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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 5.2M | $134M | 16% | Jun 2026 |
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| Wealth Enhancement Advisory Services | 3.1M | $75M | 100% | Jun 2026 |
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| Boothe Investment Group | 1.7M | $45M | 0% | Jun 2026 |
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| LPL Financial | 1.5M | $38M | 40% | Jun 2026 |
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| Citigroup | 1.3M | $41M | 100% | Mar 2026 |
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| Envestnet Asset Management | 1.2M | $30M | -9% | Jun 2026 |
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| AE Wealth Management | 1.0M | $26M | 7% | Jun 2026 |
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| Independence Wealth Advisors | 974k | $25M | 2% | Jun 2026 |
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| IAG Wealth Partners | 821k | $21M | 3% | Jun 2026 |
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| UBS Group | 805k | $21M | -1% | Jun 2026 |
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| Allie Family Office | 672k | $174k | 9900% | Jun 2026 |
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| Assetmark | 621k | $16M | 18% | Jun 2026 |
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| Deane Retirement Strategies | 598k | $16M | 50% | Jun 2026 |
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| HighTower Advisors | 538k | $14M | -21% | Jun 2026 |
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| Abbington Investment Group | 537k | $14M | 5% | Jun 2026 |
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| Beacon Capital Management | 529k | $14M | 51% | Jun 2026 |
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| Pasadena Private Wealth | 513k | $13M | -2% | Jun 2026 |
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| Altiora Financial Group | 503k | $13M | -20% | Jun 2026 |
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| Fielder Capital Group | 487k | $13M | 4% | Jun 2026 |
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| Atomi Financial Group | 463k | $12M | 25% | Jun 2026 |
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| Branch Banking & Trust Company | 456k | $12M | 19% | Jun 2026 |
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| Wiley Bros.-aintree Capital | 447k | $12M | -8% | Jun 2026 |
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| New York Life Investment Management | 434k | $11M | 7% | Jun 2026 |
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| Peak Financial Advisors | 428k | $11M | -1% | Jun 2026 |
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| OmniStar Financial Group | 424k | $11M | 8% | Jun 2026 |
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| CLS Investments | 418k | $11M | -1% | Jun 2026 |
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| Raymond James Financial | 410k | $11M | 10% | Jun 2026 |
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| Advisor Group Holdings | 391k | $10M | 105% | Jun 2026 |
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| Waterloo Capital | 387k | $10M | 200% | Jun 2026 |
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| Cambridge Investment Research Advisors | 380k | $9.9M | 8% | Jun 2026 |
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| Ferguson Shapiro | 373k | $9.7M | -7% | Jun 2026 |
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| Theory Financial | 361k | $9.4M | 7% | Jun 2026 |
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| Elevated Capital Advisors | 361k | $9.4M | 8% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 340k | $8.8M | 2461% | Jun 2026 |
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| Kayne Anderson Rudnick Investment Management | 325k | $8.4M | 100% | Jun 2026 |
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| Cowa | 324k | $8.4M | 7% | Jun 2026 |
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| Clark Capital Management Group | 309k | $8.0M | 78% | Jun 2026 |
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| Wells Fargo & Company | 280k | $7.3M | -2% | Jun 2026 |
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| Aspen Wealth Strategies | 267k | $6.9M | 2% | Jun 2026 |
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| Longview Financial Advisors | 237k | $6.1M | 15% | Jun 2026 |
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| Mml Investors Services | 219k | $5.7M | -50% | Jun 2026 |
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| Philip James Wealth Mangement | 199k | $5.2M | -8% | Jun 2026 |
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| Belpointe Asset Management | 196k | $5.1M | -3% | Jun 2026 |
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| Key Capital Management | 196k | $5.1M | 7% | Jun 2026 |
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| CSS | 194k | $5.0M | 0% | Jun 2026 |
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| Private Client Services | 193k | $5.0M | 100% | Jun 2026 |
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| Kestra Advisory Services | 190k | $4.9M | -9% | Jun 2026 |
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| Morgan Stanley | 189k | $5.7M | -35% | Mar 2026 |
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| CWM | 187k | $5.7M | -94% | Mar 2026 |
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| NorthCrest Asset Manangement | 184k | $4.8M | 15% | Jun 2026 |
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| MAI Wealth Advisors | 184k | $4.8M | 0% | Jun 2026 |
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| Stifel Financial | 168k | $4.3M | 2% | Jun 2026 |
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| IFG Advisory | 162k | $4.2M | 100% | Jun 2026 |
