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 |
|---|---|---|---|---|---|
| Bank of America Corporation | 4.5M | $135M | 100% | Mar 2026 |
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| Boothe Investment Group | 1.7M | $53M | 1% | Mar 2026 |
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| Concurrent Investment Advisors | 1.5M | $44M | 100% | Mar 2026 |
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| Citigroup | 1.3M | $41M | 100% | Mar 2026 |
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| Envestnet Asset Management | 1.3M | $39M | 153% | Mar 2026 |
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| LPL Financial | 1.1M | $32M | -2% | Mar 2026 |
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| Independence Wealth Advisors | 952k | $29M | 7% | Mar 2026 |
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| AE Wealth Management | 939k | $28M | -4% | Mar 2026 |
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| UBS Group | 810k | $25M | 21546% | Mar 2026 |
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| IAG Wealth Partners | 795k | $24M | -2% | Mar 2026 |
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| HighTower Advisors | 684k | $21M | 29% | Mar 2026 |
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| Altiora Financial Group | 630k | $19M | -5% | Mar 2026 |
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| Deane Retirement Strategies | 598k | $16M | 50% | Jun 2026 |
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| Assetmark | 526k | $16M | -7% | Mar 2026 |
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| Pasadena Private Wealth | 524k | $16M | 83% | Mar 2026 |
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| Abbington Investment Group | 513k | $16M | 11% | Mar 2026 |
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| Beaumont Financial Advisors | 501k | $15M | 100% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 489k | $15M | 3% | Mar 2026 |
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| Fielder Capital Group | 468k | $14M | 12% | Mar 2026 |
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| Mml Investors Services | 435k | $13M | 274% | Mar 2026 |
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| Peak Financial Advisors | 428k | $11M | -1% | Jun 2026 |
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| CLS Investments | 424k | $13M | -19% | Mar 2026 |
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| New York Life Investment Management | 405k | $12M | -6% | Mar 2026 |
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| OmniStar Financial Group | 394k | $12M | 5% | Mar 2026 |
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| Branch Banking & Trust Company | 382k | $12M | 3% | Mar 2026 |
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| Raymond James Financial | 373k | $11M | 11% | Mar 2026 |
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| Ferguson Shapiro | 373k | $9.7M | -7% | Jun 2026 |
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| Atomi Financial Group | 372k | $11M | 0% | Mar 2026 |
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| Cambridge Investment Research Advisors | 353k | $11M | 12% | Mar 2026 |
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| Beacon Capital Management | 349k | $11M | 87% | Mar 2026 |
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| Theory Financial | 338k | $10M | 72% | Mar 2026 |
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| Elevated Capital Advisors | 335k | $10M | 1% | Mar 2026 |
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| Cowa | 301k | $9.1M | 10% | Mar 2026 |
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| Wells Fargo & Company | 286k | $8.6M | 33808% | Mar 2026 |
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| Aspen Wealth Strategies | 262k | $7.9M | 2% | Mar 2026 |
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| Longview Financial Advisors | 237k | $6.1M | 15% | Jun 2026 |
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| Atria Investments | 227k | $6.9M | 29% | Mar 2026 |
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| Philip James Wealth Mangement | 216k | $6.5M | -27% | Mar 2026 |
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| Kestra Advisory Services | 209k | $6.3M | 51% | Mar 2026 |
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| Belpointe Asset Management | 202k | $6.1M | 1% | Mar 2026 |
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| CSS | 194k | $5.9M | 0% | Mar 2026 |
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| Private Client Services | 193k | $5.0M | 100% | Jun 2026 |
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| Advisor Group Holdings | 191k | $5.8M | -20% | Mar 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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| MAI Wealth Advisors | 183k | $5.5M | 0% | Mar 2026 |
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| Key Capital Management | 182k | $5.5M | 14% | Mar 2026 |
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| Clark Capital Management Group | 173k | $5.2M | -49% | Mar 2026 |
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| Stifel Financial | 165k | $5.0M | 27% | Mar 2026 |
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| Change Path | 161k | $4.9M | 58% | Mar 2026 |
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| NorthCrest Asset Manangement | 160k | $4.9M | -9% | Mar 2026 |
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| Money Concepts Capital Corp | 153k | $4.6M | 100% | Mar 2026 |
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| Fiduciary Alliance | 142k | $4.2M | 149% | Mar 2026 |
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| Howard Bailey Securities | 140k | $4.2M | 100% | Mar 2026 |
