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Simplify shares owned by Commonwealth Equity Services

Quarter-by-quarter ownership of Simplify (CTAP) shares owned by Commonwealth Equity Services from 13F filings

Historical chart of Commonwealth Equity Services investment in Simplify

Tip: Access up to 7 years of quarterly data

All positions including Simplify held by Commonwealth Equity Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Simplify by Commonwealth Equity Services

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.0M 74k 26.78

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View all positions for Commonwealth Equity Services

Top funds holding Simplify

Mather Group
Simplify Asset Management
Professional Financial Advisors
Commonwealth Equity Services
Wedbush Morgan Securities
Pekin, Singer Strauss Asset Management
Triton Wealth Management, P
Magnolia Private Wealth
Zions Bancorporation, National Association
AE Wealth Management
Deane Retirement Strategies

View all funds holding Simplify