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| Fiduciary Alliance | 153k | $4.0M | 7% | Jun 2026 |
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| Vise Technologies | 148k | $3.9M | 63% | Jun 2026 |
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| Clear Creek Financial Management | 140k | $3.6M | 9% | Jun 2026 |
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| Principia Wealth Advisory | 140k | $3.6M | 47% | Jun 2026 |
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| Howard Bailey Securities | 140k | $3.6M | 0% | Jun 2026 |
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| Private Advisor | 138k | $3.6M | 10% | Jun 2026 |
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| Dynamic Advisors Solutions | 131k | $3.4M | 11% | Jun 2026 |
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| Atria Investments | 129k | $3.3M | -43% | Jun 2026 |
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| TriaGen Wealth Management | 127k | $3.3M | 7% | Jun 2026 |
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| Royal Bank of Canada | 126k | $3.0M | 53% | Jun 2026 |
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| Upper Left Wealth Management | 126k | $3.3M | -5% | Jun 2026 |
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| Cumberland Partners | 125k | $3.2M | 0% | Jun 2026 |
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| Financial Discovery Group | 124k | $3.2M | 7% | Jun 2026 |
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| Change Path | 121k | $3.1M | -25% | Jun 2026 |
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| Sowell Financial Services | 116k | $3.0M | 100% | Jun 2026 |
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| B.O.S.S. Retirement Advisors | 116k | $3.0M | 6% | Jun 2026 |
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| Manning & Napier Advisors | 116k | $3.0M | 51% | Jun 2026 |
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| FSA Advisors | 110k | $2.9M | 11% | Jun 2026 |
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| Sanctuary Advisors | 107k | $2.8M | -1% | Jun 2026 |
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| Sound Financial Strategies Group | 104k | $2.7M | 0% | Jun 2026 |
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| Pekin, Singer Strauss Asset Management | 100k | $2.6M | 25% | Jun 2026 |
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| Cambria Investment Management | 99k | $2.6M | 3% | Jun 2026 |
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| Steward Partners Investment Advisory | 97k | $2.5M | 4% | Jun 2026 |
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| Roan Capital Partners | 96k | $2.5M | 126% | Jun 2026 |
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| Fundamentun | 96k | $2.5M | 2% | Jun 2026 |
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| Ameritas Advisory Services | 94k | $2.4M | 100% | Jun 2026 |
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| Empirical Asset Management | 92k | $2.4M | 16% | Jun 2026 |
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| Baird Financial | 85k | $2.2M | 26% | Jun 2026 |
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| Integrity Alliance | 80k | $2.1M | 280% | Jun 2026 |
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| Capital Financial Group | 79k | $2.0M | 30% | Jun 2026 |
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| Exchange Traded Concepts | 78k | $2.0M | 18% | Jun 2026 |
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| Professional Financial Advisors | 78k | $2.0M | 1% | Jun 2026 |
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| Retirement Guys Formula | 78k | $2.0M | 5% | Jun 2026 |
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| Wealthcare Advisory Partners | 77k | $2.0M | -6% | Jun 2026 |
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| PMV Capital Advisers | 76k | $2.0M | -45% | Jun 2026 |
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| R. W. Roge & Company | 74k | $1.9M | -3% | Jun 2026 |
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| Authentikos Wealth Advisory | 72k | $1.9M | -5% | Jun 2026 |
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| Proficio Capital Partners | 69k | $1.8M | 8% | Jun 2026 |
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| Principal Securities | 62k | $1.6M | 39% | Jun 2026 |
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| Sharp Financial Services | 62k | $1.6M | 16% | Jun 2026 |
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| Axxcess Wealth Management | 61k | $1.6M | 100% | Jun 2026 |
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| Bank of Nova Scotia | 61k | $1.6M | -8% | Jun 2026 |
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| Wealth Enhancement Trust Services | 61k | $1.6M | -3% | Jun 2026 |
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| Austin Wealth Management | 60k | $1.6M | -3% | Jun 2026 |
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| Arrowroot Family Office | 60k | $1.6M | 23% | Jun 2026 |
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| Global View Capital Management | 60k | $1.6M | 68% | Jun 2026 |
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| Harwood Advisory | 60k | $1.8M | -6% | Mar 2026 |
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| Magnolia Private Wealth | 59k | $1.5M | 36% | Jun 2026 |
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| Blackston Financial Advisory Group | 59k | $1.5M | 5% | Jun 2026 |
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| Beacon Capital Management | 58k | $1.5M | -27% | Jun 2026 |
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| Delta Investment Management | 57k | $1.5M | 12% | Jun 2026 |
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| ORG Wealth Partners | 57k | $1.5M | 5% | Jun 2026 |
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| FMA Wealth Management | 57k | $1.5M | -1% | Jun 2026 |