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| PMV Capital Advisers | 138k | $4.2M | 5% | Mar 2026 |
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| Upper Left Wealth Management | 133k | $4.0M | 12% | Mar 2026 |
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| Dynamic Advisors Solutions | 131k | $3.4M | 11% | Jun 2026 |
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| Waterloo Capital | 129k | $3.9M | 100% | Mar 2026 |
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| Clear Creek Financial Management | 129k | $3.9M | 4% | Mar 2026 |
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| Cumberland Partners | 126k | $3.8M | 14% | Mar 2026 |
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| Private Advisor | 125k | $3.8M | -2% | Mar 2026 |
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| TriaGen Wealth Management | 118k | $3.6M | 3% | Mar 2026 |
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| Financial Discovery Group | 117k | $3.5M | 100% | Mar 2026 |
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| Western Wealth Management | 115k | $3.5M | 3% | Mar 2026 |
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| B.O.S.S. Retirement Advisors | 110k | $3.3M | 4% | Mar 2026 |
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| Sanctuary Advisors | 108k | $3.3M | 12% | Mar 2026 |
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| Sound Financial Strategies Group | 104k | $3.1M | 39% | Mar 2026 |
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| FSA Advisors | 100k | $3.0M | -3% | Mar 2026 |
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| Apollon Wealth Management | 98k | $3.0M | 116% | Mar 2026 |
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| Cambria Investment Management | 97k | $2.9M | 46% | Mar 2026 |
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| Roan Capital Partners | 96k | $2.5M | 126% | Jun 2026 |
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| Encompass More Asset Management | 96k | $2.9M | 67% | Mar 2026 |
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| Fundamentun | 95k | $2.9M | -24% | Mar 2026 |
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| Steward Partners Investment Advisory | 93k | $2.8M | -11% | Mar 2026 |
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| Vise Technologies | 91k | $2.5M | 0% | Mar 2026 |
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| Almanack Investment Partners | 87k | $2.6M | 100% | Mar 2026 |
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| Royal Bank of Canada | 82k | $2.4M | 100% | Mar 2026 |
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| Empirical Asset Management | 80k | $2.4M | 5% | Mar 2026 |
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| Beacon Capital Management | 80k | $2.4M | -38% | Mar 2026 |
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| Pekin, Singer Strauss Asset Management | 79k | $2.4M | 20% | Mar 2026 |
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| Professional Financial Advisors | 78k | $2.0M | 1% | Jun 2026 |
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| Wealthcare Advisory Partners | 77k | $2.0M | -6% | Jun 2026 |
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| Manning & Napier Advisors | 77k | $2.3M | 101% | Mar 2026 |
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| R. W. Roge & Company | 76k | $2.3M | -30% | Mar 2026 |
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| Authentikos Wealth Advisory | 75k | $2.3M | -11% | Mar 2026 |
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| Retirement Guys Formula | 74k | $2.2M | 66% | Mar 2026 |
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| Collaborative Fund Advisors | 73k | $2.2M | 100% | Mar 2026 |
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| Baird Financial | 67k | $2.0M | -58% | Mar 2026 |
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| Exchange Traded Concepts | 66k | $2.0M | 100% | Mar 2026 |
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| Bank of Nova Scotia | 66k | $2.0M | 0% | Mar 2026 |
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| Latitude Advisors | 66k | $2.0M | 39% | Mar 2026 |
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| Proficio Capital Partners | 63k | $1.9M | 2% | Mar 2026 |
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| Wealth Enhancement Trust Services | 62k | $1.9M | 13% | Mar 2026 |
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| Austin Wealth Management | 62k | $1.9M | -34% | Mar 2026 |
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| Capital Financial Group | 61k | $1.8M | 100% | Mar 2026 |
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| Optivise Advisory Services | 60k | $1.8M | -10% | Mar 2026 |
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| Global View Capital Management | 60k | $1.6M | 68% | Jun 2026 |
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| Mariner Wealth Advisors | 60k | $1.8M | 21% | Mar 2026 |
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| Harwood Advisory | 60k | $1.8M | -6% | Mar 2026 |
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| Foundations Investment Advisors | 59k | $1.8M | 100% | Mar 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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| Blackston Financial Advisory Group | 56k | $1.7M | 15% | Mar 2026 |
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| RFG Advisory | 55k | $1.7M | 7% | Mar 2026 |
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| ORG Wealth Partners | 55k | $1.7M | 19% | Mar 2026 |
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| Sharp Financial Services | 53k | $1.6M | -12% | Mar 2026 |
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| Delta Investment Management | 51k | $1.5M | 6% | Mar 2026 |
