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Simplify shares owned by Professional Financial Advisors

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

Historical chart of Professional Financial Advisors investment in Simplify

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Simplify by Professional Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.1M 77k 26.78

More positions owned by Professional Financial Advisors

Spdr Series Trust State Street Spd (SPTM)
Ishares Tr Core Us Aggbd Et (AGG)
Wisdomtree Tr Us Efficient Cor (NTSX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Tidal Trust Ii Ret Stckd Gl Stk (RSSB)
Wisdomtree Tr Internationl Efi (NTSI)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Spdr Series Trust State Street Spd (BIL)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Mmentm (MTUM)
Spdr Series Trust State Street Spd (MMTM)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Professional Financial Advisors

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