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 |
|---|---|---|---|---|---|
| Wells Fargo & Company | 697k | $18M | 100% | Sep 2024 |
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| Orion Portfolio Solutions | 474k | $12M | 100% | Sep 2024 |
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| Envestnet Asset Management | 361k | $9.4M | 361% | Sep 2024 |
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| Clear Creek Financial Management | 332k | $9.2M | 0% | Dec 2024 |
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| LPL Financial | 326k | $8.5M | 14% | Sep 2024 |
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| Peak Financial Advisors | 325k | $9.1M | 3% | Dec 2024 |
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| Astor Investment Management | 305k | $8.5M | -7% | Dec 2024 |
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| HighTower Advisors | 239k | $6.2M | 100% | Sep 2024 |
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| Beacon Capital Management | 187k | $4.9M | 100% | Sep 2024 |
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| Longview Financial Advisors | 169k | $4.4M | 3% | Sep 2024 |
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| Whalen Wealth Management | 124k | $3.5M | 100% | Dec 2024 |
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| Altiora Financial Group | 122k | $3.2M | 100% | Sep 2024 |
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| Atria Investments | 120k | $3.1M | 940% | Sep 2024 |
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| Financial Enhancement | 113k | $3.2M | 25% | Dec 2024 |
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| Steward Partners Investment Advisory | 104k | $2.7M | 144% | Sep 2024 |
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| AE Wealth Management | 96k | $2.5M | 100% | Sep 2024 |
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| Miracle Mile Advisors | 87k | $2.4M | 0% | Dec 2024 |
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| Resources Investment Advisors | 86k | $2.2M | 52% | Sep 2024 |
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| Legacy Capital Group California | 73k | $1.9M | 100% | Sep 2024 |
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| New York Life Investment Management | 67k | $1.7M | 14% | Sep 2024 |
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| Wealthcare Advisory Partners | 62k | $1.7M | 111% | Dec 2024 |
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| SFG Wealth Management | 61k | $1.7M | 27% | Dec 2024 |
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| Simplify Asset Management | 54k | $1.4M | -32% | Sep 2024 |
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| Andina Capital Management | 47k | $1.3M | -6% | Dec 2024 |
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| Elevated Capital Advisors | 46k | $1.3M | 100% | Dec 2024 |
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| Napa Wealth Management | 45k | $1.2M | 100% | Sep 2024 |
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| Aries Wealth Management | 44k | $1.2M | 9% | Sep 2024 |
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| Change Path | 42k | $1.1M | 94% | Sep 2024 |
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| CSS | 41k | $1.1M | 5% | Sep 2024 |
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| Optivise Advisory Services | 41k | $1.1M | 34% | Sep 2024 |
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| FMA Wealth Management | 40k | $1.0M | 10% | Sep 2024 |
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| Sharp Financial Services | 39k | $1.1M | -14% | Dec 2024 |
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| Global Wealth Strategies & Associates | 39k | $1.1M | 100% | Dec 2024 |
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| Jane Street | 34k | $883k | 100% | Sep 2024 |
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| ORG Wealth Partners | 33k | $916k | 2% | Dec 2024 |
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| Encompass More Asset Management | 32k | $895k | 100% | Dec 2024 |
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| Nwam | 30k | $780k | 100% | Sep 2024 |
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| FSA Advisors | 29k | $817k | 100% | Dec 2024 |
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| GeoWealth Management | 28k | $736k | 2153% | Sep 2024 |
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| Brighton Jones | 27k | $760k | 39% | Dec 2024 |
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| Private Advisor | 24k | $610k | 32% | Sep 2024 |
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| Bank Of Montreal | 23k | $601k | 100% | Sep 2024 |
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| Cambridge Advisors | 21k | $575k | 0% | Dec 2024 |
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| Fermata Advisors | 20k | $554k | 29% | Dec 2024 |
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| H D Vest Advisory Services | 19k | $501k | -2% | Sep 2024 |
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| Legacy Capital Wealth Partners | 19k | $500k | 100% | Sep 2024 |
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| Branch Banking & Trust Company | 19k | $498k | 14% | Sep 2024 |
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| Discovery Capital Management | 19k | $497k | 100% | Sep 2024 |