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| Arrowroot Family Office | 49k | $1.5M | 100% | Mar 2026 |
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| Integrated Wealth Concepts | 46k | $1.4M | 47% | Mar 2026 |
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| Principal Securities | 45k | $1.4M | -19% | Mar 2026 |
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| Andina Capital Management | 44k | $1.3M | -24% | Mar 2026 |
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| Citadel Advisors | 44k | $1.3M | 100% | Mar 2026 |
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| Magnolia Private Wealth | 44k | $1.3M | 27% | Mar 2026 |
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| Great Valley Advisor Group | 42k | $1.3M | 29% | Mar 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 | $1.2M | 17% | Mar 2026 |
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| Betterment | 40k | $1.2M | 92% | Mar 2026 |
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| Secured Retirement Advisors | 39k | $1.0M | 1% | Jun 2026 |
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| Aries Wealth Management | 39k | $1.2M | -4% | Mar 2026 |
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| Legacy Capital Group California | 36k | $1.1M | 100% | Mar 2026 |
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| Global Wealth Strategies & Associates | 34k | $892k | 8% | Jun 2026 |
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| Mather Group | 33k | $991k | 100% | Mar 2026 |
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| Advisory Services Network | 32k | $979k | 100% | Mar 2026 |
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| Nwam | 31k | $934k | 0% | Mar 2026 |
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| Entrewealth | 29k | $889k | 14% | Mar 2026 |
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| Financial Enhancement | 29k | $759k | 6% | Jun 2026 |
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| Commonwealth Equity Services | 28k | $834k | -7% | Mar 2026 |
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| WCG Wealth Advisors | 27k | $819k | 77% | Mar 2026 |
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| First Business Financial Services | 24k | $731k | 100% | Mar 2026 |
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| Independent Financial Group | 24k | $718k | 100% | Mar 2026 |
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| Hilltop Holdings | 23k | $702k | -37% | Mar 2026 |
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| National Bank Of Canada /fi/ | 23k | $686k | -8% | Mar 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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| Integrity Alliance | 21k | $638k | 100% | Mar 2026 |
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| SHP Wealth Management | 21k | $629k | 18% | Mar 2026 |
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| Gwn Securities | 21k | $622k | 143% | Mar 2026 |
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| Signet Private Wealth | 20k | $615k | 100% | Mar 2026 |
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| PFG Advisors | 20k | $523k | 194% | Jun 2026 |
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| City Center Advisors | 20k | $521k | -2% | Jun 2026 |
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| Insight Wealth Strategies | 19k | $501k | -1% | Jun 2026 |
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| Prime Capital Investment Advisors | 19k | $587k | 1% | Mar 2026 |
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| Independent Advisor Alliance | 19k | $573k | 100% | Mar 2026 |
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| Kennedy Investment Group | 18k | $551k | 16% | Mar 2026 |
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| Guilbault Capital | 18k | $463k | 100% | Jun 2026 |
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| Ausdal Financial Partners | 18k | $536k | 32% | Mar 2026 |
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| Luminist Capital | 18k | $530k | -2% | Mar 2026 |
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| Toroso Investments | 17k | $526k | 100% | Mar 2026 |
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| Able Wealth Management | 17k | $511k | -7% | Mar 2026 |
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| Great Diamond Partners | 17k | $435k | -3% | Jun 2026 |
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| Miracle Mile Advisors | 16k | $497k | -66% | Mar 2026 |
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| Park Avenue Securities | 16k | $492k | -34% | Mar 2026 |
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| Wedbush Morgan Securities | 14k | $418k | -66% | Mar 2026 |
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| Cetera Investment Advisers | 12k | $367k | -44% | Mar 2026 |
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| POM Investment Strategies | 9.6k | $289k | -96% | Mar 2026 |
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| Lloyd Advisory Services | 229.00 | $6.9k | -99% | Mar 2026 |
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Who sold out of Simplify Exchange Traded Fun?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Wealth Enhancement Advisory Services | Dec 2025 | 2.9M | $80M |
| Brookwood Investment Group | Mar 2026 | 173k | $5.2M |
| Simplify Asset Management | Mar 2026 | 151k | $4.6M |
| IFG Advisory | Dec 2025 | 146k | $4.0M |
| Jane Street | Dec 2025 | 71k | $1.9M |
| Axxcess Wealth Management | Dec 2025 | 63k | $1.7M |
| CacheTech | Dec 2025 | 44k | $1.2M |
| Stratos Wealth Partners | Dec 2025 | 40k | $1.1M |
| Brookstone Capital Management | Dec 2025 | 37k | $1.0M |
| Revisor Wealth Management | Dec 2025 | 34k | $937k |
| Worth Asset Management | Mar 2026 | 25k | $766k |
| Flow Traders US | Dec 2025 | 22k | $610k |