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| Farther Finance Advisors | 56k | $1.5M | -18% | Jun 2026 |
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| Jane Street | 56k | $1.5M | 100% | Jun 2026 |
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| Apollon Wealth Management | 51k | $1.3M | -48% | Jun 2026 |
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| Citadel Advisors | 51k | $1.3M | 16% | Jun 2026 |
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| Mather Group | 50k | $1.3M | 52% | Jun 2026 |
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| Great Valley Advisor Group | 47k | $1.2M | 11% | Jun 2026 |
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| Money Concepts Capital Corp | 47k | $1.2M | -69% | Jun 2026 |
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| Integrated Wealth Concepts | 42k | $1.1M | -9% | Jun 2026 |
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| PFG Investments | 42k | $1.1M | 1% | Jun 2026 |
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| Fermata Advisors | 41k | $1.1M | -6% | Jun 2026 |
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| Networth Advisors | 41k | $1.1M | 2% | Jun 2026 |
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| Betterment | 41k | $1.1M | 3% | Jun 2026 |
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| WCG Wealth Advisors | 41k | $1.1M | 51% | Jun 2026 |
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| Brighton Jones | 40k | $1.0M | 100% | Jun 2026 |
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| Advisory Services Network | 40k | $1.0M | 24% | Jun 2026 |
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| Aries Wealth Management | 40k | $1.0M | 4% | Jun 2026 |
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| Latitude Advisors | 39k | $1.0M | -40% | Jun 2026 |
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| Secured Retirement Advisors | 39k | $1.0M | 1% | Jun 2026 |
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| Legacy Capital Group California | 39k | $999k | 8% | Jun 2026 |
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| Independent Financial Group | 36k | $935k | 52% | Jun 2026 |
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| First Business Financial Services | 36k | $930k | 48% | Jun 2026 |
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| Summit Financial | 36k | $930k | 100% | Jun 2026 |
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| Global Wealth Strategies & Associates | 34k | $892k | 8% | Jun 2026 |
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| Commonwealth Equity Services | 34k | $879k | 23% | Jun 2026 |
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| Entrewealth | 34k | $882k | 15% | Jun 2026 |
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| Nwam | 31k | $934k | 0% | Mar 2026 |
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| Financial Enhancement | 29k | $759k | 6% | Jun 2026 |
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| Goldman Sachs Group | 29k | $745k | 100% | Jun 2026 |
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| Rede Wealth | 28k | $737k | 100% | Jun 2026 |
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| SHP Wealth Management | 26k | $676k | 25% | Jun 2026 |
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| Park Avenue Securities | 25k | $656k | 55% | Jun 2026 |
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| Kennedy Investment Group | 25k | $649k | 37% | Jun 2026 |
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| Claro Advisors | 24k | $634k | 65% | Jun 2026 |
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| Lloyd Advisory Services | 24k | $623k | 10392% | Jun 2026 |
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| Luminist Capital | 24k | $614k | 35% | Jun 2026 |
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| Advisors Preferred | 23k | $600k | 190% | Jun 2026 |
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| Hilltop Holdings | 23k | $603k | 0% | Jun 2026 |
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| National Bank Of Canada /fi/ | 23k | $588k | 0% | Jun 2026 |
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| Gwn Securities | 23k | $589k | 10% | Jun 2026 |
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| Roman Butler Fullerton & Co | 22k | $591k | 100% | Jun 2026 |
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| AQR Capital Management | 22k | $564k | 109% | Jun 2026 |
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| Flow Traders US | 22k | $563k | 100% | Jun 2026 |
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| Cambridge Advisors | 21k | $556k | 1% | Jun 2026 |
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| Ignite Planners | 21k | $549k | -11% | Jun 2026 |
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| Optivise Advisory Services | 20k | $524k | -66% | Jun 2026 |
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| Andina Capital Management | 17k | $446k | -61% | Jun 2026 |
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| Global Retirement Partners | 15k | $390k | -43% | Jun 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Concurrent Investment Advisors | Mar 2026 | 1.5M | $44M |
| Beaumont Financial Advisors | Mar 2026 | 501k | $15M |
| Brookwood Investment Group | Mar 2026 | 173k | $5.2M |
| Simplify Asset Management | Mar 2026 | 151k | $4.6M |
| Western Wealth Management | Mar 2026 | 115k | $3.5M |
| Encompass More Asset Management | Mar 2026 | 96k | $2.9M |
| Almanack Investment Partners | Mar 2026 | 87k | $2.6M |
| Collaborative Fund Advisors | Mar 2026 | 73k | $2.2M |
| Mariner Wealth Advisors | Mar 2026 | 60k | $1.8M |
| Foundations Investment Advisors | Mar 2026 | 59k | $1.8M |
| RFG Advisory | Mar 2026 | 55k | $1.7M |
| Worth Asset Management | Mar 2026 | 25k | $766k |