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Simplify shares owned by CWM

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

Historical chart of CWM investment in Simplify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify by CWM

Quarter filed Position value Share count Share price at filing
2026-03-31 $90M 3.4M 26.78

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View all positions for CWM

Top funds holding Simplify

CWM
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