent Equity Advisors | 10k | $286k | -66% | Sep 2025 |
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| Orcam Financial Group | 10k | $284k | 0% | Sep 2025 |
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| Stratos Wealth Advisors | 9.2k | $258k | -67% | Sep 2025 |
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| Harbour Investments | 712.00 | $20k | -98% | Sep 2025 |
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| Park Square Financial Group | 39.00 | $1.1k | -100% | Sep 2025 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Capital A Wealth Management | Mar 2025 | 291k | $8.6M |
| Jane Street | Jun 2025 | 137k | $3.7M |
| Financial Enhancement | Jun 2025 | 118k | $3.3M |
| Citadel Advisors | Jun 2025 | 117k | $3.1M |
| FSA Advisors | Jun 2025 | 117k | $3.1M |
| CLG | Jun 2025 | 108k | $2.9M |
| Susquehanna International | Jun 2025 | 108k | $2.9M |
| WESPAC Advisors | Jun 2025 | 49k | $1.3M |
| Fischer Investment Strategies | Jun 2025 | 40k | $1.1M |
| L2 Asset Management | Jun 2025 | 34k | $921k |
| WT Wealth Management | Jun 2025 | 29k | $765k |
| L.m. Kohn & Company | Jun 2025 | 12k | $330k |
| Gwn Securities | Jun 2025 | 12k | $320k |