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| Betterment | 18k | $477k | 100% | Sep 2024 |
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| Mid-American Wealth Advisory Group | 17k | $484k | 100% | Dec 2024 |
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| National Bank Of Canada /fi/ | 16k | $425k | -2% | Sep 2024 |
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| Royal Bank of Canada | 15k | $330k | 3863% | Sep 2024 |
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| Commonwealth Equity Services | 15k | $384k | -37% | Sep 2024 |
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| B.O.S.S. Retirement Advisors | 15k | $403k | 100% | Dec 2024 |
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| Drive Wealth Management | 14k | $380k | 100% | Dec 2024 |
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| We Are One Seven | 13k | $349k | 4% | Sep 2024 |
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| Moors & Cabot | 13k | $348k | 71% | Sep 2024 |
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| Great Diamond Partners | 12k | $344k | 0% | Dec 2024 |
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| Wealth Enhancement Advisory Services | 12k | $312k | 17% | Dec 2024 |
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| ORG Partners | 12k | $329k | -4% | Dec 2024 |
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| CWM | 12k | $306k | 54% | Sep 2024 |
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| WT Wealth Management | 12k | $314k | 100% | Sep 2024 |
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| Advisor Group Holdings | 12k | $299k | 100% | Sep 2024 |
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| Davenport & Co | 11k | $306k | 0% | Dec 2024 |
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| Bessemer | 11k | $273k | 100% | Sep 2024 |
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| Bank of New York Mellon | 11k | $272k | 100% | Sep 2024 |
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| Axxcess Wealth Management | 10k | $266k | 100% | Sep 2024 |
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| Kestra Advisory Services | 10k | $262k | 100% | Sep 2024 |
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| Csenge Advisory Group | 9.5k | $254k | 100% | Sep 2024 |
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| Reuter James Wealth Management | 9.1k | $254k | -1% | Dec 2024 |
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| Howard Bailey Securities | 8.9k | $231k | 100% | Sep 2024 |
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| Lloyd Advisory Services | 8.3k | $216k | 100% | Sep 2024 |
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| Raleigh Capital Management | 6.7k | $186k | 1% | Dec 2024 |
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| Hobbs Group Advisors | 4.6k | $120k | -4% | Sep 2024 |
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| Decker Retirement Planning | 3.3k | $91k | 100% | Dec 2024 |
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| Bank of America Corporation | 3.0k | $79k | -39% | Sep 2024 |
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| Farther Finance Advisors | 2.9k | $75k | 100% | Sep 2024 |
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| New Wave Wealth Advisors | 2.8k | $79k | 100% | Dec 2024 |
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| Continuum Advisory | 2.6k | $70k | 0% | Sep 2024 |
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| Atlantic Trust | 2.3k | $59k | 100% | Sep 2024 |
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| Geneos Wealth Management | 1.6k | $44k | 215% | Dec 2024 |
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| Authentikos Wealth Advisory | 1.2k | $31k | 100% | Sep 2024 |
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| CoreCap Advisors | 1.0k | $27k | 30% | Sep 2024 |
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| Peterson Financial Group | 909.00 | $24k | 100% | Sep 2024 |
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| Solstein Capital | 680.00 | $18k | 0% | Sep 2024 |
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| Global Trust Asset Management | 592.00 | $17k | 100% | Dec 2024 |
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| Federation des caisses Desjardins du Quebec | 471.00 | $12k | 100% | Sep 2024 |
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| Deane Retirement Strategies | 416.00 | $12k | 0% | Dec 2024 |
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| WFA of San Diego | 98.00 | $2.5k | 100% | Sep 2024 |
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| Principal Securities | 91.00 | $2.4k | 0% | Sep 2024 |
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| Harbour Investments | 27.00 | $702.000000 | 0% | Sep 2024 |
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| Brian McDonald | 2.00 | $58.000000 | 0% | Sep 2024 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Money Concepts Capital Corp | Sep 2024 | 20k | $527k |
| Susquehanna International | Jun 2024 | 13k | $352k |
| Ironsides Asset Advisors | Jun 2024 | 9.0k | $242k |
| Mather Group | Sep 2024 | 425.00 | $11k |
| Qube Research & Technologies | Jun 2024 | 158.00 | $4.3k |
| Aspire Private Capital | Sep 2024 | 154.00 | $4.0k |