Who owns SIMPLIFY?
- Ticker: CTAP
- CUSIP Number: 82889n228
Tip: Access positions for across all investors
Analyze quarterly positions in Simplify with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Simplify stock
Who bought or sold SIMPLIFY this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| CWM | 3.4M | $90M | 100% | Mar 2026 |
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| Mather Group | 583k | $15M | 89% | Jun 2026 |
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| Tactive Advisors | 109k | $2.9M | 100% | Jun 2026 |
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| Simplify Asset Management | 100k | $2.6M | 0% | Jun 2026 |
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| Professional Financial Advisors | 88k | $2.3M | 14% | Jun 2026 |
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| Commonwealth Equity Services | 78k | $2.1M | 6% | Jun 2026 |
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| Wedbush Morgan Securities | 77k | $2.0M | 87% | Jun 2026 |
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| Kestra Advisory Services | 65k | $1.7M | 100% | Jun 2026 |
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| Pekin, Singer Strauss Asset Management | 27k | $702k | 24% | Jun 2026 |
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| Triton Wealth Management, P | 19k | $492k | 100% | Mar 2026 |
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| Magnolia Private Wealth | 16k | $418k | 100% | Mar 2026 |
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| Chicago Partners Investment | 7.2k | $204k | 100% | Jun 2026 |
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| Reyes Financial Architecture | 874.00 | $23k | 100% | Jun 2026 |
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| AE Wealth Management | 155.00 | $4.2k | 100% | Mar 2026 |
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| Deane Retirement Strategies | 149.00 | $3.9k | 0% | Jun 2026 |
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Who sold out of Simplify?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Zions Bancorporation, National Association | Mar 2026 | 956.00 | $26k |